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.

SoloTruth and Axon Ivy roll out an asset management platform that uses RFID, GPS and inspections to curb ghost assets and errors.

Capgemini says UK reindustrialisation plans are ahead of the world, but spending is set to halve as firms turn more selective and tech-led.

SaaS chiefs forecast a pricing overhaul within two years as AI cuts licence demand and pushes customers to demand value-based deals.

Mixed-fleet storage gains appeal as VDURA says enterprise SSD prices surged 24% in three weeks, driving costs sharply higher for AI and HPC systems.

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.

Survey finds 82% of SMBs regretting software switches say tech costs are hurting growth, as high upfront fees deter further change.

RobCo taps Dennis Hauser as Chief Financial Officer to back US expansion after USD $100 million funding round and sharpen its RaaS push.

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

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.