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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277 articles
Global Datacenter Trends
AI data centres need connectivity, but networks do not replace capacity
AI makes interconnect bandwidth, congestion, routing and tail latency part of compute performance. Yet the case for distributing data centres remains conditional on workload, distance, power, capacity, software and operating cost—not a universal shift away from scale.
Global Datacenter Trends
Meta's Nebius deal is $12bn of firm capacity plus a $15bn backstop
Nebius will supply Vera Rubin clusters from 2027; the $27bn headline includes capacity it first intends to sell to third parties.
Global Datacenter Trends
Nokia’s Infinera integration adds optical scale; AI demand still needs proof
Nokia has folded Infinera into its optical business and reported stronger demand from AI and cloud customers. The harder test is whether design wins, integration and investment produce durable orders and margins.
Global Datacenter Trends
Meta unveils four custom chips to power AI and recommendations
Meta unveils four custom chips designed to power AI workloads and recommendation systems, developing its data center infrastructure strategy.
Global Datacenter Trends
Huawei pushes SuperPoD systems into global data centre race
Huawei unveils SuperPoD systems at MWC 2026, signalling rising competition in global AI data centre infrastructure upgrades.
Global Datacenter Trends
Aligned $40bn data centre deal spotlights AI and infrastructure
The $40 billion acquisition of Aligned Data Centers by a consortium highlights the growing value of AI infrastructure.
Global Datacenter Trends
Data centre heat reuse shifts from ethos to economic asset
Data centre waste heat is becoming a measurable business asset as operators like Green Mountain turn sustainability into profit.
Global Datacenter Trends
KKR and Singtel buy full control of STT GDC in $5.2B deal
KKR and Singtel will take full control of STT GDC in a $5.2 billion deal, highlighting growing investment in data centre infrastructure.
Global Datacenter Trends
Oracle shares rise after $50 billion data centre funding plan
Oracle plans to raise up to $50 billion via equity and debt to fund data center expansion, easing investor funding fears amid AI competition.
Global Datacenter Trends
Vertiv targets AI data centre growth with predictive maintenance
Vertiv launches an AI-powered predictive maintenance service for data centers, aiming to improve uptime and operations as AI workloads grow.
Global Datacenter Trends
Seagate performance beats expectations in fiscal Q2
Seagate beats expectations in fiscal Q2 2026, reporting strong revenue, margins and cash flow as data center storage demand remains resilient
Global Datacenter Trends
Intel shares fall 13% amid AI data centre demand concerns
Intel shares fall 13% after the chipmaker warns it is struggling to meet AI data centre demand and forecasts lower revenue.
Global Datacenter Trends
Intel’s forecast highlights struggle to meet AI data‑center demand
Intel forecasts Q1 results below estimates as it struggles to meet AI data center chip demand, triggering a sharp share price drop.
Global Datacenter Trends
Intel results test turnaround amid AI demand
Intel earnings spotlight AI-driven data center growth while investors weigh execution challenges and competition.
Global Datacenter Trends
Global data centre investment set to soar to $3T
Global data-centre spending expected to soar as AI demand grows, with tech giants and institutional investors reshaping the landscape.
Global Datacenter Trends
Trump urges Microsoft to protect consumers from AI power costs
Trump says Microsoft will make changes so Americans do not pay higher electricity bills from AI data centre energy use.
Global Datacenter Trends
Marvell to acquire XConn Technologies in $540MB move to strengthen AI data centre connectivity
Marvell will acquire PCIe and CXL switch specialist XConn Technologies for $540MBillion to broaden AI data centre connectivity.
Global Datacenter Trends
Global data centre capacity set to double by 2030 as AI demand fuels expansion
JLL predicts data centre capacity will near 200 GW by 2030, highlighting AI demand and a need for up to $3 trillion in investment.
Global Datacenter Trends
Marvell deepens data centre push with Xconn deal
Marvell acquires XConn for $540 million, enhancing its AI and data centre capabilities with advanced switching silicon.
Global Datacenter Trends
xAI expands AI compute capacity with third data centre purchase
xAI buys a third building near Memphis to expand AI compute to nearly 2 GW, highlighting competition and environmental concerns.