Monthly Archives: July 2026

The Phantom Gigawatts: Understanding the Data Center Capacity Gap

By | July 11, 2026
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Capital continues to surge into AI data center development at a pace rarely seen in digital infrastructure. Developers and hyperscalers announce multi gigawatt campuses every week. These announcements create momentum, but they often mask a large data center capacity gap between headline numbers and real, committed capacity. This post examines why the data center capacity… Read More: The Phantom Gigawatts: Understanding the Data Center Capacity Gap »

AI Data Center Power Risk: A Framework for Grid and Energy Risk Assessment

By | July 4, 2026
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Capital is flooding into AI data center development at a pace that has few precedents in digital infrastructure. Hyperscalers, developers, and financial sponsors are committing tens of billions of dollars to campuses that, in many cases, did not exist as a line item in anyone’s capacity plan three years ago. Much of the investor scrutiny… Read More: AI Data Center Power Risk: A Framework for Grid and… »