Digital infra/STRUCTURE Weekly Update: AI and M&A Fuel Hyperscale Cloud Surge Amid Skepticism

Oracle Cloud signed a $30 billion annual contract, reportedly with OpenAI, showcasing AI's role in driving hyperscale cloud growth.

Meta is raising $30 billion to expand its AI infrastructure, increasing its CapEx targets significantly.

Despite growth, bearish sentiments persist, with skeptics comparing current trends to the dotcom bust, though these concerns are deemed unfounded.

GPU cloud infrastructure is expanding rapidly, with CoreWeave acquiring Core Scientific to enhance data center capacity and construction capabilities.

LatAm region sees growth with Microsoft opening a cloud region in Chile, Google building a subsea cable, and new data center projects in Brazil and beyond.

CoreWeave introduced a new executive role to manage CapEx for data center builds and deployed Dell servers with NVIDIA chips.

The hyperscale cloud sector continues to evolve, with developments in AI, infrastructure procurement, and regional expansion driving growth.

The LatAm market is emerging as a key growth area for hyperscale cloud and data center operators.