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.

13 October 2025 Research

Article

GPUaaS revenue will reach USD130 billion by 2030, with USD9.6 billion projected for telecoms operators

22 September 2025 Transaction support

Article

From ambition to action: how EU-backed gigafactories could redefine AI investment

27 August 2025 Transaction support

Article

IPOs versus take-private: a look back at 120 deals in the telecoms and digital infrastructure sector

18 June 2025 Research

Article

Data centres are increasingly being launched into space but must meet stringent requirements

11 June 2025 Transaction support

Article

USD310 billion and growing: the data-centre supply chain is a major growth opportunity for creative investors

28 May 2025 Transaction support

Article

The rise of AI is reshaping data-centre infrastructure and site deployment strategy

09 April 2025 Transaction support

Article

High stakes for data-centre investors and operators: GPUaaS specialists offer growth with risk

09 January 2025 Transaction support

Article

Non-traditional players offer unique strengths to the data-centre industry, but the business model must be right

24 December 2024 Transaction support

Article

Data-centre yieldcos are becoming a valuable route to funding in a capex-hungry market

04 November 2024 Transaction support

Article

Analysys Mason’s data-centre hype index: why investors must scrutinise new capacity announcements

19 July 2024 Strategy

Article

GenAI’s powerful growth is triggering a new breed of specialist data centres

15 May 2024 Transaction support

Article

Ambitious ESG targets for digital infrastructure are achievable with the right tools: data centres

30 January 2024 Strategy

Article

Data-centre owners must enhance their ESG credentials to compete for customers and capital