According to Cushman & Wakefield, South Korea is forecast to generate approximately $4.1 billion in annual colocation rental revenue by 2030 In sum – what to know $13.6B investment need – South Korea is expected to require approximately $13.6 billion in capex to support its colocation data center pipeline through …

Oracle delivered 850 megawatts of AI capacity containing more than 300,000 GPUs to customers during its fiscal first quarter In sum – what to know: 850 MW delivered – Oracle delivered 850 megawatts of AI capacity containing more than 300,000 GPUs to customers in Q1. Funding model evolves – Oracle …

Google, MN8 Energy and Eos are pairing solar, lithium-ion and zinc-based long-duration storage at a West Virginia site to power its data centers, offering a cleaner alternative to the diesel generators fueling pushback elsewhere. In sum – what to know: A three-way clean power deal – MN8, Google and Eos …

AI may be wildly successful while parts of the infrastructure investment cycle disappoint. This is the final article in a four-part weekly series. This series is based on my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. The first article AI …