Archive - Global Data Center Hub

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

6 hrs ago

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

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

How Nations, Operators, and Investors Are Redefining Infrastructure Strategy

Dec 12

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

Will Vodacom’s $1B Google Cloud Bet Rewire Africa’s AI Market?

The structural bet behind Vodacom’s partnership with Google Cloud and what it means for investors.

Dec 9

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

OpenAI–NEXTDC’s $4.6B AI Campus; Oracle Launches $38B Megafinance Cycle; TikTok’s $37B Brazil Bet Repositions South America

Inside the power, capital, and sovereignty shifts accelerating global AI infrastructure.

Dec 7

Global Data Center RoundUp – November 2025: The New Compute Reality

From interconnection backlogs to billion-dollar land races, this month traced how power, capital, and policy are reshaping where and how global AI…

Dec 6

Why AI Is Forcing a Complete Rethink of Data Center Design

The engineering shift behind high-density racks, liquid cooling, and new network fabrics

Dec 5

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

Where the Next Gigawatt of AI Capacity Will Actually Be Built

Dec 3

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

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