David Keddy
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
Analyst Briefing: Government Policies & Regulatory Impacts (Dec 29-Jan 4)
Analyst Briefing: Sustainability, Energy, & Green Build Trends (Dec 29-Jan 4)
Analyst Briefing: Expansion Pipeline - Land, Build & Power (Dec 29-Jan 4)
Analyst Briefing: Market Moves & Industry Trends (Dec 29-Jan 4)
