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Digital Realty Buys Out Blackstone in $3.5B Northern Virginia Hyperscale Deal
How a $3.5B buyout consolidates 288 MW of hyperscale capacity while turning a joint venture into wholly owned infrastructure.
20 hrs ago
27
1
3
This Week in Data Centers: When the Biggest Customer Becomes a Supplier
Inside the capital, power, and policy shifts reshaping global AI infrastructure.
Jul 5
13
2
Design Is Where the Money Is Locked, Not Spent
Conceptual versus detailed design, Tier and redundancy economics, long-lead procurement timing, PUE and reliability class, the design-to-procurement…
Jul 4
19
3
Where Sovereign Capital and Energized Power Are Redrawing the AI Data Center Map
May 2026 data center deals reveal how power, sovereign capital, and platform consolidation are separating future AI compute hubs from regions making…
Jul 3
26
2
2
Turkey Engineers a $13B Catalytic Bet on Sovereign Compute
Catalytic capital design, data localization as demand driver, the 1 GW target, grid sequencing, EU adequacy optionality, hyperscaler positioning
Jul 2
25
1
The Data Center Valuation Model Breaks on the Compute Factory
Standard Underwriting Deconstructed, Offtake Duration as the Primary Value Driver, GPU Hardware Cycle Risk, The Correct Framework from First Principles.
Jul 1
27
1
June 2026
Behind the Meter Is the New Frontier in AI Power Procurement
Grid bypass is the structural advantage, stranded-gas monetization, ERCOT queue avoidance, the deliverable megawatt as the priced unit
Jun 30
17
2
1
Chevron and Microsoft Sign $9B West Texas Power-and-Compute Deal
Power, natural gas, and AI infrastructure converge as Project Kilby establishes a new model for dedicated, behind-the-meter hyperscale compute…
Jun 29
29
2
This Week in Data Centers: The Deliverable Megawatt Becomes the Asset
Capital stopped waiting for the grid. It locked in dedicated, off-grid power under long-term contracts separating real capacity from $850B in demand.
Jun 28
19
3
Permitting, Zoning, and Environmental Approvals: Where Data Center Projects Stall
The permitting lifecycle, by-right zoning collapse, NEPA and state environmental review, air and water permits, grid interconnection, and the…
Jun 27
24
2
1
Power Contracted Is Not Power Delivered
Interconnection queue collapse, renewable intermittency, SLA penalty exposure, availability-based underwriting, behind-the-meter generation, the…
Jun 26
11
1
China Funded The AI Grid. The Chips To Fill It Do Not Yet Exist.
The $295B sovereign program, the SMIC fabrication ceiling, HBM packaging yields, the 80% domestic mandate, carrier-operator idle risk, the supply gap…
Jun 25
17
1
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