Global Datacenter Trends
Global Datacenter Trends
Datacenter trend intelligence tracks data centre market trends, AI-driven capacity demand, power availability, colocation growth, interconnection strategy, and regional campus investment worldwide, giving readers a fuller view of the demand shifts, capacity constraints, platform strategies, capital timing, regulatory pressure, and operating assumptions behind the market.
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300 articles
Global Datacenter Trends
Digital Realty signed record rent; the meter waits an average 17 months
Digital Realty says its third-quarter leases carry a record $855 million of annualized GAAP base rent at 100% share. The company’s own share is $627 million. For the new leases signed in the quarter, the weighted-average gap to contractual commencement was 17 months.
Global Datacenter Trends
Caterpillar’s 75% Power-Generation Surge Leaves a Data-Centre Hole in the Scorecard
Power Generation retail sales jumped 75% year on year in Q3; Caterpillar’s own external application sales rose 30%. The business is turning data-centre demand into reported sales, but the company still gives no separate total for that end market.
Global Datacenter Trends
Meta put $10.8 billion behind glass. The data-centre contracts run to 2030.
A cash-rich balance sheet can still have locked drawers. Meta moved $10.8 billion into infrastructure escrow, with release expected years after this quarter’s spending.
Global Datacenter Trends
GE Vernova has 122 GW in the queue. Five GW left the factory.
The gas-turbine pipeline grew, but its stages moved at different speeds: 8 GW of new reservations, 13 GW promoted to orders and 5 GW shipped. The gap is the manufacturing job ahead.
Global Datacenter Trends
Equinix sold $533m of new annualized business. Now the cabinets have to show up.
Equinix has accelerated both sides of its data-centre business: third-quarter annualized gross bookings reached $533 million, and the company now plans to deliver nearly 40% more cabinets in 2026 than it first expected. A contract can arrive in a quarter. Powered, billable space…
Global Datacenter Trends
Flex's split consumed $61m in one quarter
The cloud-and-power business and the manufacturing operations staying with Flex carry very different forecasts. Giving each its own company is already consuming cash, well before the proposed Axiom separation is complete.
Global Datacenter Trends
Amphenol's communications sales jumped 99%. Almost half the lift was bought.
The headline growth rate fits on a slide. The machinery beneath it takes more room: Amphenol's communications division added almost as much growth through acquisitions as through its existing business. That split matters when a record order number is offered as evidence of an AI…
Global Datacenter Trends
Amphenol's $1.6bn shopping bag meets a $1.6bn cash quarter
The connector maker can turn a strong quarter into formidable buying power. Four acquisitions also put a price on the competition between expansion, shareholders and debt.
Global Datacenter Trends
Generac has $4.5bn in data-centre orders. Its factory division earns 12.5%.
A customer queue can fill a factory calendar before it fills a profit line. Generac's new data-centre order figure is large enough to make production the story. The latest divisional accounts show the earnings test now under way, but leave the profitability of the data-centre…
Global Datacenter Trends
GE Vernova pays $9 billion for Trench. The multiple lives in 2028.
GE Vernova wants the grid parts that its own expansion will need. The price is immediate on closing; the earnings yardstick is two years away. Trench's factories, order book and Charlotte ramp make that gap a test of production, not a slogan about electricity demand.
Global Datacenter Trends
Vertiv sold $4.3 billion. Inventory swallowed $767 million of cash.
The data-centre equipment rush has a warehouse bill. Vertiv's third-quarter sales rose 61%, yet its cash-flow statement shows a $766.9 million inventory use. Suppliers, customers and the company all appear elsewhere in the working-capital bridge. The useful question is how long…
Global Datacenter Trends
Seagate lists 44TB. Someone still has to own the write queue.
Broadcom's adapter qualification opens a wider path for Seagate's dense storage. The economic prize goes to buyers who can make the software behave: extra capacity arrives with a job that needs an owner and a budget.
Global Datacenter Trends
Micron took $12.75 billion in customer deposits. The customers can get it back.
Micron has a cashier at the front of a factory queue. Customers pay for a firmer place in future memory supply while the company prepares to spend heavily on capacity. The deposit comes home to the customer if the order is fulfilled.
Global Datacenter Trends
Schneider's data-centre demand is in triple digits. Its sales still have to catch up.
The electrical equipment maker is collecting demand faster than it is reporting data-centre sales. Its third quarter shows where the work is moving through the business—and where investors are being asked to wait until 2027 and 2028.
Global Datacenter Trends
WD grew 17%. GAAP EPS fell 44%. Follow the $2.05bn gain.
Western Digital sold more storage and earned more from operations. The apparent profit retreat belongs largely to a valuation gain that sat in the previous quarter, not to a collapsing drive business.
Global Datacenter Trends
Seagate made $1.48bn in free cash. Lenders and shareholders took $1.83bn.
Storage demand gave Seagate an extraordinary quarter. The revealing choice came after the drives shipped: the cash statement sent more to debt holders and shareholders than the business generated in free cash flow.
Global Datacenter Trends
Corning sold 44% more optical gear. Profit took the express lane.
The glass maker's optical division earned $532 million on $2.379 billion of third-quarter sales. The striking part is the distance between the two growth rates, and the product-level number Corning still keeps behind the curtain.
Global Datacenter Trends
SLB’s data-centre business is booming. Its profit has no separate column.
Data Center Solutions brought in $230 million in the third quarter, 76% more than a year earlier. SLB has still tucked the business inside “All Other,” where its profit shares a room with two unrelated operations.
Global Datacenter Trends
Astera Labs' Product Catalogue Maps Four Interconnect Standards, Not Four Revenue Streams
The company's site navigation sorts Aries, Leo, Scorpio and Taurus parts under PCIe, CXL, Ethernet and optical headings, and four labels appear under two headings each — always including PCIe. That is a statement about the published product surface. Splitting revenue across those…
Global Datacenter
Data Centers Canada: the business outlived the nameplate
An old web address is a poor place to end a data-centre investigation. Acquisition records lead from Data Centers Canada to TERAGO and then to Hut 8's Canadian colocation business.