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Capacity provides news, insights, events and market intelligence for the connectivity and digital infrastructure sectors, including telecoms, data centres, tower and wireless, subsea and more.
News
North America data centres absorbed a record 25GW in H1 2026
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Anthropic's $2tn IPO is really a bet on owning data centres
Anthropic confidentially filed for a US listing on 1 June, and reporting since has put the eventual valuation anywhere from $965 billion to $2 trillion, depending on who's counting and when. The more consequential question sitting inside Anthropic's pre-I
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What is driving Kenya's data centre boom, and why does Nairobi matter for East Africa?
Nairobi already accounts for 15 of Kenya's 19 data centres, and holds over 80% of the country's data centre power capacity, according to industry tracking. Mombasa is the secondary hub, favoured for its subsea cable landing stations connecting East Africa
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CoreWeave's debt hits $35bn: What it means for the neocloud refinancing wall
CoreWeave, the largest publicly traded neocloud, reported total debt of $35bn as of 30 June 2026, up from $22.7bn in long-term debt at the end of the first quarter. Net interest expense reached $640m for the quarter, more than double the $267m recorded a
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IHS Towers reports 10.4% revenue growth as MTN take-private moves toward completion
IHS Holding reported second-quarter 2026 results on 11 August showing revenue from continuing operations up 10.4% year-on-year to $428.6 million.
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