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Who Builds the Internet’s Infrastructure (And Why $1 Trillion Is Shifting to Them)
The cloud doesn’t own itself. The real landlords of the internet are infra funds, REITs, and sovereigns quietly shaping its future.
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Global Data Center Hub
CoreWeave’s $9B Bet on Core Scientific: Power Is the New Currency of AI
Inside America’s biggest crypto-to-AI pivot: ownership of watts, liquid cooling reality, and the shareholder math.
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Global Data Center Hub
From Servers to Sovereign AI: A Free 18-Lesson Guide to Mastering the Data Center Industry
An 18-part series that breaks down the fundamentals, economics, geopolitics, and future of the world’s most important infrastructure.
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Global Data Center Hub
Can Nscale’s $1.1B Raise Turn Norway Into Europe’s AI Hyperscaler?
The $1.1B round led by Aker, NVIDIA, and Microsoft could make Nscale Europe’s first AI-native hyperscaler if grid queues and power delivery don’t stall…
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Global Data Center Hub
Will OpenAI, Oracle, and SoftBank’s $500B Stargate Initiative Convert Contracts Into Energized AI Capacity?
Inside a multi-part play: hardware finance, energization sequencing, and the gap between contracted and live megawatts.
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Global Data Center Hub
Oracle’s $300B signal: the AI inference boom few expected
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Global Data Center Hub
NVIDIA–OpenAI Drive 10GW Build; UK Lands £18.4B AI Bet; CloudHQ Scales $4.8B in Mexico
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Global Data Center Hub
How Fiber, Peering, and Cross-Connects Create Moats in Data Centers
Connectivity, not capacity, builds moats. Fiber, peering, and cross-connects decide which data centers compound value and which become stranded…
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Global Data Center Hub
4
Asia-Pacific: The $180B AI Race From Megacampuses to Sovereign Clouds
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Global Data Center Hub
Global Data Center Hub
Global Data Center Hub
Global Data Center Hub is a daily newsletter that delivers actionable insights and frameworks for investing in the global data center sector, helping investors, operators, and entrepreneurs make smarter, faster decisions.
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