Intelligence
Latest Articles
Latest intelligence on infrastructure operators, policy decisions, market moves, and digital power shifts.
North America Datacenter Trends
Applied Digital signs 15-year hyperscaler lease for Delta Forge
Applied Digital signs a 15-year hyperscaler lease for Delta Forge 2, locking in 210 MW of future AI data centre capacity.
Global Datacenter Trends
AI demand outruns data centre delivery
Jefferies' capacity analysis gives BTW readers a quantified signal on the gap between AI infrastructure demand and deployable data centre supply.
Global Datacenter Trends
Microsoft targets AI data centre optical bottlenecks with MicroLED
Microsoft is developing MicroLED cabling and Hollow Core Fibre to cut AI data centre power use, distance limits and latency.
North America Datacenter Trends
US data centres become top office construction segment
US data centre construction hit $50.7bn SAAR in April, overtaking office construction as AI infrastructure demand accelerates.
Global Datacenter Trends
Foxconn and Intel team up for rack-scale AI infrastructure
Foxconn and Intel partner on rack-scale AI infrastructure, combining chips, cooling and system integration for data centres.
Global Datacenter Trends
Siemens and Infineon harden AI data centres
Siemens and Infineon partner on semiconductor circuit breakers to help AI data centres cut electrical fault risk faster.
Africa Datacenter Trends
Eaton powers Kasi’s Africa hyperscale push
Eaton is supporting Kasi’s Africa hyperscale data centre push with grid-to-chip power systems designed for AI-ready capacity.
North America Datacenter Trends
Meta funds US data centre training for AI buildout
Meta invests $115m in workforce training to support its AI data centre buildout and ease skilled trades constraints.
North America National Telecom Trends
T-Mobile taps AI to manage network surges at events
T-Mobile deploys Dynamic CX to use AI for event traffic surges, helping its network prepare for crowds across US venues.
North America Datacenter Trends
Bergen supplies 750MW power for Crusoe AI data centres
Bergen Engines will supply 750MW of gas power capacity to Crusoe for US AI data centres, showing power access as a buildout constraint.
Asia-Pacific Datacenter Trends
Nvidia cements AI memory and cloud ties with Korean giants
Nvidia signed Korean AI deals with SK Group, Naver, Doosan and LG to expand memory, cloud and data centre partnerships.
Global Cloud Services Trends
Anthropic brings AI vulnerability hunting to critical infrastructure defence
Anthropic expands Project Glasswing to bring AI vulnerability hunting into critical infrastructure defence.
Global Datacenter Trends
Submer expands AI campus play with Rubix
Submer is expanding from sustainable cooling and neocloud infrastructure into powered land, data centre campus development and AI infrastructure operations.
Europe and Middle East Cloud Services Trends
Amazon upgrades Proteus robot to handle European warehouse tasks
Amazon unveiled an AI-powered Proteus warehouse robot as part of a €10bn Europe fulfilment and delivery automation push.
Global Cloud Services Trends
TSMC weighs AI chip price rises amid shortages
TSMC says AI chip demand remains strong as it weighs price rises, faces upstream shortages and delays in US advanced-node capacity.
Global Cloud Services Trends
Megaport secures four AI deals to build inference cloud
Megaport secures four AI infrastructure deals and plans a $594m raise to build an enterprise inference cloud.
Europe and Middle East Datacenter Trends
atNorth adds Norway mega site for AI capacity
atNorth enters Norway with NOR01, a 120MW data centre site in Haugaland designed to scale to 350MW for AI and HPC demand.
Global Cloud Services Trends
Broadcom AI chip outlook disappoints investors
Broadcom shares fell after Q2 revenue and AI chip guidance missed expectations, despite strong AI semiconductor growth.
Global Cloud Services Trends
AI chipflation squeezes device makers beyond data centres
Morgan Stanley warns AI-driven memory chip prices are spreading cost pressure from data centres to PCs and smartphones.
Europe and Middle East National Telecom Trends
Telefonica reclaims LineoX rural backhaul platform
Telefónica reacquires LineoX microwave backhaul platform to strengthen rural network control in Spain.