Capex stories

GE Vernova reports stronger first-quarter orders, profit and cash generation, with Power and Electrification driving a bigger backlog and improved outlook.

GSA says 392 operators have now launched 5G worldwide as the market shifts from coverage races to Standalone, slicing and enterprise services.

Wasabi lands USD $250 million Bain-led credit line to fund cloud storage expansion, AI-ready infrastructure and overseas growth.

Apograph's £60-a-month firewall plan helps clients dodge emergency refresh costs, cut downtime and strengthen security across 1,500 endpoints.

Cisco report finds firms are ramping up wireless budgets as AI, security pressures and staff shortages push networks into a strategic role.

F5 taps NVIDIA BlueField-3 in BIG-IP Next for Kubernetes to speed AI inference, boosting token throughput and cutting latency at scale.

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.

Elon Musk says Tesla may build a vast in-house 'terafab' chip plant to secure AI supply and hints at potential manufacturing talks with Intel.

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

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

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

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.

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

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

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

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

Tariff hikes, AI adoption and regional supply chains are redrawing global trade as firms diversify sourcing and tighten working capital.

Most enterprises are unprepared for HPE's 'Great Virtualization Reset' even as two‑thirds plan major strategy changes within two years.

Object First posts 183% bookings surge as demand soars for immutable on-premises backup storage to combat escalating ransomware threats.