Global Data Center Hub
Subscribe
Sign in
Home
Start Here
Deal Library
Markets & Geographies
Models & Frameworks
Entry Playbook
Resources
Podcast
About
Markets & Geographies
Latest
Top
Discussions
China Funded The AI Grid. The Chips To Fill It Do Not Yet Exist.
The $295B sovereign program, the SMIC fabrication ceiling, HBM packaging yields, the 80% domestic mandate, carrier-operator idle risk, the supply gap…
Jun 25
17
1
Indonesia's Data Center Market Hits Its Power Ceiling
Announced capacity versus deliverable capacity, BDx's 1.2 GW PLN lock-up, the transmission bottleneck, the 2030 shortfall, secured grid as the only moat
Jun 18
26
1
France Won the Capital Race. The Grid Decides the Rest.
RTE connection queue, deliverable versus announced capacity, nuclear cost advantage, Hauts-de-France corridor, SoftBank and Brookfield exposure
Jun 11
12
1
Where the Next Gigawatt of AI Capacity Will Actually Be Energized
April 2026 global data center transactions reveal how power alignment, capital access, and platform execution are determining where the next wave of AI…
May 29
23
1
2
Italy's 50-Gigawatt Grid Queue Is the Real Data Center Constraint
Terna's 50-gigawatt connection backlog, northern grid saturation, captive power and blue generation, the February 2026 permitting decree, why power…
May 28
27
1
2
Chile's Data Center Market Just Closed Its Door To Single-Asset Capital
Santiago vacancy collapse, 2026 SEIA cooling baseline, hyperscale demand inversion, infrastructure-aligned entry window, Terranova as test case
May 21
28
2
4
Why Microsoft's $329M in South Africa Is a Grid Underwriting, Not Capacity Growth?
Hyperscaler capital allocation, power and water resilience underwriting, sovereign AI infrastructure, emerging market DC sequencing, Johannesburg and…
Apr 23
28
2
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
Australia's Data Centers Just Pulled A$6B in One Week
NEXTDC hybrid raise, La Caisse commitment, Stockland Western Sydney campus, ESR equity injection, 2030 pipeline
Apr 16
19
What Does OpenAI's $122 Billion Mean for US Data Centers?
OpenAI's raise is not a funding story. It is a physical infrastructure story and the US data center market is not ready for what it requires.
Apr 6
21
1
Grid Interconnection Delays Repricing Europe’s Data Center Market
How interconnection delays and power scarcity are distorting timelines, compressing returns, and redirecting capital across Western Europe
Apr 3
24
Will Bell’s 300MW AI Campus Redefine Canada’s Data Center Market?
Pre-leased demand, sovereign alignment, and power access converge to redefine how AI data centers are underwritten, financed, and positioned in…
Mar 25
22
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
