Category
Investment
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Investment Isn’t Consent: Why America’s Data Center Boom Has a New Development Challenge
Is America’s data center boom discovering that billions in investment, access to power and promises of economic growth do not automatically secure community support and consent? By Steven Foley | Datacenter Focus | 4 November 2026 The US data center industry has become accustomed to thinking in terms of scale: billions of dollars in investment,…
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AI Infrastructure Doesn’t Always Need to Be Gigantic.
Is Europe’s next AI infrastructure phase going to be built around proximity rather than sheer scale? While headlines belong to gigawatt mega-projects, nexspace’s new 4MW facility near Munich makes a strong case for regional deployments.
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Does AI Data Centre Finance Have a Structure Problem?
Vendor funding, SPVs and GPU-backed debt are reshaping how AI data centres are financed. But chips age faster than buildings, and the real collateral is often the counterparty. This opinion piece examines the structural risks in AI infrastructure finance and asks who ultimately owns the downside when assumptions change.
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Has the AI Data Centre Investment Boom Reached Its Due-Diligence Moment?
For the past couple of years, the AI infrastructure market was defined by a single question: How quickly can we build? But as tech stocks fluctuate and debt markets tighten, investors are forcing a sudden, painful transition toward disciplined due diligence.
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NScales Loughton Campus Is a reminder that the Grid Sets the Schedule
Microsoft’s reported exit from Nscale’s Loughton project shows that planning consent, a tenant and a grid agreement does not guarantee power. In AI data centres, deliverability now beats announced capacity.
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Is AI Breaking the Data Centre Location Map?
The site is only as good as its power connection Data centre site selection is becoming a power and infrastructure problem as operators discover that finding land is easier than finding a site that can actually be energised. The traditional data centre site selection checklist is becoming less useful – Land, fibre connectivity, planning and…
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Civo fires starting gun on 40-site UK AI infrastructure push
When open in 2027, the 8MW Hertfordshire facility will herald the rollout of a national distributed edge network.
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Oracle Invokes Force Majeure on $165B Blue Owl Jupiter Data Center project
New Mexico AI Campus Hits Regulatory Wall Oracle Corp has sent a force majeure notice to Blue Owl Capital, the developer behind Project Jupiter, it’s 2.45-gigawatt data center campus under construction in New Mexico, according to Bloomberg, which cited people familiar with the matter. The move is designed to let Oracle delay lease payments, not…
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Why Vertiv is Consolidating the AI Factory
The scaling bottleneck for artificial intelligence has officially left the chip lab and entered the physical world. Vertiv’s rapid string of acquisitions and high-capacity NVIDIA certifications reveal an industry-wide truth: the future of hyperscale compute belongs to those who control the physical mechanics of power and fluid
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Submer and Edgecore Networks accelerate Integrated AI Architecture
he Middle East, Turkey, and Africa (META) region is emerging as a primary growth hub for next-generation AI infrastructure. To overcome regional grid constraints, extreme ambient temperatures, and severe water scarcity, Edgecore Networks and Submer have partnered to deliver pre-engineered, fluid immersion-cooled AI data center reference designs optimized for high-performance computing in harsh environments.