Analyst Briefing: Market Moves & Industry Trends (Dec 15-21)
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Data Center Intelligence - Weekly Roundup (Jan 5-11)
January 14, 2026
The data center world is changing fast these days. With demand skyrocketing for AI-ready infrastructure, there’s a ton of investment pouring in and companies are expanding across the globe. Tech giants and private equity groups are behind bigger and bigger facilities, but that’s bringing a
Data Center Intelligence - Weekly Roundup (Dec 29-Jan 4)
January 4, 2026
Last week told a familiar but important story. Money is still flowing into data centers, but the real advantage is shifting toward whoever controls power, land, and approvals. Here is what moved the market and why it matters.
1) Industry trends
Acquisitions, customer commitments, capital commitments
SoftBank
