Browsing Tag
Equinix
18 posts
Singapore awards 200MW data-centre capacity as AI growth meets power limits
Singapore has provisionally released 200MW of new data-centre capacity to four major operators, but the award comes with unusually demanding green-energy, cooling and efficiency conditions as the city-state balances AI infrastructure growth against limited power and land.
Alpha Compute (Nasdaq: ALP) enters US data center development with Pennsylvania term sheet
Alpha Compute's $55m Pennsylvania land and gas rights term sheet targets a 200MW AI campus, but a $4.5m market cap and $500m total build define the risk.
VNET Group (NASDAQ: VNET) rallies as CATL stake and 517 MW order book reset AI thesis
CATL is taking 38% of VNET for nearly $1 billion. Wholesale just passed retail. The question is whether China's AI capex cycle reaches the bottom line.
Oklo (NYSE: OKLO) sits at $66 as nuclear bull case meets execution reality
Data centers need power faster than utilities can build it. Oklo has 14GW of demand and an NRC win, but almost none of the pipeline is binding.
Megaport (ASX: MP1) surges 28% on $254m AI compute contracts: What comes next
Megaport said AI was the future. Today it signed $254 million of proof. The harder question is whether August's result can hold the re-rating.
AirTrunk commits $3bn to JHB3 and JHB4 as Malaysia bet hits $6.8bn
AirTrunk is pouring USD3 billion more into Johor as Singapore caps capacity and Malaysia tightens AI data centre rules. Whose grid pays the bill?
Why Blackstone Digital Infrastructure Trust’s IPO filing matters for Blackstone Inc. (NYSE: BX) and data center investors
Blackstone Digital Infrastructure Trust has filed for an IPO. Read why this BXDC move matters for Blackstone, hyperscalers, and AI data center investors.
CPP and Equinix to acquire Nordic data center platform atNorth in $4bn deal
Equinix (EQIX) and CPP Investments are acquiring Nordic data center platform atNorth for US$4 billion. Here is what the deal means for AI infrastructure in Europe.
AI to anchor UK’s economic renewal with £24.25bn in investment and new growth zones
UK doubles down on AI-led growth with £24.25B investment, South Wales Growth Zone, and sovereign compute strategy. Find out what’s at stake.
Top AI infrastructure stocks to watch after the $40bn Aligned Data Centers deal
Find out which AI infrastructure and data center stocks could gain from the $40bn Aligned deal as Wall Street shifts from algorithms to compute power.