A journal for networking and telecoms
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Global data center capital expenditures are on track to exceed $1 trillion in 2026 as hyperscalers accelerate AI infrastructure deployments and memory pricing inflation…
Amazon is making one of the largest AI infrastructure bets in corporate history, tying roughly $200 billion in 2026 capital spending to AWS expansion,…
Worldwide telecom investments were stable in 2025, according to a newly published report from Dell’Oro Group. Initial estimates indicate that telecom capex for the…
Worldwide data center capital expenditures increased 59 percent year-over-year, marking the eighth consecutive quarter of double-digit growth as the AI investment cycle continues to…
Oracle posted strong fiscal Q2 2026 results as cloud momentum accelerated and large AI-related commitments drove Remaining Performance Obligations (RPO) to a record $523…
Meta Boosts 2025 CapEx to $72B as AI Infrastructure Drives Next Wave of Investment Meta Platforms reported third-quarter 2025 revenue of $51.2 billion, up…
Microsoft reported a big start to its fiscal year 2026, driven by surging demand for cloud and AI infrastructure. Revenue for the quarter ending…
Dell’Oro Group forecasts that the global Radio Access Network (RAN) market will remain largely flat over the next decade, with 6G capital spending ramping…
Worldwide data center capex increased 43 percent in 2Q 2025, with broad-based growth across servers, networking, and physical infrastructure, according to a new report…
CoreWeave’s Q2 2025 revenue surged 207% year-over-year to $1.21 billion, driven by rapid adoption of its AI-optimized cloud infrastructure. The company closed the quarter…
Worldwide data center capex is projected to grow at 21 percent CAGR. We anticipate the hyperscale cloud service providers to account for half of…
Meta posted revenue of $47.5 billion in Q2 2025, up 22% year-over-year, with operating income rising 38% to $20.4 billion and net income climbing…
Meta reported first-quarter 2025 revenue of $42.31 billion, up 16% year-over-year, with net income rising 35% to $16.64 billion and diluted EPS up 37%…
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