Nvidia

telco AI factory

Cloud

Telco focus on AI factories for growth could backfire spectacularly

Nvidia partnered with a slew of EU operators on AI factory projects. But will these be money makers or money pits?

Diana Goovaerts Jun 17, 2025 5:05pm

Dollar bills stacked around servers in a data center

Global data center capex surged 53% Y/Y in 1Q, says Dell’Oro

Jun 17, 2025 1:20pm

Graphics processing unit

Dell’Oro Group: AI boom bolsters server, storage markets in 1Q

Jun 10, 2025 11:40am

automated data center

Cheat sheet: Everything you need to know about Stargate

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Gross cell tower

Op-Ed: Tech and telecom are giving me the ick

May 16, 2025 4:28pm

Art by midJourney for Fierce Network

Huawei reportedly to trial new AI chip to rival Nvidia

Apr 28, 2025 6:00pm