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Analyst Briefing: Expansion Pipeline - Land, Build & Power (Jan 12-18)

Analyst Briefing: Expansion Pipeline - Land, Build & Power (Jan 12-18)

David Keddy 28 Jan 2026
Analyst Briefing: Market Moves & Industry Trends (Jan 12-18)

Analyst Briefing: Market Moves & Industry Trends (Jan 12-18)

David Keddy 28 Jan 2026
Nordic Data Center Emergence

Nordic Data Center Emergence

David Keddy 23 Jan 2026
AI Efficiency Revolution

AI Efficiency Revolution

January 22, 2026 Powering Progress: How Efficient AI Chips, GPUs, and Competition Will Shape the Future of Technology and Society I want to start this story in a place that feels familiar. Imagine a city that never sleeps. Lights on. Traffic moving. Factories humming. Now imagine that city quietly doubling
David Keddy 22 Jan 2026
AI Transformation Endures

AI Transformation Endures

January 20, 2026 Artificial intelligence is everywhere in today’s headlines, and with the buzz comes a rising chorus of skeptics asking: is AI just another tech bubble waiting to burst? Pundits, investors, and industry insiders seem divided, some warn of inevitable hype and disappointment, while others point to breakthroughs
David Keddy 22 Jan 2026
The U.S. Let Nvidia Sell AI Chips Globally Again

The U.S. Let Nvidia Sell AI Chips Globally Again

David Keddy 21 Jan 2026
Data Center Intelligence - Weekly Roundup (Jan 12-18)

Data Center Intelligence - Weekly Roundup (Jan 12-18)

January 20, 2026 A plain English newsletter for people who do not live in server rooms If you only remember one thing from last week, make it this Data centers are not just buildings anymore. They are becoming power projects, real estate plays, and policy flashpoints all at once. I
David Keddy 20 Jan 2026

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