Qualcomm rises on smartphone rebound hopes with data-centre chip push
Qualcomm shares rise 15% as CEO signals smartphone rebound and confirms data centre chip push despite weak outlook.
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Verizon raises outlook after Q1 rebound
Verizon raised full-year guidance after Q1 revenue growth, higher EPS and its first positive postpaid phone adds in 13 years.
Applied Digital locks $7.5bn 15-year hyperscaler lease deal
Applied Digital has signed a $7.5bn, 15-year hyperscaler lease for 300MW at its Delta Forge 1 data centre in the US.
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Qualcomm rises on smartphone rebound hopes with data-centre chip push
Qualcomm shares rise 15% as CEO signals smartphone rebound and confirms data centre chip push despite weak outlook.
Trends
Verizon raises outlook after Q1 rebound
Verizon raised full-year guidance after Q1 revenue growth, higher EPS and its first positive postpaid phone adds in 13 years.
Trends
Applied Digital locks $7.5bn 15-year hyperscaler lease deal
Applied Digital has signed a $7.5bn, 15-year hyperscaler lease for 300MW at its Delta Forge 1 data centre in the US.
Trends
SpaceX warns AI space data centres may not be viable in IPO filing
SpaceX has cautioned in IPO filings that its proposed orbital AI data centres rely on unproven technologies and face significant technical and commercial risks.
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Meta breaks ground on $1bn Tulsa data centre
Meta has begun construction on a $1bn-plus data centre in Oklahoma, expanding its US footprint as AI computing demand accelerates and energy pressures grow.
Datacenter
UK AI boom risks fibre bottleneck, warns Neos Networks CEO
Neos Networks chief Lee Myall says Britain’s AI ambitions depend more on fibre connectivity than on compute capacity.
Datacenter
NextDC raises A$1.5bn for Sydney data centre expansion
NextDC will raise A$1.5bn to fund its Sydney S4 data centre, as surging demand from AI and cloud computing pushes Australia’s digital infrastructure sector i…
Trends
Maine passes first US statewide ban on large data centres
US state Maine pauses new data centre projects over 20MW, citing rising concerns over power use and local impact.
Trends
TIA expands beyond telecom with first AI data centre standards
TIA introduces AI-focused data centre frameworks, signalling a shift from telecom infrastructure to AI-driven systems.
Trends
Core AI and Allianca form JV to speed AI data centre
Core AI and Allianca form JV to accelerate AI data centre builds by integrating planning and execution to cut delays.
Trends
Veolia targets €1bn data centre clean tech by 2030
Veolia targets €1bn data centre revenue by 2030, expanding clean tech in water, energy and waste for AI-driven growth.
Trends
OpenAI pauses UK data centre plans as energy costs bite
OpenAI pauses Stargate UK data centre project as high energy costs and regulation challenge AI infrastructure investment.
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Zoho to open UK data centre, betting on data sovereignty and trust
Zoho plans a UK data centre in 2026 after strong growth, enabling local data hosting and supporting compliance and sovereignty needs.
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Pimco weighs US$14bn debt deal for Oracle data centre expansion
Oracle’s data centre growth may be backed by a US$14bn Pimco financing, signalling private credit’s rising role.
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Investors push Big Tech to disclose data centre resource use
Big Tech faces scrutiny over data centre resource use as AI growth drives environmental and regulatory risks.
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SpaceX orbital data centres face harsh reality check
SpaceX orbital data centres may face cost and maintenance hurdles similar to Microsoft’s failed subsea project.
Trends
Meta boosts West Texas AI data centre investment to $10bn
Meta raises West Texas AI data centre investment to $10bn, intensifying global competition in AI infrastructure.
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AI growth tests data centre sustainability limits
Data centre infrastructure transformation under pressure from artificial intelligence workloads and environmental requirements
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Energy overtakes compute as key constraint for UK AI data centers
Energy supply overtakes compute as the main constraint for UK AI data centers, raising concerns over power capacity and infrastructure.
Trends
AI shifts data centre focus to connectivity
AI growth is shifting data centre priorities from scale to connectivity, reshaping infrastructure strategies and investment decisions.