Sciens Software Technologies buying intent

The data centre is no longer just IT infrastructure. AI has turned it into a geopolitical asset, an economic engine, and a power grid challenge — all at once. Here's what the numbers tell us: 📊 Key stats: → 28.3% CAGR of the AI data centre market through 2030 (vs 11% for traditional DCs) → $450B+ combined 2025 investment by Microsoft, Amazon, Google, Meta & Apple alone → 70% of global DC capacity will be AI-dedicated by 2030 (up from 33% in 2025) → 165% rise in data centre power demand forecast by 2030 — Goldman Sachs → $627B projected global data centre market by 2030 (from $387B in 2025) → 11,800 data centres worldwide as of mid-2025 What's actually shifting? → AI racks demand 40–250 kW of power vs 10–15 kW for traditional racks — a 10–25x jump → 75% of new data centres are being designed with AI workloads in mind → Data centre investment in H1 2025 matched consumer spending in its contribution to US GDP — unprecedented → $720B in grid upgrades may be needed through 2030 just to support this demand → Small Modular Reactors (SMRs) are now being explored as dedicated power sources This isn't just a tech story. It's an energy story, an infrastructure story, and a policy story. The race to lead in AI is quite literally a race to build more compute — and whoever controls the power controls the future. What's your take — are we building the right infrastructure fast enough? 👇 #AIInfrastructure #DataCentres #GenerativeAI #CloudComputing #DigitalTransformation #EnergyTransition #TechInvesting #FutureOfAI

"I know this is hard." Those four words from Disney's new CEO Josh D'Amaro — just 27 days into his tenure — came alongside a memo announcing 1,000 layoffs across the company. Here's the full picture: 📊 By the numbers: → ~1,000 roles eliminated starting April 14, 2026 → 231,000 total Disney employees as of end of FY2025 → 8,000+ jobs cut since Bob Iger's return in 2022 Who's impacted: → Marketing & publicity teams across studios, TV networks and ESPN → Entire divisions eliminated — including home entertainment and EPK group → Marvel Studios staff in Burbank and New York → Product & Technology and corporate functions → Senior leaders including Dustin Sandoval, SVP of Global Digital Marketing Why now? In January, Disney consolidated all marketing under one unified enterprise division led by new Chief Marketing Officer Asad Ayaz — ending duplication across film, TV, streaming and parks. That structural change made ~1,000 roles redundant. D'Amaro's memo put it plainly: "These decisions are not a reflection of their contributions, or of the overall strength of the company. Rather, they reflect our continual evaluation of how to more effectively manage our resources and reinvest in our businesses." The bigger context: → Disney is not alone — Sony, CBS and Snap have all announced cuts in recent weeks → The entertainment industry is pivoting hard toward streaming and direct-to-consumer → Iger's 2022 return triggered $7.5B in cost savings through restructuring → D'Amaro's mandate: build a more "agile and technologically-enabled workforce" Leadership transitions are always inflection points. The real question is what Disney reinvests in — and whether a leaner structure can unlock the creativity the brand is famous for. What's your read — necessary restructuring, or a sign of deeper trouble ahead for legacy media? 👇 #Disney #Layoffs #MediaIndustry #Leadership #Restructuring #Entertainment #JoshDAmaro #WorkplaceTrends #StreamingWars #CorporateStrategy