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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274 articles
Global Datacenter Trends
Marvell's Google Warrant Has 240 Revenue Gates and a US$206.58 Strike
Google can earn a large claim on Marvell equity, but the contract makes that claim pass through several ledgers. A product must qualify, Marvell must recognise revenue, a US$500 million step must be certified, shares must vest and the option must still be worth exercising. The…
Global Datacenter Trends
Dell's US$51.3bn AI Backlog Came with a US$11.7bn Payables Offset
Dell has proved that customers want its AI systems. The harder market question is who finances the interval between a scarce component, a configured rack and a collected invoice. Its latest filed quarter shows that suppliers, customers and Dell all carry a different part of that…
Global Datacenter Trends
Astera Labs' 82% Direct-Customer Table Is Not Its End-Demand Map
Four directly invoiced accounts generated most of Astera Labs' latest quarterly revenue. Yet some of those accounts manufacture for other companies, so a change in the visible customer table may record production routing rather than a change in the owners of AI demand.
Global Datacenter Trends
NVIDIA’s Supply Commitments Rise to US$279 Billion
NVIDIA has more than doubled the supply and manufacturing capacity it has reserved in a single quarter. The US$279 billion figure is not current spending or guaranteed sales; it is a three-year synchronization test between memory, factories, new chip architectures and data…
Global Datacenter Trends
Everpure Grew 38% While Prepaids and Other Assets Used US$577m
Everpure produced a profitable US$1.19 billion quarter, then used more than half a billion dollars of operating cash on the line called prepaid expenses and other assets. Management says strategic NAND and component purchases caused most of the cash headwind. The investment can…
Global Datacenter Trends
GE Vernova data-centre orders top $5bn
GE Vernova booked more than $5bn of data-centre orders in its Electrification business during the first half of 2026, already more than double its 2025 total.
Global Datacenter Trends
Dell'Oro forecasts US$120bn DCPI revenue by 2030
Dell'Oro expects data-centre infrastructure manufacturer revenue to reach US$120bn by 2030 as operators add nearly 200GW of capacity.
Global Datacenter Trends
Data-centre capacity starts with usable power
A building full of racks is not capacity until power, cooling, network paths and operating staff can support the workload through a fault.
Global Datacenter Trends
Colocation value is operational, not spatial
Renting a rack is the visible transaction. The durable value comes from resilient power, useful interconnections, physical controls and support that works during an incident.
Global Datacenter
AS31605 separates records, routes and facilities
AS31605 separates records, routes and facilities intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may follow. The Global Datacenter…
Global Datacenter Trends
Impact Drones offers counter-drone service for data centres
Impact plans Q3 pilots for containerised interceptors, but no data-centre customer or operational results have been disclosed.
Global Datacenter
KIDC LIMITED’s AS137427 Separates Registry Identity from Routing Observation
KIDC LIMITED’s AS137427 Separates Registry Identity from Routing Observation intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may…
Global Datacenter
Proximity Data Centres’ AS200427 Separates Registry Identity from Routing Evidence
Proximity Data Centres’ AS200427 Separates Registry Identity from Routing Evidence intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that…
Global Datacenter Trends
KKR’s $19.2bn Fund V gives it allocation power, not finished infrastructure
KKR has completed fundraising for its largest infrastructure fund, giving the manager a larger pool from which to buy and build critical assets across North America and Western Europe. The close matters because it concentrates investment discretion; it does not mean $19.2 billion…
Global Datacenter Trends
Data centre executives challenge ‘energy guzzler’ label
Industry executives argue that power source, computing output and cooling design give a fuller picture of data-centre resource use.
Global Datacenter Trends
Nebius has disclosed the carbon cost of expansion, but not its full footprint
Nebius reported 65,001 tonnes of market-based Scope 1 and 2 emissions for 2025, roughly 32 times the 2,036 tonnes disclosed a year earlier. The multiplication is striking, but its meaning depends on a changed operating base: the company says it expanded to seven active sites. The…
Global Datacenter Trends
ENGIE’s 7GW data-centre number is two pipelines wearing the same unit
ENGIE has moved a much larger share of its prospective data-centre work into an advanced stage: 4GW at the end of June, up from 0.8GW at the end of 2025. Together with 3GW at an early stage, that makes a 7GW project pipeline. Separately, the energy group also describes 7GW of…
Global Datacenter Trends
CyrusOne appoints John Hatem as CEO
John Hatem has taken over as CyrusOne CEO, widening his authority from commercial and project delivery functions to company-wide strategy.
Global Datacenter Trends
Veolia keeps €1bn data-centre and chip revenue target
CyrusOne’s appointment of John Hatem keeps an executive who linked customer commitments to procurement and construction in charge of its next expansion phase.
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…