hyperscalers
Policy & Regulation
Google Cloud London Outage: How One Power Event Hit Banks and Tested Oversight Rules
A six-hour power event in Google Cloud's europe-west2 region hit Revolut, Lloyds, and HSBC on October 20, 2026, testing EU and UK critical-provider rules.
Infrastructure & Cloud
Publicly Announced Data Center Projects Now Top $1 Trillion and 68 Gigawatts of Connected Load
Publicly announced data center projects now represent more than $1 trillion in investment and 68 gigawatts of connected load, while the 14 largest operators' combined capex nears $750 billion in 2026, up from under $450 billion the year before.
Infrastructure & Cloud
The $5.51 Billion Wire Problem: How Lumilens Turned AI’s Connectivity Bottleneck Into a War Chest
Lumilens emerged from stealth on August 6, 2026 with over $700M in Series C at a $5.51B valuation, betting that optical interconnect — not GPUs — is AI's real bottleneck.
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
The Data Center Power Bill: Who Pays as AI Drives a 76% Grid Price Surge
⚡ Key Takeaways PJM wholesale electricity prices surged nearly 76% year-over-year in Q1 2026, driven by AI data center demand,...
Infrastructure & Cloud
Grid Transformer Shortage: The 5-Year Bottleneck Stalling AI Data Centers in 2026
Transformer lead times hit 160 weeks. 7GW of AI capacity stalls. What enterprise CIOs and cloud teams must do right now.
Infrastructure & Cloud
Behind-the-Meter Gas Turbines: How Hyperscalers Are Solving AI’s Power Bottleneck
46 hyperscaler projects totaling 56 GW are bypassing the grid with on-site gas turbines. Here's what the behind-the-meter shift means for infrastructure teams.
Infrastructure & Cloud
Africa’s Data Center Power Problem: 500 MW Gap, Renewables, and the Hyperscaler Rush
⚡ Key Takeaways Africa’s top five data center markets have under 500 MW combined capacity — less than France had...
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
Data Centers Hit $1 Trillion a Year by 2030: What CFOs Need to Model
IoT Analytics forecasts data center infrastructure to hit $1T annual spend by 2030 (from $290B in 2024). AI share, regional split, and CFO implications.
