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Power Strategy

Power, Not Capital, Is Redrawing the AI Infrastructure Map
Why power not capital is now determining where data center value accrues
Power Is the Moat: How Gigawatt Data Centers Redraw Global AI Strategy
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.
From GPUs to Gridlock: Why Energy Now Defines the AI Power Map
The next wave of AI leadership belongs to those who control megawatts, cooling, and fiber, not just models or chips.
The Energy Crisis AI Is Creating (And What It Means for Data Centers)
AI is outpacing the grid that powers it. The next frontier won’t be compute or chips. It’ll be who controls the electrons that keep them running.
Why the Smartest Data Center Investors Are Buying Power Before Land
The new real estate in data center investing isn’t land, it’s electricity. Here’s why the smartest investors now secure power before they buy a single…
Can Microsoft’s $30B UK GPU Bet Really Make Britain an AI Superpower by 2027?
Inside the UK’s biggest AI push yet: policy velocity, power timelines, and the compute gap.
South America: The $380B AI Race From Nuclear Bets to Multi-Gigawatt Cities
How the Best Teams Are Treating Power as a Competitive Advantage
The most important shift in data center infrastructure isn’t what you’re building. It’s how you power it.
Did CoreWeave Just Spend $9B to Beat Microsoft in the U.S. AI Power Race?
CoreWeave’s $9B Acquisition of Core Scientific Signals New Era of AI Data Center Power Control
Can We Build Fast Enough to Keep Up With AI?
Vinod Khosla sees abundance ahead, but only if the world delivers the infrastructure to match.
The Hydrogen Bet: A Cleaner Backup Blueprint for the AI-Powered Data Center
Hydrogen fuel cells are moving from fringe tech to frontline backup for AI data centers. Cleaner, scalable, and real. The shift starts now.
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