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Dell'Oro lifts data centre chip forecast on AI demand
Storage

Dell'Oro lifts data centre chip forecast on AI demand

Rising AI infrastructure spending is set to push the global data centre semiconductors market to USD $1.8 trillion by 2030, Dell'Oro says.

By Joseph Gabriel Lagonsin • 4 min read • 3 days ago
Nvidia & Wall Street launch $500bn AI funding push
Semiconductors

Nvidia & Wall Street launch $500bn AI funding push

The tie-up could unlock financing for AI data centres as demand for computing power outstrips the balance sheets of cloud providers.

By Karen Joy Bacudo • 4 min read • 3 days ago
Centuria & ResetData expand AI pipeline beyond 250MW
Semiconductors

Centuria & ResetData expand AI pipeline beyond 250MW

Customer demand is outstripping near-term AI compute capacity as the pair line up power, data halls and GPUs to speed deployments.

By Mark Tarre • 4 min read • 3 days ago
Allianz warns data centre boom reshapes insurer risk
Semiconductors

Allianz warns data centre boom reshapes insurer risk

Rising losses and tighter underwriting are forcing insurers to treat data centres as mission-critical infrastructure rather than specialist property.

By Joseph Gabriel Lagonsin • 4 min read • 4 days ago
NVIDIA outlines 800 VDC power plan for AI factories
DataCentre infrastructure

NVIDIA outlines 800 VDC power plan for AI factories

The shift could help AI data centre operators add denser racks without rebuilding sites, as NVIDIA moves to cut power-conversion losses.

By Mark Tarre • 4 min read • 4 days ago
Enlightra uses Yokogawa analysers for AI data-centre links
Data centers

Enlightra uses Yokogawa analysers for AI data-centre links

Demand for denser AI data-centre links is pushing Enlightra to validate comb-based laser chips with high-resolution spectrum testing.

By Joseph Gabriel Lagonsin • 4 min read • 4 days ago
AHEAD opens Reading Foundry as European production hub
Hybrid Cloud

AHEAD opens Reading Foundry as European production hub

Local AI infrastructure deployments in Europe should get faster, with customers able to build, test and ship racks from Reading.

By Joseph Gabriel Lagonsin • 4 min read • 4 days ago
Datagrid secures Transpower gear for Southland AI site
Data centers

Datagrid secures Transpower gear for Southland AI site

A Southland data centre project has moved ahead as Transpower secures long-lead equipment to help Datagrid meet a late-2027 commissioning target.

By Sean Mitchell • 4 min read • 4 days ago
Enterprise SSD prices jump 5% as AI storage costs soar
Hyperscale

Enterprise SSD prices jump 5% as AI storage costs soar

AI cloud operators face sharply higher storage bills, with a mixed-fleet design costing almost USD $39 million less than all-flash over three years.

By Joseph Gabriel Lagonsin • 4 min read • 5 days ago
AHEAD opens Reading Foundry as European production hub
Hybrid Cloud

AHEAD opens Reading Foundry as European production hub

The Reading site gives European customers a local hub for AI infrastructure build-outs, cutting deployment risk and delays.

By Sofiah Nichole Salivio • 4 min read • 5 days ago
Netskope launches DataSec Command Centre for data security
Data Protection

Netskope launches DataSec Command Centre for data security

Fragmented defences are leaving most security teams unable to trace sensitive data after incidents, according to Netskope research.

By Mark Tarre • 4 min read • Last week
Sharon AI lifts contract value to USD $8.8 billion
Semiconductors

Sharon AI lifts contract value to USD $8.8 billion

Revenue rose sharply but the Australian AI infrastructure group's loss widened after a USD $400.4 million non-cash hit, despite stronger cash reserves.

By Karen Joy Bacudo • 4 min read • Last week
Ofgem weighs tougher rules for data centre grid queue
Data centers

Ofgem weighs tougher rules for data centre grid queue

Tighter queue rules could speed grid access for legitimate projects, but risk pushing more data centre operators towards pricier off-grid power.

By Joseph Gabriel Lagonsin • 5 min read • Last week

Stories from Other Regions

AI Data stories

Datagrid secures substation kit for Southland AI data centre
Data centers

Datagrid secures substation kit for Southland AI data centre

Long-lead transformers have been ordered to keep New Zealand's largest AI data centre on track for a late-2027 grid connection.

By Mark Tarre • 4 min read • 4 days ago
Keepit launches AI Truth Cloud to verify data for AI
Software-as-a-Service

Keepit launches AI Truth Cloud to verify data for AI

Enterprises get a tamper-proof backup layer for AI use, as Keepit says verified data can reduce risk and support audits.

By Mark Tarre • 4 min read • Last week
AVK secures Partners Group backing for data centres
Data centers

AVK secures Partners Group backing for data centres

The first external funding in AVK's 36-year history will help it build on-site power systems as grid delays choke European data centre expansion.

By Sean Mitchell • 4 min read • Last week
Mumbai, Hyderabad climb in global data centre ranks
Public Cloud

Mumbai, Hyderabad climb in global data centre ranks

Mumbai's 774 MW of live IT capacity puts it among the world's major data centre hubs, while Hyderabad's pipeline points to faster growth.

By Joseph Gabriel Lagonsin • 4 min read • Last week