DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Cloud & Hyperscale, Barney Dixon, DCD Intelligence
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Twenty markets account for 60 percent of hyperscale data center capacity - Synergy
Northern Virginia, US, and Beijing, China, hold the highest market share
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CBRE: Europe data center market to grow by nearly a quarter in 2026
Reaching 13GW of capacity by the end of the year
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Vantage, CyrusOne, and DayOne all plan IPOs with potential record breaking valuations
Vantage and CyrusOne are targeting 2027, while DayOne could go public next quarter
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Lambda raises $926m senior secured loan facility
Funds will be used for GPU acquisition and committed developments
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JLL: Data center demand exceeds expectations, doubles year-over-year
Absorption hits record 25GW in 1H 2026
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Enterprise cloud infrastructure spending hits $143 billion - report
Driven by AI growth, the 11th consecutive growth quarter
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Google unveils new open-source liquid-to-air cooling sidecar for air-cooled environments
Dubbed Brazos, the new system furthers OCP development of sidecar designs
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Moody’s: Hyperscaler capex forecasts marked up by $85bn, to close in on $1trn by 2027
Capex to reach $785bn in 2026, according to Moody’s forecasts
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Fleet Data Centers closes $4.6bn in senior secured notes for 230MW Storey County campus
Facility leased to an unnamed $3 trillion market cap company
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Synergy Research: Cloud spending hits $129bn in Q1 2026, ninth consecutive quarter of growth
Highest growth rate since Q4 2021
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Welsh data center proposal rejected by local council
Anglesey County Council rejected planning for the former Octel Factory in Amlwch
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Hyperscale operators now account for nearly half of all data center capacity worldwide
Could hold more than two-thirds of the market by 2031
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Related Digital closes in on $16bn financing for Oracle data center in Michigan - report
Likely for Oracle’s Stargate development in Saline Township, Michigan
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Moody’s: Hyperscalers understating risks of short-term AI DC lease agreements, leaving investors in the dark
Official disclosures fail to show the full scale of long-term economic risk
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CBRE: European hyperscaler self-build capacity growth to outpace colocation supply growth, but supply outpaces take-up in weaker than expected 2025
Hyperscaler self-build to increase by 24 percent in 2026
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JLL: Texas to become world’s largest data center market by 2030
With nearly two thirds of US data center construction happening in frontier markets
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Synergy: Enterprise cloud infrastructure spend jumps $12bn in Q4 2025
Spending grows 30 percent year-on-year
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Firmus secures $10bn debt financing facility for Project Southgate AI factory roll out
Funding led by Blackstone and Coatue
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Some Amazon data centers are driving down utility costs, Amazon commissioned report claims
All data centers studied covered their own costs
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Australia data center market expands forty-fold, driven by post-pandemic digitalization and AI demand – report
Despite growth, demand outpaces supply
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Synergy Research: Neoclouds gradually increasing CIS market share, as Amazon declines
Steady growth overall, but Amazon loses two percent in market share
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US data center capacity leasing in Q3 exceeds entirety of 2024
Q3 saw a record 7.4GW of data center leasing