Huawei is moving deeper into the AI infrastructure stack with a new grid-interactive AIDC strategy designed to tackle one of.

Huawei is moving deeper into the AI infrastructure stack with

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India is ditching the “go big” hyperscale mindset for distributed infrastructure and betting on

Denver City Council voted on May 18 to approve a one-year moratorium on new

Alphabet and Blackstone announced a joint venture today, May 19, to create a new

Monitoring Analytics, the independent market monitor for the PJM Interconnection, published its Q1 2026 state

DayOne is preparing for what could become one of Asia’s largest AI infrastructure listings

LS Electric has secured a major foothold in the rapidly expanding U.S. AI infrastructure

Sharon AI secured a five-year cloud computing infrastructure agreement worth roughly $950 million, marking

Artificial intelligence may run on GPUs, but the next wave of AI expansion depends

Uber is preparing to establish its first data center operation in India through a

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Goldman Sachs Alternatives has acquired QScale, the Quebec-based data center developer and

Seven in ten Americans say they do not want an AI data

Vietnam’s artificial intelligence infrastructure race is accelerating as LS Eco Energy secured

Telehouse is pushing deeper into the AI infrastructure race in Canada with a new direct liquid-to-chip cooling deployment across its.

VoltaGrid, a Houston-based behind-the-meter power generation company, has secured a $1 billion strategic equity investment from funds managed by Blackstone.

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Industry Intelligence

The next phase of data infrastructure will not be defined by how fast

As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of

The global AI race is being fought on multiple fronts- in semiconductor fabs,

Speed has become the defining currency of the AI era. But in the

Article By: Louis Charlton, CEO, Global Commissioning For most of the data centre

The data center industry is scrambling to accommodate a wave of demand unlike

52% of UK IT leaders cite rising power costs as top data centre

Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued

Speed has become the defining currency of the AI era. But in the

Electricity rarely shaped California’s technology narrative in public view. Semiconductor cycles, venture capital,

Monitoring Analytics did not hedge. The independent market monitor for the PJM Interconnection

The AI Infrastructure Race Is Running Into Physics Air conditioning has quietly become

The data center industry has operated for a decade on a financial model

Michigan Is Quietly Repositioning Itself Inside America’s AI Economy The language surrounding artificial

The colocation industry has had a good run. For two decades, it sold

The AI Market Is Splitting Into Two Economies The artificial intelligence industry increasingly

The AI infrastructure investment analysis has a GPU problem. Not the shortage itself,

AI’s Infrastructure Crisis Is No Longer Staying on Earth The idea once belonged

The AI economy didn’t kick off on factory floors, inside turbine rooms, or

The AI infrastructure buildout has a capital problem, a supply chain problem, a

The enterprise IT budget conversation of 2024 was dominated by training costs. Which

Twelve months ago, the US Data Center Moratorium Tracker listed eight active bans

The Next Data Center You Build Has to Serve Two Fundamentally Different Workloads 

Enterprise security teams spent decades building defenses around malicious outsiders, compromised employees, and

Environments that were off the radar in data center discussions a decade ago

Goldman Sachs published a research note in May 2026 that landed differently from

The AI infrastructure conversation has focused on the supply side for three years.

AI infrastructure is no longer judged only by scale, rack density, or capital

AI demand miscalculation is becoming a growing concern as artificial intelligence infrastructure absorbs

The investment narrative around AI has been constructed almost entirely around software and

AI infrastructure economics now revolve around something far more physical, scarce, and geographically

Data center site selection used to start with a relatively short checklist. Grid

AI growth doesn’t usually look like smokestacks or giant factory campuses. Most of

The location playbook that governed data center site selection through 2022 relied on

India’s digital infrastructure surge is reshaping the strategic direction of companies once viewed

Google’s Virgo Network, introduced at Google Cloud Next 2026, is a megascale AI

Modern computing spent years celebrating visible layers of technology while quietly depending on

Artificial intelligence infrastructure no longer expands according to the same geographic logic that

Artificial intelligence infrastructure rarely fails in dramatic ways anymore because operators have spent

The AI infrastructure investment narrative has been constructed around a story of scarcity.

The AI infrastructure buildout has been narrated almost entirely as a capital story.

Data center design once relied on environmental assumptions that no longer remain consistent.

India’s infrastructure identity has historically emerged through visible physical expansion that transformed highways,

Artificial intelligence infrastructure no longer struggles at the same locations that once defined

Enterprise AI deployments have a cost problem that is, specifically, not the one

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