Capex stories
Elon Musk says Tesla may build a vast in-house 'terafab' chip plant to secure AI supply and hints at potential manufacturing talks with Intel.
Arcadian Digital backs small, tightly scoped AI projects solving real business problems over hype-fuelled, grandiose rollouts.
Schneider Electric launches EcoStruxure Foxboro SDA, an open software-defined DCS aimed at flexible, hardware-agnostic industrial control.
Oracle Q3 revenue jumps 22% to USD $17.2 billion as AI-fuelled cloud demand soars and contracted backlog swells to USD $553 billion.
IDC says AI demand drives global server revenue to a record USD $444.1 billion, with hyperscalers and GPU-based systems leading the surge.
IDC says the external OEM enterprise storage market returned to growth in 2025 as delayed refresh cycles lifted spending, with all-flash arrays leading gains.
Enterprise AI agents are shifting from handy copilots to semi-autonomous operators, forcing firms to redesign core systems and human roles.
Broadcom has previewed AI-native VMware Telco Cloud Platform 9, targeting MNOs with cost savings, GPU sharing and sovereign cloud controls.
Broadcom launches VMware Telco Cloud Platform 9, promising operators up to 40% TCO savings and 30% lower power use in data centres.
Canada's oldest retailer closed all stores after 355 years, undone by debt, digital change and declining footfall.
CloudRAN.AI and Firecell team up to broaden private 5G radio options, aiming to cut costs and speed deployments for mid-sized sites.
UK SMEs lifted revenues and profits in 2025 but cut capital spending for a 17th straight quarter, Sage data shows, signalling wary growth.
New Zealand's watchdog has outlined draft rule changes for fibre networks ahead of a 2029 reset, aiming to clarify investment tests and capex.
Bell will spend CAD $1.7bn on a 300 MW AI data hub in rural Saskatchewan, billed as Canada's largest purpose-built AI centre.
Indosat and Safaricom have struck an AI and fintech alliance to boost smarter networks, fraud controls and mobile money in emerging markets.
eir lifts 2025 profit as fibre and mobile growth drive revenue to EUR €1.35 billion and EBITDA to EUR €640 million amid cost cuts.
Holland & Barrett's tech and automation drive lifts revenue 11% to GBP £981m, with digital sales surging towards the GBP £1bn mark.
Power On unveils EHV grid links to boost power-hungry UK data centres, targeting AI and HPC growth while easing capacity and cost risks.
AoFrio posts record NZD $83.2 million revenue as EBITDA jumps 40%, but tariff headwinds leave sales short of guidance for the year.
Macquarie lifts half-year EBITDA 3% to AUD $57.9 million as it ramps up Sydney data centre capex and extends profit growth to 22 halves.
