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Market intelligence covers public developments that affect internet infrastructure, governance decisions, connectivity markets, digital capital flows, and operational risk. It connects reporting with related organisations, regional exposure, market context, evidence quality, operating dependencies, procurement pressure, competition, compliance, customer exposure, and service-continuity questions so readers can…
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12,283 articles
North America Datacenter Trends
Paducah’s proposed AI campus joins a $100bn headline to a 17bn-dollar cleanup ledger
The U.S. Department of Energy has selected Brookfield Asset Management to develop and operate a proposed AI data-centre and energy complex at the government-owned Paducah Gaseous Diffusion Plant. AP reports a headline value of $100bn, with NextEra expected to build and own 2GW of…
Asia-Pacific National Telecom Trends
The Trans-Caspian cable has entered the seabed; it has not yet entered service
A specialised vessel has departed Baku and begun laying fibre toward Aktau, converting the Trans-Caspian project from stored equipment into a physical route across the Caspian Sea. Kazakhstan’s government says regulatory, organisational and customs obstacles were resolved, a…
North America Datacenter Trends
Oregon cancelled the Salem land sale; Verrus says the data-centre proposal may still have another route
Gov. Tina Kotek has directed Oregon’s Department of Administrative Services to terminate the state land-sale contract tied to Verrus’s proposed data-centre campus at Mill Creek Corporate Center in southeast Salem. The proposal had been described at about $5.1bn, with three…
Africa National Telecom Trends
UNITEL has contained a cyber incident; Angola is still waiting for a complete recovery ledger
A national mobile network does not return with one switch. UNITEL says phased restoration of voice, data and internet began at 11:45 local time on 29 July after a cyberattack had disrupted those services across Angola. Its 30 July market notice described partial service in 13…
North America Datacenter Trends
Southaven’s temporary turbine bridge finally has an exit calendar
SpaceXAI says an agreed order with Mississippi regulators now sets dates for removing all 69 temporary mobile gas turbines at its Southaven power site: work may begin in August 2026 and is scheduled to finish by July 2027. In parallel, a permitted permanent plant designed for…
Global Cloud Services Trends
AWS is growing faster just as Amazon’s AI build turns free cash flow negative
Amazon’s cloud business accelerated in the second quarter, while the group’s trailing free cash flow moved below zero. Those are not opposing stories. They are two stages of the same investment cycle. AWS sales rose 37% to $42.2 billion and segment operating income reached $16.6…
Global Datacenter Trends
An Ohio automotive factory is being reassigned to the AI cooling cycle
Mitsubishi Electric’s planned data-centre cooling plant in Mason, Ohio, begins with an asset from another industrial era: part of an existing automotive-electrical production site. The company will establish MEHITS US in August, invest approximately $30 million in renovation and…
North America National Telecom Trends
FirstNet’s new 5G core moves public safety into a separate network decision room
A different 5G symbol on an emergency worker’s handset would say little about who controls the connection. FirstNet’s consequential change is deeper in the network: subscribers have begun moving to a nationwide standalone 5G core dedicated to public safety and physically separate…
Global Datacenter Trends
AEP is reserving turbines for a 69GW load book that has not reached the meter
American Electric Power has begun matching contracts for future electricity demand with reservations for future generation equipment. It added 6GW of signed load agreements in the second quarter, primarily in Texas, taking contracted load growth through 2030 to 69GW. The customer…
Global Datacenter Trends
Exelon has put a price on the difference between a data-centre request and a credible queue
Exelon now describes about 11GW of prospective large load as “high probability”, but the useful disclosure is not the adjective or even the scale. It is the evidence underneath it. Projects in that group have reached advanced design or obtained FERC-approved Transmission Security…
Global Cloud Services Trends
Meta’s invisible infrastructure queue has reached $279bn
Meta spent $31.08 billion on capital equipment and finance-lease principal in the second quarter. The larger number is waiting outside the period’s visible expenditure: $278.99 billion of operating and finance lease obligations for data centres, colocation and certain network…
Global Datacenter Trends
Europe’s AI gigafactory tender is a contract for demand
The European Union has opened procurement for up to seven AI gigafactories, backed by as much as €10 billion of EU and national money and an expectation of at least €20 billion in private investment. The significant instrument is not the subsidy alone. EuroHPC and 18 Member…
Global Datacenter Trends
Microsoft’s 88 data centres are a throughput claim, not a map
Microsoft says it brought 31 new data centres online across five continents in its final fiscal quarter and 88 across the year. The larger revelation is not the pin count. In the same quarter it added another gigawatt of capacity, while cutting the time needed to move new GPUs…
Global Datacenter Trends
A management port is not a breach—but 24,650 pre-login replies redraw the risk
Lava’s internet measurement does not show 24,650 compromised servers. It shows something more precise: 24,650 public IPMI endpoints returned password-derived authentication material before a client had authenticated. That distinction separates evidence from alarm. It also exposes…
Europe and Middle East Datacenter Trends
Three ledgers turn Rolls-Royce’s data-centre power story into earnings
Rolls-Royce Power Systems has moved data-centre demand beyond the language of pipeline and potential. Its half-year result now shows the theme in three separate ledgers: power-generation orders rose 55%, power-generation revenue rose 41%, and the division’s operating margin…
Asia-Pacific National Telecom Trends
Chinese localities expand data centres despite overbuild concerns
China’s local data-centre push is expanding into towns and counties, raising questions over whether new computing capacity will attract enough demand.
Asia-Pacific Datacenter Trends
India data-centre capacity forecast to reach 12GW by 2030
Wood Mackenzie expects India’s data-centre capacity to reach 12GW by 2030, with power and water availability shaping where projects are delivered.
Asia-Pacific National Telecom Trends
KT’s fine is 225 times the theft the regulator could count
South Korea’s privacy regulator fined KT KRW53.979 billion after a rogue femtocell exposed identifiers belonging to 16,647 people and enabled about KRW240 million of unauthorised mobile payments. The arithmetic is striking: the fine is roughly 225 times the confirmed direct loss.…
Asia-Pacific National Telecom Trends
Malaysia’s data-centre boom strains local resources
Malaysia’s data-centre buildout is increasing pressure on power, water and communities, particularly in Johor, the country’s main development hub.
Asia-Pacific Datacenter
India projects 26.3GW AI data-centre load by 2032
India has nearly doubled its estimate of the electricity demand expected from AI data centres by 2031–32, expanding the transmission, balancing and siting task facing power authorities.
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