Insights
What if you bring the datacenter to the power?
Five ways to do it, and why one makes the most sense
Datacenter cooling is a trade-off between water, power, and location
Why annual water use is the wrong number for judging datacenter cooling, and why location is the decisive choice.
Europe has a chance it cannot afford to miss
An economy that rents its digital foundation does not have a foundation. It has a rental contract. That contract can become ownership, if Europe invests in its own capacity now.
Compute Follows the Power
A Peter Thiel backed venture raised capital to run AI compute on wave powered platforms at sea, showing how far infrastructure will travel to reach available energy.
Who Can Switch Off Your Compute
A US export directive forced Anthropic to disable its most advanced models worldwide, turning access to frontier compute into a question of national strategy.
The Gas Pivot and the Power Bottleneck
Behind the meter gas buildouts for AI data centers confirm that power availability, not capital, now governs where compute gets deployed.
Europe Powers On Its First Islanded Data Center
A Dublin facility runs entirely on its own microgrid, signaling a structural shift in how Europe delivers compute capacity.
Amsterdam's Vertical Data Center Exposes a Policy Gap
The Netherlands' hyperscale definition fails to account for vertical builds, revealing deeper tensions between compute demand and grid capacity.
Lelystad Reveals the Real Bottleneck in Dutch Compute Expansion
A major Equinix facility in the Netherlands exposes the structural gap between compute demand and energy planning at the local level.
Public Perception and the Infrastructure Gap
A European survey finds only 36% of Dutch respondents view data centers positively, revealing a structural communication challenge for digital infrastructure.
KKR Makes the Case for Durable AI Infrastructure
Institutional capital is doubling down on compute, power, and connectivity as the defining asset class of this decade.
Underwater Data Centers Were Never the Answer
Microsoft ends its subsea data center experiment, confirming that scalable compute needs energy alignment, not exotic locations.
