# Data centres and cloud: Sources

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

Source page: https://www.materialinsights.org/industries/data_centres/sources/

#### Sources

1. [Energy and AI: executive summary](https://www.iea.org/reports/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](https://www.techinsights.com/ja/node/61571) Synergy Research Group (TechInsights), 2026
3. [Hyperscaler capex and cloud AI building boom (Synergy Research Group data)](https://www.ciodive.com/news/hyperscaler-capex-cloud-ai-building-boom-bubble-srg/808618/) CIO Dive, 2026
4. [CBRE H1 2026 report: India data centre capacity hits 1.75 GW, set to cross 2 GW by year-end](https://cxotoday.com/hardware/cbre-h1-2026-report-india-data-center-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)](https://www.eenews.net/articles/data-center-surge-is-driving-up-transformer-costs/) E&E News, 2025
6. [NVIDIA announces financial results for fourth quarter and fiscal 2026 (Form 8-K exhibit)](https://www.sec.gov/Archives/edgar/data/1045810/000104581026000019/q4fy26pr.htm) NVIDIA via US SEC, 2026

## Other sections

- [Overview](https://www.materialinsights.org/industries/data_centres/index.md)
- [Where ₹100 goes](https://www.materialinsights.org/industries/data_centres/cost-mix/index.md)
- [Price links with suppliers](https://www.materialinsights.org/industries/data_centres/price-links/index.md)
- [Example story](https://www.materialinsights.org/industries/data_centres/story/index.md)
- [Linked industries](https://www.materialinsights.org/industries/data_centres/linked-industries/index.md)
- [Value chain](https://www.materialinsights.org/industries/data_centres/value-chain/index.md)
- [Materials drawn on](https://www.materialinsights.org/industries/data_centres/materials/index.md)
- [Chokepoints and risks](https://www.materialinsights.org/industries/data_centres/risks/index.md)