Financial
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The UK government’s Spring Statement includes strong commitments to capital infrastructure and digital transformation as the Labour Party continues to look to technology as a growth driver. -
After a shaky start to the year following the DeepSeek debacle and the lacklustre RTX 50-Series launch, Nvidia came out swinging last week at its annual GTC conference. Despite this renewed confidence, some underlying concerns remain regarding the chipmaker's long-term future.
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As tech giants pour hundreds of billions into global data center expansions, Alibaba's chair Joe Tsai warns of an emerging investment bubble.
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Indian billionaire and Bharti Airtel founder Sunil Bharti Mittal is reportedly exploring the possibility of increasing his 24.5% stake in BT.
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President Trump’s steel tariffs have officially come into force, imposing a 25% levy on steel imports to the US — a move likely to significantly impact data centre and telecom tower projects.
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Shares in US telecom giants, including Verizon, AT&T and T-Mobile US, took a dive earlier this week as investor confidence wavered following cautious industry outlooks.
Forthcoming events
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AI may be the biggest technology boom of our time, but according to DigitalBridge CEO Marc Ganzi, the real challenge isn’t access to GPUs or data centres, it’s power.
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The digital infrastructure landscape is experiencing a seismic shift, with fibre investments surging even as the tower sector struggles under the weight of high interest rates and slowing 5G spending.
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Inside DigitalBridge’s credit strategy to find real value in digital infrastructure
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Australian real estate giant Goodman Group is attempting to raise A$4 billion (USD$2.51 billion) to expand its data centre business.
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Capacity sits down with DigitalBridge CEO Marc Ganzi to talk AI and next-gen infrastructure
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VFN Holdings (Vero) has expanded its credit facility to $240 million, with the potential to increase to $310 million.
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Senior executives at BT appear to be signalling confidence in the company’s ongoing restructuring as they reinvest dividends into company shares.
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Meta’s latest wave of job cuts has sparked controversy, with CEO Mark Zuckerberg standing firm on the decision, stating it was necessary to enhance efficiency and remove under-performing employees.
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France is challenging the US's OpenAI-led Stargate project with President Emmanuel Macron announcing €109 billion (USD$112 billion) in AI infrastructure investments.
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Elon Musk’s feud with OpenAI has taken a new turn, with reports suggesting the billionaire is leading a consortium aiming to buy the ChatGPT maker for $97.4 billion.
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Investment firm Brookfield is set to invest €20 billion to build out AI infrastructure in France.
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Amazon just about scraped by projected earnings but investors still soured on the tech giant after a less-than-stellar performance from its cloud business.
Forthcoming events
Datacloud Asia 2025 co-located with ITW Asia
3 DECEMBER - 4 DECEMBER 2025 Singapore, Singapore
