Capex stories
Amazon, Microsoft, Meta and Alphabet eye USD $650 billion AI splurge for 2026, stirring investor unease over margins and cloud growth.
Broadcom has previewed AI-native VMware Telco Cloud Platform 9, targeting MNOs with cost savings, GPU sharing and sovereign cloud controls.
Broadcom launches VMware Telco Cloud Platform 9, promising operators up to 40% TCO savings and 30% lower power use in data centres.
Canada's oldest retailer closed all stores after 355 years, undone by debt, digital change and declining footfall.
CloudRAN.AI and Firecell team up to broaden private 5G radio options, aiming to cut costs and speed deployments for mid-sized sites.
Tariff hikes, AI adoption and regional supply chains are redrawing global trade as firms diversify sourcing and tighten working capital.
Australian firms plan to lift energy-transition capex as tech, AI and renewables drive momentum, but green skills shortages loom.
Most enterprises are unprepared for HPE's 'Great Virtualization Reset' even as two‑thirds plan major strategy changes within two years.
AI workloads are set to outstrip data centre capacity by 2027, as power constraints and skills shortages threaten expansion plans.
Object First posts 183% bookings surge as demand soars for immutable on-premises backup storage to combat escalating ransomware threats.
Dematic has automated Bio-Rad's Singapore cold chain hub, speeding packing and shipping while tightening control over APAC deliveries.
Holland & Barrett's tech and automation drive lifts revenue 11% to GBP £981m, with digital sales surging towards the GBP £1bn mark.
Power On unveils EHV grid links to boost power-hungry UK data centres, targeting AI and HPC growth while easing capacity and cost risks.
AoFrio posts record NZD $83.2 million revenue as EBITDA jumps 40%, but tariff headwinds leave sales short of guidance for the year.
Macquarie lifts half-year EBITDA 3% to AUD $57.9 million as it ramps up Sydney data centre capex and extends profit growth to 22 halves.
Swoop lifts first-half revenue 41% to AUD $64.1 million and accelerates a Melbourne fibre build backed by AUD $60 million in contracts.
Nexfibre to buy Substantial in GBP £2 billion deal, creating UK's largest alternative fibre platform with 8 million premises by 2027.
Macquarie lifts its revolving loan to AUD $500 million to accelerate Sydney's IC3 Super West AI data centre fit-out and equipment purchases.
New Zealand investors are warned AI-fuelled gains face “incredible danger” from US inflation, soaring debt and turbulent midterms ahead.
Westcon-Comstor signs first EMEA distribution deal for Meter's NaaS platform, targeting partners seeking opex-friendly networking subscriptions.