Financial
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Microsoft has reportedly scaled back yet more data centre projects in the US and Europe, heightening concerns over potential oversupply. -
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.
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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.
Forthcoming events
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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.
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Global data centre capital expenditure will surpass $1 trillion according to new projections from Dell'Oro Group.
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AMD’s data centre arm contributed around 50% of its annual revenue, with Nvidia’s biggest rival reporting an “outstanding year” with demand increasing for its GPUs and CPUs.
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Vodafone reported strong group service revenue growth in its latest earnings report, as the firm reshapes its European businesses while its operations in Africa and emerging markets are helping to drive growth.
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Even as market jitters over the DeepSeek sell-off dragged down tech stocks, industry giants posted robust earnings this week, with several reporting billion-dollar revenue gains driven by sustained demand for AI and cloud infrastructure.
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Carlos Slim, the Mexican billionaire and one of the world’s richest individuals, has reduced his stake in BT Group for the first time since his initial investment in the company.
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SoftBank is reportedly in talks to increase its investment in OpenAI, potentially injecting up to $25 billion into the ChatGPT maker.
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Reliance, the Mukesh Ambani-owned conglomerate, wants to build the largest data centre in the world, with plans to construct a multi-gigawatt-scale site in Jamnagar.
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Private equity firm Novacap has launched a new fund to invest more than $1 billion in digital infrastructure projects across North America.
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The US Commerce Department has finalised Infinera’s $93 million CHIPS Act funding in what could be one of the final grants before President-Elect Trump takes office.
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The ever-increasing demand for AI workloads will see the global data centre market expand by a 15% Compound Annual Growth Rate (CAGR) through 2027, a figure that could rise to 20%, according to new research from Jones Lang LaSalle (JLL).
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Numbering intelligence solutions provider XConnect has partnered with the GSMA to take on International Revenue Share Fraud (IRSF).
