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The Tech Capital The Week Ahead: The real story is not AI, it is constraint

This week's set of hyperscaler results marks the first reporting cycle since the Iran war introduced a systemic shock into energy markets, supply chains, and global growth expectations. This means hyperscaler financials are no longer being assessed in a vacuum of AI optimism, but within a far more ...

April 27

The Tech Capital The Week Ahead: What does COP mean for data centres?

Next week marks the commencement of COP30, the 30th annual meeting of the Parties to the United Nations Framework Convention on Climate Change, which will take place in Belém, Brazil, from 10 to 21 November 2025. As we approach this gathering, it is timely to reflect on its significance for the data centre sector. After all, The Tech Capital has been preparing since our Inter...

November 10

The Tech Capital The Week Ahead: US leverage is redrawing the Middle East’s AI frontline

The directions of travel for the two most significant companies in the Middle East's AI race are shifting. In a week where Saudi's HUMAIN has signed a data centre deal with AirTrunk and expanded its partnership with Qualcomm, the UAE's alternative AI superplayer, G42, has been caught in a scandal that could disrupt its ability to access NVIDIA GPUs. Since HUMAIN was onl...

November 02

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