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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.
AI

Texas data centre demand could lift ERCOT peak by 125%, Datacloud USA panel hears

3rd Sep 2026

4 minutes

Texas grid operator ERCOT is reviewing roughly 474 gigawatts (GW) of large-load interconnection requests, with data centres accounting for around 90% of that figure.
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

Fibre overtakes power as data centres’ top constraint, Metro Connect panel finds

3rd Sep 2026

3 minutes

Fibre availability, not power, is now the single biggest constraint on data centre development, according to a survey of investors, lenders, operators and builders discussed at a keynote panel on day one of Metro Connect 2026.
Enrico Bagnasco Sparkle and Hellas Sat achieve quantum-safe satellite first

Sparkle and Hellas Sat achieve quantum-safe satellite first

3rd Sep 2026

4 minutes

Sparkle and Hellas Sat extend quantum-safe encryption to a Greece-Cyprus satellite link in a milestone for secure, distributed connectivity.
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

Notes from Austin: Fibre builders and data centre developers talk cost, power and community pushback

2nd Sep 2026

7 minutes

Two invitation-only gatherings at the Fairmont Austin this week, the Fiber Leaders Forum & Networking Lunch and the Digital Infrastructure Leaders’ Summit, brought fibre network operators and data centre developers together for closed-door discussion.

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

Trump blasts communities resisting data centres, but the backlash shows no sign of budging

2nd Sep 2026

5 minutes

As Trump warns opposing communities risk poverty, lenders and developers are treating data centre backlash as a financing and engagement problem, not a talking point.
AI

From dirt to compute-ready in 90 days: dawn of a new modular era

1st Sep 2026

4 minutes

Mod42’s Valerie Crafton explains how modular builds need to go even further to meet the rising demands of AI
AI

Rethinking data centres: the move-in-ready powered campus

31st Aug 2026

7 minutes

PowerBridge’s Alex Hernandez describes his company’s innovative approach to market growth