AI Infrastructure

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 …

When maximizing power efficiency can lead to higher water consumption and community backlash In sum, what to know: Increasingly, communities and institutional investors are pressing hyperscalers and data center developers …

Positive feedback loops with capacity expansion announcements can turn an AI arms race into overcapacity. This is the third article in a four-part weekly series. This series is based on …

Data centers and frontier models sit in the same ecosystem, but they have very different economics. This is the second article in a four-part weekly series. The series based on …

Shentel just signed a hyperscaler MSA for AI-driven data center connectivity, a first for the regional carrier. The move may be an early sign AI demand is spilling out of …

Demand growth and capital recovery are different questions. This is the first article in a four-part weekly series. This series is based on my new 12,000-word research paper, The Economics …

Consider brownfield locations when possible, abandon isolated real estate transaction models for ecosystem-shaping models, and engage communities early on In sum, what to know: When it comes to data center …

Equinix is a global leader in digital infrastructure, colocation data services, interconnection solutions, and multi-tenant data centers. In addition to building and managing massive physical facilities, the company has 500,000 …

In a 1,000 GPU cluster, it’s typical to have 2-4 disruptive events on a daily basis, which can cost a data center operator millions-of-dollars in losses. AMD- and Broadcom-backed Clockwork …

On the way to 800 VDC, traditional transformers will give way to solid state transformers In its Annual Energy Outlook 2026, the U.S. Energy Information Administration projects electricity consumed by …