Datacentre capex increased 57% in 2025 as AI deployments, complemented by general infrastructure investments, accelerated, says Dell’Oro, which expects hyperscalers and AI model developers to sustain strong capex momentum in 2026 ... .
Just days ago, Elon Musk's Starlink rival Amazon Leo sent a letter to the Federal Communications Commission (FCC) to reject Spacex’s 1 million-satellite proposal for orbiting data centers ... Space-based data centers can help break this bottleneck ... .
The UK’s largest datacentre construction projects are shifting north, as market saturation and power grid connection issues hit the south east of England... Top 10 UK datacentres ... We can use it to see the datacentre pipeline.
“By collaborating with NVIDIA, we’re helping accelerate the deployment of AI infrastructure that can scale efficiently and reliably,” says TI vp Kannan Soundarapandian ... This streamlined architecture supports the NVIDIA reference design ... .
Although InfiniBand continues to grow, Ethernet is expanding at a much faster pace.”. “The Ethernet vendor landscape in AI back-end networks remains highly competitive. In 2025, Celestica and NVIDIA led the market with a combined 50 percent share ... .
It's being billed as the data centre that changes everything - but hopefully that doesn't include the price of your power. It will be the country's second biggest user of electricity after the Tiwai Point aluminium smelter ... ....
This may be fine for OpenAI; it can presumably find other datacentres ... It still does not have planning permission but said on Friday it was planning to start construction before July and would switch on the datacentre between April and July 2027.
Planning permission has been approved for what is reported to be one of the UK’s largest artificial intelligence (AI) datacentres, a 1GW project in north Lincolnshire, one of the government’s AI growth zones ... Read more about datacentre developments.
In today’s newsletter ... The reality is much murkier. Good morning ... Governments have promised billions in investment, datacentres and supercomputers, and a wave of new jobs as AI is “mainlined” into the economy ... Middle East crisis ... Environment ... Labour .
America’s biggest investor Michael Burry who is also known for predicting the 2008 housing crash has now accused Nvidia of blocking Advanced Micro Devices (AMD) from a major AI infrastructure deal ... Duh ... This is playing out as some of us said it would ... .