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Metro Connect Fall x Datacloud USA 2026: 10 takeaways from Austin

7th Sep 2026

7 minutes

Four days of panels, keynotes and closed-door sessions in Austin this week set out a market moving faster than the grid, the permitting system or the politics can keep up with.

AI

AI capex set to hit $31.6tn by 2050 as chips overtake concrete

4th Sep 2026

6 minutes

PwC’s Global Data Centre Outlook forecasts $31.6tn in AI infrastructure spend through 2050, with power access and recurring chip upgrades set to reshape where capital lands.
AI

Datacloud USA: $500bn Nvidia pact spotlights 20-year data centre financing gap

2nd Sep 2026

3 minutes

Nvidia’s move to mobilise more than $500bn in third-party capital for AI infrastructure is an attempt to fix a fundamental mismatch between data centre and GPU lifecycles.
AI

Nvidia now agrees to rent back unused GPU capacity from neocloud operators if customer demand falls short

14th Aug 2026

5 minutes

Nvidia’s new GPU backstop model is unlocking neocloud debt financing, but it also makes Nvidia collateral, guarantor and customer all at once.
AI

Anthropic’s $2tn IPO is really a bet on owning data centres

13th Aug 2026

6 minutes

As the AI lab commits billions to purpose-built capacity, the shift from renting compute to owning infrastructure is putting colocation, financing and power markets under scrutiny.
AI Nvidia_sign.png

Nvidia’s $500bn Wall Street pact turns AI chips into assets

11th Aug 2026

6 minutes

Nvidia’s $500bn AI infrastructure financing pact with Apollo, BlackRock and Blackstone turns GPUs into collateral for data centre build-outs.
Data Centres

TotalEnergies acquires Shell renewables to fuel integrated power strategy

3rd Aug 2026

3 minutes

TotalEnergies purchases Shell’s onshore renewables business and sells a 50% stake in an onshore solar and wind asset portfolio to KKR.
AI

CyrusOne names John Hatem as CEO to lead global expansion

30th Jul 2026

3 minutes

John Hatem becomes CEO at CyrusOne, succeeding Eric Schwartz, as the company continues to champion its global growth plans.
AI

CyrusOne EVP on strategy, sustainability and global growth

16th Jun 2026

6 minutes

CyrusOne’s Krupal Raval outlines how the data centre giant is strategically approaching AI power demands, energy partnerships and community trust to fuel its growth plans.
data centre

KKR’s $10bn Helix vehicle points to a new model for funding AI infrastructure

12th Jun 2026

3 minutes

KKR has launched Helix Digital Infrastructure, a new company with more than $10bn in committed capital, alongside Nvidia, Vistra and the Kuwait Investment Authority as founding backers.

CityFibre

Private equity moves to exit UK fibre as altnet consolidation accelerates

11th Jun 2026

3 minutes

Warburg Pincus and KKR are sounding out buyers for Community Fibre and Hyperoptic respectively, putting two of the sector’s more resilient assets on the market just as the wider altnet industry runs into serious trouble.