Industry Analysis
Safeguard articles tagged "Industry Analysis" — guides, analysis, and best practices for software supply chain and application security.
100 articles
South Africa data centres and power in 2026: Eskom, wheeling, AI loads
Eskom reports 518 days without load shedding to 16 October 2026. What that means for data centres, how wheeling works, and what AI sized loads would demand.
Virginia's data center study: tax breaks, jobs and power bills
What Virginia's JLARC study found on data centers: a $928 million tax exemption, 74,000 jobs, doubling power demand and a $14 to $37 monthly bill risk.
Ohio's AEP data center tariff: 85% minimum bills for up to 12 years
How Ohio's regulator made new data centers pay for at least 85% of reserved power for up to 12 years, why it did so, and what it means for other states.
Louisiana's AI data centers: Meta in Richland Parish, Amazon in Shreveport
What Meta's 5 GW Richland Parish campus and Amazon's $18 billion Shreveport plan involve: power deals, incentives, jobs, water and what is unconfirmed.
Saudi Arabia's Humain: AI data centres, power, money and chips
What Saudi Arabia's state AI company Humain says it is building, how it is funded, what the grid looks like, and which chip approvals are confirmed.
UK AI data centres: the grid queue, the fast lane and the discount
Why UK AI data centres wait years for a grid connection, and how AI Growth Zones try to cut it with queue reform, self-built lines and a power discount.
Nordic AI data centres: cheap power, cold sites and new grid queues
Why AI builders look to Norway, Sweden, Finland and Denmark, and why the Nordic grid operators now warn of record connection queues for new data centres.
Ireland's data centre grid rules: what CRU/2025236 changed
Ireland now asks new data centres to bring matching power and 80 percent renewable supply. What the rules say, why Dublin is closed, and what is open.
Sovereign cloud and AI in Germany and France: rules and plans, 2026
How Germany's C5, France's SecNumCloud and the EU Cloud and AI Development Act proposal define sovereign cloud and AI, with dates, tests and open points.
India data localisation for AI and cloud: what must stay in the country
India has no single localisation law. Payment data, CERT-In logs and DPDP rules each differ in scope. What each one requires and who it covers.
GPU as a service economics: revenue, backlog, debt and margins
How GPU cloud companies make money in 2026: CoreWeave and Nebius revenue, backlog, take-or-pay contracts, debt and margins, with dates and sources.
Bare metal vs virtualized GPU cloud: what the evidence shows
Bare metal or virtual machine for GPU rental? What the public benchmarks show, where the gap can matter, and how to test a provider before you commit.
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