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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 • Last week
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 • Last week
Global mobile operators accelerate 2G & 3G switch-offs
Digital Transformation

Global mobile operators accelerate 2G & 3G switch-offs

Legacy network retirements are freeing spectrum for 4G and 5G, though operators still face slow customer migration and IoT replacement hurdles.

By Sean Mitchell • 4 min read • Last week
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 • Last week
Asia Pacific's next chapter of digital growth will be defined by trust, resilience and sovereignty
Data Protection

Asia Pacific's next chapter of digital growth will be defined by trust, resilience and sovereignty

Regional mobile services generated USD $1 trillion in economic value in 2025, but growth now hinges on AI, trust, resilience and sovereignty.

By Julian Gorman • 6 min read • This month
Scale Computing launches imaging service for servers
Virtualisation

Scale Computing launches imaging service for servers

Organisations can now deploy SC//HyperCore on qualified existing hardware, easing budget pressure and delays from server supply bottlenecks.

By Sean Mitchell • 4 min read • This month
OpenAI cuts GPT-5.6 prices in push for wider access
Data centers

OpenAI cuts GPT-5.6 prices in push for wider access

Lower costs and faster serving aim to make advanced AI more affordable for businesses and users, while boosting OpenAI's margins.

By Mark Tarre • 5 min read • This month
AWS revenue growth hits fastest pace in 18 quarters
Software-as-a-Service

AWS revenue growth hits fastest pace in 18 quarters

Demand for AI and core cloud services is boosting Amazon's key profit engine, with AWS growth accelerating to a 36.7% annual pace.

By Mark Tarre • 3 min read • This month
Amazon's custom silicon hits USD $25 billion run rate
Semiconductors

Amazon's custom silicon hits USD $25 billion run rate

Amazon Web Services' in-house chips are now a major profit centre as AI demand drives cloud providers to cut costs and secure supply.

By Mark Tarre • 5 min read • This month
Defence private 5G spending nears USD $2.5 billion
Network Security

Defence private 5G spending nears USD $2.5 billion

Security-driven demand is set to lift private 5G and 4G LTE defence investment at a 24% annual rate through 2029, the research says.

By Sean Mitchell • 4 min read • Last month

Stories from Other Regions

Capex stories

UK landlords boost AI use to 65% as adoption widens
Software-as-a-Service

UK landlords boost AI use to 65% as adoption widens

Most UK commercial landlords are still only piloting AI, as integration and skills gaps, not cost, slow wider rollout across portfolios.

By Sean Mitchell • 4 min read • This month
Dell New Zealand profit rises despite slight revenue dip
IT Industry

Dell New Zealand profit rises despite slight revenue dip

Lower operating costs and foreign exchange gains helped offset softer sales, leaving net profit up to NZD $2.34 million as assets grew.

By Karen Joy Bacudo • 3 min read • This month
UK SMEs miss GBP £54 billion as finance confidence dips
Productivity

UK SMEs miss GBP £54 billion as finance confidence dips

Confusion and mistrust are leaving thousands of SMEs unable to fund expansion, with Portman estimating a GBP £54 billion hit to revenue.

By Karen Joy Bacudo • 4 min read • Last month
IFS posts 25% ARR growth as industrial AI demand rises
Software-as-a-Service

IFS posts 25% ARR growth as industrial AI demand rises

Industrial software buyers are shifting AI budgets into day-to-day operations, helping IFS lift annual recurring revenue 25% in H1 2026.

By Karen Joy Bacudo • 3 min read • Last month
Snowplanet cuts grid power with 1.05MW solar array
Clean technologies

Snowplanet cuts grid power with 1.05MW solar array

The indoor ski venue expects the project to cut grid electricity use by about 30 per cent while trimming operating costs in summer.

By Sean Mitchell • 3 min read • Last month
URSYS & CID Group launch sovereign connectivity pact
Network Infrastructure

URSYS & CID Group launch sovereign connectivity pact

Critical infrastructure operators could gain a single managed route for sensitive data as the partners remove reliance on public internet paths.

By Sofiah Nichole Salivio • 4 min read • Last month
BluWave-ai launches Ontario EV charging grid project
Power / Energy

BluWave-ai launches Ontario EV charging grid project

Managed EV charging across Ontario could defer grid upgrades as utilities test AI to cut evening peaks and local congestion.

By Jake MacAndrew • 4 min read • Last month