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Data Centers

The buildings themselves: where they land, what they draw, what they displace, and what the operators say versus what the filings show.

6 posts

Data Centers2026-07-28

How Much Does It Cost to Run an AI Agent in Production? A Token-Economics Breakdown

Agent cost isn't tokens times price — it's the conversation history you resend on every turn. A cited pricing table across Anthropic, OpenAI, and Google, plus an interactive calculator that models what prompt caching actually saves.

Analysis Brief →
Data Centers2026-07-22

Cloud Repatriation: Why Enterprises Are Pulling AI Workloads Back On-Prem

37signals cut its cloud bill by roughly $2M a year, IDC finds 80% of enterprises expect some repatriation, and Microsoft finished its EU Data Boundary in February 2025, not 2024 — a sourced look at recalibration, not exodus.

Analysis Brief →
Data Centers2026-07-16

Cloud 3.0: The AI Inference Economics Reckoning

Per-token AI prices have collapsed up to 200x a year, yet enterprise compute bills keep climbing. Why standard public-cloud architecture is buckling under inference at scale, and why hybrid, sovereign, and edge deployments are rising to replace it.

Analysis Brief →
Data Centers2026-07-08

The World Is Being Rewired: A Data Center Tour of Every Region on Earth

From Northern Virginia's Data Center Alley to Saudi deserts, Nordic snow, and Nepal's hydropower dreams — a grounded, region-by-region tour of the global data center boom in 2025-2026, with real numbers on power, water, and the AI buildout.

Analysis Brief →
Data Centers2026-06-18

Global Tech Landscape 2026: AI Infrastructure & The Global Frontier

A country-by-country analysis of the 2026 global technology sector: a $1.51T semiconductor market, Microsoft's AI infrastructure build-out, Apple's manufacturing shift to India, Europe's defense-tech boom and delayed AI Act deadline, and Latin America's real-time payment rails.

Analysis Brief →
Data Centers2026-06-17

The Web Is Becoming an Agentic Cloud

Cloudflare, Vercel, and GoDaddy are racing to own the agentic cloud. With $2.59T in AI spending forecast for 2026 (+47% YoY), the infrastructure and tooling layers are merging — and the money is moving fast.

Analysis Brief →