Equinix vs Vodafone

AI slowdown not 'end of world' for data centers: Digital Realty CEO

Digital Realty CEO Andrew Power asserts that an AI development slowdown, pledged by major AI players Anthropic, OpenAI, and xAI, is not catastrophic for data center real estate. He argues that broader digital transformation and cloud computing growth remain strong demand drivers. The article notes that AI could account for 70% of global data center capacity demand by 2030, requiring nearly $7 trillion in capital outlay according to McKinsey. While stocks of data center REITs like Digital Realty and Equinix slumped, Power emphasizes that the company's funding model and $20 billion development pipeline position it well. JLL's Andrew Batson highlights that future data center growth lies in inference (adoption of AI tools), not just training new models, with only 1 in 4 Americans using AI daily.

• Digital Realty CEO Andrew Power says AI slowdown pledges by Anthropic, OpenAI, and xAI are not 'pencils down' for AI or data center real estate.
• McKinsey report projects AI could account for about 70% of global data center capacity demand by 2030.
• McKinsey estimates nearly $7 trillion in capital outlay needed to meet total data center demand by 2030.

Equinix partners with Nvidia to launch AI Inference Exchange

Equinix, a data center colocation provider, has partnered with Nvidia and Together AI to launch the Equinix Inference Exchange, an "inference platform as a service" expected in Q1 2027. The program will let customers run AI models on open-source platforms via Together AI, which acts as seller of record. Equinix also unveiled Equinix Fabric One, a connectivity service for multi-cloud and AI networks. The company's stock is up 33% this year, giving it a market cap of $100 billion. Equinix reported Q2 revenue of $2.63 billion, up 16% year over year, with net income of $477 million. Analysts note Equinix's urban data centers are well-positioned for AI inference workloads, though short seller Jim Chanos has bet against the stock and Digital Realty. Financing details were not disclosed. The deal reflects the growing shift from AI training to inference, expected to account for half of all AI compute by 2030.

• Equinix partnered with Nvidia and Together AI to launch the Equinix Inference Exchange, available in Q1 2027.
• Equinix's market capitalization reached $100 billion, with shares up 33% in 2026.
• Equinix reported Q2 revenue of $2.63 billion, up 16% year-over-year, and net income of $477 million.

Internet Shutdowns Global Record; Vodafone Calls for Stricter Rules

The article covers the global record in internet shutdowns, highlighting the increasing frequency of government-ordered internet blackouts. Vodafone, a telecommunications company, is advocating for stricter regulations against such digital blackouts. The report likely discusses the impact on users, businesses, and the digital economy, emphasizing the need for legal frameworks to prevent arbitrary internet disruptions. Given the paywall, only the headline and teaser are accessible, which is insufficient for detailed analysis. The article is relevant to the AdTech industry because internet shutdowns directly impact digital advertising and media consumption, disrupting campaigns and reducing audience reach.

Adform becomes OpenAI tech platform partner for ChatGPT ads in Europe.

Adform has been announced as one of OpenAI's technology platform partners as ChatGPT Ads expands into Europe, enabling advertisers to plan, control, and measure chat-based ad campaigns within its existing omnichannel platform. This integration provides a unified view of the customer journey by connecting conversions from ChatGPT with other Adform campaigns. Volkswagen and Vodafone are among the first companies testing the access, focusing on brand presence and channel performance. The rollout, which began in August 2026 across 31 European markets, supports ad formats on free and lower-cost plans, with paid plans remaining ad-free. Advertisers can utilize CPM, CPC, conversion optimization, geo-targeting, and custom audiences, while OpenAI ensures ads are clearly labeled and do not influence ChatGPT responses. Adform's partnership aligns with its broader AI-driven advertising strategy, including MCP support and collaboration with IAB Tech Lab on agentic standards.

• Adform is a technology partner for OpenAI's ChatGPT Ads in Europe, enabling ad campaign management and measurement.
• The partnership allows advertisers to buy ChatGPT inventory through Adform's platform and connect conversions with other campaigns.
• Volkswagen and Vodafone are early testers of ChatGPT Ads.

Penguin Random House's Jon Donovan on AI, BookTok, and Discovery

In an interview with The Drum, Penguin Random House's digital marketing director Jon Donovan discusses how AI and TikTok are transforming book discovery. He highlights a shift from publisher-to-retailer push to reader-to-reader influence via BookTok, which has become a major sales channel. Donovan details the publisher's four-year digital transformation to build a data-driven marketing engine, focusing on first-party data, personalized recommendations, and AI-driven product discovery. He notes a decline in search traffic and an increased focus on visibility across AI platforms. He also discusses testing TikTok Shop for discovery commerce, scaling customer relationships, and the importance of balancing AI with human creativity. Donovan emphasizes that owning data and technology, along with agile team structures, are critical for adapting to rapid change.

• Penguin Random House publishes and sells 750 million books annually across print, ebooks, and audio.
• The publisher completed a four-year digital marketing transformation focused on data and marketing technology.
• TikTok is now the third biggest book sales channel in the UK, according to a TikTok announcement.