- Data Centers
Goldman Sachs Alternatives has acquired QScale, the Quebec-based data center developer
- Akash Sharma
- AI & Machine Learning
Moody’s Ratings raised its capital spending projections for the six largest US hyperscalers —
- Akash Sharma
- Breaking News
Brazil is no longer positioning itself as an alternative market for hyperscale infrastructure. It is becoming a frontline geography in […]
- Power & Energy Grid
- Kiara Mandavia
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Brazil is no longer positioning itself as an alternative market
Latest News
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Google and Blackstone have entered the next phase of the AI infrastructure race with
- Kiara Mandavia
- AI & Machine Learning
Nvidia reports its fiscal first quarter 2027 results tonight after the US market close,
- Akash Sharma
- Data Centers
The Minneapolis City Council votes tomorrow, May 21, on an interim ordinance that would
- Akash Sharma
- Power & Energy Grid
Huawei is moving deeper into the AI infrastructure stack with a new grid-interactive AIDC
- Kiara Mandavia
- Data Centers
India is ditching the “go big” hyperscale mindset for distributed infrastructure and betting on
- Kiara Mandavia
- Data Centers
Denver City Council voted on May 18 to approve a one-year moratorium on new
- Akash Sharma
- Data Centers
Alphabet and Blackstone announced a joint venture today, May 19, to create a new
- Akash Sharma
- Power & Energy Grid
Monitoring Analytics, the independent market monitor for the PJM Interconnection, published its Q1 2026 state
- Akash Sharma
- AI & Machine Learning
DayOne is preparing for what could become one of Asia’s largest AI infrastructure listings
- Kiara Mandavia
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- Power & Energy Grid
LS Electric has secured a major foothold in the rapidly expanding U.S.
- Kiara Mandavia
- Neo Clouds
Sharon AI secured a five-year cloud computing infrastructure agreement worth roughly $950
- Kiara Mandavia
- Power & Energy Grid
Artificial intelligence may run on GPUs, but the next wave of AI expansion depends on something far less glamorous: electricity
- Kiara Mandavia
Uber is preparing to establish its first data center operation in India through a partnership with Adani Group, marking a
- Kiara Mandavia
- Data Centers
Seven in ten Americans say they do not want an AI
- Akash Sharma
- Data Centers
Vietnam’s artificial intelligence infrastructure race is accelerating as LS Eco Energy
- Kiara Mandavia
- Liquid & Immersion Cooling
Telehouse is pushing deeper into the AI infrastructure race in Canada
- Kiara Mandavia
- Power & Energy Grid
VoltaGrid, a Houston-based behind-the-meter power generation company, has secured a $1
- Akash Sharma
- Liquid & Immersion Cooling
Fourier Data Center Inc. used the 2026 Advanced Liquid Cooling Technologies
- Kiara Mandavia
- Power & Energy Grid
Google has signed another major clean energy agreement in Texas as
- Kiara Mandavia
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Industry Intelligence
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- Thought Leadership
The next phase of data infrastructure will not be defined by how fast
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- Power & Energy Grid
- Thought Leadership
As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of
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- Liquid & Immersion Cooling
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The global AI race is being fought on multiple fronts- in semiconductor fabs,
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Speed has become the defining currency of the AI era. But in the
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Article By: Louis Charlton, CEO, Global Commissioning For most of the data centre
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- Thought Leadership
The data center industry is scrambling to accommodate a wave of demand unlike
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52% of UK IT leaders cite rising power costs as top data centre
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- Sustainability
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Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued
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- Thought Leadership
Speed has become the defining currency of the AI era. But in the
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Opinions
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The pitch that brings a data center to a community almost always includes
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- AI & Machine Learning
The market still treats artificial intelligence like a software spectacle. Investors chase chatbot
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- Power & Energy Grid
Electricity rarely shaped California’s technology narrative in public view. Semiconductor cycles, venture capital,
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- AI & Machine Learning
Every few months, the AI infrastructure market produces a new announcement that is
- Akash Sharma
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- Power & Energy Grid
Monitoring Analytics did not hedge. The independent market monitor for the PJM Interconnection
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- AI & Machine Learning
The AI Infrastructure Race Is Running Into Physics Air conditioning has quietly become
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- Power & Energy Grid
The data center industry has operated for a decade on a financial model
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- AI & Machine Learning
Michigan Is Quietly Repositioning Itself Inside America’s AI Economy The language surrounding artificial
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- Data Centers
The colocation industry has had a good run. For two decades, it sold
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Blogs
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A decade ago, operators treated cooling systems as background machinery that simply kept
- Kiara Mandavia
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- Sustainability
A patch of farmland disappears faster than most infrastructure reports can register it,
- Kiara Mandavia
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- AI & Machine Learning
There is a pattern in how the AI boom is being financed that
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- AI & Machine Learning
On April 20, Amazon announced an additional $5 billion investment in Anthropic alongside
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- Data Centers
The race to build artificial intelligence infrastructure no longer revolves around who owns
- Kiara Mandavia
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- AI & Machine Learning
The AI economy didn’t kick off on factory floors, inside turbine rooms, or
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- Data Centers
The AI infrastructure buildout has a capital problem, a supply chain problem, a
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- AI & Machine Learning
The enterprise IT budget conversation of 2024 was dominated by training costs. Which
- Akash Sharma
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- Data Centers
Twelve months ago, the US Data Center Moratorium Tracker listed eight active bans
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Articles
- Power & Energy Grid
A map filled with green power zones no longer guarantees the next great
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- AI & Machine Learning
The conversation about AI infrastructure bottlenecks has evolved considerably over the past 18
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- Data Centers
AI infrastructure is no longer judged only by scale, rack density, or capital
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- Liquid & Immersion Cooling
The liquid cooling market has never moved faster or been harder to navigate.
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- AI & Machine Learning
The financial architecture of AI infrastructure is changing faster than the analytical frameworks
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- AI & Machine Learning
AI demand miscalculation is becoming a growing concern as artificial intelligence infrastructure absorbs
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- AI & Machine Learning
The investment narrative around AI has been constructed almost entirely around software and
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- Neo Clouds
AI infrastructure economics now revolve around something far more physical, scarce, and geographically
- Kiara Mandavia
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- Power & Energy Grid
Data center site selection used to start with a relatively short checklist. Grid
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Long Reads
- Sustainability
The AI infrastructure race no longer hides behind polished sustainability language because regulators,
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- Power & Energy Grid
The modern economy spent decades treating infrastructure like a temporary negotiation instead of
- Kiara Mandavia
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- Power & Energy Grid
Every quarter, the analysts who cover the AI infrastructure market produce detailed models
- Akash Sharma
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- AI & Machine Learning
Nvidia reports its fiscal Q1 2027 results tonight after the US market close.
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- Neo Clouds
Data centers once scaled through repetition because operators could duplicate halls, expand cooling
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- Data Centers
Modern computing spent years celebrating visible layers of technology while quietly depending on
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- Neo Clouds
The AI infrastructure buildout has drawn financing from hyperscaler balance sheets, public equity
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- Power & Energy Grid
The AI infrastructure investment narrative has been dominated by the companies building facilities
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- Power & Energy Grid
The US electricity market is governed by rules, tariffs, and regulatory frameworks that
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Reykjavík, Iceland – 12th May 2026 – atNorth, the leading Nordic high-density colocation and
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Iraq is preparing for another summer of extreme electricity demand, but this time the
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Space-Based AI Data Centers Enter Competitive Expansion Phase The race to move artificial intelligence
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