01
Data Centres & Capacity
Who is building, where, and how much of it actually lands.
From a recent issue
£2.45BN
Virtus — data centre financing
500MW
Submer — liquid-cooling capacity
$3.4BN
Mubadala unit — into UK AI infra
What lands in your inbox
Every issue opens with one story taken apart — what happened, what it actually means, and what it changes for you. Then six sections of the build-out.
02
Power, Grid & Cooling
Megawatts, substations, connection queues and water.
03
Cloud & Compute
Regions, quotas, neoclouds and what capacity really costs.
04
Chips & Hardware
Silicon, fabs, interconnect and the supply behind them.
05
Policy, Regulation & Trust
The AI Act, data rules, and what they do to deployment.
06
Funding & Deals
The capital moving into infrastructure, and from whom.
What the analysis reads like
The lead story
“Data centre growth is constrained by energy availability and regulatory compliance, not just capital.”
Who writes it
Aziz Ahmed
AI infrastructure & data centre advisor
I advise on AI infrastructure and data centres, and I write this because the coverage kept missing the constraint. Everyone reports the funding round. Far fewer ask whether the site has a grid connection, or when.
Close enough to the ecosystem to understand it. Far enough outside it to see the patterns forming around it.
Start with the next issue.
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