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The Renewable PPA Bottleneck in Asia’s Tier 1 Data Centers
As AI-driven demand accelerates from 12.2 GW to 26.1 GW of capacity, clean power contracts not capital are becoming the gating asset in Singapore…
Microsoft Q2 FY2026: The $37.5B Infrastructure Surge That Repriced Azure
How Capital Intensity, Power Constraints, and Depreciation Are Reshaping Microsoft’s AI Economics
Alphabet Inc. Q4 2025 Earnings: The $270B Infrastructure Reset
How $175–185B in 2026 CapEx Redefines AI Leadership Around Power, Silicon, and Scale
Meta’s $10B Indiana Megacampus; Firmus Secures $10B AI War Chest; Saudi & Vietnam Anchor Sovereign Compute
Inside the capital, power, and policy shifts redefining global AI infrastructure this week.
Why Green Power, Not Capital, Is Stalling LATAM Data Centers
Clean power was supposed to be LATAM’s advantage. Instead, hyperscale growth has turned it into gated infrastructure reshaping ESG, financing, and site…
Global Data Center RoundUp – January 2026: Infrastructure Sets the Limits
From power and permitting to grid access and policy, this month traced how physical constraints now determine where AI capacity can be delivered.
Does Oracle’s Cloud Launch at iXAfrica Reprice African Data Centers?
Hyperscaler anchoring and the structural shift in African data center valuation
Why Are Hyperscalers Doubling Down on Data Center Capex Now?
AI has turned compute into constrained infrastructure making capacity certainty more valuable than capital efficiency and turning underinvestment into…
Amazon $200B AI CapEx Reset; Power Becomes the Bottleneck; Sovereign Capital Rewrites the Map
Inside the capital, power, and policy shifts redefining global AI infrastructure
The Hidden Risk Inside U.S. Fiber Networks
Why outages, AI uptime demands, and corridor risk are forcing investors to reprice legacy fiber
Does Digital Edge’s $4.5B Indonesia Campus Change the Global Hyperscale Map?
Power delivery, rather than demand growth, now determines where hyperscale capital can be deployed.
Why Is Blackstone Betting ₹10,000 Crore on a Single Chennai Data-Center Park?
Inside the logic behind a single-campus bet as India’s hyperscale market tightens
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