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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 my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. The first …
Cushman & Wakefield estimates that the APAC region will require more than $280 billion in cumulative data center construction capex between 2026 and 2030 In sum – what to know: Demand continues to outrun supply – APAC added 2,200MW of operational capacity, yet vacancy tightened to 10.3%, while the colocation …
Power distribution optimization is driving 800Vdc solutions that will move operators beyond standard side-car deployments Sébastien Cruz-Mermy, vice president of Data Center Innovation and Tech Explore League, has spent 18 years incubating new business models, scaling start-up divisions, and driving technical exploration of AI-ready data centers and digital services. In …
The partnership combines MTN Digital Infrastructure’s existing African footprint and infrastructure assets with Al Ashram’s experience in data center development, operation, and investment In sum – what to know: 150MW first phase – MTN Group CEO Ralph Mupita said the partnership will initially target 150MW of AI-ready data center capacity …
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