Build, Buy, or Colocate in 2026: How the Math Has Actually Changed
Amazon and Meta are looking at the same market in 2026 and making opposite bets. Meta added $79 billion in […]
Amazon and Meta are looking at the same market in 2026 and making opposite bets. Meta added $79 billion in […]
Every hyperscaler earnings call this year has mentioned nuclear power. Microsoft is restarting Three Mile Island. Amazon is buying into
Most site-selection conversations still start with power, fiber, and tax incentives. In 2026, there’s a fourth factor that’s now blocking
Three years ago, liquid cooling was a line item you could skip unless you were running an unusually dense supercomputing
Every colocation contract has an uptime number on it — 99.9%, 99.95%, 99.99% — and almost every buyer reads it
If you got a renewal quote this year that looked nothing like last year’s, you’re not imagining it. Colocation pricing
Amazon and Meta are looking at the same market in 2026 and making opposite bets. Meta added $79 billion in
Every hyperscaler earnings call this year has mentioned nuclear power. Microsoft is restarting Three Mile Island. Amazon is buying into
Three years ago, liquid cooling was a line item you could skip unless you were running an unusually dense supercomputing
Most site-selection conversations still start with power, fiber, and tax incentives. In 2026, there’s a fourth factor that’s now blocking