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Capex Stories - Page 4

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Arcadian's AI success: Start small, solve real problems
DevOps

Arcadian's AI success: Start small, solve real problems

Arcadian Digital backs small, tightly scoped AI projects solving real business problems over hype-fuelled, grandiose rollouts.

By Donovan Jackson • 4 min read • Mon, 16th Mar 2026
Schneider Electric unveils open software-defined DCS
Digital Transformation

Schneider Electric unveils open software-defined DCS

Schneider Electric launches EcoStruxure Foxboro SDA, an open software-defined DCS aimed at flexible, hardware-agnostic industrial control.

By Sean Mitchell • 4 min read • Mon, 16th Mar 2026
Oracle Q3 boosted by AI cloud surge & USD $553bn RPO
Software-as-a-Service

Oracle Q3 boosted by AI cloud surge & USD $553bn RPO

Oracle Q3 revenue jumps 22% to USD $17.2 billion as AI-fuelled cloud demand soars and contracted backlog swells to USD $553 billion.

By Karen Joy Bacudo • 4 min read • Thu, 12th Mar 2026
IDC says global server revenue hits USD $444.1 billion
Network Infrastructure

IDC says global server revenue hits USD $444.1 billion

IDC says AI demand drives global server revenue to a record USD $444.1 billion, with hyperscalers and GPU-based systems leading the surge.

By Mark Tarre • 3 min read • Thu, 12th Mar 2026
External OEM storage revenue rises 3.9% to USD $33bn
Storage

External OEM storage revenue rises 3.9% to USD $33bn

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.

By Mark Tarre • 3 min read • Thu, 12th Mar 2026
Enterprise AI agents: The rise of human-augmented operations
Manufacturing

Enterprise AI agents: The rise of human-augmented operations

Enterprise AI agents are shifting from handy copilots to semi-autonomous operators, forcing firms to redesign core systems and human roles.

By Rasangi De Silva • 6 min read • Fri, 6th Mar 2026
Broadcom previews AI-native VMware Telco Cloud 9 for MNOs
Virtualisation

Broadcom previews AI-native VMware Telco Cloud 9 for MNOs

Broadcom has previewed AI-native VMware Telco Cloud Platform 9, targeting MNOs with cost savings, GPU sharing and sovereign cloud controls.

By Mark Tarre • 5 min read • Tue, 3rd Mar 2026
Broadcom unveils VMware Telco Cloud to cut costs, power
Virtualisation

Broadcom unveils VMware Telco Cloud to cut costs, power

Broadcom launches VMware Telco Cloud Platform 9, promising operators up to 40% TCO savings and 30% lower power use in data centres.

By Sean Mitchell • 4 min read • Tue, 3rd Mar 2026
Hudson's Bay collapse ends 355 years of Canadian retail
Risk & Compliance

Hudson's Bay collapse ends 355 years of Canadian retail

Canada's oldest retailer closed all stores after 355 years, undone by debt, digital change and declining footfall.

By Karen Joy Bacudo • 5 min read • Tue, 3rd Mar 2026
CloudRAN.AI, Firecell expand hardware for private 5G
Robotics

CloudRAN.AI, Firecell expand hardware for private 5G

CloudRAN.AI and Firecell team up to broaden private 5G radio options, aiming to cut costs and speed deployments for mid-sized sites.

By Kaleah Salmon • 4 min read • Fri, 27th Feb 2026

Stories from Other Regions

Capex stories

NZ watchdog plans fibre rules shake-up for 2029 reset
Chorus

NZ watchdog plans fibre rules shake-up for 2029 reset

New Zealand's watchdog has outlined draft rule changes for fibre networks ahead of a 2029 reset, aiming to clarify investment tests and capex.

By Joseph Gabriel Lagonsin • 3 min read • Wed, 18th Mar 2026
Bell to build Canada's largest AI data centre near Regina
Network Infrastructure

Bell to build Canada's largest AI data centre near Regina

Bell will spend CAD $1.7bn on a 300 MW AI data hub in rural Saskatchewan, billed as Canada's largest purpose-built AI centre.

By Jake MacAndrew • 3 min read • Wed, 18th Mar 2026
eir posts higher 2025 revenue as fibre, mobile grow
Unified Communications

eir posts higher 2025 revenue as fibre, mobile grow

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.

By Karen Joy Bacudo • 4 min read • Wed, 11th Mar 2026
Holland & Barrett tech push lifts revenue towards GBP £1bn
Robotics

Holland & Barrett tech push lifts revenue towards GBP £1bn

Holland & Barrett's tech and automation drive lifts revenue 11% to GBP £981m, with digital sales surging towards the GBP £1bn mark.

By Karen Joy Bacudo • 4 min read • Wed, 4th Mar 2026
Power On launches EHV grid links for UK data centres
DataCentre infrastructure

Power On launches EHV grid links for UK data centres

Power On unveils EHV grid links to boost power-hungry UK data centres, targeting AI and HPC growth while easing capacity and cost risks.

By Kaleah Salmon • 4 min read • Fri, 27th Feb 2026
AoFrio hits record revenue as EBITDA jumps 40 percent
Data Analytics

AoFrio hits record revenue as EBITDA jumps 40 percent

AoFrio posts record NZD $83.2 million revenue as EBITDA jumps 40%, but tariff headwinds leave sales short of guidance for the year.

By Mark Tarre • 5 min read • Fri, 27th Feb 2026
Macquarie boosts profit as Sydney data centre spend rises
DataCentre infrastructure

Macquarie boosts profit as Sydney data centre spend rises

Macquarie lifts half-year EBITDA 3% to AUD $57.9 million as it ramps up Sydney data centre capex and extends profit growth to 22 halves.

By Sean Mitchell • 4 min read • Fri, 27th Feb 2026