Archivo de la categoría: Market Intelligence

Data centre delays expose AI cloud power limits

Large data centre projects intended to support AI and cloud workloads are facing power shortages and grid delays. Some are also facing planning disputes, land-use concerns, and rising construction costs. A report by The Guardian, citing data from the Uptime Institute, said 250 data centre projects requiring more than 100MW of power each were announced […]

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South Korea AI data centre push includes SK Telecom’s 15GW plan

South Korea is moving to expand its AI infrastructure base through a series of projects covering data centres, semiconductors, and robotics. SK Telecom plans to build up to 15GW of AI data centre capacity. The plan follows a set of South Korean “mega projects” covering semiconductors, physical AI, and AI data centres. Samsung Electronics, SK […]

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Meta weighs AI cloud business to sell excess compute capacity

Meta Platforms is developing plans for a cloud infrastructure business that would sell access to AI computing power and models, Bloomberg reported, citing people familiar with the matter. CNBC later reported that Meta plans to sell excess computing power to outside customers. The business would compete with Amazon Web Services, Microsoft Azure, Google Cloud, and […]

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Microsoft Chevron deal shows AI data centre power push

Microsoft has signed a 20-year power agreement with Chevron for a planned AI data centre in West Texas. Chevron’s wholly owned subsidiary, Energy Forge One LLC, signed the power purchase agreement with Microsoft. The agreement covers dedicated electricity for a Microsoft-operated data centre through Project Kilby, a co-located power facility and data centre complex. Chevron […]

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AI growth and a rethink of data centre power and cooling

AI is now a driver of data centre expansion everywhere in the world—across Europe, the Middle East, and Africa. In Europe, the supplied projection puts data centre capacity growth at a compound rate of 25% to 2030, ahead of the effect produced by the shift to public cloud infrastructure over the past decade. AI workloads […]

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Google and Blackstone plan US$5 billion AI cloud venture

Google and Blackstone plan to create a US-based AI cloud venture that will provide access to data centre capacity and Google’s custom AI chips. Blackstone will make an initial equity investment of US$5 billion to support the venture. The firm will be the majority owner of the new business. The companies said the investment will […]

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EU awards €180 million sovereign cloud contract to four providers

The EU’s European Commission has awarded a €180 million ($212 million) sovereign cloud contract to four European providers for a six-year term. The tender, launched in October 2025, “supports the Commission’s broader efforts to enhance its own sovereignty, reinforcing control in important technologies and infrastructure,” it said in a statement. Sovereign cloud tender and selection […]

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Cyber Security & Cloud Congress North America 2026 Comes to San Jose

“As cyber threats evolve alongside AI, hybrid cloud, and increasingly complex digital operations, enterprise security can no longer be an afterthought,” commented Michael Hughes, Head of Conference. “Cyber Security & Cloud Congress North America 2026 brings together the industry’s top leaders to share practical strategies, from Zero Trust frameworks to AI-driven threat detection, empowering organizations […]

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Nvidia invests US$2 billion in AI cloud firm Nebius

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 demand pushes companies to invest billions in cloud infrastructure

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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