Datacenter

Datacenter

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. The category connects company movement, public policy context, infrastructure reports, procurement signals, customer demand, service continuity, regional constraints, investment timing, and exposed organisations so readers can understand why a trend matters before it becomes a larger market story. Readers comparing datacenter market direction can use this page to evaluate confirmed evidence, regional execution risk, competitive positioning, governance exposure, capital pressure, and the institutions or companies most exposed to the shift across global internet infrastructure markets. It is written for operators, investors, analysts, buyers, and policy readers who need a practical view of where the market is moving, which signals are durable, what evidence confirms the movement, and which infrastructure decisions may change planning assumptions over the next cycle.

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183 articles

Qualcomm targets $15bn data centre revenue

Datacenter

Qualcomm targets $15bn data centre revenue

Qualcomm is betting that AI inference efficiency can rival raw compute as the next data centre battleground. Dragonfly and the $3.8bn Modular acquisition give it silicon plus software leverage. Meta's early commitment provides credibility, but the $15bn revenue target will depend…

Jun 26, 2026
Victoria residents oppose potential AI data centre over water

Datacenter

Texas city residents oppose potential AI data centre over water use

Victoria has no data centre proposal yet, but water concerns are already organising residents — a pattern that suggests developers may face political headwinds before filing a single permit. The 2 million-gallon-per-day estimate anchors the debate in rural supply security, not…

Jun 26, 2026
Tesla files Megapod AI hardware trademark

Datacenter

Tesla files Megapod trademark for AI hardware

Tesla is tracked because its energy storage solutions, AI compute demand, and infrastructure initiatives can influence data centre and AI infrastructure supply chains.

Jun 25, 2026
Meta secures Crusoe AI computing capacity

Datacenter

Meta secures AI computing capacity from Crusoe

Meta secures 1.6 GW of AI computing capacity from Crusoe at data centers in Texas and Missouri.

Jun 23, 2026
CyrusOne ties AI growth to operating control

Datacenter

CyrusOne tightens operational control to fuel AI expansion

CyrusOne links AI data centre growth to power access, in-house operations and community trust as it expands into Milan.

Jun 22, 2026
Anthony Langley backs behind-the-meter AI power

Datacenter

Anthony Langley backs behind-the-meter AI power

Anthony Langley says AI data centre growth is outpacing grids, pushing operators towards behind-the-meter power.

Jun 17, 2026
Water rights redraw data centre siting

Datacenter

Water rights redraw data centre siting

Water rights are becoming a deal-level constraint as data centre projects face tighter permits and community opposition.

Jun 17, 2026
Schneider and Foxconn scale AI data centres

Datacenter

Schneider Electric and Foxconn partner on turnkey AI data centre systems

Schneider Electric and Foxconn partner to build integrated AI data centre systems combining compute, power, cooling and energy control.

Jun 16, 2026
Ecolab makes AI cooling a managed service  Confidence: 0.88

Datacenter

Ecolab makes AI cooling a managed service

Ecolab is turning AI data centre cooling into a managed service as higher rack densities push air cooling beyond its limits.

Jun 16, 2026
DC Byte says power and communities reshape site selection

Datacenter

Power access and community acceptance reshape data centre site selection

DC Byte says AI data centre growth is shifting site selection towards power access, permits and community support.

Jun 16, 2026
Amazon fibre order lifts China’s AI cable cycle

Datacenter

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.

Jun 16, 2026
AI data centre capex tops $1tn despite weak returns

Datacenter

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.

Jun 12, 2026
Data centre design becomes civic infrastructure

Datacenter

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.

Jun 12, 2026
Salute says AI data centre growth needs more engineers

Datacenter

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.

Jun 12, 2026
Google taps Voltus VPPs for PJM data centre capacity reviewed editorial briefing visual

Datacenter

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.

Jun 10, 2026
Pure DC brings German biomethane to Dublin data centre reviewed editorial briefing visual

Datacenter

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.

Jun 10, 2026
AI demand outruns data centre delivery reviewed editorial briefing visual

Datacenter

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.

Jun 10, 2026
Microsoft targets AI data centre optical bottlenecks with MicroLED reviewed editorial briefing visual

Datacenter

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.

Jun 10, 2026
Foxconn and Intel team up for rack-scale AI infrastructure reviewed editorial briefing visual

Datacenter

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.

Jun 10, 2026
Siemens and Infineon harden AI data centres reviewed editorial briefing visual

Datacenter

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.

Jun 10, 2026