Markets & Geographies

How to Read a Hyperscaler Capacity Pledge in Megawatts

Google Cloud said in September 2026 that it plans to double its technical infrastructure in Brazil by 2030. Inside how to turn a compute pledge into…

21 hrs ago

Fixed Wireless and LEO: The Real Threat to Fiber Lease-Up Returns

NTIA's BEAD plans sent 35% of 3.79 million U.S. locations to satellite and fixed wireless by August 2026. Inside the cost-first rule that drains fiber…

Oct 1

Indonesia's AI Build-Out Runs on Power. BDx Has Locked In 845MVA

BDx Data Centers has started building CGK4, a 640MW AI campus in Jatiluhur, West Java, as Indonesian demand climbs. Inside the PLN power deal and the…

Sep 30

OpenAI and Anthropic Want Small Sites. U.S. Hubs Have None This Year.

Anthropic and OpenAI are exploring 20 to 30 MW data center deals in the UK, the Nordics and the US, CNBC reported September 18. Inside the grid queues…

Sep 29

Anchor Concentration: The Hidden Vacancy Risk in Emerging Data Center Clusters

Querétaro data center inventory rose 450.2% to 298.2 MW as vacancy hit 10.6% from 0.9%, per CBRE. A few hyperscale phases set absorption, and spec…

Sep 25

IRU Expiry: The Hidden Threat to Data Center Route Control

Cogent holds dark fiber IRUs of 15 to 20 years with $105.5 million committed as of March 31, 2026. Inside renewal control, easement co-termination, and…

Sep 17

Kenya's Fastest Growing Power Source Is Not On The Grid

Digital Realty opened the 6.4 megawatt NBO2 data center in Nairobi on September 7. Inside the grid freeze, the captive power build-out, and what both…

Sep 16

Order Transformers Before You Buy Land

The equipment queue runs longer than the permitting queue, so capital commits before certainty exists. Inside slot reservations, content rules, interest…

Sep 10

Redata Runs Five Years. Three Of Its Four Waivers Run Four Months.

Brazil's Senate approved the R$5.2 billion Redata data center tax regime on September 1 and sent it to President Lula. Inside the December 31 sunset on…

Sep 9

KKR Is Not Behind MTN's Africa Data Hub. Tarek Al Ashram Is.

MTN Digital Infrastructure and Bayobab entered a UAE-backed data center partnership on August 27, targeting 150MW in South Africa and Nigeria. Inside…

Sep 2

Fiber Is the Second Queue: Why Power-Available Sites Still Stall

Power scarcity pushed capital into secondary markets with land and grid capacity but thin fiber routes. Inside strand density, right-of-way delay, the…

Aug 27

The Texas Pause Is Not The Constraint. Docket 59220 Is.

Governor Greg Abbott froze 474 gigawatts of ERCOT data center interconnection requests on August 3. Inside the 525.5 MW curtailment order, the 30-minute…

Aug 26

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