A pause at a cloud giant’s colocation negotiation table can send hyperscaler groupies spinning into speculation mode, but as Amazon steps into a datacenter lease reassessment – barely a flutter in its own conference rooms – the outside world presses its collective face against the glass and...
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The whirr of cooling fans has replaced the hum of office chatter in Europe’s digital nerve centers. In the age of artificial intelligence, the power struggles of nations are no longer confined to tariffs or embassies — they now play out in racks of servers, between fiber-optic cables, and deep...
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Microsoft and OpenAI’s once‑rock‑solid alliance is showing signs of strain. In early April 2025, Microsoft quietly pulled out of two major data‑center deals—each capable of supplying hundreds of megawatts of power—that had been earmarked to support additional ChatGPT training workloads. This...
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Robust Capital Spending Fuels Data Center Expansion
Investors have long looked for key trends to gauge the future trajectory of sales and profitability in tech giants. One pivotal indicator is the planned capital expenditures by hyperscaler cloud service providers. As giants such as Amazon Web...
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