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Webscale Market Tracker, 3Q25: 12 month capex hits $450 billion
Matt Walker

In 2011, the year we started tracking webscale, capex totaled $28.5 billion for the year....

Publish on: December 13, 2025
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Energy & Sustainability Tracker: Telcos, 2025
Arun

Why this report Climate change is worsening, and every sector must help meet this challenge....

Publish on: November 27, 2025
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Global Telco Market Tracker, 2Q25: Capex pullback persists even as revenues surge 4.6%
Arun

This report delivers a detailed analysis of the global telecommunications network operator (telco) industry, drilling...

Publish on: October 27, 2025
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Energy & Sustainability Tracker: Webscale & AI Compute, 2025
Matt Walker

The AI revolution is here, but its engine is running on an unprecedented amount of...

Publish on: October 04, 2025
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Webscale Market Tracker, 2Q25: AI’s drunken sailors push 12 month capex to $400B, tech share hits all-time high of 60%
Matt Walker

Cloud drove previous webscale surges, but investor excitement around artificial intelligence is driving this one....

Publish on: September 06, 2025
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Telecom’s biggest vendors, 2Q25: Vendor market bounces back, but tariffs cast a long shadow
Arun

The goal of this report series is to equip telecom industry decision-makers with a comprehensive...

Publish on: August 25, 2025
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