Three key takeaways AI Infrastructure ROI Starts With Power, Permitting and Capital Commitments AI infrastructure developers have plenty of prospective customers. The harder question is how much capital they must …

Three key takeaways Is AI infrastructure repeating the telecom bubble? The AI infrastructure financing cycle has an uncomfortable resemblance to the telecom investment boom of the late 1990s. Chip suppliers …

Three key takeaways U.S. data center capacity is moving from megawatts to gigawatts The scale of the U.S. data center pipeline is getting difficult to comprehend. During the Americas market …

Three key takeaways AI infrastructure demand is running into a deployment constraint The AI infrastructure race is no longer only about getting GPUs. Structure Research CTO and Head of Research …