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The Most Credible Megawatts in July 2026 Are Contracted, Not Announced
TeraWulf, CleanSpark and Hut 8 all pair disclosed capacity with twenty-year terms. Inside the leases, the debt raised against them, and why Meta and SK…
Sep 3
31
1
5
The Most Credible Gigawatts in June 2026 Are Being Built Off the Grid, Not On It
Project Jupiter, Microsoft Pecos, and the Chevron 2.7-gigawatt Texas complex all pair scale with on-site generation. Inside the fuel cells, the gas…
Aug 6
25
4
Global Data Center Roundup – June 2026: The Pre-Build Discipline Era of AI Infrastructure
From permitting bottlenecks to sovereign anchor capital, the binding constraint has moved upstream, where power, heat, land, and approvals now decide…
Jul 11
22
1
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
Global Data Center Roundup – May 2026: Capital Discipline Era of AI Infrastructure
From warrant-linked supply deals to leaseback financing, this month shows that capital structure now determines who controls compute versus who merely…
Jun 6
26
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
Global Data Center Roundup – April 2026: Execution Era of AI Infrastructure
From compute-linked capital to power-constrained deployment, this month shows that execution across energy, hardware, and connectivity now determines…
May 9
23
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
Global Data Center RoundUp – March 2026: Compute Reprices Infrastructure
From GPU-driven design to shifting capital stacks, this month shows how power, compute economics, and execution now determine where AI capacity is built…
Apr 12
33
1
1
Where Is Capital Flowing in the Global AI Data Center Buildout?
February’s global data center deals reveal how capital depth, power availability, and infrastructure platforms are determining where the next wave of AI…
Mar 18
24
1
1
Global Data Center RoundUp – February 2026: Infrastructure Reshapes AI
From fiber control and renewable power constraints to hyperscaler capital surges, this month revealed how networks, energy, and infrastructure strategy…
Mar 11
20
2
Where Will the Next Wave of AI Data Centers Be Built?
January’s global data center deals reveal how power access, capital formation, and national strategy are determining where the next wave of AI…
Mar 10
24
1
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