The AI build-out is rewriting the fibre comms order-book – between data centres and within data centres, right down to the rack itself. As power constraints, scale-out architectures, and interconnect bottlenecks push fibre ever closer to the data-centre edge, optical …
data centers
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Bell is already generating AI revenue from leasing data center capacity, selling cybersecurity solutions, and integrating technology systems In sum – what to know: CAD1.5B AI revenue by 2028 – Bell plans to more than double its AI business through …
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AutomationTelco AI From autonomous networks to intelligent telcos – the next evolution of telecom June 25, 2026 0 comments Real-world network emulation is critical for 5G deployments (Reader Forum) June 25, 2026 0 comments Why autonomous networks don’t mature uniformly …
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In the study, JLL identifies around 190 “distinct operators” beyond established neoclouds such as CoreWeave, Nebius, and Crusoe In sum – what to know: 82% CAGR since 2021 – Neoclouds are rapidly expanding revenue as AI GPU demand accelerates, with …
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Michael Ma, Huawei VP and president of ICT product portfolio management and solutions, said that data centers are “at a turning point to become AI DCs” In sum – what to know: Huawei pushes AI-ready data centers – The Chinese …
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The deal between Keppel and Dell will initially target projects in Singapore, Malaysia and Vietnam In sum – what to know: Strategic collaboration expands in Asia – Keppel and Dell will jointly develop efficient data centers and AI platforms, starting …
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Nokia has new deals with Supermicro and Kyndryl to deliver AI-ready, automated data centre networking – at a global channel level, and a local client level (via a global sales setup). The deals emphasise scalability, reliability, and event-driven network automation …
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Telecom Argentina said it aims to end this year with 750 5G sites across the country In sum – what to know: 5G rollout gains speed – Telecom operates 550 5G sites, targeting 750 by year-end, while also introducing private …
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Tennessee Valley Authority says that Small Modular Reactors will generate enough power to fuel 60 data centers The largest public utility in the United States, the Tennessee Valley Authority (TVA), has signed a deal for the development of six Small …
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Three ways the data center industry is coping with a construction workforce crunch
by Kelly Hillby Kelly HillData centers may house AI, but they don’t get built without tradespeople RESTON, Virginia—Trade talent is tight for the data center industry. With tens of billions being poured into getting concrete poured and data centers up and running as fast …
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Flexential CEO Chris Downie outlined a new playbook for data center operators, amid unprecedented demand, investment and chokepoints RESTON, Virginia—The wake-up call for Flexential CEO Chris Downie started innocently enough: He sent a picture of himself meeting former Ukrainian heavyweight …
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The Gen AI Divide report from the MIT NANDA initiative reveals a major lack of ROI on gen AI projects A recent report from the Massachusetts Institute of Technology (MIT)’s Networked Agents and Decentralized AI (NANDA) put forward some numbers …
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What’s the environmental cost of that Gemini prompt? Google ran the numbers
by Kelly Hillby Kelly HillGoogle researchers looked at how much energy, water and carbon emissions that a run-of-the-mill Gemini text query generates It has become conventional wisdom that using an AI chatbot like ChatGPT for queries requires far more energy than using a regular …
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U.S. President Donald Trump recently mentioned the fact that Nvidia was looking to make its Blackwell chips available to the Chinese market In sum – what to know: Nvidia prepares Blackwell-based AI chip for China – The B30A is expected …
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Despite strong results, CoreWeave stock has been on a slide as the market reacts to high expenses for the AI infrastructure company CoreWeave CEO Mike Intrator said that the company is in a “hypergrowth journey” and saw “unprecedented demand” for …
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Rogers will continue to sell data center services on behalf of InfraRed and provide network connectivity to the sites In sum – what to know: Nine Canadian data centers – Rogers is divesting its Rogers Business portfolio to InfraRed Capital …
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The market for physical data centre infrastructure will grow at a compound annual rate (CAGR) of 15 percent from 2024 to 2029, reaching $63.1 billion by the end of the period. Analyst house Dell’Oro Group puts the growth down to …
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Tuning out the ‘bragawatts’: Equinix on building a ‘generational’ DC biz
by Kelly Hillby Kelly HillEquinix is working on one of its first xScale data centers in the United States Trillions of dollars are pouring into the data center market, and the sites can’t be built fast enough. A gigawatt of capacity here, a gigawatt …
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Spark aims to sell between 50% and 75% of its data center unit, with the stake expected to fetch around NZ$550 million (US$327.5 million) In sum – what to know: PEP deal close – Spark NZ is reportedly finalizing a …
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Apollo Funds plans to “significantly scale” its investments in areas like digital infrastructure Asset management company Apollo Global Management has purchased a majority stake in Stream Data Centers (SDC), aiming to scale the business to support escalating data center demand …
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‘Every Azure region is now AI-first,’ said Microsoft CEO Satya Nadella Microsoft delivered profits up 24% year-over-year and revenue of $76.4 billion for the quarter, up 18% from the same time last year, driven on the strength of demand for cloud …
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In this episode, Chris Sharp, Chief Technology Officer at Digital Realty, explores the evolving role of data centers in the age of AI and digital transformation. From demystifying inference vs. training workloads to outlining the future of colocation, Chris shares …
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Google’s data center energy use grew 27% in one year, plus eight more takeaways from its 2025 environmental report
by Kelly Hillby Kelly HillIn Google’s 10th annual report, the company said it reduced emissions even as its data center electricity consumption rose by 27% in one year ‘Tis the season for environmental sustainability reports, it seems, with the GSMA recently releasing its Mobile …
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Oracle revealed news of another huge cloud contract, on top of accelerating growth Oracle has signed a cloud services contract worth $30 billion a year which will start hitting its books in fiscal year 2028, according to a company filing. …
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Hyperscale operators dominate global data centre growth as on-premise facilities shrink by comparison. Cloud, AI, and regional dynamics are driving the shift, reshaping how and where data infrastructure scales worldwide. In sum – what to know: Hyper scale – big …