Financial
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Investment firm Brookfield is set to invest €20 billion to build out AI infrastructure in France. -
Amazon just about scraped by projected earnings but investors still soured on the tech giant after a less-than-stellar performance from its cloud business.
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Global data centre capital expenditure will surpass $1 trillion according to new projections from Dell'Oro Group.
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AMD’s data centre arm contributed around 50% of its annual revenue, with Nvidia’s biggest rival reporting an “outstanding year” with demand increasing for its GPUs and CPUs.
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Vodafone reported strong group service revenue growth in its latest earnings report, as the firm reshapes its European businesses while its operations in Africa and emerging markets are helping to drive growth.
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Even as market jitters over the DeepSeek sell-off dragged down tech stocks, industry giants posted robust earnings this week, with several reporting billion-dollar revenue gains driven by sustained demand for AI and cloud infrastructure.
Forthcoming events
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Carlos Slim, the Mexican billionaire and one of the world’s richest individuals, has reduced his stake in BT Group for the first time since his initial investment in the company.
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SoftBank is reportedly in talks to increase its investment in OpenAI, potentially injecting up to $25 billion into the ChatGPT maker.
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Reliance, the Mukesh Ambani-owned conglomerate, wants to build the largest data centre in the world, with plans to construct a multi-gigawatt-scale site in Jamnagar.
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Private equity firm Novacap has launched a new fund to invest more than $1 billion in digital infrastructure projects across North America.
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The US Commerce Department has finalised Infinera’s $93 million CHIPS Act funding in what could be one of the final grants before President-Elect Trump takes office.
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The ever-increasing demand for AI workloads will see the global data centre market expand by a 15% Compound Annual Growth Rate (CAGR) through 2027, a figure that could rise to 20%, according to new research from Jones Lang LaSalle (JLL).
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Numbering intelligence solutions provider XConnect has partnered with the GSMA to take on International Revenue Share Fraud (IRSF).
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Low latency network solutions provider Avelacom is set to expand its network infrastructure with new Points of Presence to enhance interconnectivity between the US and Mexican financial markets
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Capacity’s Ben Wodecki explores whether the AI startup spending surge can be sustained
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A law firm has launched an investigation into whether board members of Frontier Communications may have breached their fiduciary duties in connection with the proposed merger with Verizon.
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Elon Musk, the billionaire owner of SpaceX and Starlink, Tesla, X and xAI will have a role in the upcoming second Trump administration, having been appointed to lead the newly created Department of Government Efficiency (DOGE).
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BT has reportedly put its global division up for sale as part of the company’s ongoing attempts to shave costs
Forthcoming events
Datacloud Asia 2025 co-located with ITW Asia
3 DECEMBER - 4 DECEMBER 2025 Singapore, Singapore
