Grid Power Is Becoming the Bottleneck for AI Data Centers

As AI computing demand surges, power availability has become the critical constraint replacing chip scarcity. Host Digital launched with long-term take-or-pay leases on energized sites in Oklahoma, while competitors like Vertiv, Cipher Digital, and Talen Energy are securing power infrastructure and contracted capacity. The shift reflects a fundamental change in data center economics where grid access and reliable power determine project viability.

09/29/2026, 3:16 PM • GlobeNewswire

디지털리얼티 조사 “아시아태평양 기업 절반 이상, 2026년 AI 투자 25% 이상 확대 계획”

Digital Realty's 2026 Global Data Insights Survey reveals that 59% of Asia Pacific respondents expect their companies to increase AI investment by 25% or more in 2026, exceeding the global average of 55%. However, AI adoption maturity varies significantly by market: Australia leads in realizing AI ROI (33%), Japan prioritizes regulatory compliance, Singapore faces infrastructure gaps, and South Korea emphasizes interconnection capabilities. The survey highlights that while 92% of APAC respondents align data location strategies with AI plans, only 22% report fully integrated hybrid infrastructure, indicating ongoing challenges in connecting distributed environments across the region.

09/29/2026, 2:55 AM • GlobeNewswire

Digital Realty 调研发现：超半数亚太企业计划将 AI 投资增加 25% 以上

Digital Realty's 2026 Global Data Insights Survey reveals that 59% of Asia Pacific enterprises plan to increase AI investment by over 25% in 2026. However, the region shows significant variations in converting investments to business value, with different markets prioritizing different needs: Australia leads in ROI realization (33%), Japan emphasizes compliance, Singapore focuses on infrastructure readiness, and Korea prioritizes data interconnectivity. The survey highlights that 92% of Asia Pacific respondents link data location strategy to AI plans, though only 22% have fully integrated hybrid infrastructure.

09/29/2026, 2:55 AM • GlobeNewswire

Central & Eastern Europe (CEE) Existing & Upcoming Data Center Report 2026: Portfolio Expands as New Developments Unlock Growth Opportunities

A comprehensive analysis of the CEE data center market reveals 290 existing facilities and 51 upcoming projects across Austria, Czech Republic, Poland, and Russia. Russia leads with over 970 MW of capacity, while Poland and Russia together account for 40% of upcoming IT power capacity. Major operators include Rostelecom, IXcellerate, ATOMDATA, and DataPro, with significant growth opportunities in colocation, construction, power, and cooling infrastructure through 2031.

09/21/2026, 4:59 AM • GlobeNewswire

Middle East & Africa (MEA) Data Center Colocation Market Poised for Strong Growth Through 2031: AI, Automation, and Digitalization Accelerate Demand

The Middle East and Africa data center colocation market is projected to grow from USD 3.33 billion in 2025 to USD 12.88 billion by 2031, driven by AI adoption, cloud computing, digital transformation, and renewable energy investments. Major growth hubs include the UAE, Saudi Arabia, South Africa, Kenya, Nigeria, and Egypt, with significant investments from operators like Africa Data Centres, Digital Realty, Equinix, and emerging players like DataVolt and Desert Dragon Data Centers.

09/21/2026, 4:59 AM • GlobeNewswire

United States Data Center Colocation Market Outlook & Forecast 2026-2031 | Renewable Energy Gains Ground Across U.S. Colocation Facilities

The U.S. data center colocation market is projected to grow from $43.71 billion in 2025 to $85.18 billion by 2031 at an 11.76% CAGR, driven by AI adoption, cloud computing, hyperscale expansion, and renewable energy initiatives. The Southeastern U.S. leads investment with over $15 billion in 2025, followed by the Southwest. Major operators are deploying liquid-cooling technologies and high-density infrastructure to support GPU-intensive AI workloads.

09/01/2026, 6:58 AM • GlobeNewswire

Digital Realty, 싱가포르에 50MW 규모 신규 데이터센터 개발 사업자로 선정

Digital Realty has been selected as an operator under Singapore's second Data Center Call for Application (DC-CFA2) to develop a 50MW data center facility on Jurong Island. The new facility will support AI inference, high-performance computing, and enterprise workloads while meeting strict energy efficiency standards with over 50% of power sourced from renewable energy. This expansion strengthens Digital Realty's position in Asia-Pacific and builds on its existing operations in Singapore since 2010.

08/25/2026, 7:28 PM • GlobeNewswire

デジタル・リアルティ、シンガポールで50MW規模の新規データセンター開発事業に選定される

Digital Realty has been selected to develop a 50 megawatt data center in Singapore's Jurong Island as part of the government's second Data Center Call for Application. The new facility will be powered by over 50% green energy and will support AI inference, HPC, and enterprise workloads across the Asia-Pacific region. This marks Digital Realty's fourth data center in Singapore and strengthens the city-state's position as a regional digital hub.

08/25/2026, 7:28 PM • GlobeNewswire

Digital Realty ได้รับเลือกให้พัฒนาดาต้าเซ็นเตอร์แห่งใหม่ขนาด 50 เมกะวัตต์ในสิงคโปร์

Digital Realty has been selected under Singapore's Data Center Call for Application (DC-CFA2) to develop a new 50 MW data center facility on Jurong Island. The facility will support AI inference, high-performance computing, and enterprise digital workloads with over 50% renewable energy. This marks Digital Realty's fourth data center in Singapore and strengthens the city-state's position as a regional digital infrastructure hub.

08/25/2026, 7:28 PM • GlobeNewswire

Digital Realty Welcomes Governor Abbott’s Initiative for Responsible and Transparent Data Center Investment in Texas

Digital Realty reaffirmed its commitment to responsible data center growth in Texas, pledging to work with elected officials, regulators, utilities, and local communities. The company supports efforts to maintain grid reliability, protect consumers, and promote responsible resource management as AI and cloud computing demand accelerates in the state.

08/07/2026, 8:44 AM • GlobeNewswire

Retail Investors Are Pulling Money From Blackstone's Private Credit Fund. Here's What Its Latest Quarter Says.

Despite retail investors withdrawing 10% of capital from Blackstone's BCRED private credit fund in Q2 (exceeding the 5% redemption cap), the company reported strong financial results with distributable earnings up 26% to $2 billion. The article argues that AI investments, not private credit concerns, are the real driver of Blackstone's growth, with nine of its ten best-performing assets having AI exposure. The company raised $70 billion in total inflows and continues expanding its data center platform through partnerships with Google.

07/26/2026, 4:30 PM • The Motley Fool

What Greg Abel Might Do With Berkshire Hathaway's Massive Cash Pile

New Berkshire Hathaway CEO Greg Abel is likely to deploy the company's $397 billion cash pile through increased stock buybacks, selective tech investments (particularly AI-related opportunities), and capital investments in Berkshire Hathaway Energy to capitalize on growing AI data center demand.

07/25/2026, 6:15 AM • The Motley Fool

This Asset Class Has Lagged the Market for Years But Was the Best Performer in June. Time to Invest?

Real estate investment trusts (REITs) rebounded strongly in June and are up 9.5% in 2026, outperforming the broader market. After years of underperformance due to post-pandemic trends and elevated interest rates, REITs are benefiting from workers returning to offices and malls, data center growth driven by AI, and moderating interest rates. Key performing categories include lodging REITs (up 43%), data center REITs (up 33%), and healthcare REITs (up 20%), while only gaming and telecommunications REITs are down for the year.

07/06/2026, 12:17 PM • The Motley Fool

Want a Lifetime of Passive Income? Buy Realty Income Stock in July and Never Sell.

Realty Income (O), a REIT specializing in brick-and-mortar retail properties, is presented as a long-term dividend investment opportunity. Despite retail sector challenges, the company maintains 98%+ occupancy rates with strong tenants like Walmart and Home Depot, has paid monthly dividends since 1969 with quarterly increases since 1998, and is exploring new markets including AI data center infrastructure.

07/02/2026, 3:20 AM • The Motley Fool

Rising AI and HPC Workloads Propel Demand for Liquid Cooling in European Data Centers

Europe's data center construction market is expected to grow from $16.99 billion in 2025 to $58.74 billion by 2031, driven by liquid cooling adoption for AI workloads, digitalization, cloud expansion, and government support. Hyperscale data centers lead investments, with Western Europe and the Nordics dominating due to renewable energy availability and strategic locations.

07/01/2026, 4:51 AM • GlobeNewswire