A daily-style digest of data center news and policy, mixing AI-written original stories with short summaries of third-party reporting on local opposition, municipal fights and AI infrastructure. Readers get quick roundups of polling, local government decisions and hyperscaler engineering disclosures, with links out to the full sources.
Website: https://www.datacenterdigest.net/
Analysis of the AI investment cycle, covering metrics such as revenue coverage of AI capital costs, data center power constraints, and company earnings signals. It also includes weekly research picks on AI and economics from the Exponential View research desk.
Research posts from energy analyst Jonathan Koomey on electricity demand, data centers, and climate modeling, with attention to data and methods. Readers get talk slides, white papers, and technical tool announcements grounded in primary data.
Publishes long-form explainer guides on frontier hardware and AI infrastructure, such as NVIDIA's Rubin Ultra, TSMC's 2nm node and OpenAI's Stargate. Each guide separates officially announced facts from reports and ends with an explicit take and the limits of what is known.
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