US hyperscaler capex to top $700bn in 2026, investors fear overbuild and weak returns - Moody's
Capex in 2026 will be six times larger than 2022
Capital flows, M&A, capex cycles and strategic market moves.
Capex in 2026 will be six times larger than 2022
The neocloud firm will use its latest funding to continue an aggressive global AI infrastructure buildout.
Data center infrastructure specialist Vertiv has reached a historic milestone, with its market capitalization exceeding $100 billion. The surge reflects investor confidence in the
Enterprise storage leader Pure Storage has rebranded to Everpure and announced the acquisition of 1Touch, signaling a strategic evolution in the data storage market.
Funding from existing stakeholders, with an injection from Airtel itself
Move follows completion of SPAC merger with Crane Harbor Acquisition Corp.
Power prices misconception, PJM's poor market design, Capacity prices 9.3x growth,
Co-Packaged Optics (CPO) has long promised to transform datacenter connectivity, but it has taken a long time for the technology to come to market, with tangible deployment-ready p
Vertiv, a global provider of critical digital infrastructure, has announced an agreement to acquire ThermoKey, as part of its ongoing focus on data centre cooling technologies. The
CyrusOne, a global data centre developer and operator, has broken ground on its first data centre in Italy, marking its entry into the Milan market. The facility, known as MIL1, is