Capex stories
The five-year contract should lift IREN's annualised revenue by about USD $1.94 billion once the Childress build-out is fully commissioned.
Rising flash prices and hardware shortages are pushing enterprises to buy storage-efficiency software sooner, helping StorONE post a record quarter.
Many US enterprises still cannot trace AI failures across infrastructure, leaving costly GPU bottlenecks and hidden risks unresolved.
Rising subscription income lifted annual revenue 17% to AUD $819.8 million, even as the Australia business stayed in the red.
Higher costs and a marginal revenue decline left Gartner Australasia with AUD $13.3 million pre-tax profit in 2025, down from AUD $14.0 million.
Data centre work is set to lift future revenue, with PMT booking three multi-million-dollar security contracts in its strongest month to date.
Customers can now buy more predictable storage and infrastructure contracts as the new terms tie costs to availability, performance and recovery.
Businesses can now run larger AI models locally on existing Windows and Linux PCs, reducing cloud costs and keeping sensitive data on-site.
Infrastructure demand and vendor spending will drive most of the surge as AI outlays are set to jump 47% next year.
Outages are now costing Global 2000 firms USD $600 billion a year, as a single incident can wipe 3.4% off share prices.
Demand for faster-deploying edge infrastructure is boosting interest in portable units that can be shipped to remote sites and redeployed as needs change.
Investor concern is mounting as WARC says Meta's ad business will fund most of its USD $125 billion to USD $145 billion AI spending.
Office projects across Asia Pacific are becoming harder to budget, with labour shortages, materials inflation and geopolitics lifting fit-out costs.
The miner-to-cloud shift gained momentum as IREN boosted contracted AI revenue and set out a wider 5GW expansion with NVIDIA.
SAP customers facing a 2027 maintenance deadline can now get a 45-minute assessment of migration, cost and support risks.
Stronger operating cash flow lifted Windcave's year-end cash balance to NZD $108.1 million, even as revenue was broadly flat.
Organisations can recoup their outlay in six months, as the study found video management software cut investigation times and lifted productivity.
Rising AI workloads are pushing data centre electricity demand higher, making local power networks a possible fix for strained grids.
Rising heat and an El Niño warning are raising the odds of costly outages at data centres as ageing cooling systems come under strain.
Audit committees now want earlier, clearer updates from finance chiefs as volatility makes late reporting a bigger governance risk.