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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
14
2
The Hunt for Compute: Why Watts and Wires Now Decide the Future of AI
The next constraint on AI isn’t silicon, it’s the speed of power and network interconnection.
Nov 8
28
4
The Rise of Emerging Markets in the Data Center Race
The next wave of AI infrastructure will not be built in Silicon Valley or Frankfurt it will rise in São Paulo, Nairobi, and Johor Bahru.
Nov 7
31
1
When 1.5 Gigawatts Vanished: What the Virginia Near-Blackout Revealed About the Future of AI Infrastructure
A real 1.5-GW near-blackout in Virginia exposed the biggest hidden risk in AI infrastructure grid fragility. Here’s how leading investors are…
Nov 6
31
5
19 key takeaways from Jensen Huang’s GTC Washington Keynote
Nov 4
38
2
Can Microsoft double its global data center empire by 2027?
Microsoft’s $80 billion buildout aims to double its global data center footprint by 2027 testing the limits of capital, energy, and execution in the…
Nov 3
12
The $1.1 Trillion Global AI Buildout: Lessons from Five Regions
From North America’s $500B surge to South America’s nuclear bets, the first half of 2025 reveals how the next decade of data centers will be shaped.
Oct 12
18
1
CoreWeave’s $9B Bet on Core Scientific: Power Is the New Currency of AI
Inside America’s biggest crypto-to-AI pivot: ownership of watts, liquid cooling reality, and the shareholder math.
Oct 2
13
From Servers to Sovereign AI: A Free 18-Lesson Guide to Mastering the Data Center Industry
An 18-part series that breaks down the fundamentals, economics, geopolitics, and future of the world’s most important infrastructure.
Oct 1
44
7
NVIDIA–OpenAI Drive 10GW Build; UK Lands £18.4B AI Bet; CloudHQ Scales $4.8B in Mexico
Sep 28
1
1
Will OpenAI + Nvidia’s Multi-Billion UK Bet Reshape Sovereign AI—and Deliver 6GW by 2030?
OpenAI and Nvidia’s billions could make the UK a sovereign AI hub, if promises translate into real megawatts.
Sep 15
10
2
Will Digital Edge’s $1B Thailand Bet Outpace Malaysia in the AI Race?
A 100MW campus, $1B in capital, and renewable-backed power: Thailand’s Eastern Economic Corridor stakes its claim as the region’s next AI battleground.
Sep 14
13
1
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