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What America’s AI Action Plan Means for the Future of Data Centers
The U.S. just declared AI infrastructure a matter of national security. Here’s what that means for data centers at home and abroad.
Aug 1
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What America’s AI Action Plan Means for the Future of Data Centers
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July 2025
What H1 2025 Just Taught Us About the Next Decade of Data Centers
Jul 31
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What H1 2025 Just Taught Us About the Next Decade of Data Centers
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Can Meta, Microsoft, and Amazon’s $390B AI Push Reshape the U.S. Power and Data Center Landscape?
A trillion-dollar infrastructure shift is unfolding not in software, but in steel, silicon, and the electric grid.
Jul 31
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Can Meta, Microsoft, and Amazon’s $390B AI Push Reshape the U.S. Power and Data Center Landscape?
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Can Europe’s $200 Billion AI Cluster Strategy Outcompete Big Tech’s Cloud Dominance?
Inside the EU’s plan to build public AI infrastructure and why it may be too late
Jul 31
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Can Europe’s $200 Billion AI Cluster Strategy Outcompete Big Tech’s Cloud Dominance?
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Will France’s €109 Billion Bet Make It the AI Compute Capital of Europe?
Inside the boldest AI infrastructure strategy Europe has ever attempted powered by foreign capital, domestic ambition, and nuclear energy.
Jul 31
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Will France’s €109 Billion Bet Make It the AI Compute Capital of Europe?
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Can MGX, Bpifrance, and NVIDIA Reshape Europe’s AI Future with a $9.6B Bet?
The MGX-Bpifrance-Mistral AI-NVIDIA joint venture is more than a mega data center. It’s France’s masterstroke for AI sovereignty and NVIDIA’s backdoor…
Jul 31
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Can MGX, Bpifrance, and NVIDIA Reshape Europe’s AI Future with a $9.6B Bet?
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Is OpenAI Betting $15.9B That CoreWeave Can Outscale Microsoft and Amazon?
The multi-cloud shift, the rise of the “NeoCloud,” and the high-wire act behind the biggest AI infrastructure bet since Azure
Jul 31
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Is OpenAI Betting $15.9B That CoreWeave Can Outscale Microsoft and Amazon?
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Can OpenAI’s $500B Stargate Vision Scale Beyond the U.S.?
The U.S. buildout has begun but serious questions remain about whether OpenAI’s infrastructure moonshot can scale to Europe, Asia, or anywhere the grid…
Jul 31
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Can OpenAI’s $500B Stargate Vision Scale Beyond the U.S.?
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Is Visa Building a Financial Fortress in Africa?
How Visa’s new Johannesburg data center turns compliance into competitive advantage and positions Africa at the heart of global fintech infrastructure.
Jul 30
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Is Visa Building a Financial Fortress in Africa?
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Can AI Really Run on 100% Renewable Energy by 2030?
Inside the Global Effort to Align AI Infrastructure with Clean Power, Real-Time Reliability, and Grid Constraints
Jul 29
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Can AI Really Run on 100% Renewable Energy by 2030?
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What Does Google’s $85B Infrastructure Spend Reveal About the Future of AI Power?
Alphabet just hiked 2025 CapEx to a record $85B. Some call it visionary. Others fear it’s reckless. Here’s what’s really happening and what it means for…
Jul 28
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What Does Google’s $85B Infrastructure Spend Reveal About the Future of AI Power?
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Is $90 Billion Enough to Make Pennsylvania the Center of U.S. AI Infrastructure?
Trump, tech giants, and energy barons are turning the Rust Belt into the backbone of America’s AI ambitions but at what cost?
Jul 25
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Is $90 Billion Enough to Make Pennsylvania the Center of U.S. AI Infrastructure?
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