Markets and policy
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How AI will disrupt the data centre model
Chetan Visrolia, business development manager for data centres at SHI, examines how AI hardware cycles, the economics of training, and growing inference workloads could change the commercial model for data centre operators.
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Oracle prepares Google TPU infrastructure for 2027
Oracle and Google will bring Tensor Processing Units to Oracle Cloud Infrastructure from 2027, expanding processor options for large-scale AI training and inference beyond Google’s own cloud platform.
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Generac data centre backlog reaches $4.5bn
Generac’s data centre equipment backlog has reached approximately $4.5bn following new customer commitments, including a long-term Amazon supply agreement for backup generators.
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Flex advances planned cloud infrastructure business separation
Flex reported 25% quarterly revenue growth while advancing plans to separate its Cloud and Power Infrastructure operations under the Axiom name, alongside its expansion into additional power conversion technology.
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Vertiv revenue surges as infrastructure orders accelerate
Vertiv reported third-quarter revenue of $4.31bn, increasing 61%, while organic orders more than doubled and EMEA sales rose 23% amid growing demand for critical data centre infrastructure.
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Equinix reports record bookings as capacity expands
Equinix recorded $533m in annualised gross bookings during the third quarter, alongside growth in interconnection revenue and plans to deliver nearly 40% more cabinets in 2026 than originally expected.
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TPG reportedly pursues $5bn Ark acquisition
TPG is reportedly negotiating to acquire British data centre operator Ark from Elliott Investment Management for approximately $5bn, although no definitive agreement has been confirmed.
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Volta acquires Reynolds House Manchester data centre
Volta Data Centres has acquired Manchester’s Reynolds House facility from Lunar Digital, adding approximately 1.45MW of installed IT capacity, with expansion planned to 2.5MW.
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Playmobil factory earmarked for 100MW computing campus
Horst Brandstätter Group plans to convert its former Playmobil factory in Dietenhofen into a 100MW computing campus, using existing 110kV infrastructure and grid capacity reserved by N-ERGIE.
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Slough seeks larger community returns from data centres
Slough Borough Council is reportedly seeking voluntary community contributions from data-centre operators, including proposed annual commitments for local improvements. The funding arrangement has not been established.