NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026 ·  TSMC Arizona yields improve to 68% on 3nm process  · OpenAI valuation reaches $400B after latest funding round ·  NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026
NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026 ·  TSMC Arizona yields improve to 68% on 3nm process  · OpenAI valuation reaches $400B after latest funding round ·  NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026

North America

The United States and Canada — CHIPS Act fabs, the Northern Virginia power crisis, hyperscale build-outs, and the policy shaping the AI economy.
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Latest from North America

142 Articles

OpenAI Targets Multi-Billion-Dollar Georgia AI Campus While Redefining Data Center Development

OpenAI is preparing one of the largest artificial intelligence infrastructure projects ever proposed in the United States, pairing a planned

Quebec’s New Math: Is The Era Of Cheap Hydro Over For Data Centers?

Grid Stability Ends Where Accountability Quietly Begins

OpenAI Targets Multi-Billion-Dollar Georgia AI Campus While Redefining Data Center Development

Target Latin America’s infrastructure decision-makers with precision

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Articles on North America

How Dycom Connects AI Data Centers Through Fiber Networks

AI Boom Could Consume 20% US Electricity By 2035

FERC Mandates Grid Reliability for Rising AI Power Loads, Data Centers

Long Reads

88 deep investigations & features

The Rise of the Energy-First Developer: When Neoclouds Become Power Companies

The conversation around AI infrastructure has quietly shifted away from processors, racks, and cloud software.

1GW Without Breaking Ground: Can Distributed Residential Compute Solve Interconnection Queue Paralysis?

Every infrastructure era develops its own definition of scarcity before it develops its defining technology.

Why NeoClouds Are Choosing Wasted Power Over Cheap Power

Electricity markets have begun revealing a pattern that traditional infrastructure strategies often overlook. Power now

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Strategic analysis for CXOs, investors and operators, twice a month.

The GPU Hour

Compute pricing, availability and hardware — every Friday.

Power & Public

Energy, grid and policy shaping the AI buildout.

Regional Opinion

New York Data Centers Ban Won’t Make AI Infrastructure More Affordable

The debate surrounding data center development increasingly extends beyond electricity demand, environmental permitting, or community planning. It is becoming a

July 18 Might Change the Data Center Growth Conversation Forever

The debate surrounding AI infrastructure has entered unfamiliar territory. Until recently, conversations about hyperscale development centered on electricity demand, transmission

AI Doesn’t Arrive Before The Transmission Lines Do

Artificial intelligence rarely appears where electricity cannot reach at industrial scale. That reality deserves far more attention than another announcement

Wisconsin Wins When Data Centers Keep Growing

Economic development has entered unfamiliar territory. The competition no longer revolves around manufacturing campuses, logistics corridors, or corporate headquarters. Instead,

Public trust

Public Trust Is Ames’ Real Data Center Battleground

The AI infrastructure industry likes to measure progress in megawatts, GPU clusters, capital commitments, and construction timelines. Those metrics still

The Modern Surcharge: Who Pays for America’s AI Power Boom?

AI’s Electricity Appetite Is Reshaping The Grid Artificial intelligence has transformed from a software breakthrough into one of the largest

Practitioner Blogs

318 practitioner blogs

Liquid Cooling Made Data Centers Water Efficiency: What the Headlines Missed

Data infrastructure has become part of a wider conversation about resource stewardship, yet discussions around

Houston’s Natural Gas Advantage: Is On-Site Generation the New Colocation Strategy?

Reliable electrical capacity has become only one part of the equation when companies evaluate locations

How Missouri Emerges as the Next Hyperscale Frontier Amid Growing Power Demands

Montgomery County, Missouri has a population of approximately 11,000 people. As of June 2026, it

How Murakkab Could Make AI Agents Faster, Cheaper, and More Energy Efficient

AI’s Next Challenge Is Not Intelligence, But Efficiency Artificial intelligence systems are becoming increasingly capable

Industry Intelligence

46 reports & datasets

Top 10 Impactful Players in Data Infrastructure Series: Part 4

As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of scale. The conversation around data infrastructure is

Top 10 Impactful Players in Data Infrastructure Series: Part 3

Speed has become the defining currency of the AI era. But in the race to deploy faster, scale bigger, and

AI Impact Summit 2026: Leader Shaping Infrastructure’s Next Era – Part 2

As artificial intelligence evolves from experimental deployments into foundational digital infrastructure, the conversation is increasingly shifting beyond model performance toward

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