Originally posted on Infra/STRUCTURE Summit.

The data centre colocation sector is experiencing growth, with ecosystem companies like NVIDIA, AMD, and energy firms providing optimistic data points during earnings season.

  • Applied Digital secured a multi-year lease with CoreWeave for 250MW capacity in North Dakota, marking significant progress in GPU cloud expansion.
  • CoreWeave is involved in large-scale joint ventures (JVs) like the Blue Owl Capital project in Virginia, reflecting a trend towards multi-faceted, large-scale AI infrastructure developments.
  • Southeast Asia is a key growth region, with Microsoft launching its first cloud infrastructure regions in Malaysia and Indonesia, supported by colocation and self-built data centres.
  • Cryptocurrency companies are increasingly entering the data centre colocation and HPC-oriented cloud infrastructure space, with notable activity from Applied Digital and Core Scientific.
  • The sector is seeing a shift towards large-scale partnerships and global expansion, with projects like Mistral AI in France and the Crusoe Project in Texas.
  • Despite early bearish sentiment in 2025, the sector has shown resilience and growth, supported by data points and insights from various developments.

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