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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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12,315 articles
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.
North America National Telecom
Amazon seeks FCC approval for 5,105 D2D satellites
The filing would add direct mobile links to Amazon Leo, but deployment still depends on regulatory approval, spectrum access and operator integration.
Asia-Pacific National Telecom
SEA-H2X enters commercial service as SHV-HK lands
SEA-H2X is now commercial, while SHV-HK has reached Hong Kong, adding one live route and another planned link across intra-Asia networks.
Asia-Pacific National Telecom Trends
Australian states oppose data-centre power rules
Australia plans mandatory power, water and efficiency standards for large data centres, but two jurisdictions oppose part of the proposed national framework.
Global Cloud Services
EU fines Google €890m over Search and Play
Google has 60 days to change Search presentation and Play steering rules after two DMA fines totalling €890 million.
North America Cloud Services Trends
Anthropic showed the breadth of its outage, but not its denominator
Anthropic marked a cross-model Claude incident critical after four product surfaces moved into major-outage status. Its final timeline bounds elevated errors to 101 minutes, yet the record never says how many requests or customers failed. That gap turns a familiar status page…
North America Datacenter Trends
Microsoft’s $329.1bn lease stack is capacity that has not started
Microsoft has disclosed $329.1 billion of additional leases, primarily for datacentres, that had not commenced at 30 June. The number maps a future infrastructure commitment, not live computing capacity or cash already spent. A simultaneous accounting change makes the distinction…
North America National Telecom Trends
The Space Force bought 18 launch slots; execution is the scarce asset
Two U.S. Space Force task orders give SpaceX a $1.6 billion campaign of 18 Falcon 9 launches from Vandenberg through the end of 2027. The award does not buy completed constellations. It buys access to a launch system, range infrastructure and operating cadence that can convert…
Europe and Middle East Cloud Services Trends
The CMA’s Microsoft 365 probe turns renewal design into the evidence
Britain’s competition regulator is investigating whether Microsoft 365 Personal and Family subscribers saw a cheaper continuity option clearly enough before renewal. The annual difference was £25, but the economic question is larger than the price: when a supplier adds Copilot…
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