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This Week in Data Centers: When the Builders Start Selling
Private equity, public markets, and infrastructure investors are placing new values on data center platforms, power assets, and future AI capacity.
Jul 19
29
2
1
Power and Fiber Now Lead Data Center Siting Decisions
A primer on utility interconnection, power procurement, fiber engineering, and the infrastructure constraints reshaping AI data center development.
Jul 18
24
1
What Is a Data Center (And Why the AI Boom Runs on Them)
Every search, stream, and AI answer runs through a building you have never noticed. Here is what is inside one, and why the AI boom turned it into the…
Jul 17
27
1
This Week in Data Centers: When the Lease Became the Asset
AI infrastructure is turning contracts into collateral, as hyperscalers, investors, and operators race to secure the next wave of compute capacity.
Jul 12
25
1
Top 15 Global Announcements (Q2 2026) in AI Infrastructure
How capital markets turned compute into a tradable credit asset and inherited its power risk
Jul 8
21
2
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
14
2
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
28
4
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
1
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
This Week in Data Centers: The Crypto-to-AI Trade Just Went Institutional
Grid-connected power has become the scarcest asset in AI infrastructure. This week, capital moved decisively to acquire energized megawatts rather than…
Jun 21
10
1
2
This Week in Data Centers: The Financing Layer Just Became Its Own Asset Class
Capital is no longer just funding projects. It is being organized into permanent platforms that underwrite power, chips, and buildout at scale.
Jun 14
23
2
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