A report on the panel discussion at infra/CAPITAL Summit 2026 in Paris, hosted by The Tech Capital and Structure Research After two years dominated by inves...
Data4 CEO warns AI demand surge is outpacing data centre capacity as industry struggles to keep up
In this interview from Paris, Olivier Micheli, pr...
InfraAI’26: National Security vs Innovation: Who Controls the Future of AI Infrastructure?
This panel session examined the growing tension b...
InfraAI’26: Who Will Build AI Infrastructure? The Talent and Pressure Challenge
This panel explored the human challenges behind t...
Ep. 38 - The Land of Giants: Power, Private Capital and the AI Infrastructure Race, with Krupal Raval
In this episode of Great Business Minds, ...
Ep. 34 - Inside the high-stakes race to keep Europe’s data at home, with Olivier Micheli
At the Datacloud Global Congress 2025 in Cann...
Ep. 32 – From Dotcom to AI: Building Japan’s and the World’s Digital Infrastructure Gardens with Dan Kesler and Bill Schrader – Great Business Minds
Welcome to another episode of the Great Business ...
Welcome to Moratorium Monitor, where The Tech Capital tracks national, state and local opposition to data centre development...
TMT focused equity research house Moffet Nathanson’s managing director Nick Del Deo talks to The Tech Capital about the outlook for US digital infrastructure stocks.
Deputy Editor, The Tech Capital
12 Mins
August 13, 2024 | 9:54 PM BST
As $6.4 trillion was wiped off financial markets in the past three weeks, The Tech Capital caught up with Moffet Nathanson analyst Nick Del Deo to find out what the future holds for digital infrastructure stocks.
Deputy Editor, The Tech Capital
5 Mins|July 17, 2026
3 Mins|July 16, 2026
Mark Zuckerberg says $40bn AI investments are key to future growth, while Wall Street remains cautiously optimistic
Meta’s (NASDAQ: META) recent earnings report has sent ripples through Wall Street, revealing an u...
Global stock markets face turmoil as calls for urgent Federal Reserve rate cuts continue
In a stark warning underscoring the fragility of global financial markets, Nigel Green, CEO of deVe...
Equinix’s Q2 sees net income soar 45% as Adjusted EBITDA exceeds $1bn for the first time
Digital infrastructure REIT Equinix (NASDAQ: EQIX) has recorded a 7% year-over-year increase in qua...
10 data centre operators to watch: Stock performance and investment potential in H2 2024
The data center industry is experiencing unprecedented growth, driven by the increasing demand for ...
RBC Capital Markets: Hyperscaler CAPEX expected to increase by $70bn in 2024
RBC Capital Markets has updated its 2024/2025 hyperscaler capital expenditure (CAPEX) outlooks foll...
Lumen shares rally as AI-fuelled growth boosts investor confidence
Lumen Technologies’ (NYSE: LUMN) share price has fluctuated between $1-2 for around a year, but o...
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