company
Equinix is a global operator of data centers and interconnection facilities, providing colocation, networking, and cloud connectivity services to enterprises.
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STL Partners estimates public opposition has delayed or cancelled about $42 billion of European data center investment, against about $77 billion in the U.S. Governments there have begun turning local objections into national planning and grid rules.
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Uptime Institute's survey puts 45% of IT workloads on company-owned infrastructure, unchanged in a year when hyperscalers reached 48% of global capacity. Budgets built on Synergy's forecast of 19% on-premise capacity by 2031 would retire more in-house hardware than that workload split supports.
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Andrew Power told CNBC that cloud and enterprise demand has outrun supply in his markets for years. The $3 trillion real-estate forecast investors are leaning on comes from JLL, a firm paid to broker that space.
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Bloom's own percentages imply a $13.3 billion non-compute capex baseline and a $61 billion five-year cost of ownership for that gigawatt, with two thirds of the claimed saving arriving before the plant burns any gas.
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Housing Assembly and the UK nonprofit Foxglove challenged two proposed Equinix facilities in Cape Town in August, and they have asked the South African Human Rights Commission to halt hyperscale expansion countrywide.
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Larry Ellison has skipped Oracle's earnings calls this year and is off next month's keynote billing. The product his successors have to explain is separated EU regions and borrowed data centre capacity.
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Korea's NPU makers have moved from domestic pilots to paid orders abroad. The sizes show the stage they are at: 1,800 chips in Stockholm's first phase, and 77 DEEPX purchase orders averaging about $169,000 each.
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Westpac IQ's estimate implies about $387,500 of capital per job counted, and the electricity to run the build takes data centres from 3% of Australian supply to 13% by 2035-36, faster than AEMO says the grid can be built.
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A push to count natural gas as renewable ended with the text naming no sources at all, which is how ReData passed without objection and why anyone claiming the five-year tax suspension inherits an undefined energy test.
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The colocation incumbent is now worth $100bn, roughly 47% more than Digital Realty, on the strength of an Nvidia and Together AI inference program that does not open until the first quarter of 2027 and whose invoices Together sends.
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The CFTC opened a 60-day consultation on compute derivatives on Aug. 19. The design question underneath it, which index a hedge settles against, decides whether the hedge works at all.
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Abbott's pause stops roughly 1,800 grid applications seeking nearly 474 GW. The load-bearing number is not the gigawatts but the under-10 percent of operators who answered the PUC's data request.
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Digital Realty, Equinix, Keppel and STT GDC each get 50MW on Jurong Island. Half the load must run on low-carbon energy, and liquid cooling is part of the deal.
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Standard Nuclear will fabricate fuel for the Kaleidos microreactor through the early 2030s. The interesting part is what the deal implies about where microreactor programs actually stall.
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