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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Recent data from Omdia shows that global cloud infrastructure spending reached US$110.9 billion in the fourth quarter of 2025, up 29% year over year. The firm said growth was driven by AI, with demand expanding to storage and networking. Full-year spending reached US$399.6 billion, up 24% year over year. Amazon Web Services, Microsoft Azure, and […]
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Cloud demand is starting to change in a way that reflects how companies are building and running AI systems. The change is about the type of workloads moving into cloud environments. Recent comments from Andy Jassy, CEO of Amazon, point to a much larger market than previously expected, driven by enterprise AI adoption. At a […]
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The current data centre construction boom in the US is creating hitting problems when it comes to securing enough power. Facilities built to support artificial intelligence workloads require levels of electrical capacity that local grids won’t be able to supply at present levels of capacity and infrastructure. In response, several DC operators and commissioning companies […]
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A new group of cloud firms built for artificial intelligence workloads is drawing large investments and major enterprise clients. One example is a US$2 billion investment by Nvidia in Nebius, a company that runs large AI systems in the cloud. The investment gives Nvidia an 8.3% stake in Nebius and signals rising demand for computing […]
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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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Alphabet’s expanding AI cloud infrastructure push shows how demand is putting real pressure on the systems that power enterprise computing. Hyperscale providers are responding by sharply increasing spending on compute capacity, but supply remains tight as AI workloads grow faster than data centre buildouts. Alphabet’s latest earnings call offered a clear window into that tension. […]
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The cloud is no longer treated as a place to experiment. For many enterprises, it has become the default environment for running AI systems that support daily work. That shift, more than any headline figure, explains why cloud spending continues to climb. Instead of short trials or isolated pilots, AI workloads are now tied to […]
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Hyperscale providers are at the centre of global digital infrastructure. DC Byte’s 2025 Global Data Centre Index [email wall] estimates that public cloud, social media, and AI workloads account for nearly 70% of global data centre demand. Their build and leasing decisions shape where power networks are reinforced or need alteration/expansion, where national, state or […]
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