Capex stories
Forrester says physical AI will drive next breakthrough
Yesterday
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robots
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iot
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cartech
Forrester says the biggest AI breakthrough will come from systems that perceive and act in the real world, not humanoid robots.
GE Vernova lifts guidance as orders & profit surge
Last week
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hyperscale
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dc
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partner programmes
GE Vernova reports stronger first-quarter orders, profit and cash generation, with Power and Electrification driving a bigger backlog and improved outlook.
GSA report says 5G market enters more selective phase
Last week
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uc
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semiconductors
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digital transformation
GSA says 392 operators have now launched 5G worldwide as the market shifts from coverage races to Standalone, slicing and enterprise services.
Wasabi secures USD $250 million credit facility from Bain
Last week
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saas
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storage
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hybrid cloud
Wasabi lands USD $250 million Bain-led credit line to fund cloud storage expansion, AI-ready infrastructure and overseas growth.
How Apograph uses proactive firewall upgrades to protect clients and control costs
This month
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firewalls
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network infrastructure
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sd-wan
Apograph's £60-a-month firewall plan helps clients dodge emergency refresh costs, cut downtime and strengthen security across 1,500 endpoints.
Cisco says Wi-Fi spend shifts to growth as AI bites
This month
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firewalls
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network infrastructure
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digital transformation
Cisco report finds firms are ramping up wireless budgets as AI, security pressures and staff shortages push networks into a strategic role.
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F5 boosts Kubernetes AI inference with NVIDIA BlueField-3
Last month
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virtualisation
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hyperscale
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dc
F5 taps NVIDIA BlueField-3 in BIG-IP Next for Kubernetes to speed AI inference, boosting token throughput and cutting latency at scale.
Musk floats Tesla 'terafab' chip plant & Intel talks
Last month
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robots
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semiconductors
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hyperscale
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's AI success: Start small, solve real problems
Last month
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devops
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digital transformation
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apm
Arcadian Digital backs small, tightly scoped AI projects solving real business problems over hype-fuelled, grandiose rollouts.
Schneider Electric unveils open software-defined DCS
Last month
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digital transformation
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edge computing
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power / energy
Schneider Electric launches EcoStruxure Foxboro SDA, an open software-defined DCS aimed at flexible, hardware-agnostic industrial control.
Oracle Q3 boosted by AI cloud surge & USD $553bn RPO
Last month
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saas
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digital transformation
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hyperscale
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 global server revenue hits USD $444.1 billion
Last month
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network infrastructure
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semiconductors
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hyperscale
IDC says AI demand drives global server revenue to a record USD $444.1 billion, with hyperscalers and GPU-based systems leading the surge.
External OEM storage revenue rises 3.9% to USD $33bn
Last month
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storage
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network infrastructure
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hyperscale
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.
eir posts higher 2025 revenue as fibre, mobile grow
Last month
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uc
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network infrastructure
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digital transformation
eir lifts 2025 profit as fibre and mobile growth drive revenue to EUR €1.35 billion and EBITDA to EUR €640 million amid cost cuts.
Broadcom previews AI-native VMware Telco Cloud 9 for MNOs
Last month
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virtualisation
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uc
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data protection
Broadcom has previewed AI-native VMware Telco Cloud Platform 9, targeting MNOs with cost savings, GPU sharing and sovereign cloud controls.
Broadcom unveils VMware Telco Cloud to cut costs, power
Last month
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virtualisation
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uc
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private cloud
Broadcom launches VMware Telco Cloud Platform 9, promising operators up to 40% TCO savings and 30% lower power use in data centres.
Private 5G network spend to hit USD $7.2bn by 2028
Fri, 9th Jan 2026
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uc
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network infrastructure
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digital transformation
Spending on private LTE and 5G networks is forecast to hit USD $7.2 billion by 2028 as enterprises outpace growth in public mobile systems.