Capex stories

Oracle Q3 revenue jumps 22% to USD $17.2 billion as AI-fuelled cloud demand soars and contracted backlog swells to USD $553 billion.

Enterprise AI agents are shifting from handy copilots to semi-autonomous operators, forcing firms to redesign core systems and human roles.

Broadcom has previewed AI-native VMware Telco Cloud Platform 9, targeting MNOs with cost savings, GPU sharing and sovereign cloud controls.

Broadcom launches VMware Telco Cloud Platform 9, promising operators up to 40% TCO savings and 30% lower power use in data centres.

Tariff hikes, AI adoption and regional supply chains are redrawing global trade as firms diversify sourcing and tighten working capital.

Australian firms plan to lift energy-transition capex as tech, AI and renewables drive momentum, but green skills shortages loom.

Most enterprises are unprepared for HPE's 'Great Virtualization Reset' even as two‑thirds plan major strategy changes within two years.

Object First posts 183% bookings surge as demand soars for immutable on-premises backup storage to combat escalating ransomware threats.

Dematic has automated Bio-Rad's Singapore cold chain hub, speeding packing and shipping while tightening control over APAC deliveries.

Enterprise IoT spending climbed 13% to USD $324bn in 2025 as firms shift from basic connectivity to AI-driven autonomous operations.

YubiKey rollout boosts ROI by 265% and slashes breach exposure 99.99%, Forrester study finds, delivering multi-million USD $ gains.

YubiKey deployment delivers 265% ROI, USD $5.3 million NPV and 99.99% lower breach risk in Forrester model of a 5,000-staff enterprise.

Spending on private LTE and 5G networks is forecast to hit USD $7.2 billion by 2028 as enterprises outpace growth in public mobile systems.

CIMPOR's new private 5G blueprint lifts plant efficiency by 1%, saves up to USD $15 million a year and cuts CO2 emissions by 140,000 tonnes.

Energy efficiency in buildings has surged to the top of global infrastructure agendas as organisations chase decarbonisation and lower costs.

AI dominates CEO earnings calls for the first time, as leaders pair record investment pledges with mounting warnings of an AI market bubble.

AI-driven demand will push chipmaking kit sales to a record $133 billion in 2025, climbing further to $156 billion by 2027, SEMI says.

PvX is betting on data-rich user acquisition, offering mobile game studios revenue-linked funding and analytics that banks still overlook.

Service-first IT, agentic automation and real-time data platforms are set to dominate 2026 enterprise tech strategies and infrastructure spend.

CMC says AI, energy, robotics, defence and store-of-value trades will be the “Furious Five” megatrends steering markets into 2026.