Artificial intelligence is driving one of the largest infrastructure investment booms in technology history. Enthusiasm is centered on demand: more users, more agents, more tokens, more GPUs, more data centers and more electricity consumption. But investors should recognize that demand growth alone does not guarantee attractive financial returns for infrastructure …

Combined live, under-construction and planned capacity reached 1.95GW, making Paris EMEA’s third-largest market on that basis, according to a recent report by Cushman & Wakefield In sum – what to know Pipeline tops 1GW – Paris has 665MW of operational capacity, 278MW under construction and more than 1GW planned, taking …

AT&T is folding Gigapower and Lumen’s fiber assets into a joint venture half owned by GIP and CPP Investments. The deal shows the different strategic paths AT&T, T-Mobile and Verizon are taking in the fiber race.  In sum – what to know: Last week, AT&T revealed that it would be …

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 commit, and for how long, before those customers begin paying for capacity. That distinction was central to a panel at …