Ciena

Hyperscalers will own two-thirds of data center capacity by 2031

Microsoft, Google, and AWS plan to invest more than $500 billion combined in capital expenditures for AI infrastructure in fiscal year 2026. Analysts now project hyperscalers will control two-thirds o...

Microsoft will invest $80B in AI data centers in fiscal 2025

Microsoft is on track to invest around $80 billion in AI-enabled data centers in FY2025 — the largest single-year infrastructure commitment in the company's history. More than half is targeted at US f...