Although public backlash against data centers has been intense over the past twelve months, all of the tech industry’s biggest companies have promised additional buildouts of AI infrastructure in the coming year. That includes OpenAI partner Microsoft, which, on Tuesday, announced what it calls a “community-first” approach to AI Infrastructure.Microsoft’s announcement, which comes only a day after Mark Zuckerberg said that Meta would launch its own AI infrastructure program, isn’t unexpected. Last year, the ...

Among its collection of 2026 predictions in the data centre space, GlobalData is anticipating that rack densities will continue to grow as AI workloads move into the enterprise space. Outside the enterprise, super dense systems mainly targeted at hyperscale customers and neoclouds will hit the market in 2026. AMD’s 72-GPU Helios rack, running on the Instinct MI400 architecture, and Nvidia’s NVL72 rack systems based on the Blackwell Ultra chips, will disrupt the landscape, introducing significant performa ...

The global data center sector is poised for continued unprecedented expansion, with capacity expected to nearly double from 103 gigawatts to 200 gigawatts by 2030, according to a new outlook from JLL. That is being driven, of course, by artificial intelligence, which JLL says is rapidly reshaping the data center landscape. The real estate research firm forecasts that AI workloads will represent half of all data center capacity by 2030. It also says that "property metrics do not point to a bubble.""Based on ...

HIVE (NASDAQ: HIVE) is expanding its high performance compute (HPC) business line into Paraguay, where it currently operates 300 MW of bitcoin mining infrastructure. The new project, branded BUZZ Cloud, will be hosted within a Tier III data center in Asunción starting in the first quarter of 2026. HIVE has established a joint venture with a Paraguayan telecommunications company to launch the project. HIVE said the deployment targets academic institutions, financial firms, and healthcare providers across ...

Financial Data and Key Metrics Changes - Revenue for Q3 FY 2025-2026 was INR 11,596 million, an increase of 11% compared to the same quarter last year [8] - EBITDA was INR 2,470 million, reflecting a 29% increase year-over-year [8] - Loss before tax was INR 2,570 million, and after tax, the loss was INR 3,290 million [8] - Capital expenditure during the quarter was INR 3,452 million, with a cash balance of INR 3,627 million at the end of the quarter [8] Business Line Data and Key Metrics Changes - Revenue split for the quarter: Network services 37%, Data center colocation services 40%, Digital services 23% [7] - Data center colocation capacity sold was 9.1 megawatts [7] - Sify Network Services operates through 1,214 fiber nodes, a 9% increase from the same quarter last year [7] Market Data and Key Metrics Changes - The company is experiencing a rising demand for secure and high-performance digital infrastructure, driven by increased focus on AI, cloud, and data-driven platforms [5][6] Company Strategy and Development Direction - Sify's strategy is aligned with India's growth in digital infrastructure, focusing on investments in hyperscaler data centers, resilient networks, and AI-driven platforms [6] - The company aims to enable enterprise transformation in India over the next decade [6] Management's Comments on Operating Environment and Future Outlook - Management highlighted India's strong economic fundamentals and accelerating digital adoption as key drivers for growth [5] - The company expects to reach break-even in the digital services segment by the latter part of FY 2026-2027 [18] Other Important Information - The company filed a draft prospectus for the IPO of Infinit Spaces in October 2025, expecting approval soon [13][14] - Total design capacity for data centers is 188 megawatts, with 130 megawatts ready for service and 127 megawatts sold [15] Q&A Session Summary Question: Update on the timing for the IPO of Infinit Spaces - Management expects approval of the draft prospectus this month, with further guidance from bankers on the timing of the issue [13][14] Question: Total design capacity and sold capacity - Total design capacity is 188 megawatts, with 130 megawatts ready for service and 127 megawatts sold [15] Question: Roadmap for new data center construction - Two facilities in the Rabale data center campus will go live this calendar year, with additional greenfield projects under construction [16] Question: Digital services operating at a loss - Management anticipates reaching break-even in the digital services segment by the latter part of FY 2026-2027 [18] Question: Network business performance - The network business experienced price corrections and a shift from MPLS to internet services, leading to flat revenue [63] Question: New growth initiatives with Google partnership - Sify is partnering with Google for a cable landing station in Vishakhapatnam, which will strategically enhance their network capabilities [67] Question: Related party transactions - Revenue and expense transfers are related to contracts signed by the parent company before the data center business was carved out [53] Question: Future capital requirements and IPO proceeds - The IPO proceeds will primarily fund data center expansion and partially retire existing loans [36][87]

Sify Technologies (NasdaqCM:SIFY) Q3 2026 Earnings call January 13, 2026 08:30 AM ET Company ParticipantsM.P. Vijay Kumar - Executive Director and Group CFOPraveen Krishna - Head of Investor RelationsRaju Vegesna - ChairmanConference Call ParticipantsSourabh Arya - Senior Investment AnalystOperatorGood morning, everyone, and welcome to the Sify Technologies financial results for the third quarter, FY 2025 to 2026. At this time, all participants have been placed on a listen-only mode, and the floor will be o ...

Financial Data and Key Metrics Changes - Revenue for Q3 FY 2025-26 was INR 11,596 million, an increase of 11% compared to the same quarter last year [9] - EBITDA was INR 2,470 million, reflecting a 29% increase year-over-year [9] - Loss before tax was INR 2,570 million, and after tax, the loss was INR 3,290 million [9] - Capital expenditure during the quarter was INR 3,452 million, with a cash balance of INR 3,627 million at the end of the quarter [9] Business Line Data and Key Metrics Changes - Revenue split for the quarter: Network Services 37%, Data Center Colocation Services 40%, Digital Services 23% [8] - Data center colocation capacity sold was 9.1 megawatts [8] - Sify Network Services operates through 1,214 fiber nodes, a 9% increase from the same quarter last year [8] Market Data and Key Metrics Changes - The company is experiencing increased demand for secure and high-performance digital infrastructure due to the focus on AI, cloud, and data-driven platforms [5] - The network business faced price corrections and a shift from MPLS to internet services, impacting revenue growth [50] Company Strategy and Development Direction - Sify's strategy focuses on investments in hyperscaler data centers, resilient networks, and AI-driven platforms to support enterprise transformation in India [5] - The company aims to drive technology-led growth by enabling enterprises to modernize and capture new opportunities [12] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in India's growth story, highlighting strong economic fundamentals and accelerating digital adoption [5] - The digital services segment is expected to reach break-even by the latter part of FY 2026-27, with a focus on scaling new offerings [18] Other Important Information - The company filed a draft prospectus for the IPO of Infinite Spaces in October 2025, expecting regulatory approval soon [14] - The total design capacity for data centers is 188 megawatts, with 130 megawatts ready for service and 127 megawatts sold [15] Q&A Session Summary Question: Update on the timing for the IPO of Infinite Spaces - The draft prospectus was filed in October 2025, with expected approval this month, followed by market listing [14] Question: Total design capacity and sold capacity - Total design capacity is 188 megawatts, with 130 megawatts ready for service and 127 megawatts sold [15] Question: Roadmap for new data center construction - Two facilities in Rabale will go live this calendar year, with two additional greenfield projects under construction [17] Question: Digital services operating at a loss - Expected to reach break-even in the latter part of FY 2026-27, depending on market scaling for new offerings [18] Question: Revenue-generating capacity from sold capacity - Out of 12.16 megawatts sold, approximately 4 megawatts are revenue-generating [20] Question: Network business flat performance - Price corrections and customer shifts from MPLS to internet services impacted revenue growth [50] Question: AI investment and capacity upgrades - Incremental CapEx for AI workloads is marginal, with some costs borne by customers [58] Question: Related party transactions - Revenue and expense transfers relate to contracts signed by the parent company before the data center business was carved out [46]

Another source of friction is that big data center developers can strike bulk power deals with local electric utilities that are profitable for utilities, but also kept confidential. That means it may never be clear whether data center operators really are paying for their electricity — or foisting the cost onto the rest of the utility’s ratepayers, consumer advocates say.Electricity bills are expected to keep rising as payments to power plant owners grow to entice the construction of new power sources to m ...

New partnership with Hereford Independent School District reinforces execution momentum and affirms Duos’ leadership in the deployment of edge computing facilities in rural areasJACKSONVILLE, Fla., Jan. 13, 2026 (GLOBE NEWSWIRE) -- Duos Technologies Group, Inc. (“Duos” or the “Company”) (Nasdaq: DUOT), through its operating subsidiary Duos Edge AI, Inc. (“Duos Edge AI”), a leading provider of adaptive, modular, and scalable Edge Data Center (“EDC”) solutions, today announced the deployment of another patent ...

Group 1 - VNET Group Inc. experienced a significant stock price increase, rising by as much as 10.36% during intra-day trading and closing 9.21% higher at $11.38, driven by positive sentiment towards Chinese AI stocks [1][3] - Goldman Sachs predicts continued growth for Chinese stocks in 2026, attributing this to AI growth and supportive policy measures, with expected equity gains being primarily earnings-driven [2] - The MSCI China Index is forecasted to increase by 20% to 100 by year-end, while the CSI 300 index is expected to grow by 12%, reflecting overall market optimism that positively impacts VNET Group [3] Group 2 - VNET Group is a leading data center provider in China, planning to develop a 10 GW green computing capacity in both domestic and international markets over the next few years [3] - The company launched its Hyperscale 2.0 initiative in June last year, focusing on AI data center innovation, with prospective development regions including Inner Mongolia, Hebei, Beijing, and the Yangzi River Region [4]