Andy Davis

Weekly Update! The tech giants all released their latest results this week and they all showed an increase in CAPEX, with more to come. The markets are not so sure if the return will match the level of investment.. When will we start to see a significant use case for AI? The consensus appears to be, it is more of a risk to not be in the race..

Please subscribe on Substack

If you enjoy the newsletter please can you also subscribe on Substack. This gives us more options to communicate with the readers for breaking news stories and future events. Subscribe here.

Event discount codes

We have secured some discount codes for future events:

Yotta 2024 - Las Vegas, 7-9 October. Use code 'DCC' to secure 20% off the ticket price. Book here.

Advancing Data Center Design & Engineering 2024 - August 26-27, San Jose, CA. Use code 'ADCDE10IDCP' for a 10% discount. Book here.

DataCloud USA - Austin, 17-18 September. Use code 'DCCLUBUSA' to secure 10% off the ticket price. Book here.

Q2 earnings

Microsoft beats revenue forecasts but poor performance of cloud services drags share price. Read here.

Meta Earnings Deliver: Stock Jumps As Profits Soar 73%. Read here.

Google Earnings Top Estimates With $24 Billion Quarterly Profit. Read here.

Amazon Boosts Spending to Expand Warehouse, Data Center Networks. Read here.

Meta, Microsoft, and Google blew blinding amounts of AI smoke during earnings — here’s what we actually learned. Read here.

Europe

NTT to develop 500MW data center campus on former Army base outside Frankfurt. Read here.

The local government of Andalucía in Spain is to build a new data center in Seville. Read here.

Three new data centers on Green Belt between Buckinghamshire and Slough. Read here.

The UK government has opened a consultation to update the country’s national planning policy, including around the development of data centers. Read here.

Almost 400 jobs will be created after plans for "one of Europe's largest data centres" were approved (North Lincolnshire, UK). Read here.

Heat concerns raised over AkzoNobel site data centre. Read here.

Plans for a large scale data centre on a site outside Naas in Co Kildare will be lodged in the coming days. Read here.

Data centre demand drives Winvic profit boost. Read here.

Kao Data appoints Pete Judson as new COO. Read here.

A heating firm hopes a new plan to build a small data centre among houses in Llanbradach could help heat homes. Read here.

The UK government has shelved £1.3bn in funding for tech and AI projects that had been announced by the previous administration. Read here.

Middle East & Africa

Saudi to build more sustainable data centres as part of cloud-first strategy. Read here.

SDAIA launches new data center projects in Riyadh. Read here.

Dubai bets on AI-driven data centres to unlock $3.89 billion in economic growth by 2028. Read here.

APAC

BDx Data Centers Launches First Phase of 500MW Renewable-Powered AI Campus in Indonesia. Read here.

AirTrunk unveils flagship AI ready data centre in Malaysia. Read here.

Singapore’s Temasek to Invest $30 Billion in US AI, Semiconductors, and Data Centers. Read here.

TikTok may be considering Australian data center. Read here.

Booming GenAI demand to propel doubling of Asia-Pacific data centre capacity by 2028. Read here.

North America

Microsoft plans to expand its presence in San Antonio, Texas, with a new $482 million data center in the town of Castroville. Read here.

Microsoft buys more land in Mount Pleasant near data center development. Read here.

Microsoft is planning a five-building data center campus on land it acquired outside Columbus, Ohio, earlier this year. Read here.

Groundbreaking announced for 2 Google data centers in Dorchester Co. Read here.

Mesa planning officials recommend approval for CyrusOne and Pacific Proving data center campuses. Read here.

CalEthos has purchased a larger site in Southern California’s Lithium Valley as it plans its first 420MW data center campus. Read here.

Fairfax plans to regulate data centers amid concerns about industry’s growth. Read here.

An office building in Chicago, Illinois, has been bought and is set to be converted into a 50MW data center. Read here.

Warehouse Developer Panattoni Plans Data-Center Push, Sparked by AI Boom. Read here.

A cryptomining company is exploring the potential of deploying a micro nuclear reactor at its data center in New York. Read here.

TC Energy taps data centre boom for growth. Read here.

South America

Google granted approval for Uruguay data center. Read here.

Cirion buys land for 60MW Rio De Janeiro Data Centre. Read here.

OData has broken ground on its fourth Mexican facility, QR04, in the Querétaro region. Read here.

Andy Davis

Hedge End, England, United Kingdom 40K followers 500+ connections

See your mutual connections View mutual connections with Andy Sign in Welcome back Email or phone Password Show Forgot password? Sign in or New to LinkedIn? Join now or New to LinkedIn? Join now

About

Experience

DataX Connect

-

-

-

-

-

-

Education

University of Chichester

View Andy’s full profile

Other similar profiles

Matthew Morris-Clarke

Chris Booth

Stephen Blaymires

Russell Baker

Samantha Stanley

Phil Tromans

Stewart Howl

Joanne Ebsworth

Mark Porch

Joe Wilson

Evette Easton

Jill Wilson FIRP CIPD

Richard Ackroyd

Ryan Smart

Simon Ogden

Raj Cruez 9K plus Connections

David Ravenscroft

Tristan Prior

Tom Herriotts

Nicolas Silvester

Explore collaborative articles

Others named Andy Davis in United Kingdom

Andy Davis

Andy Davis

Andy Davis ☑

Andy Davis

Add new skills with these courses

Working with Staffing Agencies, Recruiters, Headhunters, and Career Coaches

Technical Recruiting

Tech Career Skills: Searching, Interviewing, and Landing a Job

Hedge End, England, United Kingdom

40K followers 500+ connections

View mutual connections with Andy

Welcome back

Email or phone

Password

Forgot password?

or

New to LinkedIn? Join now

or

New to LinkedIn? Join now