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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192 articles
Global Datacenter Trends
Amazon fibre order lifts China’s AI cable cycle
AI data centre growth is turning fibre cable into a strategic component, boosting overseas opportunities for Chinese suppliers.
Global Datacenter Trends
AI data centre capex tops $1tn despite weak returns
Dell’Oro sees 2026 data centre capex topping $1tn as AI buildout accelerates, while Gartner warns power limits are constraining capacity.
Global Datacenter Trends
Data centre design becomes civic infrastructure
Data centre design is shifting from industrial boxes to civic infrastructure as operators use architecture to win urban acceptance.
Global Datacenter Trends
Salute says AI data centre growth needs more engineers
Salute says AI data centre growth needs more engineers as liquid cooling and AI Factory deployments raise operational demands.
Global Datacenter Trends
Google taps Voltus VPPs for PJM data centre capacity
Google and Voltus use VPPs to unlock PJM grid capacity for data centre growth without new transmission lines.
Global Datacenter Trends
Pure DC brings German biomethane to Dublin data centre
Pure DC uses German biomethane for its Dublin data centre, proving a certified Scope 1 route for gas-linked sites.
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.
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.
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.
Global Datacenter Trends
HPE lifts 2028 targets with AI-driven growth
HPE is tracked as a major enterprise infrastructure supplier exposed to AI data centre and server demand.
Global Datacenter Trends
"Allan" Paulino
Tracked for relevance across AI infrastructure ecosystems, hyperscale compute environments, server architecture deployment, and OEM-linked digital infrastructure coordination.
Global Datacenter Trends
Aditya Ayyagari
Tracked for relevance across colocation, carrier hotel, and digital infrastructure investment ecosystems.
Global Datacenter Trends
Adrian Moss
Tracked for relevance across submarine cable investment ecosystems, international carrier infrastructure markets, and hyperscale connectivity expansion.
Global Datacenter Trends
BWH Hotels Confirms Six-Month Data Breach
BWH Hotels confirms a six-month web app breach exposing guest reservation data across multiple hotel brands.
Global Datacenter Trends
Nvidia secures five-year option on up to $2.1bn IREN stake
Nvidia invests up to $2.1bn in IREN via equity option tied to AI data centre expansion.
Global Datacenter Trends
EXFO launches 24-fibre testers for AI data centre networks
EXFO expands automated fibre testing with 24-fibre tools and 800G upgradeable systems for AI-driven networks.
Global Datacenter Trends
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.
Global Datacenter Trends
Anthropic takes full SpaceX Memphis data centre capacity
Anthropic secured SpaceX compute capacity to expand Claude Code and enterprise AI services.