Virgin Media O2 has switched on its 5G Standalone network in several Dorset towns, including Bournemouth and Poole. This brings its total 5G SA footprint to over 500 locations nationwide, a key part of its £700 million Mobile Transformation Plan.
Every month a data center project is delayed can erase millions in expected revenue and hurt overall returns. A new industry whitepaper argues that better reporting tools are key to preventing these costly overruns.
The latest earnings season reveals a new reality for Big Tech. Investors are no longer blindly funding the AI arms race. They’re demanding clear growth, and punishing companies where the payoff seems uncertain.
The race to build AI data centers is hitting a wall of reality. Despite a flood of announcements for massive, gigawatt-scale facilities, a new report indicates half may stall or fail completely due to power, politics, and financing.
Microsoft’s latest earnings show AI is now central to its growth, with Intelligent Cloud revenue soaring 29% to $32.9B. However, the massive capital expenditure required to build that AI future—up 66% last quarter—is causing some investor anxiety despite the strong results.
Microsoft just posted a massive quarter, with revenue up 17% to $81.3 billion. The star was Intelligent Cloud, fueled by Azure’s 39% growth. However, the company’s capital expenditures for AI hit a staggering $37.5 billion.
Microsoft’s latest earnings show strong revenue but spooked investors. The problem? Slowing Azure growth and a staggering reliance on a single customer, OpenAI, for future revenue. The AI arms race is getting expensive.
Nvidia is deepening its bet on AI infrastructure with a massive $2 billion investment in cloud provider CoreWeave. This move comes as the scramble for data center power reaches a fever pitch. It’s a strategic play that goes far beyond just selling chips.
Nvidia CEO Jensen Huang is pushing back hard on critics. He says the idea that its $2 billion investment in cloud provider CoreWeave is a circular deal is “ridiculous.”
European satellite operator SES is partnering with Taiwan’s state-backed Chunghwa Telecom to build a new ground station. The facility will support the high-throughput O3b mPower constellation. This move significantly expands satellite capacity in North Asia.
