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Home - data centers - Page 2
Tag:

data centers

  • 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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  • Power plays and digital divides – the hard realities of the AI build-out

    by James Blackman January 20, 2026
    by James Blackman January 20, 2026

    PTC, once a small and sunny telecoms event, is now a fully-fledged AI infrastructure show. The 2026 version, in Honolulu, opened with familiar fanfare about the scale of the global …

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  • AI optics – Ciena catches sail on AI fibre wave

    by James Blackman January 14, 2026
    by James Blackman January 14, 2026

    The AI build-out is rewriting the fibre comms order-book – between data centres and within data centres, right down to the rack itself. As power constraints, scale-out architectures, and interconnect …

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  • Bell targets $1.07 billion in AI revenue by 2028: CEO

    by Juan Pedro Tomás October 16, 2025
    by Juan Pedro Tomás October 16, 2025

    Bell is already generating AI revenue from leasing data center capacity, selling cybersecurity solutions, and integrating technology systems In sum – what to know: CAD1.5B AI revenue by 2028 – …

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  • Telus launches Canada’s first sovereign AI factory

    by Juan Pedro Tomás September 26, 2025
    by Juan Pedro Tomás September 26, 2025

    AI InfrastructureCarriersNetwork Infrastructure Ericsson says telco-grade AI RAN must deliver measurable gains at scale September 8, 2026 0 comments Deutsche Telekom and T-Mobile poach from AWS, GE Vernova – as …

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  • Telus launches Canada’s first sovereign AI factory

    by Juan Pedro Tomás September 26, 2025
    by Juan Pedro Tomás September 26, 2025

    The new AI factory from Telus is supported by Nvidia GPUs and infrastructure designed by HPE In sum – what to know: Canada’s first sovereign AI factory – TELUS has …

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  • VNPT gets 700 MHz spectrum in Vietnam’s latest auction

    by Juan Pedro Tomás September 23, 2025
    by Juan Pedro Tomás September 23, 2025

    Following two rounds of bidding, VNPT secured the so-called B1-B1’ block, which covers the 703–713 MHz/758–768 MHz band In sum – what to know: VNPT wins 700 MHz license – …

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  • Huawei showcases new AI DC solutions

    by Juan Pedro Tomás September 22, 2025
    by Juan Pedro Tomás September 22, 2025

    Michael Ma, Huawei VP and president of ICT product portfolio management and solutions, said that data centers are “at a turning point to become AI DCs” In sum – what …

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  • Keppel, Dell partner on AI platforms and DCs in Asia

    by Juan Pedro Tomás September 17, 2025
    by Juan Pedro Tomás September 17, 2025

    The deal between Keppel and Dell will initially target projects in Singapore, Malaysia and Vietnam In sum – what to know: Strategic collaboration expands in Asia – Keppel and Dell …

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  • Nokia signs with Supermicro and Kyndryl to pitch (and win) AI data center networks

    by James Blackman September 8, 2025
    by James Blackman September 8, 2025

    Nokia has new deals with Supermicro and Kyndryl to deliver AI-ready, automated data centre networking – at a global channel level, and a local client level (via a global sales …

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Edtior's Picks

Ericsson says telco-grade AI RAN must deliver measurable gains at scale
Deutsche Telekom and T-Mobile poach from AWS, GE Vernova – as AI talent...
Microsoft and AWS launch a managed multicloud interconnect

Latest Articles

Ericsson says telco-grade AI RAN must deliver measurable gains at scale
Deutsche Telekom and T-Mobile poach from AWS, GE Vernova – as AI talent loop widens
Microsoft and AWS launch a managed multicloud interconnect
Private 5G docks in Hamburg – as Deutsche Telekom and Ericsson scratch a seven-year itch

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