Keppel has started construction on a floating data centre project in Singapore, a 25MW facility designed to combat land and water constraints affecting data centre development. The company disclosed the construction plans in its first-quarter 2026 business update, aiming to begin work on the Keppel DC SGP 9 in mid-2026 at its Genting Lane campus. […]
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The rapid build-out of AI systems is increasing data centre power demand, exposing a less visible constraint in cloud computing: access to power. A recent agreement between Oracle and Bloom Energy means the two intend to deploy up to 2.8 gigawatts (GW) of fuel cell capacity to support data centre growth, according to a statement […]
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The race to build infrastructure for artificial intelligence is no longer centred only on the United States or Europe. Asia has moved into focus, as companies such as Google expand data centre investments across the region. A planned data centre investment of around US$15 billion in Andhra Pradesh reflects both the scale and urgency of […]
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AI is pushing technology companies to rethink the foundations of cloud computing. As more businesses adopt AI tools, the industry is spending heavily on the hardware and data centres needed to run them. Much of the current spending is focused on infrastructure rather than software. Chips, networking equipment, power systems, and large data centres are […]
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Cloud capacity is becoming one of the main constraints on enterprise AI adoption, and Amazon’s latest spending plans show how providers are responding. The company is preparing to commit roughly $200 billion in capital expenditure, much of it aimed at expanding AWS data centres, custom chips, and related AI infrastructure, according to reporting by the […]
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In a move that underscores the changing role of sovereign cloud and artificial intelligence beyond traditional markets, Abu Dhabi-based technology group G42 has signed an agreement with a Vietnamese consortium to build national-scale cloud and AI infrastructure in Vietnam. The pact, announced in Ho Chi Minh City this week, calls for up to $1 billion […]
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China’s cloud market is entering a new phase, shaped less by basic storage and more by who can support large AI workloads at scale. Established providers still dominate, but the list of serious contenders is starting to change. ByteDance, long tied to consumer apps like TikTok and Douyin, is now making a clearer push into […]
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The cloud market has long been shaped by a familiar group of hyperscalers. What is changing now is not just who runs cloud platforms, but who is starting to build the infrastructure behind them. Recent reporting that Brookfield Asset Management is preparing to launch a cloud business points to a broader shift in how large […]
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Oracle expects its cloud infrastructure business to create $166 billion in revenue by fiscal year 2030, accounting for nearly three-quarters of its total sales, the company says. Reuters reported that the forecast was shared by Chief Executive Officer Clay Magouyrk during a meeting with analysts on Thursday, when he said new cloud bookings are coming […]
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Oracle is reducing staff in its cloud division, a move aimed at managing costs while the company continues to pour money into AI infrastructure. Sources familiar with the matter said employees were told this week that their positions had been cut. Some of the layoffs were tied to performance, and hiring is still underway in […]
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