data centers

According to Helen Xenos, senior director of portfolio marketing at Ciena, selecting the appropriate optical technology depends on the customer’s primary constraint In sum – what to know: AI reshapes DCI – Helen Xenos said AI scale-across deployments require roughly …

Speaking during a recent RCR webinar, AFL’s Noah Taylor said that as hyperscalers expand AI deployments, the networks linking data centers are becoming increasingly important alongside the facilities themselves In sum – what to know: DCI scales rapidly – Taylor …

Softbank’s €75bn plan to build 5GW of AI data center capacity in France is being hailed in Paris as a breakthrough for European digital sovereignty. But the scale of foreign capital – despite the absence of US hyperscalers – raises …

Vikram Sinha, chief executive officer of Indosat Ooredoo Hutchison told RCR Wireless News that neocloud services contributed around $35 million in revenue during 2025 In sum – what to know: AI revenue targets – Indosat said neocloud services generated $16 …

KT has outlined plans to deepen the company’s AX – or AI transformation – strategy through new AI platforms, enterprise services, and hyper-personalized customer offerings In sum – what to know: AX platform focus – KT said it is reorganizing …

Nvidia has agreed a multi-year supply deal with Corning that could grow into a $3.2bn equity position, alongside a major expansion of US optical fibre manufacturing capacity aimed at meeting surging AI infrastructure demand. In sum – what to know: …

Lumen Technologies is acquiring cloud networking platform Alkira for $475 million to strengthen its ‘east-west’ DCI strategy, and bolster its programmable NaaS roadmap to cover all the compass points – from the enterprise to cloud, and the US to everywhere. …

Strong growth and raised guidance sit alongside major AI work at Verizon, about to be unveiled with a brand new AI tech stack to drive further network automation and customer (micro-) segmentation to cut costs, improve service, and drive “industrial-scale” …

Modest top-line growth in the first quarter masks a more dramatic shift at Nokia, where a surge in optical networking for AI infrastructure is reshaping its revenue mix. In line with demand, the firm has raised projections for fiber and …

Ericsson is sticking to what it knows: 5G, public and private, and APIs, to expose 5G capabilities to developers and enterprises; it offers more coherent longer-term diversification, it implies, than a Nokia-style switch to ride the AI bandwagon on fiber …

HPE reinforced the telco shift at MWC: the urgent mid-gen upgrade of fiber interconnect and longhaul networks for the AI era, plus the edge inference agenda just coming on-stream – as served by its PTX and MX portfolios, respectively, as …

Kannan Raj, architect, Oracle pulled back the curtain on the three dimensions of connectivity that define AI-era networking, and how optical innovation is enabling the globe-spanning AI network fabric One of the tech industry’s biggest worries was in full display …

The message from Nvidia chief Jensen Huang at GTC this week is that AI is no longer about models or chips alone, but about monetizing inference at scale – where tokens become the core unit of value, and data centers …

As AI workloads splinter across the fragmented cloud-infrastructure landspace, enterprises are scrambling to keep performance, governance, and costs in check. Equinix reckons the answer is in neutral interconnection hubs that simplify last-mile access, orchestrate distributed infrastructure, and bring inference closer …

AI’s voracious appetite is straining energy grids, prompting new power strategies and longer planning horizons In sum — what to know: The gating factor: Power is now the biggest gating factor for AI infrastructure, with water to follow next. Bring …

While most of the big talk at MWC is about 5G and 6G, the most urgent AI infrastructure work is with fibre-heavy data centre interconnects. Cisco, and certain others, are capitalising on this east-west traffic surge, with mobile and edge …

Morgan Lewis’ Andrew Lipman surfaces the top trends to watch in 2026 at Metro Connect With the show floor packed with fiber connectivity players, data center providers, and software folks with all their financial backers, Metro Connect 2026 was a …

Europe’s largest enterprise fibre provider will scale infrastructure and partner-led operations across the Middle East, positioning itself as a regional gateway – whilst also divesting non-AI data centres in Europe to double down on asset-led digital infra. In sum – …

Power scarcity and thermal limits are major challenges for the AI data center buildout, observes Dell’Oro Group – but that the industry is redesigning infrastructure, doubling down on cooling, and spending its way out of a corner. In sum – …

By 2035, global active data center IT capacity is forecast to surge nearly six-fold, from roughly 24 GW today to around 147 GW, as a new ABI Research forecast shows. A staggering expansion driven largely by artificial intelligence (AI) workloads, …

A panel at PTC in Hawaii comprising hyperscalers Google and Meta and wholesalers Exa Infrastructure and Southern Cross Cable Networks explored how AI is reshaping demand for submarine cables, driving hyperscaler-led builds, stressing legacy systems, and creating new regulatory and …

Nokia saw net sales rise by three percent last quarter and two percent in the whole of last year, even as margins slipped, partly because of investments and restructuring. Revenue growth came mostly from strong fiber-optic and data center demand, …

At PTC’26 in Hawaii, a panel of hyperscale and wholesale operators comprising Google, Meta, EXA, and SCCN dissected the mounting pressures on Atlantic subsea infrastructure. With spiralling AI traffic, impending end-of-life systems, and hyperscalers dominating new builds, the industry faces …

Hyperscaler capex is surging, vacancy has all but vanished, and AI is pushing data centre demand far beyond traditional hubs – but questions remain over power, people, and long-term returns as development spills into secondary and tertiary markets. In sum …

PTC, once a small and sunny telecoms event, is now a fully-fledged AI infrastructure show. The 2026 version, in Honolulu, opened with familiar fanfare about the scale of the global AI build-out. But between the big numbers and flashy pyrotechnics, …