Capex stories

GE Vernova reports stronger first-quarter orders, profit and cash generation, with Power and Electrification driving a bigger backlog and improved outlook.

GSA says 392 operators have now launched 5G worldwide as the market shifts from coverage races to Standalone, slicing and enterprise services.

Wasabi lands USD $250 million Bain-led credit line to fund cloud storage expansion, AI-ready infrastructure and overseas growth.

Australia's AI surge is exposing the cost of power-hungry infrastructure, as businesses are urged to rethink data centre efficiency and procurement.

Argon & Co promotes four partners as it doubles down on AI, data and operational change across manufacturing, procurement and capital investment.

Apograph's £60-a-month firewall plan helps clients dodge emergency refresh costs, cut downtime and strengthen security across 1,500 endpoints.

Cisco report finds firms are ramping up wireless budgets as AI, security pressures and staff shortages push networks into a strategic role.

Japan and Singapore drive Asia Pacific data centre build costs higher as AI demand, power constraints and labour shortages widen regional gaps.

TBH says shared infrastructure hubs could ease power, water and land bottlenecks as AI-fuelled data centre growth strains utilities.

Grundfos solar pumps cut diesel use and fuel bills at Northern Territory outback hideaway, boosting irrigation for hay and tourism.

Oracle opens a Sydney AI hub to train, test and fast‑track cloud and AI projects for customers across Australia and Oceania.

F5 taps NVIDIA BlueField-3 in BIG-IP Next for Kubernetes to speed AI inference, boosting token throughput and cutting latency at scale.

Elon Musk says Tesla may build a vast in-house 'terafab' chip plant to secure AI supply and hints at potential manufacturing talks with Intel.

Arcadian Digital backs small, tightly scoped AI projects solving real business problems over hype-fuelled, grandiose rollouts.

Schneider Electric launches EcoStruxure Foxboro SDA, an open software-defined DCS aimed at flexible, hardware-agnostic industrial control.

Oracle Q3 revenue jumps 22% to USD $17.2 billion as AI-fuelled cloud demand soars and contracted backlog swells to USD $553 billion.

IDC says AI demand drives global server revenue to a record USD $444.1 billion, with hyperscalers and GPU-based systems leading the surge.

IDC says the external OEM enterprise storage market returned to growth in 2025 as delayed refresh cycles lifted spending, with all-flash arrays leading gains.

Broadcom has previewed AI-native VMware Telco Cloud Platform 9, targeting MNOs with cost savings, GPU sharing and sovereign cloud controls.

Broadcom launches VMware Telco Cloud Platform 9, promising operators up to 40% TCO savings and 30% lower power use in data centres.