Capex stories
Nanya Technology's second-quarter revenue rose 68.2% as DRAM prices climbed, while gross margin reached 79.5% and net income hit TWD NT$50.2 billion.
Operators can now compare middle-mile build costs across fibre, microwave and optical wireless as data demand and AI workloads reshape networks.
Airport operators in Asia and the Middle East face pressure to add capacity and modernise as traffic is forecast to surge over the decade.
Heavier capital spending and softer customer demand pushed Datacom's net profit after tax down to NZD $20 million despite higher revenue.
The expansion strengthens CBNG's software development capacity as demand grows for faster fixed wireless broadband updates and wider network coverage.
The shortfall is set to intensify competition for power, land and grid connections as AI workloads push global data centre demand far ahead of supply.
Investor hopes are outpacing returns as major tech groups pour US$725 billion into AI this year, academyEX says.
AI-driven demand could overwhelm available capacity by 2030, with spending on servers and GPUs pushing supply short of need across key markets.
Higher energy costs are squeezing household budgets, but digital commerce and brisk business investment are helping keep growth steady at 2.4% in 2026.
Memory makers are set to spend more than USD $50 billion on 300mm fab equipment in 2026 as AI demand drives HBM and DDR5 capacity.
AWS CEO Matt Garman says enterprise AI is moving into production as more organisations report measurable returns on investment.
A NZD $145.6 million property revaluation loss and higher financing costs pushed the data centre operator to a NZD $87.7 million annual deficit.
Rising memory demand in AI and cloud systems could push operators to rethink costly DRAM-heavy builds after the acquisition.
Many older towers risk losing tenants and value as occupiers in Hanoi and Ho Chi Minh City demand greener, healthier offices.
Rising AI memory demand is prompting Samsung to speed up its first Yongin semiconductor plant, with output now slated to start in 2029.
Existing flash arrays can now be reused for tiering, as StorONE aims to cut reliance on scarce new hardware and lower storage costs.
The deal should reduce Footasylum's upfront costs and speed up its move to a denser goods-to-person system before peak trading.
Lower promotion and marketing costs helped lift annual profit even as revenue slipped slightly at LG Electronics' New Zealand branch.
Lower operating costs and reduced finance expenses helped lift Dicker Data NZ's profit to NZD $8.5 million, despite only modest revenue growth.
AI and emerging tech are becoming a growth priority for UK lenders and insurers, with 91% expecting higher spending over the next year.
.webp)
