data centers
Infrastructure & Cloud
EPRI: US Data Centers Could Eat 17% of National Power by 2030 — The Grid Is Now the AI Bottleneck
EPRI projects US data centers at 9-17% of national electricity by 2030, up from 4-5%. Power, not chips, is now the AI bottleneck.
Infrastructure & Cloud
AMD Locks in Up to 2.5 GW of Data-Center Capacity — and Tells You Where the Real Bottleneck Is
⚡ Key Takeaways On July 28, 2026, Core Scientific and AMD announced an infrastructure partnership securing AMD up to 2.5...
Infrastructure & Cloud
Microsoft’s Hyderabad Bet: Inside Its Largest India Cloud Region Yet
Microsoft opened its largest India data center hub in Hyderabad on Aug 6, 2026, backed by $20.5B and Adani Group as a launch customer. Here's why it matters.
Infrastructure & Cloud
Paducah’s $100B Bet: Brookfield and NextEra Build AI’s Power First
Brookfield and NextEra will build a $100B AI data center campus at DOE's Paducah site with 4.6 GW of dedicated power — here's what it signals for 2026.
Infrastructure & Cloud
Coravel Launches: BlackRock and ACS Bet on Vertically Integrated AI Data Centers
⚡ Key Takeaways BlackRock’s Global Infrastructure Partners and Spain’s ACS Group formally launched Coravel on July 15, 2026, a 50-50...
Infrastructure & Cloud
Virginia’s Data Center Power Tax: The First US Per-Kilowatt Levy on Cloud Compute
Virginia now taxes data centers $0.011 per kWh from July 2026 — the first US state levy on cloud compute power, projected to raise $600M yearly.
Infrastructure & Cloud
Australia’s AI Infrastructure Bet: Capacity, Cyber, and Skills Are Now One Policy Stack
⚡ Key Takeaways On April 23, 2026, Microsoft committed A$25 billion (about USD 18 billion) to Australia by end-2029, expanding...