data center

AI Data Center Capacity Crisis: What the 5-Year Gap Means for Enterprise IT

AI Data Center Capacity Crisis: What the 5-Year Gap Means for Enterprise IT

AI, Application Development, Cloud, Machine Learning /

PwC’s $31.6 trillion data center forecast grabs headlines, but the real story is a five-year-plus median from interconnection request to energization. For enterprise IT and public sector organizations expecting significant AI workloads in the next 12 months, compute scarcity is a strategic procurement problem, not a temporary supply chain disruption. Axe Compute’s prepayment-backed contracting model offers one early indicator of how the market is adapting.

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NVIDIA Secures 8 IT-GW AI Campus in Ohio With OpenAI

NVIDIA Secures 8 IT-GW AI Campus in Ohio With OpenAI

AI, Application Development, Cloud, Enterprise IT Strategy /

NVIDIA has secured 8 IT-GW of AI compute capacity at the PORTS-Pike Technology Campus in Ohio, with OpenAI as the 20-year anchor tenant. The move repositions NVIDIA from a chip supplier into a vertically integrated AI infrastructure guarantor, with significant implications for GPU availability, cloud pricing, and enterprise infrastructure strategy.

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Equinix Q2 2026: AI Infrastructure Demand Drives Record Results

AI Infrastructure Demand Drives Record Results

Application Development, Cloud, CloudOps, Data Management, Networking /

Equinix delivered record Q2 2026 results, with 16% revenue growth and a 53% adjusted EBITDA margin, fueled by AI infrastructure demand and record interconnection adds. The company raised full-year guidance and extended its long-term outlook through 2029. New AI factory partnerships and a network-level data sovereignty product signal where Equinix is competing next.

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