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
Podcast
Orbital versus terrestrial data centres: will space-based computing become viable?
Article
A guide to today’s data centre ecosystem
Client project
Developing a go-to-market strategy and a first-of-its-kind business case for an Asian telecoms operator’s entry into the GPUaaS market
Podcast
TMT predictions 2026: operators are at a crossroads
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