Nuclear power has hit the data center mainstream
Momentum behind nuclear power in the data center industry is picking up steam as AI drives up energy demand Multiple companies are striking deployment agreements, power purchase deals and collaboration pacts Government backing for nuclear in the U.S. isn’t hurting...
Cloud backlog nears $1T with AI in focus
Hyperscalers had an order backlog of well over $800 million as of June 30. Colocation providers are also feeling pressure from skyrocketing AI demand. But it takes time to build new capacity, which means there’s little short-term relief in sight....
Op-ed: Trump’s attack on Intel is a big dumb distraction
There’s been a lot of weird happening in the tech and telecom space, but something happened on Thursday that struck a cord amidst the chaos: President Donald Trump demanded the CEO of U.S. chip giant Intel resign immediately. The demand,...
Lumen counts nearly 1,000 NaaS customers as that business surges
Lumen is tapping into a hot network-as-a-service market with “close to 1,000” customers The company has now inked nearly $9 billion in private connectivity fabric (PCF) deals But it’s still mindful of finances following the sale of its consumer fiber...
Sovereign AI demand is shaking up the cloud market
The hyperscalers still dominate the cloud market, but they haven’t yet cornered sovereignty demand AI is driving a need for more sovereign cloud solutions and neocloud players have jumped at the opportunity The sovereign cloud market is expected to grow...
IBM’s networking strategy in question as Coward exits
Coward has led IBM’s networking biz for nearly five years He pioneered a buy rather than build approach and played a key role in five acquisitions It’s not clear where he’s headed next or what his departure means for the...
Oracle plots $3B European expansion
Oracle made two major infrastructure investment announcements this week It’s planning to spend big on compute upgrades in Germany and The Netherlands over the next five years But zooming out, the money is a fraction of its planned capex for...
Intermedia’s new AI tool will provide real-time insights for contact centers
Intermedia Cloud Communications, a provider of intelligent cloud communications, collaboration and customer engagement solutions, announced the launch of AI Supervisor Assist — a powerful new capability designed to help contact center leaders act in real time, while calls are still...
Orange Business ramps up AI for enterprises with digital services transformation
Orange Business partnered with ServiceNow, Splunk, Ciena and CGS The operator is redesigning its product portfolio to deliver simplified AI-native experiences to customers Demand for legacy B2B services is shifting to next-gen AI-powered digital services Orange Business is revitalizing its...
There’s no stopping the liquid cooling train
Dell’Oro’s latest data shows that the liquid cooling market was on fire in Q1 2025 Immersion cooling is less popular than direct-to-chip but is serving several niche use cases Power systems also face major change The data center physical infrastructure...