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Where Is Power Reshaping the Global AI Data Center Map?
March 2026 global data center transactions reveal how power availability, capital depth, and infrastructure platforms are determining where the next…
Apr 20
9
1
What Defines a Data Center Project (vs Other Real Estate or Energy Projects)?
Part I of Mastering the Data Center Development Process
Apr 18
26
3
Global Data Center RoundUp – March 2026: Compute Reprices Infrastructure
From GPU-driven design to shifting capital stacks, this month shows how power, compute economics, and execution now determine where AI capacity is built…
Apr 12
33
1
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OpenAI’s $122B AI Surge; Nordics’ 500MW+ Buildout; Southeast Asia’s Hyperscale Push
Inside the capital, power, and geopolitical shifts redefining global AI infrastructure
Apr 5
29
Q1 2026: The Quarter AI Infrastructure Became Energy-Constrained
How power, capital, and compute converged to redefine the global AI buildout
Apr 2
32
3
OpenAI’s $10B Raise; NextEra’s 10GW Power Play; Adani–Hyperscaler Push in India
Inside the capital, power, and policy shifts reshaping global AI infrastructure.
Mar 29
21
1
Nscale–Microsoft’s 1.35GW AI Factory; Japan’s $12B Sovereign Compute Push; Indonesia’s $665M Green Loan
Inside the capital, power, and policy shifts reshaping global AI infrastructure this week
Mar 22
25
Where Is Capital Flowing in the Global AI Data Center Buildout?
February’s global data center deals reveal how capital depth, power availability, and infrastructure platforms are determining where the next wave of AI…
Mar 18
23
1
1
Global Data Center RoundUp – February 2026: Infrastructure Reshapes AI
From fiber control and renewable power constraints to hyperscaler capital surges, this month revealed how networks, energy, and infrastructure strategy…
Mar 11
20
2
Where Will the Next Wave of AI Data Centers Be Built?
January’s global data center deals reveal how power access, capital formation, and national strategy are determining where the next wave of AI…
Mar 10
23
Microsoft’s $50B Global South Push; Adani’s $100B AI Energy Bet; Meta’s $10B Indiana Buildout
Inside the capital, power, and sovereignty shifts reshaping AI infrastructure in 2026.
Feb 22
19
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.
Feb 15
10
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