Global Data Center Hub
Subscribe
Sign in
Home
Start Here
Deal Library
Markets & Geographies
Models & Frameworks
Entry Playbook
Resources
Podcast
About
North America
Latest
Top
Discussions
Anthropic's Contract Is Reported. Hut 8's $19.6 Billion Is Signed.
Anthropic has reportedly committed $35 billion to Lambda for compute at Hut 8's Beacon Point data center campus in Texas. Inside the 15-year lease, the…
Sep 8
28
2
5
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
3
4
3
Meta Promised A Community Compact. The Proof Expires In 2030.
Meta launched the $1 billion Future Is For Everyone Fund on August 10 for data center communities. Inside the 1968 sales tax behind the Richland Parish…
Aug 25
34
1
NVIDIA Did Not Guarantee The Rent. It Guaranteed The Resale.
NVIDIA committed up to $105 billions of residual value guarantees on SB Energy's Ohio AI data center campus on August 17. Inside the recovery waterfall…
Aug 24
2
2
Is $121B in U.S. Data Center Lending Justified by AI Demand?
Power Certainty, Capital Structure Discipline, and Sponsor Scale Will Determine Whether the AI Infrastructure Cycle Can Sustain $121.9 Billion in…
Mar 4
19
Is Nvidia’s $2B CoreWeave Bet the Blueprint for U.S. AI Infrastructure?
A vendor-anchored financing blueprint that redefines AI data centers as industrial infrastructure rather than digital real estate.
Feb 2
18
The Renewable PPA Squeeze Inside America’s AI Buildout
Why AI-scale demand is turning clean power from a sustainability input into a binding infrastructure constraint
Jan 29
17
3
3
The AI Data Center Crisis No One Is Talking About
The next phase of AI infrastructure will not be won on megawatts alone. Thermal design is emerging as the binding constraint that separates AI-ready…
Jan 22
15
1
Fiber Scarcity Is Redrawing America’s Data Center Map
As AI-driven compute pushes into secondary U.S. markets, the scarcity of fiber routes is emerging as the true gating constraintreshaping returns…
Jan 15
11
1
How Top Investors Arbitrage Renewable Energy Disparity (Instead of Being Crushed by It)
As AI Demand Surges, Grid Constraints Threaten Both Costs and Capacity.
Dec 4, 2025
28
Does Eaton’s $9.5B Thermal Push Signal the Next $1 Trillion Buildout in the US AI Data Center Market?
A breakdown of how Eaton’s $9.5B thermal pivot reshapes power, cooling, and deployment strategy across the US AI buildout.
Dec 2, 2025
21
2
Digital Realty Q3 2025: $1.58B Revenue and $852M Backlog Signal the New Era of Scarcity Pricing
Record Q3 results confirm Digital Realty’s strategy of monetizing scarce, power-ready capacity and high-margin interconnection while staging the next…
Nov 18, 2025
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
