The datacentre news agenda for 2025 was set within weeks of the new year getting underway, with the publication of the UK government’s AI (artificial intelligence) opportunities action plan policy paper.
“The Top 4 US cloud service providers—Amazon, Google, Meta, and Microsoft—continue to raise datacentre expectations for 2025, supported by increased investments in both AI and general-purpose infrastructure.
Beyond AI-specific platforms, general-purpose server and storage demand from hyperscalers remained strong, supporting shipments of CPUs, NICs, and storage drives as they continue to add cloud capacity in support of AI infrastructure ... .
Cisco is adopting a new approach when it comes to what they envisage is required for empowering tomorrow’s AI-led society, with the launch of their new ‘factory’ approach to AI-ready datacentres.
The conversation around datacentre growth and national initiatives to develop and deploy artificial intelligence (AI) models and applications has dominated the datacentre narrative in 2025 ...Datacentre ...
Arista, and Cisco captured highest share, while Celestica and NVIDIA continue to lead with nearly 50 percent combined share in the Ethernet Segment... .
Momentum remained broad-based, supported by strong AI infrastructure buildouts and the steady conversion of multi-year deployment plans into active projects ... .
“If one company is going to commit 20-30 gigawatts, that’s $1.5 trillion of CapEx,” said Krishna, “you’ve got to use it all in five years because at that point, you’ve got to throw it away and refill it ...That’s $8 trillion of CapEx ... .
Datacentre power demand in Australia could triple in five years and is forecast to exceed by 2030 the energy used by electric vehicles. Datacentres now draw about 2% of electricity from the National Grid, about 4 terawatt hours of power.
The deal positions TCS at the forefront of the global race to build scalable, energy-efficient infrastructure for artificial intelligence and high-performance computing. [...] ... Disclaimer... (noodl.