Archive - Global Data Center Hub

Meta’s $600B Build Cycle; Anthropic’s $50B Deal; Europe’s €23B Platform; India and Australia Announce 1GW Sites

Inside the capital, power, and policy shifts redefining global AI infrastructure.

15 hrs ago

From GPUs to Gridlock: Why Energy Now Defines the AI Power Map

The next wave of AI leadership belongs to those who control megawatts, cooling, and fiber, not just models or chips.

Nov 15

Site Selection: How Billion-Dollar Data Centers Pick Their Land

Billion-dollar data centers aren’t just built they’re placed where power, fiber, and policy align.

Nov 14

The Interconnection Bottleneck: How Renewable Delays Are Rewriting the AI Power Map

The real risk in AI infrastructure isn’t power cost it’s time. Mounting renewable backlogs are stranding capital and rewriting investment playbooks. The…

Nov 13

AI’s Next Phase Is Being Built, Not Coded

Nov 12

The $350B AI Buildout No One’s Talking About

Nov 11

Meta Q3 2025: The $70 Billion CapEx Pivot That Turns AI Into Infrastructure

Meta’s Q3 signals a bold shift as it turns ad revenue into one of the world’s largest AI infrastructure plays.

Nov 10

Amazon Q3 2025: The $125B AI Infrastructure Pivot Driving AWS Re-Acceleration

Inside Amazon’s record-breaking AI infrastructure buildout, global data center expansion, and the strategic bets defining its next decade of cloud…

Nov 10

Google Q3 2025: $93 Billion CapEx Marks the Moment AI Became Infrastructure

A record quarter. A $93 billion CapEx plan. And a clear signal that AI infrastructure not advertising is now Alphabet’s core business.

Nov 10

Microsoft Q1 FY2026: The $35 Billion Quarter That Redefines the AI Factory

Microsoft’s record $34.9 billion in Q1 CapEx marks a structural shift from software margins to physical scale building the AI factory that will define…

Nov 10

Will Microsoft’s $15.2B UAE build make Azure the region’s sovereign cloud?

Microsoft’s $15.2B UAE investment is turning compliance, trust, and regulation into the next frontier of cloud dominance.

Nov 10

Microsoft’s $15.2B UAE Bet, IREN’s $9.7B AI Cloud Deal, and New Era’s 7GW Hub

Inside the capital, power, and policy shifts redefining global AI infrastructure.

Nov 9

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