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Start Here: Welcome to Global Data Center Hub

The essential reading list for investors and operators tracking where AI infrastructure capital is moving and why.

May 9, 2025

Is CoreWeave’s $8.5B Deal the GPU Asset Class Moment?

How investment-grade debt, hyperscaler contracts, and power constraints are redefining AI infrastructure as institutional-grade assets

15 hrs ago

What Does OpenAI's $122 Billion Mean for US Data Centers?

OpenAI's raise is not a funding story. It is a physical infrastructure story and the US data center market is not ready for what it requires.

Apr 6

OpenAI’s $122B AI Surge; Nordics’ 500MW+ Buildout; Southeast Asia’s Hyperscale Push

Inside the capital, power, and geopolitical shifts redefining global AI infrastructure

Apr 5

Power, Not Capital, Is Redrawing the AI Infrastructure Map

Why power not capital is now determining where data center value accrues

Apr 4

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

Where the Next Gigawatt of AI Capacity Will Actually Be Built

Dec 3, 2025

You are receiving free coverage from Global Data Center Hub. Subscribe to stay ahead of the capital moving through global data centers, AI infrastructure, and the energy systems powering both.

Data Centers

Is CoreWeave’s $8.5B Deal the GPU Asset Class Moment?

How investment-grade debt, hyperscaler contracts, and power constraints are redefining AI infrastructure as institutional-grade assets

15 hrs ago

What Does OpenAI's $122 Billion Mean for US Data Centers?

OpenAI's raise is not a funding story. It is a physical infrastructure story and the US data center market is not ready for what it requires.

Apr 6

Power, Not Capital, Is Redrawing the AI Infrastructure Map

Why power not capital is now determining where data center value accrues

Apr 4

Q1 2026: The Quarter AI Infrastructure Became Energy-Constrained

How power, capital, and compute converged to redefine the global AI buildout

Apr 2

How to Underwrite GPU Density in AI Data Centers

A compute-first framework for pricing risk, capital, and returns in AI data center infrastructure

Apr 1

Energy

Grid Interconnection Delays Repricing Europe’s Data Center Market

How interconnection delays and power scarcity are distorting timelines, compressing returns, and redirecting capital across Western Europe

Apr 3

The Renewable PPA Bottleneck in Asia’s Tier 1 Data Centers

As AI-driven demand accelerates from 12.2 GW to 26.1 GW of capacity, clean power contracts not capital are becoming the gating asset in Singapore…

Feb 19

Does Digital Edge’s $4.5B Indonesia Campus Change the Global Hyperscale Map?

Power delivery, rather than demand growth, now determines where hyperscale capital can be deployed.

Feb 4

The Renewable PPA Squeeze Inside America’s AI Buildout

Why AI-scale demand is turning clean power from a sustainability input into a binding infrastructure constraint

Jan 29

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

Dec 16, 2025

You are receiving free coverage from Global Data Center Hub. Subscribe to stay ahead of the capital moving through global data centers, AI infrastructure, and the energy systems powering both.

Recent posts

Grid Interconnection Delays Repricing Europe’s Data Center Market

How interconnection delays and power scarcity are distorting timelines, compressing returns, and redirecting capital across Western Europe

Apr 3

Q1 2026: The Quarter AI Infrastructure Became Energy-Constrained

How power, capital, and compute converged to redefine the global AI buildout

Apr 2

How to Underwrite GPU Density in AI Data Centers

A compute-first framework for pricing risk, capital, and returns in AI data center infrastructure

Apr 1

CoreWeave: The Financialization of AI Infrastructure

From GPUs to cash flows how CoreWeave is transforming compute into a financeable asset class

Mar 31

OpenAI’s $10B Raise; NextEra’s 10GW Power Play; Adani–Hyperscaler Push in India

Inside the capital, power, and policy shifts reshaping global AI infrastructure.

Mar 29

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