The Energy & Sustainability Supplement
A sustainable future for data centers
News - The Investment & Markets Channel
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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Equinix posts record annualized gross bookings of $533m, up 35 percent
Keeps project scale low and customer base broad
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Modular data center provider DXN loses neocloud customer contract
Customer cancels deal after shift in business, company still paid for work completed
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Synergy: Enterprise cloud infrastructure spending jumped 55% YoY in Q3
The 12th consecutive quarter of growth
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Intel says Israel fab explosion will cost company $600m in losses, as Q3 ‘26 revenue hits $16.5bn
Intel Foundry operating losses down QoQ, with chipmaker claiming 14A customer announcements are coming soon
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Deutsche Telekom halts mega-merger plans with T-Mobile - report
For now, it seems a union between the two is off
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AWS earnings jump, but investors grow weary of AI spend as quarterly capex hits $77bn
Shares fall as Amazon forecasts a weaker retail Q4 and continued data center spend
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Google share price slumps as AI data center build-out drives $9bn negative cashflow
Search and cloud giant says capex spending will continue as planned
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Microsoft thinks its data centers can last for 25 years, reports strong cloud earnings and lower capex
Extends useful life of facilities as it reports Azure revenue for the first time
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Telehouse closes acquisition of Docklands office campus in UK, plans 65MW data center
KKDI-owned operator buys office block next to existing London campus
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Naver closes $10bn investment from Brookfield and Nvidia
Money to fund the build-out of data centers and GPU purchases
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UK's Volta acquires Reynolds House data center site in Manchester
Company buys former Telecity/Equinix site from Lunar Digital
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EdgeCore secures $521 million in ABS financing
Latest financing backed against leased data center in Silicon Valley
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Kyivstar acquires Ukrainian cloud provider GigaCloud
In the works for months, deal comes weeks after Kyiv data center of GigaCloud’s parent company was bombed by Russia
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American Tower CEO: We own abandoned Dish equipment on our towers
As data center revenue growth raises full year outlook
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KBRA assigns preliminary ratings to up to $525m in US Signal notes, secured against ten data centers
With a final maturity of November 2056
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Vertiv shares jump 14 percent as data center earnings beat expectations
Reversing a steady decline amid market uncertainty
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Genius Group looks to pivot to data centers, partners with FingerMotion and BlueFlare for project in Canada
Edtech firm wants some of that sweet GPU cloud revenue
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Neocloud General Compute raises $100m in Series A funding round
Round provides startup with post-money valuation of $800m
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TPG eyes UK data center firm Ark - report
UK operator could be valued at $5 billion
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US Signal acquires data center in Hillsboro, Oregon
Company takes over facility previously occupied by Oracle
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US broadband provider RiverStreet files for Chapter 11, enters asset purchase agreement with Oaktree Capital Management
Will transition ownership to Oaktree Capital Management
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FCC approves Amazon Leo's $11.5bn acquisition of Globalstar
The move is set to boost Amazon's D2D vision
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La Caisse snaps up 49.9% stake in Bell Canada's tower unit
Raises CAD$2.45bn for newly-formed tower business
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BitFuFu considers abandoning 80MW Ethiopian Bitcoin mine acquisition
Dispute between current operator and local electricity supplier could kibosh deal
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Broadcom organizes $63bn deal with Bank of America, Blackstone, Citigroup, and Morgan Stanley to fund Anthropic chip purchases
Project North Star will finance the purchase of Broadcom-developed Google TPUs
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STTGDC secures $590m green loan for Tokyo data centers
Funds to finance the fit-out and operation of 70MW campus
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AirTrunk secures AU$4.25 billion green loan for Sydney data center campus
Current expansion phase for SYD3 site due live in 2028
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Nvidia to invest $3bn in Meta’s $97.5bn equity offering, as social media giant plans to deploy more Nvidia hardware
Agreement centers around Meta’s Muse AI agents