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Power, not incentives, now decides where AI data centres get built, says FiberLight CEO

18th Aug 2026

4 minutes

Power availability has overtaken tax breaks and land costs as the deciding factor in AI data centre site selection, according to FiberLight chief executive Bill Major.

AI

Oil shock, gas crunch: The Middle East crisis hits data centre power

Lenders start pricing community opposition into data centre financing as $130bn in projects stall

14th Aug 2026

3 minutes

Banks and asset managers financing the US data centre boom are beginning to treat community and political opposition as a formal credit risk factor.

AI

Anthropic’s $2tn IPO is really a bet on owning data centres

13th Aug 2026

6 minutes

As the AI lab commits billions to purpose-built capacity, the shift from renting compute to owning infrastructure is putting colocation, financing and power markets under scrutiny.

AI

Nigeria’s payment data must stay onshore by January 2027: Here’s what that means for data centres

10th Aug 2026

3 minutes

The Central Bank of Nigeria issued a circular on 15 June ordering banks, fintechs, mobile money operators and other payment system participants to store and manage locally generated payment transaction data inside the country.

AI

The $1tn AI build-out: Power, capital and contractors under pressure

31st Jul 2026

7 minutes

Hyperscaler AI capex has passed $1tn, reshaping data centre construction, power pro-curement and financing risk across the global infrastructure sector.

AI

China’s DUV machines threaten ASML’s chip monopoly

30th Jul 2026

6 minutes

China has started mass-producing rival DUV lithography tools, denting ASML shares and sharpening chip sovereignty questions for data centre buyers.

AI

GEOT.Ai’s Jenifer Muir: Rebuilding trust in the AI power race

29th Jul 2026

8 minutes

GEOT.Ai CEO & founder Jenifer Muir on zero-water geothermal power, community backlash and why the data centre industry must put humanity back into AI’s growth story.

AI

Data centres could use 2.7% of Texas’s water by 2030: Where they land matters

28th Jul 2026

8 minutes

Hyperscale development is moving into Texas counties with limited water planning and minimal oversight, leaving many communities unaware until construction is already under way.

AI

CXMT’s $8.6bn IPO surge tests China’s chip sovereignty bet

27th Jul 2026

5 minutes

CXMT shares surged 466% on debut as China’s DRAM champion raised $8.6bn. What the STAR Market listing means for AI data centre supply chains and sovereignty.

AI