Author: Daniel snow

AI is no longer a side bet for most enterprises—it’s quickly becoming core to how products are built, decisions are made, and work gets done. That shift is colliding with a hard physical reality: the compute behind modern AI runs hot, dense, power-hungry—and remains scarce. It’s pushing data center operators to deliver far more capacity, far faster, often with projects measured in the hundreds of megawatts and timelines that feel closer to months than years. Related insights The result is a new infrastructure arms race, with ‘neoclouds’ emerging alongside hyperscalers to deliver AI-first capacity. And that arms race is attracting…

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