Global Data Center Hub covers the business of data centers and AI infrastructure: who is building, who is paying for it, and where the constraints are.
The coverage is global: North America, Europe and the emerging markets most coverage skips.
The lens is always the same: capital, power, and compute, and what happens where they meet.
Here is the publishing rhythm.
New analysis lands near-daily.
This Week in Data Centers recaps the week’s moves every week.
The Global Data Center RoundUp closes each month.
Quarterly reviews step back from the news to name the phase the sector is in.
And the podcast brings the sector’s voices to you directly more on that below.
Find Your Starting Point
Where you should start depends on what you do.
If you are new to the sector, go to The Entry Playbook. It explains how data centers work as businesses and as projects, in plain English, before you ever need a term sheet.
If you allocate capital or lend, start with the Deal Library and Models & Frameworks. One shows you how real transactions are structured. The other gives you the tools to underwrite the next one.
If you track specific markets, go to Markets & Geographies. Every major market, mapped by the same question: who operates there, who finances there, and what constrains growth there.
If you want the full library in one place, the Resource Guide holds the structured map of everything we publish — organized by sector, by region, and by report type.
The Sections
Deal Library. Teardowns of real transactions: bond issues, securitizations, IPO filings, leasebacks, joint ventures, and earnings that moved the sector.
Start with Why Hut 8’s $3.25B Bond Becomes the AI Data Center Debt Template and Why Blackstone’s BXDC Is Credit Risk Priced as AI Growth.
Markets & Geographies. Markets and geographies, analyzed with a capital lens: regional buildouts, market entries, and where capacity will actually get built.
Start with Where the Next Gigawatt of AI Capacity Will Actually Be Energized and Where Is Capital Flowing in the Global AI Data Center Buildout?
Models & Frameworks. The underwriting layer: how to price the risks that decide data center returns power, fiber, water, heat, and the contracts wrapped around them.
Start with How to Underwrite GPU Density in AI Data Centers and In AI Infrastructure, the Offtake Agreement Is the Asset.
The Entry Playbook. The ground floor: what a data center project is, how the industry makes money, and how deals move from site to financial close. Three free series form the spine, and they are built to be read in order.
From Servers to Sovereign AI is the 18-lesson guide to how the industry works.
The Compute Factory is the 11-part series on who owns and finances the means of AI production, from the mainframe to sovereign capital.
Ground to Grid: Mastering Data Center Development is the 21-lesson walk-through of how a data center actually gets built, from raw land and grid access through design, financing, construction, and handover.
Resource Guide. The full library, structured for navigation: every major piece we have published, organized across five views:
Data Centers (investment and capital flows, hyperscale buildouts, design and operations, land strategy),
Fiber (bottlenecks, connectivity economics),
Energy (power strategy, procurement, renewables, policy),
Regions (global plus North America, Latin America, Europe, Middle East, Africa, and Asia), and
Reports (earnings analyses, weekly briefings, roundups, and special forecasts).
If you want to see the whole map at once, start here.
Podcast. The sector, out loud. Episodes answer the questions readers ask most, lay out my views on the topics shaping data center investment, and bring in the people doing the work interviews with sector investors, lenders, operators, and analysts on how they see the market and how they make decisions. If you prefer to listen your way into the sector, this is your entry point.
Next Steps
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Amazing work. Started as CMO for a leading Data Center Construction company and loving what I do. Knowing little about it this was an amazing education.
Great work! As the industry shifts toward AI-driven demand, how are you weighing the traditional "connectivity-first" premium of Tier 1 hubs (like Northern Virginia or Tokyo) against the emerging necessity for "power-first" site selection in secondary markets with stranded energy assets?