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Industry Analysis

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.

Oct 19, 202613 min read
Industry Analysis

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.

Oct 19, 202615 min read
Industry Analysis

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.

Oct 19, 202614 min read
Industry Analysis

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.

Oct 19, 202617 min read
Industry Analysis

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.

Oct 19, 202615 min read
Industry Analysis

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.

Oct 19, 202618 min read
Industry Analysis

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.

Oct 19, 202615 min read
Industry Analysis

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.

Oct 19, 202614 min read
Industry Analysis

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.

Oct 19, 202619 min read

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