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Home - data centers - Page 2
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data centers

  • Globe says AI execution, not adoption, is now the industry’s biggest challenge

    by Juan Pedro Tomás June 26, 2026
    by Juan Pedro Tomás June 26, 2026

    Speaking during a keynote session at MWC Shanghai 2026, Globe president and chief executive officer Carl Cruz said AI is fundamentally changing how companies compete In sum – what to …

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  • AI demands to drive multiple optical network architectures, Ciena says

    by Juan Pedro Tomás June 16, 2026
    by Juan Pedro Tomás June 16, 2026

    According to Helen Xenos, senior director of portfolio marketing at Ciena, selecting the appropriate optical technology depends on the customer’s primary constraint In sum – what to know: AI reshapes …

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  • AI is making DCI a critical infrastructure priority, says AFL

    by Juan Pedro Tomás June 12, 2026
    by Juan Pedro Tomás June 12, 2026

    Speaking during a recent RCR webinar, AFL’s Noah Taylor said that as hyperscalers expand AI deployments, the networks linking data centers are becoming increasingly important alongside the facilities themselves In …

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  • Europe’s new AI landlord – France grabs €75bn Softbank investment for nuclear-powered AI infra

    by James Blackman June 1, 2026
    by James Blackman June 1, 2026

    Softbank’s €75bn plan to build 5GW of AI data center capacity in France is being hailed in Paris as a breakthrough for European digital sovereignty. But the scale of foreign …

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  • Indosat targets $170M neocloud revenue: CEO

    by Juan Pedro Tomás May 13, 2026
    by Juan Pedro Tomás May 13, 2026

    Vikram Sinha, chief executive officer of Indosat Ooredoo Hutchison told RCR Wireless News that neocloud services contributed around $35 million in revenue during 2025 In sum – what to know: …

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  • KT sharpens AI-change strategy across telecom and enterprise

    by Juan Pedro Tomás May 13, 2026
    by Juan Pedro Tomás May 13, 2026

    KT has outlined plans to deepen the company’s AX – or AI transformation – strategy through new AI platforms, enterprise services, and hyper-personalized customer offerings In sum – what to …

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  • Nvidia strikes optical AI infra supply deal with Corning, worth up to $3.2bn

    by James Blackman May 7, 2026
    by James Blackman May 7, 2026

    Nvidia has agreed a multi-year supply deal with Corning that could grow into a $3.2bn equity position, alongside a major expansion of US optical fibre manufacturing capacity aimed at meeting …

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  • “No one else is doing that” – Lumen agrees $475m “bull’s-eye” deal to unify AI networks

    by James Blackman May 6, 2026
    by James Blackman May 6, 2026

    Lumen Technologies is acquiring cloud networking platform Alkira for $475 million to strengthen its ‘east-west’ DCI strategy, and bolster its programmable NaaS roadmap to cover all the compass points – …

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  • Record results already and major changes ahead – Verizon preps for big AI summer 

    by James Blackman April 28, 2026
    by James Blackman April 28, 2026

    Strong growth and raised guidance sit alongside major AI work at Verizon, about to be unveiled with a brand new AI tech stack to drive further network automation and customer …

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  • Nokia rides optical wave with hyperscalers as mobile waits on AI ‘supercycle’

    by James Blackman April 24, 2026
    by James Blackman April 24, 2026

    Modest top-line growth in the first quarter masks a more dramatic shift at Nokia, where a surge in optical networking for AI infrastructure is reshaping its revenue mix. In line …

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  • Ericsson bets on enterprise 5G and APIs for longer-term AI upside – versus DCI game

    by James Blackman April 17, 2026
    by James Blackman April 17, 2026

    Ericsson is sticking to what it knows: 5G, public and private, and APIs, to expose 5G capabilities to developers and enterprises; it offers more coherent longer-term diversification, it implies, than …

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  • HPE talks up AI network infrastructure, from cloud to edge

    by James Blackman March 30, 2026
    by James Blackman March 30, 2026

    HPE reinforced the telco shift at MWC: the urgent mid-gen upgrade of fiber interconnect and longhaul networks for the AI era, plus the edge inference agenda just coming on-stream – …

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  • Scale-up, scale-out, scale-across take center stage at OFC

    by Christian de Looper March 23, 2026
    by Christian de Looper March 23, 2026

    Kannan Raj, architect, Oracle pulled back the curtain on the three dimensions of connectivity that define AI-era networking, and how optical innovation is enabling the globe-spanning AI network fabric One …

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  • Agents, inference and token economics – Nvidia pitches the AI future

    by James Blackman March 18, 2026
    by James Blackman March 18, 2026

    The message from Nvidia chief Jensen Huang at GTC this week is that AI is no longer about models or chips alone, but about monetizing inference at scale – where …

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  • Agents of chaos – Equinix proposes metro fix for the new AI sprawl

    by James Blackman March 12, 2026
    by James Blackman March 12, 2026

    As AI workloads splinter across the fragmented cloud-infrastructure landspace, enterprises are scrambling to keep performance, governance, and costs in check. Equinix reckons the answer is in neutral interconnection hubs that …

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  • Metro Connect USA: US power crunch is standing in the way of its AI ambitions

    by Christian de Looper March 11, 2026
    by Christian de Looper March 11, 2026

    AI’s voracious appetite is straining energy grids, prompting new power strategies and longer planning horizons In sum — what to know: The gating factor: Power is now the biggest gating …

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  • Cisco rights the MWC narrative – fiber first, mobile later, as AI agents make minds race

    by James Blackman March 6, 2026
    by James Blackman March 6, 2026

    While most of the big talk at MWC is about 5G and 6G, the most urgent AI infrastructure work is with fibre-heavy data centre interconnects. Cisco, and certain others, are …

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  • Metro Connect 2026: Fiber on the rise, data centers under fire

    by Christian de Looper February 26, 2026
    by Christian de Looper February 26, 2026

    Morgan Lewis’ Andrew Lipman surfaces the top trends to watch in 2026 at Metro Connect With the show floor packed with fiber connectivity players, data center providers, and software folks …

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  • Colt preps Middle East expansion as fiber demand accelerates

    by James Blackman February 11, 2026
    by James Blackman February 11, 2026

    Europe’s largest enterprise fibre provider will scale infrastructure and partner-led operations across the Middle East, positioning itself as a regional gateway – whilst also divesting non-AI data centres in Europe …

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  • AI data-center spend to hit $80bn by 2030 to escape power crunch

    by James Blackman February 10, 2026
    by James Blackman February 10, 2026

    Power scarcity and thermal limits are major challenges for the AI data center buildout, observes Dell’Oro Group – but that the industry is redesigning infrastructure, doubling down on cooling, and …

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  • ABI Research on cloud | Data center boom should make telcos uneasy (Analyst Angle)

    by Leo Gergs, Principal Analyst, ABI Research February 4, 2026
    by Leo Gergs, Principal Analyst, ABI Research February 4, 2026

    By 2035, global active data center IT capacity is forecast to surge nearly six-fold, from roughly 24 GW today to around 147 GW, as a new ABI Research forecast shows. …

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  • Master and commander – Google and Meta chart AI’s subsea voyage

    by James Blackman February 3, 2026
    by James Blackman February 3, 2026

    A panel at PTC in Hawaii comprising hyperscalers Google and Meta and wholesalers Exa Infrastructure and Southern Cross Cable Networks explored how AI is reshaping demand for submarine cables, driving …

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  • Nokia holds steady as ‘long-term’ AI infrastructure play starts to pay

    by James Blackman January 30, 2026
    by James Blackman January 30, 2026

    Nokia saw net sales rise by three percent last quarter and two percent in the whole of last year, even as margins slipped, partly because of investments and restructuring. Revenue …

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  • Atlantic crossings – crunch time for subsea cable in the AI era

    by James Blackman January 28, 2026
    by James Blackman January 28, 2026

    At PTC’26 in Hawaii, a panel of hyperscale and wholesale operators comprising Google, Meta, EXA, and SCCN dissected the mounting pressures on Atlantic subsea infrastructure. With spiralling AI traffic, impending …

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  • Under-supply to over-supply – the generational AI build-cycle

    by James Blackman January 26, 2026
    by James Blackman January 26, 2026

    Hyperscaler capex is surging, vacancy has all but vanished, and AI is pushing data centre demand far beyond traditional hubs – but questions remain over power, people, and long-term returns …

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Edtior's Picks

SpaceX grabs “earthquake” 800 MHz deal as Starlink rocks US telcos
Wi-Fi 8 – the defensive frontline for ISPs against AI-driven cyberattacks (Reader Forum)
T-Mobile uses AI to reshape network investment and resilience

Latest Articles

SpaceX grabs “earthquake” 800 MHz deal as Starlink rocks US telcos
Wi-Fi 8 – the defensive frontline for ISPs against AI-driven cyberattacks (Reader Forum)
T-Mobile uses AI to reshape network investment and resilience
Starlink on your tail! Don’t forget the infra build-out (Telco Diary)

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