2026 hyperscaler capex tops US$700bn – analysis
Analysis by Katharina Schulenburg Combined 2026 capital expenditure guidance across the four largest hyperscalers has climbed to US$720bn-745bn following the latest earnings calls, reinforcing expectations that AI infrastructure investment continues to accelerate. Including Oracle’s [NYSE: ORCL] fiscal 2027 guidance would lift the total to around US$835bn. Alphabet [NASDAQ: GOOGL], Amazon [NASDAQ: AMZN] and Meta Platforms […]
BEHIND THE DEAL: Pure DC’s E1.3bn Finnish AI campus financing
Pure DC recently confirmed E1.3bn of committed senior debt against Phase 1 of its Seinäjoki AI campus (SJK01) in Finland, closing out a process TMT Finance had been exclusively reporting on for months. Not only did subscribers have early access to the outcome, but also the customer, the advisor and the lending group behind it, […]
From RFP to prospectus: DayOne’s IPO story, as it broke
Singapore-based datacentre developer and operator DayOne Data Centers is on track for its proposed US IPO and remains on course to list within 2026, TMT Finance has learnt. TMT Finance has tracked DayOne’s IPO from RFPs for the bank mandate through to the prospectus draft — naming the four lead banks and four additional managers […]
Tracking the impact of the Deutsche Glasfaser restructuring
In June 2026, EQT Group and OMERS Infrastructure-backed Deutsche Glasfaser, the German wholesale fibre provider announced that it has completed a E7bn refinancing of the business following a High Court of London sanction – securing funding into the mid-2030s. While no financial terms were disclosed, TMT Finance has been tracking the classified restructuring process from […]