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
Predictions
GPUaaS revenue will quadruple in the next 5 years, powering new data-centre investment opportunities
Predictions
Telecoms operators will battle for position as their infrastructure capex is dwarfed by spending on AI
Predictions
Accelerated investment in AI data centres in the GCC region will reach USD5–7 billion in 2026
Article
GPUaaS revenue will reach USD130 billion by 2030, with USD9.6 billion projected for telecoms operators
Article
From ambition to action: how EU-backed gigafactories could redefine AI investment
Article
IPOs versus take-private: a look back at 120 deals in the telecoms and digital infrastructure sector
Article
Data centres are increasingly being launched into space but must meet stringent requirements
Article
USD310 billion and growing: the data-centre supply chain is a major growth opportunity for creative investors
Survey report
Operator data-centre energy benchmarks and the impact of AI