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

Globales · Software and Applications04/08/2026

Big Tech burns free cash flow on AI investments

The combined spending by Amazon, Microsoft, Google and Meta exceeded the cash generated by their core operations by US$100 billion. A situation that is worsening.

Argentina · Software and Applications · Operators03/08/2026

Automation in Personal’s mobile access network: initial impacts on site acceptance, balancing and diagnostics

Convergencia identified how AI is being applied in five areas: 2G, 3G, 4G and 5G integration; mobile site acceptance; RAN Sharing; refarming and overlay; and vendor license management.

Globales · Smartphones & Devices31/07/2026

Smartphone shipments enter increasingly pronounced ups and downs

After strong smartphone sales in the first quarter, the second quarter saw a sharp 6% year-over-year decline, according to Omdia. Samsung benefited from being a memory manufacturer.

Argentina · Software and Applications24/07/2026

Entre Ríos government signs agreement with Salesforce for AI initiatives

A Memorandum of Understanding was signed during an event held at the MiradorTEC Technology Park in the city of Paraná. One of its key areas is the digital and agentic transformation of the provincial government.

Globales · Hardware16/07/2026

Chip industry alert: Helium supply at risk again

The element is critical for the semiconductor industry. Its price has doubled since March due to the war in the Persian Gulf. Global supply is declining.

List all analysis