Financial
Asset management firm TPG is set to acquire tower investors Peppertree Capital Management.- Internet exchange operator DE-CIX has reported an 8.3% year-on-year increase in global revenues for 2024, bringing its total to €68.6 million as the company gears up to celebrate its 30th anniversary this June.
- OpenAI has restructured its for-profit arm into a Public Benefit Corporation (PBC), a move the company says will help secure long-term funding while keeping its nonprofit parent firmly in control.
- Apple has ramped up its US manufacturing investments, driving a near 40% year-on-year jump in capital expenditures as it accelerates plans to localise production and avoid potential tariff pressures.
- Fibre giant Zayo has priced $1.53 billion in asset-backed term notes, leveraging parts of its Midwest and Northeast US fibre network and associated customer contracts to secure new financing.
- Meta’s all-out AI assault looks set to continue as the tech giant raised its annual capital expenditure forecast up to $72 billion as it accelerates data centre investments.
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- Microsoft is looking to push past the headlines that it's scaling back on data centre projects, with the firm committing to ongoing expansion with a more nuanced approach to pacing and regional adjustments.
- Intel may have cleared the low bar set by Wall Street in its first quarter, but there’s little in its latest report to suggest the chip giant is on the road to recovery.
- Investor confidence is returning to digital infrastructure, but the deals being done in 2025 look very different from just a few years ago.
- Ericsson flagged rising trade friction and macro uncertainty in its Q1 results — but the Swedish vendor says its global production model is helping it stay resilient, even as growth lags outside the Americas.
- Vodafone has quietly spent the first half of April buying back tens of millions of its own shares in a sustained campaign that began just days after disclosing its total voting rights to the market.
- As fibre investment moves beyond its early boom, what comes next?
- BT’s sale of its Irish wholesale and enterprise arm to Cordiant Digital Infrastructure’s Speed Fibre Group is one step closer to completion, following approval from Ireland’s competition watchdog.
- Intel has agreed to sell a majority stake in Altera, its programmable logic device unit, to Silver Lake in a deal worth $8.75 billion.
- “People are investing ahead of the demand,” warned Alibaba chairman Joe Tsai, speaking about the current wave of data centre build-outs. As a billionaire investor and Jack Ma’s long-time right-hand man, Tsai knows a thing or two about spotting froth in the market. His view on the sector’s rapid growth? “I start to see the beginning of some kind of bubble.”
- The EU is set to unveil an ambitious, multi-pronged blueprint it believes will help guide the bloc to become a global AI leader.
- Microsoft might be scaling back on several data centre projects, but rival Meta is reportedly ing ahead with plans to spend almost $1 billion on a new project in Wisconsin.
- BTS Group has made a strategic investment in ZIM Connections, a company specialising in global eSIM connectivity solutions.
