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AI’s Next Phase Is Being Built, Not Coded
Nov 12
33
1
Why Energy Is the Advantage in the AI Race?
The next frontier of AI isn’t just algorithms or chips it’s who controls megawatts, cooling, and network routes.
Oct 16
28
2
Can AMD’s $100B OpenAI Deal Rewrite the AI Hardware Map?
Inside the $100B alliance reshaping AI’s supply chain and why power, not silicon, now decides who leads the next compute race
Oct 14
21
1
From CRAC to Liquid: Why Cooling Is Now the Biggest Risk (and Opportunity) in Data Centers
From CRAC units to liquid immersion, cooling has quietly become the hidden bottleneck in AI data centers and the next big opportunity for investors.
Sep 19
17
1
2
What’s Inside a Data Center? The 5 Core Components Explained
Data centers don’t run on servers alone. They survive on five invisible systems and the real competitive edge lies in how well those systems work…
Aug 29
45
9
3
$70B for AI: Meta’s Q2 Results Reveal the Scale of Its Infrastructure Ambition
Meta’s record quarter highlights its pivot into AI-first infrastructure while regional revenue trends show where demand is scaling fastest
Aug 21
14
2
Equinix Bets on Nuclear Power; NEXTDC Raises A$6.4B; LG CNS Targets Vietnam AI Hub
Aug 17
1
Storage and Intermittency: The Invisible Constraints on AI-Ready Data Centers
You might have power. But can you count on it every minute, every day?
Jun 27
11
How Technology Risk Is Reshaping Global Data Center Investing
Obsolescence can be a silent killer of data center returns. This note breaks down why certain facilities fall behind and what smart investors and…
Jun 18
7
1
The Data Center Is Now the Computer
Welcome to Global Data Center Hub. Join 1000+ investors, operators, and innovators reading to stay ahead of the latest trends in the data center sector…
May 29
Cost Shock: Why Data Center Models Are Breaking and Who Will Win Because of It
Development costs have surged $2.3M per megawatt since 2022 reshaping what gets built, funded, and delivered in the data center sector globally.
May 18
5
2
50 Timeless Rules for Winning in the Data Center Business
In the data center world, success isn't just about megawatts and money. It's about mindset, execution, and character. Here are 50 timeless rules that…
Apr 26
1
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