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Latest Insights
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Brookfield expands AI infra push across DCs, power, and compute
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Huawei accelerates AI chip roadmap as it targets million-NPU systems
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The growing legislative battle over energy costs and electricity bills
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South Korea faces $13.6B DC investment need by 2030 as AI demand grows
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Oracle scales AI infra while shifting data-center funding model
Connor Teskey, CEO at Brookfield Asset Management, said the firm has 25 renewable power development companies globally and that some projects originally intended for solar farms can instead be used for data centers when they have valuable grid connections In sum – what to know AI drives investment – AI …
The main hardware announcement during Huawei Connect 2026 was the Atlas 960E SuperPoD, which Huawei described as the industry’s first NPO-based SuperPoD In sum – what to know Ascend roadmap accelerates – Ascend 960DT is now planned for Q1 2027 and 960PR for Q3, followed by Ascend 970 in 2028 …
The Ratepayer Protection Act, GRID Savings Act, and state-by-state patchwork of laws reveals pre-election urgency in balancing AI development with grid capacity and cost In sum, what to know: With midterm elections coming up in November, and voters increasingly angry about rising energy costs, the House of Representatives passed by …
According to Cushman & Wakefield, South Korea is forecast to generate approximately $4.1 billion in annual colocation rental revenue by 2030 In sum – what to know $13.6B investment need – South Korea is expected to require approximately $13.6 billion in capex to support its colocation data center pipeline through …
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