For the past two years, most conversations about AI infrastructure investment have collapsed into a single question: training or inference. That frame helped early on, but it no longer matches how capital moves. When you study recent activity from Blackstone, KKR, Brookfield, DigitalBridge, and I Squared Capital, you see the market adopting four AI infrastructure… Read More: The Four Investment Strategies Reshaping AI Infrastructure »
It was revealed earlier this month that ISED prepared a pitch deck for AI Minister Evan Solomon to use with international investors. The deck made two bold claims about Canada AI data center power: Canada had about 337 MW of AI data center capacity; and 20 GW of projects under planning or development, a figure… Read More: The Fractured Race for Canada AI Data Center Power »
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 »
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… »
Orbital Data Centers (ODCs) surged into the spotlight after SpaceX filed for a constellation of 1 million satellites and StarCloud spoke of a 5 GW orbital data center powered by a 4×4 km solar array. Processing data in space is not new. Satellites already run GPU class compute to filter and compress data before downlink.… Read More: Orbital Data Centers: Is Space the Escape Hatch for AI… »
In these final days of 2025, markets are hitting record highs on the strength of AI-driven valuations. Yet the conversation around an emerging AI correction risk has intensified as investors weigh stretched multiples and rising capital costs. The year began with a jolt when DeepSeek briefly rattled the market in January, raising fears of a… Read More: AI Infrastructure: Momentum, Mismatch, and the Emerging Correction Risk »
Networking is undergoing its most explosive transformation since the dotcom era, driven by the growing demands of AI infrastructure. This shift is happening quietly, without the fanfare that surrounds AI applications or GPUs, yet its impact is just as profound. Connectivity at every level—device, server, rack, and data center—is being fundamentally reengineered to support the… Read More: Powering the AI Revolution: Unleashing High-Speed Connectivity for Next-Gen Data… »