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Ciena’s two-country day underlines how AI demand is reshaping Asia-Pacific networks

8th Sep 2026

2 minutes

Ciena marked two separate Asia-Pacific network milestones on the same day: a record-distance transmission trial with Telstra in Australia and a new data centre interconnect (DCI) service with Spark Wholesale in New Zealand.
AI

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

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.
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 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.
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.