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João Marques Lima
@joaopmlima.bsky.social
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📽 Editor @thetechcapital.com
🎙️ Host Great Business Minds Podcast
🌍 #DigitalInfrastructure
💪🏽 Gym Life
📩 [email protected]
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Reposted by João Marques Lima
thetechcapital.com
Lambda fuels IPO speculation after hiring investment banks

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Lambda fuels IPO speculation after hiring investment banks
Lambda appears to be gearing up for an initial public offering (IPO), potentially as early as the first half of 2026.
thetechcapital.com
September 8, 2025 at 7:38 AM
Reposted by João Marques Lima
thetechcapital.com
Portugal council grants tax breaks for new $7.5 billion data centre project

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Portugal council grants tax breaks for new $7.5 billion data centre project
If realised, the project would join a growing number of large-scale data centres in Portugal, including the more than US$10 billion Start Campus 1GW hyperscale development in Sines.
thetechcapital.com
September 8, 2025 at 7:53 AM
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thetechcapital.com
Microsoft, NetBlocks confirm network slowdowns linked to subsea breaks

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Microsoft, NetBlocks confirm network slowdowns linked to subsea breaks
Internet access slowed in several Asian and Middle Eastern countries after undersea cable breaks in the Red Sea, affecting major providers and prompting renewed concerns over regional security.
thetechcapital.com
September 9, 2025 at 8:31 AM
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thetechcapital.com
Supply struggles continue as data centre vacancy drops to 1.6%

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Supply struggles continue as data centre vacancy drops to 1.6%
North America’s data centre vacancy has dropped to new lows as demand outpaces available infrastructure across major regions.
thetechcapital.com
September 9, 2025 at 8:33 AM
Reposted by João Marques Lima
thetechcapital.com
STMicroelectronics to acquire MEMS sensor business from NXP in $950 million Deal

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STMicroelectronics to acquire MEMS sensor business from NXP in $950 million Deal
The deal is expected to boost ST’s automotive and industrial sensor capabilities and contribute to its earnings once completed.
thetechcapital.com
July 30, 2025 at 7:49 AM
Reposted by João Marques Lima
thetechcapital.com
Underwater Wealth: The High-Stakes Business of Global Subsea Cables

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Underwater Wealth: The High-Stakes Business of Global Subsea Cables
As global internet traffic surges, subsea cables form the vital arteries of our digital world. João Marques Lima explores the complex landscape of financing these critical yet often overlooked infrast...
thetechcapital.com
July 29, 2025 at 6:29 AM
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thetechcapital.com
Equinix expected to post more than $2 billion in quarterly revenue

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Equinix expected to post more than $2 billion in quarterly revenue
Equinix is projected to report a 4.6% year-on-year revenue increase for the second quarter of 2025, as analysts maintain a consensus “buy” rating ahead of the results.
thetechcapital.com
July 29, 2025 at 6:24 AM
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thetechcapital.com
UK Government commits up to $2.6 billion to National Compute Infrastructure overhaul

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UK Government commits up to $2.6 billion to National Compute Infrastructure overhaul
The roadmap estimates the UK will require 6 gigawatts of AI-capable data centre capacity by 2030, a threefold increase from current levels.
thetechcapital.com
July 29, 2025 at 6:17 AM
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thetechcapital.com
Google increases 2025 Capex guidance to $85 billion
Google expects to see an increase in available capacity for its cloud business towards the end of 2025.

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Google increases 2025 Capex guidance to $85 billion
Google expects to see an increase in available capacity for its cloud business towards the end of 2025.
thetechcapital.com
July 26, 2025 at 1:22 PM
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thetechcapital.com
KKR considers $5 billion buyout of ST Telemedia Global Data Centres

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KKR considers $5 billion buyout of ST Telemedia Global Data Centres
The potential deal follows KKR’s growing focus on digital infrastructure, as it seeks to expand its global data centre footprint amid rising demand for cloud services and enterprise connectivity acros...
thetechcapital.com
July 28, 2025 at 6:26 AM
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thetechcapital.com
Keppel DC REIT reports 12.8% rise in H1 DPU on higher income from acquisitions

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Keppel DC REIT reports 12.8% rise in H1 DPU on higher income from acquisitions
The trust saw a 12.8% increase in distribution per unit in H1 2025, driven by acquisitions and contract escalations, while outlining expansion plans into new and existing markets.
thetechcapital.com
July 28, 2025 at 7:26 AM
Reposted by João Marques Lima
thetechcapital.com
Data centres could add $34 billion to Malaysia’s economy by 2030
Malaysia’s data centre capacity is set to double by 2030 to reach 2.53GW, with the sector expected to support 30,900 jobs.

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Data centres could add $34 billion to Malaysia’s economy by 2030
Malaysia’s data centre capacity is set to double by 2030 to reach 2.53GW, with the sector expected to support 30,900 jobs.
thetechcapital.com
July 28, 2025 at 7:33 AM
Reposted by João Marques Lima
thetechcapital.com
DCGC'25 | InfraPartners CEO: “We're at Minute Two of a 90-Minute Game” in AI Infrastructure

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DCGC'25 | InfraPartners CEO: “We're at Minute Two of a 90-Minute Game” in AI Infrastructure
Infrapartners CEO Michalis Grigoratos discusses Europe's late AI infrastructure awakening, investor discipline, and the long road to utility-grade digital infrastructure in a candid interview with The...
thetechcapital.com
July 28, 2025 at 7:38 AM
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thetechcapital.com
Crusoe plans 1.8GW AI data centre in Wyoming
The project has the potential to scale up to 10 GW, marking one of the largest dedicated AI infrastructure projects in the US to date, the company claims.

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Crusoe plans 1.8GW AI data centre in Wyoming
AI infrastructure developer Crusoe and Blackstone-backed energy infrastructure company Tallgrass have announced plans to jointly develop a 1.8GW AI data centre campus in southeast Wyoming.
thetechcapital.com
July 28, 2025 at 7:39 AM
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thetechcapital.com
Charles Liang says competition drives better AI Infrastructure, not lower margins

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Charles Liang says competition drives better AI infrastructure, not lower margins
Supermicro CEO Charles Liang outlines his company's AI infrastructure strategy, energy-saving solutions, and approach to competition in a rapidly evolving global market.
thetechcapital.com
July 28, 2025 at 7:42 AM
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thetechcapital.com
DartPoints, Megaport team up to expand cloud access in South Carolina

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DartPoints, Megaport team up to expand cloud access in South Carolina
The deal gives DartPoints’ Greenville customers direct access to Megaport’s global network of cloud and data centre connections.
thetechcapital.com
July 28, 2025 at 7:45 AM
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thetechcapital.com
Microsoft-backed firm Armada raises $131 million to roll out mobile AI data centres
With new funding and product launch, Armada is aiming to bring megawatt-scale AI compute to the edge quickly.

🔗 Full Story here: thetechcapital.com/microsoft-ba...

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Microsoft-backed firm Armada raises $131 million to roll out mobile AI data centres
With new funding and product launch, Armada is aiming to bring megawatt-scale AI compute to the edge quickly.
thetechcapital.com
July 28, 2025 at 7:48 AM
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thetechcapital.com
Oracle adds Bloom fuel cells to energy mix as data centre demand grows

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Oracle adds Bloom fuel cells to energy mix as data centre demand grows
Oracle joins a growing list of hyperscalers turning to on-site, lower-carbon power as AI demand pushes data centre capacity to the edge.
thetechcapital.com
July 28, 2025 at 7:50 AM
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thetechcapital.com
Washington clears limited NVIDIA, AMD AI chip exports to China

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Washington clears limited NVIDIA, AMD AI chip exports to China
The US government allows Nvidia and AMD to export AI chips to China, marking a significant policy shift in tech trade.
thetechcapital.com
July 17, 2025 at 7:36 AM
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thetechcapital.com
Data centre expansion could add $28 billion to Portugal's economy by 2030

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Data centre expansion could add $28 billion to Portugal's economy by 2030, study finds
Portugal's data centres could generate up to €4.4 billion yearly and support over 48,000 jobs by 2030 if Lisbon fixes its policies.
thetechcapital.com
July 17, 2025 at 7:39 AM
Reposted by João Marques Lima
thetechcapital.com
AllianzGI takes minority stake in Yondr alongside DigitalBridge and La Caisse
The investment was made on behalf of Allianz’s insurance companies and its European Infrastructure Fund II.

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AllianzGI takes minority stake in Yondr alongside DigitalBridge and La Caisse
Allianz Global Investors (AllianzGI) has acquired a minority stake in Yondr Group, a developer and operator of hyperscale data centres.
thetechcapital.com
July 17, 2025 at 7:44 AM
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thetechcapital.com
NTT Indonesia to expand Jakarta footprint, tap into agentic AI

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NTT Indonesia to expand Jakarta footprint, tap into agentic AI
The company ramps up its data centre push while navigating infrastructure gaps and cautious adoption of new tech in Indonesia.
thetechcapital.com
July 18, 2025 at 7:28 AM
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thetechcapital.com
Stonepeak invests $1.3 billion in Princeton Digital Group to back Asia data centre platform expansion

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Stonepeak invests $1.3 billion in Princeton Digital Group to back Asia data centre platform expansion
Warburg Pincus remains PDG’s largest shareholder, joined by Ontario Teachers’ Pension Plan, Mubadala Investment Company, and now Stonepeak.
thetechcapital.com
July 18, 2025 at 7:36 AM
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thetechcapital.com
Malaysia tightens chip export rules amid US pressure
Malaysia now requires trade permits for US-made AI chips, aligning with US efforts to curb rerouted flows to China.

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Malaysia tightens chip export rules amid US pressure
Malaysia now requires trade permits for US-made AI chips, aligning with US efforts to curb rerouted flows to China.
thetechcapital.com
July 18, 2025 at 7:39 AM
Reposted by João Marques Lima
thetechcapital.com
Director to depart DigiCo Infrastructure REIT trustee firm this month
The company reported no related securities or contractual interests linked to O’Connor’s role.

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Director to depart DigiCo Infrastructure REIT trustee firm this month
DigiCo Infrastructure REIT has announced that Mary O’Connor will step down as a director of Equity Trustees Limited, effective 1 July 2025.
thetechcapital.com
July 18, 2025 at 7:42 AM