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The Energy Crisis AI Is Creating (And What It Means for Data Centers)
AI is outpacing the grid that powers it. The next frontier won’t be compute or chips. It’ll be who controls the electrons that keep them running.
Fiber in the Crossfire: Why Subsea Networks Are the Next Geopolitical Battlefield
The global AI race runs on fiber. And that fiber is under threat.
Q3 2025: The Quarter AI Infrastructure Went Sovereign
Did U.S. Data Center Leasing Surpass All of 2024 in a Single Quarter?
A record 7.4 GW was leased in Q3 2025 revealing how AI demand, power scarcity, and trillion-dollar capital flows are reshaping U.S. infrastructure.
Meta + Blue Owl’s $27B Bet: Is This the US Blueprint for Financing AI Data Centers?
Inside the largest private credit deal in history and how it could redefine how America funds the AI buildout.
Meta’s $27B Private Credit Megadeal; Korea Builds $14B Energy + AI Platform; UK Approves £10B National Expansion
Inside the capital, power, and policy moves shaping the global data center boom.
Who’s Powering the Cloud’s Next Expansion (And Why Nations Are Competing to Join Them)
The AI boom is igniting a global scramble for power, land, and infrastructure and only a few can keep up.
2
Why the Smartest Data Center Investors Are Buying Power Before Land
The new real estate in data center investing isn’t land, it’s electricity. Here’s why the smartest investors now secure power before they buy a single…
3
19 Things Larry Ellison Just Told Us About the Future of AI Infrastructure (And Why They Matter)
Larry Ellison outlined how Oracle is fusing AI, power, and data into one global infrastructure strategy. These 19 takeaways reveal where the next $1T of…
6
Can BlackRock’s $40 B Aligned Deal Make “Time-to-Power” the New Market Multiple?
Inside the record-breaking acquisition that redefines how investors, operators, and sovereigns value AI infrastructure not by earnings, but by how fast…
Aligned’s $40B Take-Private Reframes Platform Value; OpenAI’s Stargate Scales to 10GW; Brazil and Argentina Join the AI Grid
Inside the deals, power, and compute shaping the global data center boom.
The $400B AI Bet: Boom, Bubble, or Global Reset?
As $400B Flows Into AI, Power Bottlenecks and Overbuilding Threaten to Redefine the Global Data Center Landscape.
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