data centers
Infrastructure & Cloud
Hyperscalers Will Spend $830 Billion on AI Infrastructure in 2026: What This Arms Race Means for the Cloud Market
⚡ Key Takeaways The world’s top 9 cloud providers will spend a combined $830B on AI infrastructure in 2026 (79%...
Infrastructure & Cloud
The Hidden Bottleneck Halting the AI Data Center Boom: Transformer and Switchgear Shortages
⚡ Key Takeaways More than half of planned 2026 US data centers face delays because high-power transformers now have 3-5...
Infrastructure & Cloud
Africa and the Middle East’s Data Center Colocation Market Is Racing Toward $11.1 Billion by 2030
⚡ Key Takeaways The Africa and Middle East data center colocation market will grow from $4.9B in 2026 to $11.1B...
Infrastructure & Cloud
Algeria’s Gas Grid: A $60B Energy Base That Could Anchor Africa’s First Hyperscale Hub
⚡ Key Takeaways Africa holds over 600 TCF of natural gas reserves but only 0.6% of global data center capacity....
Infrastructure & Cloud
Power Before Chips: The $80B Azure Backlog That Reveals Hyperscalers’ Real Constraint
⚡ Key Takeaways Microsoft has $80B in unfulfilled Azure orders blocked by electricity shortages, not GPU scarcity. Combined 2026 hyperscaler...
Infrastructure & Cloud
Pairing Saharan Green Hydrogen with Data Centers: A Playbook for Algeria’s Next Digital Infrastructure Wave
⚡ Key Takeaways Algeria’s National Hydrogen Strategy, valued at around $25 billion, targets 40 TWh of hydrogen and derivatives by...
Infrastructure & Cloud
M’Sila Solar and Algeria’s Data Centers: A Sustainable Digital Bet
Algeria commissions 1,480 MW of solar in 2026, with M'Sila anchoring the Solar 1000 programme. Here is how it changes the data-center sustainability equation.
Infrastructure & Cloud
Hyperscaler Capex 2026: Inside the $690 Billion AI Infrastructure Sprint
Amazon, Microsoft, Alphabet, Meta, Oracle will spend $660-690B on AI infrastructure in 2026 — 75% on AI. Full breakdown and regional implications.
Infrastructure & Cloud
Maine Data Center Ban: First US State Halts AI Infrastructure
⚡ Key Takeaways Maine passed LD 307, becoming the first US state to ban data centers exceeding 20 megawatts until...
Startups
African Cloud-Native Startups Build Sovereign Data Centers for AI
African startups like Horus Labs and Udu Technologies are building sovereign cloud infrastructure for AI, challenging hyperscaler dominance with local solutions.
Infrastructure & Cloud
Meta Deepens AI Infrastructure With 1B CoreWeave Deal
Meta expands CoreWeave partnership to 5B total with a new 1B AI cloud deal through 2032, featuring early access to NVIDIA Vera Rubin GPU platforms.
