Capex stories
Demand for faster-deploying edge infrastructure is boosting interest in portable units that can be shipped to remote sites and redeployed as needs change.
Investor concern is mounting as WARC says Meta's ad business will fund most of its USD $125 billion to USD $145 billion AI spending.
Office projects across Asia Pacific are becoming harder to budget, with labour shortages, materials inflation and geopolitics lifting fit-out costs.
The miner-to-cloud shift gained momentum as IREN boosted contracted AI revenue and set out a wider 5GW expansion with NVIDIA.
SAP customers facing a 2027 maintenance deadline can now get a 45-minute assessment of migration, cost and support risks.
The deal aims to lower total cost of ownership for Azure Virtual Desktop users by linking cloud automation with cheaper endpoint management.
Finance chiefs could lift profits by 2029 if they back AI with broader systems upgrades, Gartner said, as budgets rise.
Forrester warns the biggest gains in automation may come from machines that adapt in factories, roads and plants, not humanoid robots.
Stronger demand for gas turbines and grid equipment lifted first-quarter orders, revenue and profit, prompting a higher 2026 outlook.
More operators are now focused on network quality and service models as 5G deployment matures, GSA says.
The funding gives Wasabi room to expand storage capacity and global reach as demand rises for data-heavy AI workloads.
Planned UK reindustrialisation spending is set to halve next year as firms become more selective about reshoring and domestic sourcing.
Rising heat and an El Niño warning are raising the odds of costly outages at data centres as ageing cooling systems come under strain.
Many US enterprises still cannot trace AI failures across infrastructure, leaving costly GPU bottlenecks and hidden risks unresolved.
Audit committees now want earlier, clearer updates from finance chiefs as volatility makes late reporting a bigger governance risk.
Customer-facing firms were hit hardest as weak demand and higher costs left UK small businesses with their slowest sales growth in two years.
Australian warehouse operators could gain denser storage without heavy upfront spending as Dematic rolls out a modular system for slower-moving stock.
Strong demand for server hardware lifted orders to a record and gave the Bristol-based group confidence of further growth into Q2 and beyond.
Data centre growth is pushing electricity costs, water use and grid capacity to the fore as Australia races to power its AI boom sustainably.
Ghost assets can distort reporting and compliance, with SoloTruth's new platform aiming to keep fixed-asset records aligned with reality.
