🧠 Cloud & Infrastructure Watch
Synergy: Enterprise cloud infrastructure spend jumped $12bn in Q4 2025, reinforcing accelerated AI-driven infra expansion.
Read MoreIBM: Unveils new FlashSystem offerings that can be co-managed by IBM AI agents, pushing autonomous infra ops further into production.
Read MoreSubmer: Acquires cloud gaming firm Radian Arc, expanding immersion-cooling adjacencies beyond traditional data centre workloads.
Read MoreOpenreach: Names Katie Milligan as new CEO, signalling leadership transition at a core UK fibre infrastructure player.
Read MoreTelstra: cutting 200+ jobs tied to an AI push.
Read MoreEnergy Vault x Peak Energy: partnership to develop energy storage architecture aimed at AI data centres.
Read MoreNTT: bought land in Bangkok for a new data centre build.
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💻 Hardware & Semiconductor Moves
EU: Launches NanoIC pilot line to oversee sub-2nm chip development, a major step in European semiconductor sovereignty.
Read MoreUK: Chip startup Fractile to expand UK operations with £100m investment, scaling compute-efficiency innovation.
Read MoreVietnam: Viettel deploys Nvidia DGX B200 system in Hanoi, expanding top-tier GPU infrastructure into Southeast Asia.
Read MoreIBM: New FlashSystem storage integrates AI-driven management at the hardware layer.
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