Data Center

Telecom and Tech M&A Tracker

Telecom and Tech M&A Tracker 2025

2025 has seen major telecom and tech M&A activity, including billion-dollar deals in fiber, AI, cloud, and cybersecurity. This monthly tracker details key acquisitions, like AT&T buying Lumen’s fiber assets and Google’s $32B move for Wiz, highlighting how consolidation is shaping the competitive landscape.

India’s Telecom Revenues to Surge 14% in FY25 on AI Adoption, Vodafone Tariff Hikes

India’s Telecom Revenues to Surge 14% in FY25 on AI Adoption, Vodafone Tariff Hikes
India’s telecom sector is forecasted to grow 12–14% in FY25, hitting ₹3 lakh crore in revenue, with AI adoption, Vodafone-led tariff hikes, and R&D investment driving momentum. AI is not just boosting efficiency—it’s reshaping the future of telecom jobs, infrastructure, and policy. Sunil Bharti Mittal called for stronger private R&D efforts and smarter policy frameworks to harness India’s demographic advantage and scale the next era of AI-powered telecom innovation.

FastwebAI Suite by Fastweb+Vodafone: Italy’s First Sovereign GenAI Platform

FastwebAI Suite by Fastweb+Vodafone: Italy’s First Sovereign GenAI Platform
Fastweb+Vodafone has introduced the FastwebAI Suite, Italy’s first sovereign GenAI platform designed for both businesses and public institutions. Built on secure, in-country infrastructure and powered by MIIA, an Italian-trained LLM, the platform ensures regulatory compliance with EU AI laws. Early adopters include the Italian Senate, ISTAT, and top universities. With consulting via the FastwebAI Factory and upcoming modules for security and governance, this launch strengthens Vodafone’s role in Italy’s digital transformation.

Immersion Cooling Market: Revolutionizing Data Center Efficiency and AI Workloads

Immersion Cooling Market
The immersion cooling market was valued at US$ 287.7 Mn in 2023; It is estimated to advance at a CAGR of 17.9% from 2024 to 2034 and reach US$ 1.8 Bn by the end of 2034

Virgin Media O2 and Daisy Group Launch UK B2B Telecom Powerhouse

Virgin Media O2 and Daisy Group Launch UK B2B Telecom Powerhouse
 Virgin Media O2 and Daisy Group have joined forces to form a £1.4B B2B telecom and IT services powerhouse, targeting UK enterprises with an integrated offering that includes private 5G, cloud, AI, and cybersecurity solutions. With Virgin Media O2 holding a 70% stake and Daisy 30%, the new entity aims to accelerate enterprise digital transformation, drive operational synergies, and compete against both traditional telcos and cloud-first players in a fast-evolving market.

Dirty Data in Data Centers: The Hidden Risk Undermining AI and Automation

AWS Invests Billion in Georgia Data Centers to Power AI Growth
Dirty data in data centers undermines everything from AI accuracy to energy efficiency. With poor metadata, data drift, and dark data hoarding driving up costs and emissions, organizations must adopt DataOps, metadata tools, and a strong data culture to reverse the trend. Learn how clean data fuels smarter automation, compliance, and sustainability.

Microsoft’s Q3 2025 Earnings: Cloud and AI Drive Growth

Microsoft's Q3 2025 Earnings: Cloud and AI Drive Growth
In Q3 2025, Microsoft announced a robust revenue increase to $70.1 billion, driven by its cloud and AI segments. Highlights include a 20% surge in Microsoft Cloud revenue and Azure’s 33% growth, reflecting strong market demand for advanced cloud and AI capabilities.

How AI is Reshaping Metro Infrastructure: Challenges, Trends, and Strategies

How AI is Reshaping Metro Infrastructure: Challenges, Trends, and Strategies
Artificial Intelligence is transforming metro infrastructure, placing new demands on data centers, fiber networks, and edge deployments. This article explores how operators are tackling power and cooling constraints, evolving network topologies, managing capital risks, and partnering with hyperscalers to build sustainable, AI-optimized metro ecosystems.

Top Trends Reshaping Fiber, Data Centers, and Telecom

Top Trends Reshaping Fiber, Data Centers, and Telecom
The fiber, data center, and telecom sectors are evolving rapidly amid rising AI workloads, cloud expansion, edge computing, and new investment models. This article breaks down the key trends — from fiber deployments in rural markets to secondary data center expansions and telecoms shifting to platform-based services, that are reshaping digital infrastructure for a hyperconnected future.

Data Centers and AI: Meeting 2025 Demand While Driving Sustainability

Data Centers and AI: Meeting 2025 Demand While Driving Sustainability
In 2025, data centers are at the forefront of AI innovation, balancing the explosive growth of AI workloads with urgent sustainability goals. This article explores how brownfield and greenfield developments help operators manage demand, support low-latency AI services, and drive toward net-zero carbon targets.

The Telco to Techco Transformation in AI and Digital Platforms: Beyond Connectivity

Beyond Connectivity: The Telco to Techco Transformation in AI and Digital Platforms
In Beyond Connectivity: The Telco to Techco Transformation, leaders from e&, KDDI, and MTN reveal how telecoms are evolving into technology-first, platform-driven companies. These digital pioneers are integrating AI, 5G, cloud, smart infrastructure, and fintech to unlock massive value—from AI-powered smart cities in Japan, to inclusive fintech platforms in Africa, and cloud-first enterprise solutions in the Middle East. This piece explores how telcos are reshaping their role in the digital economy—building intelligent, scalable, and people-first tech ecosystems.

ASEAN Telecom Trends in 2025: Investments and AI Impact

AWS Invests Billion in Georgia Data Centers to Power AI Growth
In 2025, the ASEAN telecommunications sector is set for significant changes, driven by AI integration, digital infrastructure expansion, and strategic market consolidations. These transformations aim to enhance operational efficiency and profitability within the region’s dynamic telecom landscape.

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