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Analyst Briefing: Government Policies & Regulatory Impacts (Dec 22-28)
Data Center Intelligence - Weekly Roundup (Dec 22-28)
December 31, 2025
The week did not feel like a quiet slide into year end. Big energy and infrastructure deals continued, new AI campuses moved from concept to concrete, and the power and policy conversation around data centers grew sharper. From an FP&A perspective the sector still looks
2025: The Year Data Centers Moved From Back-Office Utility To Front-Page Story
The AI Race Meets a New Bottleneck
When the Lights Went Out in San Francisco: What the Waymo Incident Teaches Us About Building for AI
Data Center Intelligence - Weekly Roundup (Dec 15-21)
December 26, 2025
The data center world definitely didn’t ease quietly into the week of December 15–21. Money’s still flowing, expansion plans keep getting bigger, and power strategies aren’t standing still, plus, regulators are stepping in with a noticeably firmer touch these days. From the FP&