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Industry Analysis

How Singapore decides which data centres get power: 2019 to DC-CFA2

Singapore releases new data centre capacity through government calls, not on demand. How the rules grew from a 2019 pause to the 2026 DC-CFA2 awards.

Oct 19, 202616 min read
Industry Analysis

Malaysia's data centre rules: approvals, power contracts, tariffs, water

Malaysia now vets new data centres through a task force, charges for unused power reservations and watches Johor water. How the rules work in October 2026.

Oct 19, 202615 min read
Industry Analysis

Gas turbines and on-site power for AI data centres explained

Why AI data centres are building their own gas power, how big the turbine backlog is, what xAI and Stargate Abilene show, and where the sources disagree.

Oct 19, 202616 min read
Industry Analysis

xAI inside SpaceX: what the filings say about Grok, Colossus and cash

SpaceX now reports xAI as its AI segment. Its filings show AI capex of $15.8 billion in one quarter and 1.4 GW of compute. Here is how to read them.

Oct 19, 202613 min read
Industry Analysis

Meta's AI shift: from open Llama to closed Muse, and what it costs

Meta moved from open Llama weights to the closed Muse Spark and Muse Wonder models. Here is what its filings and posts say about the shift and spending.

Oct 19, 202613 min read
Industry Analysis

Google DeepMind and Gemini 4 Argon: direction, spending and pricing

What Google DeepMind's Gemini 4 Argon launch, Alphabet's Q2 2026 filing and the Gemini price list say about where Google's AI work is heading.

Oct 19, 202614 min read
Industry Analysis

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.

Oct 19, 202613 min read
Industry Analysis

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.

Oct 19, 202612 min read
Industry Analysis

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.

Oct 19, 202613 min read

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