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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.
Fibre

41 fibre deals recorded in US so far in 2026 as consolidation wave builds, Metro Connect Fall panel hears

3rd Sep 2026

4 minutes

The US fibre sector has recorded 41 announced M&A transactions so far in 2026, with strategic buyers accounting for the vast majority of deal value, according to panellists speaking at a Metro Connect Fall session on fibre investment.
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

Metro Connect Fall 2026: Andy Lipman’s 10 flashpoints, from Texas’s extended pause to a $1.1tn AI spending forecast

2nd Sep 2026

6 minutes

Andy Lipman, partner and head of the telecom practice at Morgan Lewis, opened Metro Connect Fall in Austin on 2 September in familiar style.
AI

Nvidia earnings will test the trillion-dollar data centre bet

26th Aug 2026

5 minutes

Nvidia reports second-quarter results today, with data centre revenue in focus as hyperscaler AI spending faces its most demanding test yet.
AI Andrew Bailey, Bank of England

Bank of England boss: AI bubble collapse would be a “disaster”

25th Aug 2026

5 minutes

Andrew Bailey warns G20 finance ministers that a disorderly AI market correction could ripple through data centre and hyperscaler financing.
AI

What is circular financing in AI infrastructure, and should telecoms and data centre operators be worried?

25th Aug 2026

5 minutes

Circular financing has become one of the most contested phrases in AI infrastructure. Chipmakers, hyperscalers and neoclouds are all wrapped up in it, and regulators are starting to ask hard questions about what it actually means.
AI Iran flag .png

Iran’s widening cyber war puts data centres on notice

24th Aug 2026

7 minutes

From Gulf cloud campuses to a UK power plant, state-linked cyberattacks are spreading fast, and data centre leaders are being forced to rethink resilience.
Google Cloud

Google’s $12bn Marvell bet: What the chip supply shake-up means for data centre capital plans

20th Aug 2026

5 minutes

Marvell’s equity-linked silicon deal with Google reshapes the custom chip market, and data centre operators and investors need to understand what it signals about power density, vendor risk and capex planning.
AI

8 sessions to watch at Metro Connect Fall x Datacloud USA 2026

17th Aug 2026

4 minutes

Metro Connect Fall returns to Austin from 1-3 September, co-located with Datacloud USA and the Investment and Finance Forum.

AI

Nvidia halves Ohio OpenAI backstop to under $120bn: Why it happened, and why it matters

17th Aug 2026

4 minutes

Nvidia has cut the financial guarantee underpinning OpenAI’s proposed Ohio data centre project from a discussed $250bn to less than $120bn, the Wall Street Journal reported on Friday, citing people familiar with the matter.