- Neo Clouds
Sharon AI secured a five-year cloud computing infrastructure agreement worth roughly
- Kiara Mandavia
- Data Centers
Alphabet and Blackstone announced a joint venture today, May 19, to create
- Akash Sharma
- Breaking News
Power delivery has become the defining bottleneck shaping how quickly cloud providers can scale new capacity. That pressure is now […]
- Power & Energy Grid
- Kiara Mandavia
- Exclusive
Power delivery has become the defining bottleneck shaping how quickly
Latest News
- Liquid & Immersion Cooling
Artificial intelligence infrastructure is entering a new engineering phase where cooling systems may determine
- Kiara Mandavia
- Power & Energy Grid
NextEra CEO John Ketchum called the deal a no-brainer on a stakeholder call on
- Akash Sharma
- Power & Energy Grid
Brazil is no longer positioning itself as an alternative market for hyperscale infrastructure. It
- Kiara Mandavia
- Data Centers
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
Fresh Stories
- Power & Energy Grid
Monitoring Analytics, the independent market monitor for the PJM Interconnection, published its Q1
- Akash Sharma
- AI & Machine Learning
DayOne is preparing for what could become one of Asia’s largest AI
- Kiara Mandavia
Moody’s Ratings raised its capital spending projections for the six largest US hyperscalers — Microsoft, Amazon, Meta, Alphabet, Oracle, and CoreWeave — to $785 billion for
- Akash Sharma
- Power & Energy Grid
LS Electric has secured a major foothold in the rapidly expanding U.S. AI infrastructure market after signing a $70 million
- Kiara Mandavia
- Power & Energy Grid
Artificial intelligence may run on GPUs, but the next wave of
- Kiara Mandavia
- Data Centers
Uber is preparing to establish its first data center operation in
- Kiara Mandavia
- Data Centers
Goldman Sachs Alternatives has acquired QScale, the Quebec-based data center developer
- Akash Sharma
- 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
Industry Intelligence
- Data Centers
- Thought Leadership
The next phase of data infrastructure will not be defined by how fast
- Kiara Mandavia
- Exclusive
- Exclusive
- Power & Energy Grid
- Thought Leadership
As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of
- Kiara Mandavia
- Exclusive
- Exclusive
- Liquid & Immersion Cooling
- Thought Leadership
The global AI race is being fought on multiple fronts- in semiconductor fabs,
- Sanjana Mandavia
- Exclusive
- Exclusive
- Data Centers
- WhitePapers
52% of UK IT leaders cite rising power costs as top data centre
- Kiara Mandavia
- Exclusive
- Exclusive
- Sustainability
- WhitePapers
Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued
- Kiara Mandavia
- Exclusive
- Exclusive
- Data Centers
- Thought Leadership
Speed has become the defining currency of the AI era. But in the
- Kiara Mandavia
- Exclusive
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Opinions
- Data Centers
The AI infrastructure industry has constructed a sustainability narrative around operational emissions. Data
- Akash Sharma
- Exclusive
- Exclusive
- Data Centers
The most important development in the artificial intelligence infrastructure race may not be
- Kiara Mandavia
- Exclusive
- Exclusive
- Data Centers
The pitch that brings a data center to a community almost always includes
- Akash Sharma
- Exclusive
- Exclusive
- AI & Machine Learning
The market still treats artificial intelligence like a software spectacle. Investors chase chatbot
- Kiara Mandavia
- Exclusive
- Exclusive
- Power & Energy Grid
Electricity rarely shaped California’s technology narrative in public view. Semiconductor cycles, venture capital,
- Kiara Mandavia
- Exclusive
- Exclusive
- AI & Machine Learning
Every few months, the AI infrastructure market produces a new announcement that is
- Akash Sharma
- Exclusive
- Exclusive
Blogs
- AI & Machine Learning
In March 2026, Intuit CEO Sasan Goodarzi stated directly that large language models
- Akash Sharma
- Exclusive
- Exclusive
- AI & Machine Learning
The numbers that dominate the AI infrastructure conversation are the big ones. Amazon’s
- Akash Sharma
- Exclusive
- Exclusive
- Data Centers
A convoy carrying temporary generators and emergency networking equipment often arrives before reconstruction
- Kiara Mandavia
- Exclusive
- Exclusive
- AI & Machine Learning
A freight train no longer announces industrial expansion before sunrise. Residents now notice
- Kiara Mandavia
- Exclusive
- Exclusive
- Liquid & Immersion Cooling
A decade ago, operators treated cooling systems as background machinery that simply kept
- Kiara Mandavia
- Exclusive
- Exclusive
- Sustainability
A patch of farmland disappears faster than most infrastructure reports can register it,
- Kiara Mandavia
- Exclusive
- Exclusive
Articles
- AI & Machine Learning
Sterling’s AI Infrastructure Push Is Expanding Faster Than Expected The artificial intelligence infrastructure
- Kiara Mandavia
- Exclusive
- Exclusive
- Power & Energy Grid
A map filled with green power zones no longer guarantees the next great
- Kiara Mandavia
- Exclusive
- Exclusive
- AI & Machine Learning
The conversation about AI infrastructure bottlenecks has evolved considerably over the past 18
- Akash Sharma
- Exclusive
- Exclusive
- Data Centers
AI infrastructure is no longer judged only by scale, rack density, or capital
- Kiara Mandavia
- Exclusive
- Exclusive
- Liquid & Immersion Cooling
The liquid cooling market has never moved faster or been harder to navigate.
- Akash Sharma
- Exclusive
- Exclusive
- AI & Machine Learning
The financial architecture of AI infrastructure is changing faster than the analytical frameworks
- Akash Sharma
- Exclusive
- Exclusive
Long Reads
- Neo Clouds
Cold aisles inside AI clusters no longer operate like ordinary cloud infrastructure because
- Kiara Mandavia
- Exclusive
- Exclusive
- Power & Energy Grid
The future of artificial intelligence may not depend entirely on who builds the
- Kiara Mandavia
- Exclusive
- Exclusive
- Sustainability
The AI infrastructure race no longer hides behind polished sustainability language because regulators,
- Kiara Mandavia
- Exclusive
- Exclusive
- Power & Energy Grid
The modern economy spent decades treating infrastructure like a temporary negotiation instead of
- Kiara Mandavia
- Exclusive
- Exclusive
- Power & Energy Grid
Every quarter, the analysts who cover the AI infrastructure market produce detailed models
- Akash Sharma
- Exclusive
- Exclusive
- AI & Machine Learning
Nvidia reports its fiscal Q1 2027 results tonight after the US market close.
- Akash Sharma
- Exclusive
- Exclusive