As AI data center construction accelerates, the debate is expanding beyond power availability to a more fundamental question: who should pay for the electricity infrastructure that makes AI possible?
AI Infrastructure Newsletter
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The AI data center buildout is no longer just driving demand for power—it is beginning to reshape the electrical equipment supply chain itself.
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AI infrastructure keeps fueling another quarter of rapid growth across the data center supply chain.
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The rapid expansion of AI infrastructure is increasingly reshaping the global construction market. According to Turner & Townsend’s latest Global Construction Market Intelligence report, data centers remain the world’s strongest …
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South Korea’s telecom sector is rapidly evolving into an AI infrastructure industry. KT this week announced plans to invest KRW 5 trillion ($3.7 billion) to build 1GW of AI data …
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NTT Global Data Centers argues that the next challenge for AI infrastructure is no longer demand but execution.
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Google says the AI era is changing how hyperscale infrastructure is designed and operated, making efficiency as critical as adding new computing capacity. In its 2026 Environmental Report, the company …
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The market for immersion cooling is poised for rapid expansion as AI infrastructure drives unprecedented demand for high-density computing and more efficient thermal management, according to a new report from …
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Like transformers and switchgear, prefabricated busway systems (and their tap-off units) are in high demand. They represent yet another part of essential electrical infrastructure that cannot be built fast enough …
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Today’s top story discusses some of the challenges top-tier operators encounter when managing frontier AI models and large-scale cloud services, in which faults are guaranteed and idle time can be …