Off-balance-sheet leases now total $662 billion across the top five hyperscalers, and private credit to AI firms has topped $200 billion. Here’s what that means for anyone signing a colocation or capacity contract.

Global data center insurance premiums are set to hit $24.2 billion by 2030 — but hyperscaler capex is growing even faster. Here’s what buyers need to know before they sign a lease.

45 U.S. data center projects worth $68 billion were blocked or delayed in Q2 2026 alone. Here’s what the power grid and local opposition mean for your deployment timeline.

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