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....

Nokia may be pulling itself out of the doldrums The vendor signed a multi-billion dollar 5G deal and a data center extension with Microsoft Azure Company shares are still down, despite the deals Nokia ended the week on a high...