When American Tower (AMT) purchased Coresite in 2021, it represented a sea change for the industry as it was the first time a data center and tower company locked arms. Looking back, it seems this line was cast with great purpose and strategic thought. From an...

The phrase “long pole in the tent” is often used when discussing the relationship between power and data centers.  In our conversations with both the platforms behind and management teams of data centers we are seeing a strong urgency to hire dedicated power...

Reading a recent LinkedIn post by the founder of the data center Hawk group I found perfectly summarized what we are seeing in data centers in 13 short words / acronyms. It read as follows: Millions --> Billions. Megawatts --> Gigawatts. CPUs --> GPUs....

The great cable cowboy, John Malone, once famously said: “We lost no major ground by waiting to invest. Unfortunately, pioneers in cable technology often have arrows in their back.” He made this comment during his tenure as the CEO of the cable company TCI.  In...