According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

The AI investment cycle continues to expand beyond early, training-focused deployments. According to Dell’Oro Group, global data center capital spending rose 59% year over year in the third quarter of 2025, marking the eighth consecutive quarter of double-digit growth.

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Globales · Data Center18/12/2025

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

Globales · Internet & OTT15/12/2025

Webscale market imbalance: revenues rise 14% while capex jumps 63%

These are figures from analyst firm MTN Consulting for the third quarter of 2025 compared with the same period in 2024. The study notes that there are “very few proven business models” and that advertising remains a very important source of revenue for large companies, but warns that it will be subject to consumer conditions in 2026.

Globales · Economy04/12/2025

WEF says that if the ICT sector reduces its environmental impact, it can add US$ 800 billion in value

A new study to be discussed at the 2026 Davos Forum highlights the economic benefits of reducing the use of natural resources through strategies such as circular economy practices, recycling, and the use of renewable energy.

América Latina · Smartphones & Devices02/12/2025

Trasna’s new factory in Brazil could be operational by early 2026

This was confirmed to Convergencialatina by Gabriel Poggio, the company’s director for Latin America and Iberia, which specializes in IoT, SIM/eSIM and connectivity solutions.

América Latina · Hardware · Economy25/11/2025

IDB: Brazil, Mexico and Costa Rica lead the way to leverage new rules in the global chip value chain

The report highlights that the integration of the region’s countries depends on maintaining good relations with the United States and offering a favorable environment for investors. There are opportunities in the design, packaging and testing segments, as well as in supplying raw materials.

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AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

MORE ANALYSIS

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

Webscale market imbalance: revenues rise 14% while capex jumps 63%

WEF says that if the ICT sector reduces its environmental impact, it can add US$ 800 billion in value

A new study to be discussed at the 2026 Davos Forum highlights the economic benefits of reducing the use of natural resources through strategies such as circular economy practices, recycling, and the use of renewable energy.

Trasna’s new factory in Brazil could be operational by early 2026

This was confirmed to Convergencialatina by Gabriel Poggio, the company’s director for Latin America and Iberia, which specializes in IoT, SIM/eSIM and connectivity solutions.

IDB: Brazil, Mexico and Costa Rica lead the way to leverage new rules in the global chip value chain

The report highlights that the integration of the region’s countries depends on maintaining good relations with the United States and offering a favorable environment for investors. There are opportunities in the design, packaging and testing segments, as well as in supplying raw materials.

A DIARIO LATINO 19-12-2025

Bitel, Claro, Entel and Movistar sign contracts for 5G rollout

Registered internet providers totaled 11,800 in 2024

Government opens public consultation on 2G and 3G network shutdown

AI pushes data center capital spending to new levels

U.S. backs Liberty’s selection to build a submarine cable