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Hyperscaler datacentres set to dominate by 2031 | Computer Weekly

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Hyperscaler datacentres set to dominate by 2031 | Computer Weekly


Immense concentration continues apace in the cloud industry, with hyperscalers expected to comprise 67% of global datacentre capacity by 2031, or 14 times the capacity they had in 2018. Back then, enterprise datacentres accounted for 56% of all datacentre capacity.

That’s according to figures from US-headquartered research organisation Synergy Research Group, which says artificial intelligence (AI) is driving huge and accelerated growth, with hyperscaler capacity expected to double in the next three years.

By the fourth quarter of 2025, Synergy found that hyperscaler-operated datacentres accounted for 1,360 of total sites and 48% of worldwide capacity. Datacentres built by hyperscalers form the bulk of that capacity – 60% of it – with the remaining capacity leased. 

Non-hyperscale colocation capacity accounts for 20% of current totals, while enterprise datacentres account for 32%. 

Synergy expects hyperscaler datacentre capacity to comprise 67% of all capacity in 2031. The share of colocation is expected to drop, although it is still increasing at double-digit rates.  

Enterprises’ on-premise datacentre capacity is expected to drop to 19% of the total by 2031, at a rate of about 2% per year, although even here that decline is not so rapid, largely due to the deployment of AI hardware. 

Synergy’s data is based on several quarterly tracking research services in hyperscale, colocation and enterprise datacentres, and based on datacentre footprint and operations of the world’s major cloud colocation firms, plus tracking the datacentre hardware market.

John Dinsdale, a chief analyst at Synergy Research Group, said AI is driving the world’s datacentre market towards increased concentration in favour of the hyperscalers.

“Cloud and consumer-oriented digital services have been driving changes in datacentre deployment patterns for many years now, but over the last three years, AI technology has accelerated those changes,” he said. 

“We are seeing a different mix of datacentre usage across the regions, but overall, the world is racing towards a situation where hyperscale operators are responsible for the bulk of global datacentre capacity. There are almost 800 hyperscale datacentres in our known future pipeline, enabling hyperscale capacity to double in just three years,” Dinsdale added.

By the third quarter of 2025, worldwide spend on cloud services had reached $107bn, up from $68bn two years before that, in 2023. 

Graph shows cloud provider market share

Among the big three, Amazon’s market share has been in a state of gradual decline since 2022. In the third quarter of 2025, it had a 29% market share, down from just under 34% in the third quarter of 2022. 

Meanwhile, the third-quarter 2025 market share for Microsoft was 20%, and 13% for Google Cloud. Both of these are seeing increases in market share, with Microsoft up from 13% in the fourth quarter of 2020. 

Meanwhile, so-called neocloud providers – those that specialise in AI datacentre capacity – have a market share of 2.5%.

Dinsdale said: “Beyond the three market giants, a wide mix of smaller players is competing for traction, but the reality is that third-placed Google remains nearly four times the size of fourth-placed Alibaba, underscoring the widening gulf between the market leaders and the rest of the field.”



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Azure customers up in arms over ‘full’ UK South region | Computer Weekly

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Azure customers up in arms over ‘full’ UK South region | Computer Weekly


Microsoft Azure is refusing capacity to cloud customers in the company’s UK South (UKS) region, with issues around the availability of Azure virtual machines (VMs) – especially in AMD-based compute, those aimed at HPC workloads and graphics processing unit (GPU)-equipped services.

That’s according to comments made to Computer Weekly and in message board threads on Reddit, where many blame Microsoft’s drive to roll out datacentre resource-hungry Copilot AI to the detriment of existing customer requirements.

One commenter said: “It’s well known to be terrible and apparently is waiting for more capacity to come online at the end of the year.”

Another said: “Terrible capacity issues in UKS. It seems to be impacting one availability zone more than others, and AMD CPUs [central processing units] are far more scarce. We’ve been executing a migration and have faced a number of hurdles securing quota and capacity. I’m told Microsoft are in the process of moving their own internal services such as M365 out of those datacentres to free up capacity for customers.”

Azure’s UK South region has had capacity issues for some time. Earlier this year, one customer reported being stuck part-way through an Azure Virtual Desktop migration due to not being able to secure capacity.

“With 75% of our staff moved, and around 40 vCPU used, we are being denied all additional capacity requests, even after raising tickets and escalating,” they said. “Because of the nature of the apps that we use, low latency is vital (really, it prefers local LAN). We are also required by many of our clients to host data in the UK only due to the nature of what we do.

“We’d successfully migrated around 75% of the company, and then when trying to increase quota to finish the job, found that we were denied capacity for everything we tried, v5 and v6 [Azure VMs], AMD, Intel. We escalated several tickets, and were told that our request would be backlogged and denied by the region owner due to capacity.”

Another commenter said they could get capacity for the platform as a service offering they work on, but could not be sure about future requests: “The service I work on has capacity in UK South – but what happens if we have to scale out further to make room for more resources?”

UK South is one of two Azure regions in the UK. The other is UK West, based in south Wales.

UK South can offer Availability Zones, which means operations are spread across three datacentres to offer resilience. Many UK South customers run primary operations there and use UK West – which is a single datacentre – as a disaster recovery failover location. 

Some disgruntled customers believe Microsoft has prioritised the roll-out of datacentre capacity for Copilot AI to the detriment of existing services. In other words, that roll-out of GPU-equipped servers – which are massively resource-hungry – have put a squeeze on datacentre capacity.

“Reading between the lines, the rush to AI has f****d Microsoft’s bread and butter services,” said one commenter. “So, they’ve effectively shot themselves in their foot pushing out a product no one wants, to the detriment of one people do.

“All resources are thrown into the AI abyss. It’s also created hardware shortages that don’t seem to have an end.

AI sales focus

Owen Sayers, an independent consultant with decades of experience in delivering public sector IT, said: “In UK South, Microsoft offers 10 different types of GPU. In UK West, they have just two, and the A100 there is no spring chicken. Microsoft are focusing heavily on sales of AI, and if customers in the UK are buying GPU, it’s pretty much always going to be in UK South as their anchor tenancy.

“That will increase heat, power and load,” he added. “Nothing restricts datacentre capacity more than a few hundred power-draining GPUs. Also, Microsoft wants to sell GPUs with everything, so perhaps their focus has drifted from traditional cloud towards AI and they aren’t managing capacity well as a result.”

According to data from Barbour ABI and ComputerWeekly, around 121MW of datacentre capacity is due to complete in 2026, in areas that come within Azure’s UK South and West regions. The bulk of that will be at a Virtus development in High Wycombe in Bucks, a Kao development at Harlow in Essex, and for Vantage Data Centres in Newport, South Wales, which would be within UK West and could allow capacity to be reallocated.

Microsoft responded to a summary of complaints with the following: “Azure is delivered through a global network of around 80 regions worldwide, giving customers flexibility in how they deploy and scale workloads. As customer demand for Azure services in the UK remains strong, we continuously monitor and adjust how resources are allocated to ensure reliable support for existing customer workloads and maintain service availability and performance.”



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XCOM RAN intros end-to-end private 5G for physical AI | Computer Weekly

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XCOM RAN intros end-to-end private 5G for physical AI | Computer Weekly


Looking to boost the adoption of physical artificial intelligence (AI) across several key applications areas for industrial automation, which the company believes will become the new norm, XCOM RAN by Globalstar has announced the launch of an end-to-end private 5G solution.

The company believes that its mission is to provide the next generation of private 5G infrastructure, which is designed to support “tomorrow’s mission-critical industrial automation requirements”. XCOM RAN claims that it is delivering “unprecedented” performance by taking a new approach to private 5G, increasing capacity by more than four times over current private 5G offerings for “flawless” connectivity in the densest automation environments.

XCOM RAN runs on private 5G shared spectrum allocated around the world, and it can use Globalstar’s licensed Band n53 as a dedicated band for “worry-free” private 5G deployments. Its Supercell architecture is designed to reduce the need for site surveys and RF network design, leading to a private 5G solution that “deploys quickly, is easy to manage, and provides full capacity and coverage” in industrial environments.

The company predicted that the amount and types of physical AI optimisations that can be applied will increase exponentially. It noted that its customers are asking for an underlying wireless network architecture that is comprehensive, can adapt and grow with their automation strategies, and can address the needs of customers and for partners.

The launch introduces an orchestration layer for managing private 5G environments, which the company said speaks to the operational complexity enterprises are running into as deployments scale in the AI era.

The company’s offerings include XCOM RAN’s Supercell architecture, based on O-RAN standards, with XCOM Radio Series with indoor and outdoor options; XCOM Core, which is now offered in addition to private 5G cores from partners; and the XCOM Orchestrator, a multi-tenant management and orchestration system designed to streamline operations and minimise the learning curve for enterprise teams new to private 5G.

XCOM RAN is designed to offer spectrum flexibility with support for Band n48 shared spectrum in the US and Band n78 allocated for private 5G and industrial use in Europe and parts of Asia, while it uses Globalstar Band n53 for licensed, dedicated use. The solution includes the XCOM Industrial Router, an Industry 4.0 CPE device that supports all three spectrum bands, enabling customers to integrate XCOM RAN private 5G into their AI-driven industrial automation environments.

XCOM RAN also works with a set of industry partners to offer a private 5G solution and services that are described as “thoroughly tested, integrated and ready for deployment”. The expanding network of partners is said to be intended to ensure customers benefit from “proven technology, seamless integration” and an end-to-end solution built to scale with their business.

A number of these partners have declared support for the new tech, such as ruggedised industrial solutions provider Zebra Technologies.

“We are at the forefront of adding new technology and spectrum options to our devices to support our customers as they rapidly move toward AI-driven intelligent operations,” said James Poulton, senior vice-president and general manager of enterprise mobile computing at Zebra Technologies.

“We have recently added support for Globalstar Band n53 to our ET 401 Enterprise tablets, giving our customers the opportunity to securely run their most sensitive applications over private, dedicated spectrum on these devices.”

Michiel Lotter, CEO of smart signal booster manufacturer Nextivity, added: “One of the latest trends in enterprise wireless deployments is combining modern DAS systems with private 5G to deliver pervasive indoor and outdoor capacity and coverage.

“These solutions are on the cutting edge of development, and we’re grateful to have a partner like the XCOM RAN team who is working with us to address our customers’ requirements.”



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Men Are Buying Hacking Tools to Use Against Their Wives and Friends

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Men Are Buying Hacking Tools to Use Against Their Wives and Friends


Thousands of men are members of Telegram groups and channels that advertise and sell hacking and surveillance services that can be used to harass friends, wives and girlfriends, and former partners, new research has uncovered. The findings, from a European nonprofit group, also say that the communities are involved in extensive trading, selling, and promotion of a huge variety of abusive content, including nonconsensual intimate images of women, so-called nudifying services, plus folders of images that sellers claim include child sexual abuse material and depictions of incest and rape.

Over six weeks earlier this year, researchers at the algorithmic auditing group AI Forensics analyzed nearly 2.8 million messages sent across 16 Italian and Spanish Telegram communities that are regularly posting abusive content targeting women and girls. More than 24,000 members of the Telegram groups and channels took part in posting 82,723 images, videos, and audio files over the course of the study, the analysis says. Many posts target celebrities and influencers, but men in the groups also frequently victimize women they know.

“We tend to forget that most victims are ordinary women who sometimes don’t even know that their pictures are shared or manipulated in these types of channels,” says Silvia Semenzin, a researcher at AI Forensics who previously exposed Italian Telegram channels engaging in similar behavior as far back as 2019. “The majority of this violence is directed towards people who the perpetrators know,” she says, suggesting that Telegram, which has over 1 billion monthly active users, according to company founder Pavel Durov, should be subject to stricter regulation and classed as a “very large online platform” under Europe’s online safety rules.

The findings come as Durov is fighting back against Russia’s efforts to block the messaging app in that country, which has long positioned itself as a messaging app that allows free speech but has simultaneously been used by some to share terrorist, sexual abuse, and cybercrime materials. Durov is under criminal investigation in France relating to alleged criminal activity taking place on Telegram, although he has consistently denied the allegations.

A Telegram spokesperson tells WIRED that the company removes “millions” of pieces of content per day using “custom AI tools” and has policies in Europe that do not allow the promotion of violence, illegal sexual content including nonconsensual imagery, and other content such as doxing and selling illegal goods and services.

Among the extensive types of abusive content and services observed by the AI Forensics researchers were frequent references to the access, publishing, and doxing of women’s private information, sharing their Instagram or TikTok content, as well as references to spying or hacking. “Victims are often named, tagged, and locatable via shared profile links,” the group’s report says.

One translated post on Telegram titled “Professional hacking on commission” claimed to be able to give customers “access to phone gallery and extraction of photos and videos,” as well as “anonymous social media hacking.” Another message says: “I hack and recover any type of social media service. I can spy on your partner’s account. Send me a private message.”

Across the dataset there were more than 18,000 references to spying or spy content. One post reads: “Hi, do you have the desire to spy on a girl’s gallery? We sell a bot that does it for info DM.” Meanwhile, users were observed asking if people could find phone numbers connected to Instagram accounts and other requests, “who exchanges spy photos and videos?”



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