All Data centre articles
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Weekly Briefings
EMEA Infrawatch Briefing: Spain in spotlight; TowerCo team-ups; M&A next steps
Latest on EMEA Infra: Spain flagged as a frontrunner in legacy switch-off progress, thoguh concerns on fibre overbuild remain; Cellnex mulls path to home market consolidation; TowerCos in Europe and Africa seek to expand rural and transport connectivity; more…
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Strategy & Change
Is UK’s AI Action Plan under-powered?
UK government unveils aspirational plan for growing the AI sector, with a partner sought for a new data centre in its first AI Growth Zone, but questions remain about the power capacity to underpin the impending data and AI explosion…
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M&A
Cordiant gets thumbs up for Belgian data centre acquisition
Irish investment group teams up with Belgium’s TINC to form merged infrastructure player, comprising Datacenter United and Proximus’ data centre arm. Pair seeking to capture cost synergies and create economies of scale to drive “long-term” value for investors…
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Weekly Briefings
Infrawatch Weekly: fibre boosts across Europe; space deals in the shadows
Latest from EMEA Infra: UK FibreCos hit key footprint expansion milestones, with Openreach to fuel programme with fresh Project Gigabit funds; MásOrange and Vodafone Spain firm up fibre venture in Spain; Amazon and SpaceX said to prepare government fibre deals in Italy and UK; more…
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Strategy & Change
Global Fabric: BT’s ‘biggest bet’ will be ticket to ride AI wave
BT Business CTO Colin Bannon has positioned NaaS proposition Global Fabric as the Group’s route to benefiting from an incoming wave of AI RoI.
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Weekly Briefings
Infrawatch Weekly: fibre ups and downs; telcos lean into data centre deals
Latest from the digital infra scene in the UK and beyond, including a DC sale in Ireland; UK fibre altnet plans from new INCA CEO Paddy Paddison; another Project Gigabit stumble; a world-first satellite claim from One NZ; plus strategic executive moves and plenty more…
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M&A
BT advances asset-light strategy with Irish data centre sale
Equinix agrees to acquire BT Ireland’s data centre business following rumours of a wider Irish divestment; Group CEO Allison Kirkby ramps up her ‘get lean’ agenda beyond UK connectivity…
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Weekly Briefings
Telefónicawatch Weekly: fresh infra deals unwrapped; new execs take the reins
Group secures agreements to upgrade mobile and IT in Germany, Peru, and Spain. In Brazil, Vivo finalises long-sought-after deal to ease financial and regulatory obligations associated with fixed-line telephony…
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Network & Infrastructure
O2 Germany begins IT infra migration after inking ‘long-term’ Tele Columbus deal
Tele Columbus data centre operator PŸUR Business wins O2 custom as Telefonica OB seeks to establish a unified colocation area in Leipzig.
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Financial & Performance
In-depth: Telefónica keeps on track despite Core Market mixed bag
Q3 FY24: Management puts spotlight on improved, strategy-central free cash flow, as macroeconomic challenges in Brazil and Hispam hinder sales and profitability growth…
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M&A
Telefónica, Asterion finalise data centre sale
Real estate-focused investor Aermont takes plunge into digital infrastructure with acquisition of three Spanish data centre campuses.
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Strategy & Change
In-depth analysis: DT Capital Markets Day 2024
Europe’s only world-scale telco puts AI-led cost reduction and efficiency at heart of refreshed medium-term strategy, with CEO Tim Höttges set to oversee wide-scale deployment of the tech personally.
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Network & Infrastructure
INWIT explores RAN-as-as-service in challenging Italian market
Italian infra player INWIT is looking at new services to drive continued revenue growth, and has kept the faith that recent consolidation will “unleash” mobile operator spending.
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M&A
Telefónica said to close in on Nabiax sale to Aermont Capital
Operator, with Asterion Industrial Partners, reportedly approaching final sale of data centre player, seeing it continue to monetise infra to pursue strategic goals…
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Weekly Briefings
Deutsche Telekomwatch Weekly: Telco Cloud heads east
Group lays out operational and commercial ambitions based on expansion of network of cloudified network core hubs across Europe.
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Enterprise (B2B)
T-Systems continues to amp AI capacity with new business unit
DT’s enterprise IT division is looking to AI to help it meet some ambitious medium-term revenue growth targets, and as well as recently flagging plans to expand its infrastructure platform, has now charged a new engineering function with the task of deepening its AI product portfolio and winning custom projects with clients.
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Venturing & Investments
KKR expands digital infra ambitions with $50bn AI data centre deal
Private equity giant teams up with Energy Capital Partners to accelerate data centre deployment, aiming to back up hyperscalers with AI model tuning. Partnership sees KKR affirm that interest in digital infrastructure is only growing…
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Strategy & Change
GenAI is ‘last chance’ for telcos, says DigitalBridge CEO Ganzi
Telecoms operators’ central office and fibre assets give them a chip in the generative AI game, but they need to play their cards right, says boss of digital infra giant.
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Weekly Briefings
Infrawatch Weekly: TowerCos face churn, altnets’ £800m losses, TalkTalk rapped
Latest from the digital infra scene in the Europe and beyond, including another £16m on the £800m UK altnet losses pile; £6bn datacentre boost; European TowerCo consolidation mooted, and plenty more…
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Network & Infrastructure
Openreach advances network architecture revamp with Nokia Altiplano deployment
Altiplano SDN toolkit being deployed as Openreach pursues “one network platform”.