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NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026 ·  TSMC Arizona yields improve to 68% on 3nm process  · OpenAI valuation reaches $400B after latest funding round ·  NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026
NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026 ·  TSMC Arizona yields improve to 68% on 3nm process  · OpenAI valuation reaches $400B after latest funding round ·  NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026
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Opinion

Showing 214 opinion pieces from our columnists
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Opinion

48 opinion pieces
  • Opinions
when should a data center replace working infrastructure for AI

When Should a Data Center Replace Working Infrastructure for AI?

The AI upgrade question is becoming a replacement question A data center can be technically functional and still become strategically

  • 4 min read
  • Opinions
China supply chain

China’s Supply Chain Shadow Looms Over America’s AI Boom

A strange thing happens when an AI data center moves from a financial model to a construction site: the GPU

  • 4 min read
  • Opinions
Behind-the-meter power for AI data centers

When Data Center Power Becomes Part of the Product, Customers Inherit a New Set of Risks

The Data Center Is Becoming an Energy System The most important change in AI infrastructure may be happening outside the

  • 4 min read

4

  • Opinions
  • Power & Energy Grid
  • North America

California’s 330 MW Fight Questions Compute’s Breakneck Expansion

  • 4 min read

5

  • Opinions
  • Power & Energy Grid
  • World

The Grid Won’t Catch AI Without Distributed Resilience

  • 4 min read

6

  • Opinions
  • Data Centers
  • World

Data Center Power Planning Needs a Workload Forecast, Not Just a Load Forecast

  • 6 min read

7

  • Opinions
  • AI & Machine Learning
  • World

Tech Wants to Escape Data Center Opposition – Literally

  • 4 min read
Latin America

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  • Opinions
data center water footprint

Data Centers Aren’t India’s Real Water Problem

A data center can report its water consumption precisely while still leaving important aspects of its broader water footprint outside

  • 4 min read
  • Opinions
AI infrastructure economics

Trump’s Data Center Defense Risks Alienating Local Voters

Trump’s defense of data center construction emphasizes the economic benefits of investment, jobs and potentially lower taxes for communities that

  • 4 min read
  • Opinions
AI infrastructure balance sheet

When AI Infrastructure Becomes a Balance Sheet Problem

The infrastructure decision is becoming a financial decision AI infrastructure now sits closer to corporate finance than many technology plans.

  • 4 min read

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11

  • Opinions
  • Data Centers
  • World

Noise Lawsuits Could Become Data Centers’ Next Operational Risk

  • 4 min read

12

  • Opinions
  • Data Centers
  • World

Why AI Infrastructure Projects Need a ‘Cost of Delay’ Model Before Breaking Ground

  • 5 min read

13

  • Opinions
  • Power & Energy Grid
  • World

Energy Demand Is Racing Ahead. Where Will Compute Power Come From?

  • 4 min read

14

  • Opinions
  • Data Centers
  • World

Everyone Counts Data Centers Before They Actually Exist

  • 4 min read

15

  • Opinions
  • AI & Machine Learning
  • World

AI Infrastructure Shouldn’t Get Fast-Tracked Planning Approval — It Should Have to Earn It

  • 6 min read

16

  • Opinions
  • Data Centers
  • North America

Data Centers Remain Front and Center Ahead of Midterms

  • 4 min read

17

  • Opinions
  • Power & Energy Grid
  • North America

US Trade Pressure Now Meets AI’s Power Hunger

  • 5 min read
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