"There�s renewed speculation that Google is planning to enter the telco arena as more revelations come to light about the company�s (very) low-profile U.S. fibre purchases together with news of an interesting alliance with a Wi-Fi enterprise that owns a customer location search technology. The September edition of the magazine Business 2.0 says that Google is quietly assembling a collection of alliances and assets that could enable it to offer Wi-Fi services funded by location-based advertising. And it also reveals that Google may be already test-driving the business model in San Francisco. The magazine confirms previous rumours that Google has been buying up cheap fibre across the U.S. from providers such as AboveNet, Cogent and WilTel. The immediate rationale for this is obvious: Google gets to keep more of its burgeoning traffic on-net and avoid high IP transit fees to connect to the access networks used by its customers. In doing so, Google effectively becomes an ISP itself, using peering arrangements to further cut its costs. However, what would happen if Google was to go just one step further and connect directly into the access network? Well, this may already be happening, says Business 2.0"
Gartner's latest worldwide IT spending forecast exposes a trend every CIO has already felt in budget negotiations. Total spending will climb 14.2 percent in 2026, reaching $6.37 trillion. It seems that the IT infrastructure market is simply having a strong year. However, the more useful insight is how unevenly that growth is distributed. The Headline Number vs. The Real Story Data center systems and infrastructure as a service (IaaS) are absorbing capital at a pace several multiples faster than devices, communications services, and traditional IT services. This is not incremental growth spread across a healthy portfolio. It is a wholesale reallocation of enterprise technology budgets toward AI infrastructure, made on the expectation that demand for AI workloads will justify the outlay before that demand has been fully proven. Where the Money is Going Data center systems are forecast to grow 62.5 percent in 2026, that's up from 51.6 percent growth in 2025, reaching $822 billion....