Analyst Comment

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To deliver data centres on time, plan ahead

Amazon, Alphabet, Meta, and Microsoft are on track to spend more than $700bn combined in capital expenditure in 2026, mostly…

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Amazon’s $1bn pledge will not buy data centre consent

Opinion

Opinion: Data sovereignty must be a priority to avoid cross-border data quarantines, says Boomi head of research

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Hyperscalers with big build-out plans battle resistance to new data centre construction

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European data centres are in a race for cheap energy and land

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Global semiconductors hiring slows after Q1 surge: What this means for your sector

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Opposition to data centres grows in the US

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Tata Communications enables next-gen connectivity for data centres

Analyst Comment

Neoclouds: new class of specialised cloud providers entering AI infrastructure scene

Strategic Intelligence

Analyst Comment

Bandwidth on demand: the in-demand model with no demand. Yet.

GlobalData Technology

Analyst Comment

AI-driven memory chip squeeze threatens mid-range phones

GlobalData Technology

Analyst Comment

Is Greenland the next frontier for AI infrastructure?

Analyst Comment

Greenfield site development will lead to changes in data centre design in 2026

GlobalData Technology

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