Data Centers
News
Vertiv reported first quarter 2026 revenue of $2.65 billion, up 30% year over year with 81% organic order growth and
- Akash Sharma
- Data Centers
Google and Blackstone have entered the next phase of the AI infrastructure
- Kiara Mandavia
- Data Centers
The Minneapolis City Council votes tomorrow, May 21, on an interim ordinance
- Akash Sharma
Articles
- Data Centers
The dominant narrative around AI infrastructure spending treats hyperscalers and chip companies
- Akash Sharma
- Data Centers
AI infrastructure is no longer judged only by scale, rack density, or
- Kiara Mandavia
- Data Centers
The location playbook that governed data center site selection through 2022 relied
- Akash Sharma
- Data Centers
India’s digital infrastructure surge is reshaping the strategic direction of companies once
- Kiara Mandavia
- Data Centers
Google’s Virgo Network, introduced at Google Cloud Next 2026, is a megascale
- Akash Sharma
- Data Centers
Every incident exposes the same friction point: the procedure exists, yet the
- Kiara Mandavia
- Data Centers
Modine Manufacturing has entered a defining phase in its evolution, one that
- Kiara Mandavia
- Data Centers
Blackstone is moving decisively to institutionalize access to digital infrastructure income, filing
- Kiara Mandavia
- Data Centers
The capital is there. The land is secured in many cases. The
- Akash Sharma
Opinions
- Data Centers
The Retreat No Longer Looks Temporary A quiet but defining shift has
- Kiara Mandavia
- Data Centers
The AI infrastructure industry has constructed a sustainability narrative around operational emissions.
- Akash Sharma
- Data Centers
The most important development in the artificial intelligence infrastructure race may not
- Kiara Mandavia
- Data Centers
The pitch that brings a data center to a community almost always
- Akash Sharma
- Data Centers
The colocation industry has had a good run. For two decades, it
- Akash Sharma
- Data Centers
Goldman Sachs published a report this week projecting $7.6 trillion in cumulative
- Akash Sharma
- Data Centers
The wrong question is dominating the conversation about Big Tech’s 2026 AI
- Akash Sharma
- Data Centers
Analysts at Bloomberg and Sightline Climate published findings in April 2026 that
- Akash Sharma
- Data Centers
There is a version of the AI infrastructure story that the industry
- Akash Sharma
Long Reads
- Data Centers
The AI infrastructure buildout is discussed almost entirely in the language of
- Akash Sharma
- Data Centers
The AI infrastructure buildout has a problem that does not appear in
- Akash Sharma
- Data Centers
For a decade, Power Usage Effectiveness was the metric that defined how
- Akash Sharma
Blogs
- Data Centers
A quiet transformation has started to appear far away from India’s traditional technology districts, especially across emerging Tier-2
- Kiara Mandavia
- Data Centers
The AI infrastructure buildout has created two parallel markets. One is the market for new capacity — the
- Akash Sharma
- Data Centers
A convoy carrying temporary generators and emergency networking equipment often arrives before reconstruction crews even reach a damaged
- Kiara Mandavia
- Data Centers
The race to build artificial intelligence infrastructure no longer revolves around who owns the biggest campus or the
- Kiara Mandavia
- Data Centers
The AI infrastructure buildout has a capital problem, a supply chain problem, a grid interconnection problem, and a
- Akash Sharma
- Data Centers
Twelve months ago, the US Data Center Moratorium Tracker listed eight active bans across American jurisdictions. Today, the
- Akash Sharma