Capex stories
Railway, banking and industrial contracts have lifted the Hyderabad-based group's order book by more than INR ₹111 crore in recent months.
The revised financing ties euNetworks' expansion plans to lower-carbon construction choices and ESG performance, covering about two-thirds of emissions.
Delivery bottlenecks, rather than demand, are now the main risk as AI-fuelled data centre expansion pushes revenue to USD $120 billion by 2030.
Governments building sovereign AI systems could cut flash spending sharply as StorONE's tiering software is added to Wand AI's ecosystem.
Service providers could cut disruption and transit costs as infected routers and cameras are blocked from launching botnet attacks on the internet.
The deal gives RT-One a way to validate AI infrastructure and start serving customers before its campuses are finished, cutting launch delays.
Rising AI infrastructure spending is set to push the global data centre semiconductors market to USD $1.8 trillion by 2030, Dell'Oro says.
The tie-up could unlock financing for AI data centres as demand for computing power outstrips the balance sheets of cloud providers.
Legacy network retirements are freeing spectrum for 4G and 5G, though operators still face slow customer migration and IoT replacement hurdles.
AI cloud operators face sharply higher storage bills, with a mixed-fleet design costing almost USD $39 million less than all-flash over three years.
Regional mobile services generated USD $1 trillion in economic value in 2025, but growth now hinges on AI, trust, resilience and sovereignty.
Organisations can now deploy SC//HyperCore on qualified existing hardware, easing budget pressure and delays from server supply bottlenecks.
Lower costs and faster serving aim to make advanced AI more affordable for businesses and users, while boosting OpenAI's margins.
Airports across Asia and the Middle East are facing a sustained spending cycle as passenger numbers rise and capacity pressures mount.
Rising electrification is forcing New Zealand distributors to prioritise grid resilience, data and investment planning as demand outpaces upgrades.
Higher cash generation allowed Spark to lift its full-year payout to 16 cents a share as mobile service revenue returned to growth.
Occupiers in Shanghai are increasingly paying up for offices that offer stronger tenant experience and flexibility, as JLL redraws the top-tier market.
The deal underscores how scarce power and land have become for AI expansion, with OpenAI planning a huge Ohio facility over 20 years.
Canterbury households could face higher power bills as regulators test whether Orion's NZD $1.51 billion network spend is justified.
Most UK commercial landlords are still only piloting AI, as integration and skills gaps, not cost, slow wider rollout across portfolios.
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