Global Data Center Hub | Substack

Start Here: Welcome to Global Data Center Hub

3 Resources To Start Your AI Infrastructure Journey

May 9, 2025

From Capacity to Control: The Year Data Centers Became Strategic Infrastructure

A year in review of how AI, power, and geopolitics reshaped digital infrastructure and how Global Data Center Hub’s coverage evolved in response.

Dec 31, 2025

9 Reports Shaping Global Data Center Strategy — Q4 2025 Intelligence Briefing

An intelligence synthesis of the reports shaping AI-driven infrastructure, capital allocation, and market direction.

Dec 30, 2025

Q4 2025: The Quarter AI Infrastructure Became State Power

How power, capital, and policy fused to redefine the global AI buildout

Dec 29, 2025

A Note of Thanks at the End of a Defining Year

A brief pause to reflect on what 2025 changed for data centers and to thank the global community that made this work matter.

Dec 25, 2025

Most Popular

Top 15 Reports Shaping Global Data Center Strategy in H1 2025

Aug 23, 2025

10 Reports Defining Global Data Center Strategy — Q3 2025 Briefing

Nov 5, 2025

North America: The World’s Largest AI & Data Center Buildout Surges Past $500B

Sep 4, 2025

The Hidden Cost Inside Every Fiber Project

Nov 20, 2025

Join Global Data Center Hub — where capital, power, and compute converge. Get weekly insights on global data center deals, AI infrastructure, and sovereign capital trends shaping the digital economy.

Data Centers

From Capacity to Control: The Year Data Centers Became Strategic Infrastructure

A year in review of how AI, power, and geopolitics reshaped digital infrastructure and how Global Data Center Hub’s coverage evolved in response.

Dec 31, 2025

9 Reports Shaping Global Data Center Strategy — Q4 2025 Intelligence Briefing

An intelligence synthesis of the reports shaping AI-driven infrastructure, capital allocation, and market direction.

Dec 30, 2025

Q4 2025: The Quarter AI Infrastructure Became State Power

How power, capital, and policy fused to redefine the global AI buildout

Dec 29, 2025

How to Invest in Data Centers (And the Risks That Actually Matter)

Navigating the Billion-Dollar AI Backbone: Where Capital Flows, Risk Hides, and Value Is Made

Dec 19, 2025

Where Sovereignty Meets Speed: The Rise of Sovereign Clouds and Edge Data Centers

How Nations, Operators, and Investors Are Redefining Infrastructure Strategy

Dec 12, 2025

Energy

Power Is the Moat: How Gigawatt Data Centers Redraw Global AI Strategy

Dec 16, 2025

Is Singapore’s 200MW Release the Most Valuable Megawatt Window in Asia?

Inside the low-carbon, high-regulation system that now determines who gets to build in Singapore.

Dec 8, 2025

How Top Investors Arbitrage Renewable Energy Disparity (Instead of Being Crushed by It)

As AI Demand Surges, Grid Constraints Threaten Both Costs and Capacity.

Dec 4, 2025

Does Eaton’s $9.5B Thermal Push Signal the Next $1 Trillion Buildout in the US AI Data Center Market?

A breakdown of how Eaton’s $9.5B thermal pivot reshapes power, cooling, and deployment strategy across the US AI buildout.

Dec 2, 2025

The Hidden Risk Inside the Hyperscale Boom

A deep dive into the consolidation, pricing power, and policy pressures reshaping global hyperscale investing.

Nov 27, 2025

Join Global Data Center Hub - where capital, power and compute converge. Get weekly insights on global data center deals, AI infrastructure, and sovereign capital trends shaping the digital economy.

Recent posts

How to Invest in Data Centers (And the Risks That Actually Matter)

Navigating the Billion-Dollar AI Backbone: Where Capital Flows, Risk Hides, and Value Is Made

Dec 19, 2025

Power Is the Moat: How Gigawatt Data Centers Redraw Global AI Strategy

Dec 16, 2025

Microsoft's $19B Canadian Expansion; Brookfield–Qai Launch $20B AI Platform; India Commits $17.5B to AI

Inside the capital, power, and sovereignty forces reshaping global AI infrastructure

Dec 14, 2025

Where Sovereignty Meets Speed: The Rise of Sovereign Clouds and Edge Data Centers

How Nations, Operators, and Investors Are Redefining Infrastructure Strategy

Dec 12, 2025

Regulation As Alpha: How Smart Fiber-to-DC Capital Turns Friction Into Moats

The Real Bottleneck in Digital Infrastructure Isn’t Demand or Capital, It’s Regulatory Time, and Smart Investors Are Weaponizing It.

Dec 11, 2025

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