Compute, storage, and networking: A 2025 retrospective
US manufacturing booms, Nvidia splashes the cash, and quantum machines advance
Long Reads - Investment / M&A / Financing (EN)
In-depth features about the data center, AI, semiconductor, telco, and energy markets
-
-
2025 data center M&A in review
A look at notable deals and trends in the data center M&A space
-
2025 telco talking points: AI, fiber frenzy, and an M&A boom
AI is reshaping the telecoms industry, but is it for better or worse?
-
The US fiber frenzy
Can M&A help US carriers meet their build-out targets?
-
Who pays when a multi-billion-dollar data center goes down?
Data center insurance struggles to keep pace with AI boom
-
Chipping away at the economics of neoclouds
The business strategy of the neocloud, and its potential downfall
-
Independence Day: DayOne CEO Jamie Khoo on forging a new identity
How GDS International became a standalone business - and what the future holds for the APAC operator
-
Cogent’s colo journey: Dave Schaeffer on the company’s new data center ambitions
Turning Sprint’s wireline real estate into a new data center portfolio
-
The rise of Vertiv
Sitting down with the CEO of the company that timed the AI boom just right
-
The crypto pivot to AI
Even as Bitcoin reaches record highs, miners are chasing a different digital gold
-
Doug’s secret weapons
NTT GDC CEO Doug Adams on taking the helm at a complex global company
-
Stargate and other things you could do with $500bn
Instead of a new hyperscaler, why not buy everything?
-
Nvidia wins, Intel loses, and xAI builds a Colossus: A year in compute
An incomplete list of the compute, storage, and networking stories everyone’s been talking about in 2024
-
5G, mergers, and cutbacks - 2024 in the telecoms industry
Telcos continue to count the cost of deploying next-generation networks
-
Data center M&A 2024: A record-breaking year
The biggest and most notable deals of the year in the industry
-
Biggest data center acquisitions: 17 billion-dollar data center deals
The biggest data center deals; from KKR buying CyrusOne to Peak 10’s purchase of ViaWest
-
Inside the sale-leaseback data center
The solution to ditching your data center?
-
Embracing a new European market
FLAPD faces new competitors
-
The unmaking of Enron Broadband
The spectacular collapse of a Wall Street darling with dreams of Internet dominance
-
Power and Money: Thoughts from Digital Realty’s CEO
We meet Andy Power, the deal-maker who runs the world’s largest data center company
-
New York, New York! The NYC carrier hotel microcosm
The Big Apple looks to rebrand as an interconnection city
-
The CEO who’s an engineer - and a Dame
Pure DC’s leader Dawn Childs is not like the rest
-
The great telecom tower sell-off
Why are operators spinning these assets from their portfolios?
-
High hopes for fusion
Microsoft has signed a PPA for fusion power. Is this a serious proposition?
-
Building APAC’s Digital Edge
DCD talks to Digital Edge CEO Samuel Lee about the importance of being a local player
-
Everything data center operators need to know about Power Purchase Agreements (PPAs)
A PPA primer for data center companies
-
D-RECs: Power investments that wire up the developing world
Can you reach net-zero while helping to provide clean power where the world needs it most? We kick the tires on a new kind of REC
-
The UK’s next big telco merger - Vodafone and Three?
Will four become three in the UK? Advanced talks between Vodafone and Three have got the industry talking about a potential merger and its chances of success.