Cloud is (still) king: Private equity investments in the AI data center era
AI is grabbing the headlines, but investors still have their eye firmly on the cloud
Long Reads - Investment / M&A / Financing
In-depth features about the data center, AI, semiconductor, telco, and energy markets
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Connected Infra Group CEO Borghei eyes tower M&A opportunities amid AI boom
As spectrum auctions offer tower industry encouragement says Borghei
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Compute, storage, and networking: A 2025 retrospective
US manufacturing booms, Nvidia splashes the cash, and quantum machines advance
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2025 data center M&A in review
A look at notable deals and trends in the data center M&A space
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2025 telco talking points: AI, fiber frenzy, and an M&A boom
AI is reshaping the telecoms industry, but is it for better or worse?
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Going local in Europe; the rise of the regional Edge
Data center veteran Adriaan Oosthoek talks about his new firm, Portus
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The US fiber frenzy
Can M&A help US carriers meet their build-out targets?
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Who pays when a multi-billion-dollar data center goes down?
Data center insurance struggles to keep pace with AI boom
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Chipping away at the economics of neoclouds
The business strategy of the neocloud, and its potential downfall
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Independence Day: DayOne CEO Jamie Khoo on forging a new identity
How GDS International became a standalone business - and what the future holds for the APAC operator
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Cogent’s colo journey: Dave Schaeffer on the company’s new data center ambitions
Turning Sprint’s wireline real estate into a new data center portfolio
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The rise of Vertiv
Sitting down with the CEO of the company that timed the AI boom just right
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The crypto pivot to AI
Even as Bitcoin reaches record highs, miners are chasing a different digital gold
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Doug’s secret weapons
NTT GDC CEO Doug Adams on taking the helm at a complex global company
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Stargate and other things you could do with $500bn
Instead of a new hyperscaler, why not buy everything?
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Nvidia wins, Intel loses, and xAI builds a Colossus: A year in compute
An incomplete list of the compute, storage, and networking stories everyone’s been talking about in 2024
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5G, mergers, and cutbacks - 2024 in the telecoms industry
Telcos continue to count the cost of deploying next-generation networks
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Data center M&A 2024: A record-breaking year
The biggest and most notable deals of the year in the industry
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Biggest data center acquisitions: 17 billion-dollar data center deals
The biggest data center deals; from KKR buying CyrusOne to Peak 10’s purchase of ViaWest
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Inside the sale-leaseback data center
The solution to ditching your data center?
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Embracing a new European market
FLAPD faces new competitors
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The unmaking of Enron Broadband
The spectacular collapse of a Wall Street darling with dreams of Internet dominance
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Power and Money: Thoughts from Digital Realty’s CEO
We meet Andy Power, the deal-maker who runs the world’s largest data center company
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New York, New York! The NYC carrier hotel microcosm
The Big Apple looks to rebrand as an interconnection city
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The CEO who’s an engineer - and a Dame
Pure DC’s leader Dawn Childs is not like the rest
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The great telecom tower sell-off
Why are operators spinning these assets from their portfolios?
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High hopes for fusion
Microsoft has signed a PPA for fusion power. Is this a serious proposition?
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Building APAC’s Digital Edge
DCD talks to Digital Edge CEO Samuel Lee about the importance of being a local player