Demand for artificial intelligence (AI) and cloud adoption continues to accelerate across industries, creating strong growth opportunities for all stakeholders in the data-centre value chain. Our curated collection of articles and reports offers valuable insights, expert analyses, and actionable strategies in response to evolving business models, regulatory requirements as well as consumer demand.
Insights
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GPUaaS revenue will reach USD130 billion by 2030, with USD9.6 billion projected for telecoms operators
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From ambition to action: how EU-backed gigafactories could redefine AI investment
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IPOs versus take-private: a look back at 120 deals in the telecoms and digital infrastructure sector
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Data centres are increasingly being launched into space but must meet stringent requirements
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USD310 billion and growing: the data-centre supply chain is a major growth opportunity for creative investors
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The rise of AI is reshaping data-centre infrastructure and site deployment strategy
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High stakes for data-centre investors and operators: GPUaaS specialists offer growth with risk
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Non-traditional players offer unique strengths to the data-centre industry, but the business model must be right
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Data-centre yieldcos are becoming a valuable route to funding in a capex-hungry market
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Analysys Mason’s data-centre hype index: why investors must scrutinise new capacity announcements
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GenAI’s powerful growth is triggering a new breed of specialist data centres
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Ambitious ESG targets for digital infrastructure are achievable with the right tools: data centres
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Data-centre owners must enhance their ESG credentials to compete for customers and capital