investment
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It appears to be the end for the CHIPS Act as President Trump described the Biden administration’s semiconductor subsidy programme as a “horrible, horrible thing”. -
Europe is at risk of falling irreversibly behind in the global AI race unless the European Commission takes urgent action to scale digital infrastructure, the President of the European Data Centre Association (EUDCA) has warned.
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Taiwanese semiconductor giant TSMC has announced a historic investment in US manufacturing, weeks after President Trump threatened punitive tariffs on imported chips.
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ODATA, an Aligned Data Centers company and a leader in Latin American data centre construction and operations, has successfully energised 200MW at its DC QR03 data centre campus in Querétaro, Mexico.
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Governor Kim Yung-Rok of South Korea’s Jeollanam-do Province has travelled to the US to sign a $35 billion agreement with Fir Hills (FH), part of Stock Farm Road (SFR), for the construction of the world’s largest AI data centre.
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Meta is reportedly considering a major expansion of its AI infrastructure with a new data centre campus that could cost over $200 billion, according to several sources.
Forthcoming events
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Technology waits for no one. The data centre crunch has long been predicted by analysts, but few expected it to happen so soon.
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Recent market statistics make sobering reading for telcos. Revenue share from voice has plummeted 80% in 10 years and data revenues have all but stagnated.
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A joint venture between investment firm Harrison Street and AREP’s PowerHouse Data Centers has sold ABX-1, a 265,580-square-foot data centre in Ashburn, Virginia.
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Low latency network solutions provider Avelacom is set to expand its network infrastructure with new Points of Presence to enhance interconnectivity between the US and Mexican financial markets
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Ofcom has launched a consultation to potentially lower annual licence fees (ALFs) for certain spectrum bands which could save operators millions of pounds.
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Indonesian mobile operators XL Axiata and Smartfren are set to merge as part of a deal worth 104 trillion Indonesian Rupiah (US$6.5 billion).
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Capacity’s Ben Wodecki explores whether the AI startup spending surge can be sustained
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In the latest twist in Elon Musk’s existential legal battle with OpenAI, lawyers for the Tesla billionaire have filed an injunction aimed at preventing OpenAI and backer Microsoft from engaging in “anticompetitive conduct.”
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A law firm has launched an investigation into whether board members of Frontier Communications may have breached their fiduciary duties in connection with the proposed merger with Verizon.
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The UK government has unveiled plans to offer up to £3 million in funding to hybrid connectivity projects that would improve internet connectivity to rural islands.
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Qualcomm has reportedly cooled its interest in embattled semiconductor giant Intel after rumours swirled around a possible takeover.
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Colt Data Centre Services (Colt DCS) has formed a joint venture with investment firm RMZ to invest $1.7 billion in the Indian data centre market.
Forthcoming events
Datacloud Asia 2025 co-located with ITW Asia
3 DECEMBER - 4 DECEMBER 2025 Singapore, Singapore
