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

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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 3 Ways Data Centers Make Money (And What Each Means for Your Returns)

Oct 17, 2025

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Data Centers

Redata Runs Five Years. Three Of Its Four Waivers Run Four Months.

Brazil's Senate approved the R$5.2 billion Redata data center tax regime on September 1 and sent it to President Lula. Inside the December 31 sunset on…

17 hrs ago

Anthropic's Contract Is Reported. Hut 8's $19.6 Billion Is Signed.

Anthropic has reportedly committed $35 billion to Lambda for compute at Hut 8's Beacon Point data center campus in Texas. Inside the 15-year lease, the…

Sep 8

Nvidia Guarantees $105B for SB Energy; CPP Closes $4B atNorth; Brazil Clears ReData | This Week in Data Centers

SB Energy filed to list on Nasdaq with 8.8GW contracted and nothing operational. Inside the OpenAI warrants at $0.01, Nvidia's $105 billion…

Sep 6

What a Data Center Actually Costs: CapEx Breakdown and the Drivers That Move It

Power and cooling capex shares, redundancy tier multipliers, air versus liquid economics, geographic cost spread, equipment lead times, cost per…

Sep 5

What $725 Billion Cannot Buy (And Why the AI Buildout Now Waits on Electricians)

Amazon, Microsoft, Alphabet and Meta plan to spend three quarters of a trillion dollars this year. The trade that wires the buildings takes five years…

Sep 4

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.

Energy

The Texas Pause Is Not The Constraint. Docket 59220 Is.

Governor Greg Abbott froze 474 gigawatts of ERCOT data center interconnection requests on August 3. Inside the 525.5 MW curtailment order, the 30-minute…

Aug 26

Eskom's Number Is Not 6 Gigawatts. It Is 40 Percent.

Eskom has run 455 days without load shedding and cannot sell the surplus. Inside the transmission split, the R35 billion leaving Eskom, and why Amazon…

Aug 19

Power and Fiber Now Lead Data Center Siting Decisions

A primer on utility interconnection, power procurement, fiber engineering, and the infrastructure constraints reshaping AI data center development.

Jul 18

Where Sovereign Capital and Energized Power Are Redrawing the AI Data Center Map

May 2026 data center deals reveal how power, sovereign capital, and platform consolidation are separating future AI compute hubs from regions making…

Jul 3

Behind the Meter Is the New Frontier in AI Power Procurement

Grid bypass is the structural advantage, stranded-gas monetization, ERCOT queue avoidance, the deliverable megawatt as the priced unit

Jun 30

Fiber

Fiber Is the Second Queue: Why Power-Available Sites Still Stall

Power scarcity pushed capital into secondary markets with land and grid capacity but thin fiber routes. Inside strand density, right-of-way delay, the…

Aug 27

Two Carriers, One Trench: The Diversity You Paid For and Never Verified

Two circuits sold as independent can share one duct bank, one building entrance, and one failure. Inside convergence points, physical trace…

Aug 13

Stranded Glass: Why Older Fiber Is Repricing as a Depreciating Asset

GPON obsolescence, corridor concentration risk, overbuild margin compression, remediation capex, dark fiber repositioning, exit multiple discounts

Jul 10

Fiber Is the Quiet Constraint in AI Infrastructure (Here Is Why It Decides Who Wins)

Your orientation to the connectivity layer: three questions that reveal why fiber decides who wins.

Jun 13

Fragmentation Is the Fiber Bottleneck Your Underwriting Model Misses

Geopolitical route risk, hyperscaler capacity withdrawal, regulatory divergence, insurance gaps, open-market scarcity, and the redundancy discipline…

Jun 5

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