Material Insights · Understanding the Material World

Data centres and cloud: Sources

Server halls and cloud providers renting compute, storage and networks; heavy power users

Sources

  1. Energy and AI: executive summary International Energy Agency, 2025
  2. GenAI helps drive quarterly cloud revenues to $119 billion as growth rate jumped yet again in Q4 Synergy Research Group (TechInsights), 2026
  3. Hyperscaler capex and cloud AI building boom (Synergy Research Group data) CIO Dive, 2026
  4. CBRE H1 2026 report: India data centre capacity hits 1.75 GW, set to cross 2 GW by year-end CXOToday (CBRE data), 2026
  5. Data center surge is driving up transformer costs (Wood Mackenzie data) E&E News, 2025
  6. NVIDIA announces financial results for fourth quarter and fiscal 2026 (Form 8-K exhibit) NVIDIA via US SEC, 2026