PLANET says its EEC data centre is drawing interest from Thai and foreign investors, ramping total power capacity to 6.8 MW

Equinix executives said artificial intelligence is accelerating enterprise demand for higher-density data center capacity, interconnection services and latency-sensitive infrastructure, speaking during a Barclays conference discussion. Arquelle Shaw, Equinix's President of the Americas, said the company has almost 11,000 customers and that enterprise capacity deals have shifted from 250 kVA once being considered large to megawatt-scale deployments becoming more common. Equinix's interconnection business grew 9% this year, Shaw said, and the company has more than 522,000 interconnections globally, supported by new offerings including Fabric One and Inference Exchange. Shaw said the announced DA12 facility is expected to deliver about 67 megawatts and densities of roughly 18 kVA per cabinet, while Ryan Burke, Equinix's vice president of investor relations, said the company already has liquid cooling in more than 100 properties and expects to continue generating mid-20% cash yields on development projects. Management's long-term outlook calls for 9% to 12% annual adjusted funds from operations per-share growth through 2029, with Burke saying the previous high end of its outlook is now the low end of its updated range, and Shaw adding that no single customer represents more than about 2.5% of Equinix's portfolio.

Warren Buffett and newly appointed Berkshire Hathaway CEO Greg Abel have plowed tens of billions of dollars into Alphabet, making it one of Berkshire's biggest investments, after Buffett finally bought the stock in the third quarter of 2025 with shares trading around $200. Buffett had long said he missed the opportunity, noting at the 2017 shareholder meeting that he would not bet against Google, and he has acknowledged missing out on a 9,000% gain by not buying sooner. Google initially offered shares to the public at $85 each in 2004, and after a 2014 split into two share classes and a 20-for-1 split in 2022, the split-adjusted price is just $2.125 per share. Buffett said he likes the stock now because Alphabet plans to spend around $200 billion in capital expenditures this year on new data centers and AI servers, a use of capital he sees earning a high cash return. Google Cloud CEO Thomas Kurian said the average payback period on its new servers is less than two years, and roughly half that for Google's custom TPUs, while average five-year customer contracts and a two-year lead time on data center construction mean even a worst-case scenario produces a positive return. With the stock trading for less than 17 times forward earnings expectations, Buffett and Abel could keep buying in the third quarter.

Digital Realty made ServiceFabric MCP available on September 15, a software layer that lets AI agents design, monitor and troubleshoot network connections across more than 800 data centers, including third-party sites. The launch follows second quarter results reported on July 23, when Core FFO per share, excluding net promote, rose to $2.13 from $1.87 a year earlier, while the headline figure of $2.65 included a $188 million net promote. Renewal leases in the quarter were signed at rates 25.4% higher on a cash basis, and signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share. Management lifted its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20, even as the company carried about $18.6 billion of debt at June 30, 2026 and set its 2026 development spending outlook, net of partner contributions, at $4.25 billion to $4.75 billion. Digital Realty calls MCP an emerging standard still being validated, and the announcement puts no dollar figure on what it could add to revenue.