Global Data Center Hub

Global Data Center Hub

Home
Start Here
Deal Library
Markets & Geographies
Models & Frameworks
Entry Playbook
Resources
Podcast
About

Markets & Geographies

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…
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…
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…
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…
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…
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…
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…
Eskom's Number Is Not 6 Gigawatts. It Is 40 Percent.
Eskom has run 455 days without load shedding and cannot sell the surplus. Inside the transmission split, the R35 billion leaving Eskom, and why Amazon…
Two Carriers, One Trench: The Diversity You Paid For and Never Verified
Two circuits sold as independent can share one duct bank, one building entrance, and one failure. Inside convergence points, physical trace…
The EU Gigafactory Tender Selects Balance Sheets. Polarise Is Selling Operating Skill.
Two of the four locations Polarise names cannot host an EU Gigafactory at all. Inside the 17 percent capex cap, the 150 MW Phase 2 floor, and the…
U.S. Data Center Infrastructure: The Binding Constraint (Mid-2026)
The US data center market in one read: the size of the market, the 25 largest operators, the money behind the build, and the power problem slowing it…
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…
© 2026 Global Data Center Hub · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture