EMEA Infrawatch Analyst Briefing: AI infra competition ramps up; infra carve-out trend continues

This article includes:

• Organisations: Ada Infrastructure; ADH; Amazon Web Services (AWS); Blackstone; Bright Access; Budapesti Műszaki és Gazdaságtudományi Egyetem (Budapest University of Technology and Economics); Canalink; CIVH; Digital Realty; DTCP; Equinix; Eurofiber; GreenScale; Huawei; Islalink; maincubes; Magyar Telekom; Maziv; MTC; MTN; NaiTel; Ooredoo Oman; OpenAI; Protelindo; QTS; Safaricom; Stratospheric Platforms; Telecom Egypt; Telekom Deutschland; TSL; Viasat; Vodacom; World Mobile; Yondr.
• Geographies: Africa; Asia-Pacific; Europe; Germany; Hungary; Ireland; Jordan; Kenya; Kuwait; Morocco; Namibia; Netherlands; Northern Ireland; Norway; Oman; Qatar; South Africa; Spain; Tunisia; United Kingdom (UK); United States of America (USA).
• People: Sarah Friar; Daniel Kingman; James Moloney; more…
• Themes: Artificial intelligence (AI); Broadband; Cloud; Cloud computing; Data centres; Digital infrastructure; Environmental, social, and governance (ESG); Fibre (FTTP); Fibre broadband; GPU-as-a-service; Greenfield digital infra; High-altitude platform systems (HAPS); Hyperscalers; Joint ventures; Network optimisation; Renewables; Submarine networks; Subsea cables; XGS-PON.