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

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…

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…

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.
