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Saudi Arabia's LEAP 2026: $15 Billion, Two Hyperscaler Regions, One Sovereign Operator
Microsoft opens its Saudi cloud region in November 2026, and AWS follows in December. Inside HUMAIN's live NVIDIA and AMD clusters, the Oxagon…
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…
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…
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…
The Most Credible Megawatts in July 2026 Are Contracted, Not Announced
TeraWulf, CleanSpark and Hut 8 all pair disclosed capacity with twenty-year terms. Inside the leases, the debt raised against them, and why Meta and SK…
KKR Is Not Behind MTN's Africa Data Hub. Tarek Al Ashram Is.
MTN Digital Infrastructure and Bayobab entered a UAE-backed data center partnership on August 27, targeting 150MW in South Africa and Nigeria. Inside…
Anthropic Pays For The Chips. Nscale Keeps The Residual.
Anthropic has reportedly committed $45 billion over six years for 460 megawatts of AI compute at Nscale's Monarch Compute Campus. Inside the…

August 2026

NVIDIA Did Not Buy Powered Land. It Bought The Design Standard.
Cloverleaf Infrastructure, a Houston data center site developer, disclosed no price on August 21, 2026. Inside DSX at the entitlement stage and the J.P…
Who Eats the Loss When the AI Tenant Walks | This Week in Data Centers
Georgia Power won approval for a fully redacted contract serving OpenAI's 3.2GW Effingham County campus. Inside the no-recovery pledge, Nvidia's…
Procurement Strategy: Equipment, EPC, and the Contracts That Set Your Timeline
Long-lead equipment, vendor concentration, EPC versus design-build, fixed-price and GMP risk allocation, liquidated damages
The Four-Year Wait for a Transformer (And Why It Decides How Fast AI Grows)
Every AI answer runs through a steel box that takes more than two years to order. That wait sets the pace of the AI buildout.
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…
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