David Keddy
Data Center Market March Madness: Round of 32 Analysis
The Next Data Center Cycle May Be About Retrofitting the Past
Data Center Market March Madness: Evaluating 32 Markets for the Next Decade of Infrastructure Growth
The Three Constraints That Will Shape the Next Wave of AI Data Centers
Data Center Intelligence - Weekly Roundup (Mar 2-Mar 8)
March 11, 2026
If January was about announcements and February was about expansion, early March feels like the industry confronting the real constraints behind the AI boom.
Demand continues to accelerate across hyperscalers, GPU cloud providers, and enterprises experimenting with AI workloads. But the conversation across the industry is increasingly
Data Center Intelligence - Weekly Roundup (Feb 23-Mar 1)
March 3, 2026
If the past few weeks were about announcements, this week felt more like alignment. Capital is still flowing, hyperscalers are still expanding, and AI workloads continue to reshape infrastructure requirements. But the real theme emerging across the industry is coordination.
Power providers, developers, investors, and governments are