Markets

Data Centre Construction Activity Continues to Expand

Announced capacity additions stayed high, particularly in regions with available power and grid headroom.

Markets

Enterprise Software Deal Values Hold Up in a Quieter Market

Median transaction values were broadly stable, with buyers paying for durable annual commitments rather than growth multiples.

Markets

GPU Availability Improves for a Wider Range of Customers

Lead times for mainstream accelerator orders shortened, with allocation shifting from a first-come basis to contracted capacity.

Markets

Cloud Spending Growth Slows but Remains Solid

Enterprise cloud outlays continued to rise, though the pace moderated as companies finished optimising earlier commitments.