Quarter 30 120d

Cloud Service

BT links Schwarz Group's STACKIT cloud to global network

BT partners STACKIT to connect EU sovereign cloud via Global Fabric enabling cross-border private access model.

Astera samples Scorpio X PCIe 6.0 switch for AI rack interconnect

Astera Labs unveils Scorpio X PCIe 6.0 AI switch ASIC targeting rack-scale GPU interconnect and cross-vendor AI infrastructure.

IonQ lifts revenue guidance despite after-hours share price drop

IonQ raises full-year revenue forecast to $260–270m amid stronger demand, despite shares falling after earnings update.

HPE unifies Mist and Aruba under single autonomous networking layer

HPE adds autonomous AI networking to Mist and Aruba with real-time remediation and self-healing functions.

Datacenter

Eletronet expands Brazilian edge data centre network to 255 sites

Eletronet showcased AI-ready fibre and edge infrastructure at ITW 2026 with 1.6Tb/s optical capability.

Datacenter

Anthropic takes full SpaceX Memphis data centre capacity

Anthropic secured SpaceX compute capacity to expand Claude Code and enterprise AI services.

Datacenter

Hut 8 Signs $9.8bn Texas AI Data Centre Lease

Hut 8 signs a $9.8bn AI data centre lease in Texas, expanding long-term contracted computing capacity significantly.

Anthropic commits $200bn to Google Cloud in five-year deal

Anthropic commits $200bn to Google Cloud over five years, reshaping AI cloud backlog concentration.

Datacenter

DigiCo sells Chicago data centre for $750m

DigiCo sells Chicago data centre for $750m, cutting debt and boosting liquidity.

Flex to Spin Off AI Data Centre Unit by 2027

Flex will spin off its AI data centre unit into a listed company by early 2027.

AtlasEdge sells nine European data centres to Templus

AtlasEdge sells nine European data centres to Templus and reinvests capital into Lisbon, Vienna and Germany hubs.

Leaders

nLighten appoints CEO and CFO for European edge growth

nLighten appoints Dawn Childs and Matthew Harris to lead European edge data centre expansion amid rising AI demand.

Lattice to acquire AMI for $1.65bn

Lattice Semiconductor will acquire AMI for $1.65bn to expand firmware and system-level capabilities across cloud and AI infrastructure.

Datacenter

Meta secures $13bn El Paso data centre financing

Morgan Stanley and JPMorgan structure $13bn funding for Meta’s 1GW AI facility in Texas.

Datacenter

O2 Business launches after Virgin Media O2 and Daisy merge

O2 rebrands enterprise arm as O2 Business after Virgin Media O2 and Daisy merger, targeting UK IT complexity issues.

AI agent adoption outpaces enterprise governance

Okta reports AI agent adoption far outpacing governance, exposing identity control gaps across enterprises.

OneAdvanced Wraps AI Execution in ISO Governance

OneAdvanced launches IQ embedding ISO42001 governance into AI workflows to unify enterprise systems and data control.

Datacenter

Angola Cables closes South Atlantic cable ring

Angola Cables builds a South Atlantic cable ring, linking Africa and Brazil while reducing latency and diversifying global traffic routes.

ZincFive targets AI data centre power surges under EU rules

ZincFive positions NiZn battery UPS tech for AI workloads as EU policy drives sustainable data centre design choices.

Datacenter

Foxconn launches PEARL satellites via Falcon 9

Foxconn launches PEARL-1A and PEARL-1B LEO satellites via SpaceX Falcon 9 for payload testing in communication and space science.