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thetechcapital.com
Marcin Nowakowski on offtaker quality, renewal assumptions and location in data centre financing.
https://www.youtube.com/watch?v=IvBGhaChgBw
#TheTechCapital #DataCentres #DigitalInfrastructure #Finance
October 29, 2026 at 3:03 PM
thetechcapital.com
Doug Recker on skilled-worker shortages and offsite construction in AI data centres.
https://www.youtube.com/watch?v=4SiMI4xlsWI
#TheTechCapital #DataCentres #DigitalInfrastructure #Finance
October 29, 2026 at 10:32 AM
thetechcapital.com
Before committing billions to a data centre site, check that the power is genuinely secured.

https://www.youtube.com/watch?v=lMfkdtcndys

#TheTechCapital #DataCentres #InfrastructureFinance #Power
October 28, 2026 at 6:03 PM
thetechcapital.com
Capital recycling could help fund the next phase of data centre growth.

https://www.youtube.com/watch?v=3ySUKLmvgPY

#TheTechCapital #DataCentres #InfrastructureFinance #CapitalMarkets #APAC
October 28, 2026 at 10:05 AM
thetechcapital.com
The money, power and politics shaping digital infrastructure. Explore The Tech Capital magazine’s interviews and analysis.
https://thetechcapital.com/magazine/
#TheTechCapital #DataCentres #AI #Connectivity
October 27, 2026 at 7:03 PM
thetechcapital.com
Jacqueline Chan of Milbank explains how reliance on one or two customers can expose lenders to renewal risk as debt maturities approach.

Full panel: https://www.youtube.com/watch?v=AiP9jQav_bY

#TheTechCapital #DataCentres #CreditRisk #APAC
October 24, 2026 at 2:04 PM
thetechcapital.com
Can a data centre serve its next customer? Qian Shi of Warburg Pincus explains why adaptability and future capital spending matter to investors.

Full panel: https://www.youtube.com/watch?v=IvBGhaChgBw

#TheTechCapital #DataCentres #Investment #APAC
October 24, 2026 at 9:04 AM
thetechcapital.com
Compute needs connectivity. In Singapore, João Marques Lima set out why the next phase of AI infrastructure investment must bring compute, power and networks together.

Watch the full opening: https://www.youtube.com/watch?v=Gpi3PpKywq0

#TheTechCapital
October 16, 2026 at 10:35 PM
thetechcapital.com
Proposed PJM curtailment and bring-your-own-capacity rules for large loads were rejected by FERC; monitoring requirements won approval.

Full story: https://thetechcapital.com/ferc-rejects-pjm-large-load-interconnection-proposals/

#thetechcapital
October 14, 2026 at 4:10 PM
thetechcapital.com
Growing AI and cloud traffic is driving fibre network upgrades by Colt, EXA Infrastructure and Space Norway, expanding capacity and route diversity.

Full story: https://thetechcapital.com/european-fibre-operators-global-connectivity-upgrades/

#thetechcapital
October 14, 2026 at 3:10 PM
thetechcapital.com
A credit backstop from AMD advances TensorWave’s 222MW lease at Fermi America’s Project Matador. Construction financing still needs to be secured.

Full story: https://thetechcapital.com/fermi-america-data-centre-lease-backstop-amd/

#thetechcapital
October 14, 2026 at 2:10 PM
thetechcapital.com
Could AI help economies with fewer workers?

Full story: https://thetechcapital.com/missing-millions-ai-global-demographic-crisis/

Infrastructure Futures, London, 7 Dec 2026: https://events.thetechcapital.com/page/infrastructure-futures-2026

#thetechcapital
October 14, 2026 at 11:10 AM
thetechcapital.com
AI demand strains grid finances, Moody’s warns.

Full story: https://thetechcapital.com/europe-data-centre-boom-power-grids-financial-strain-moodys/

Infrastructure Futures, London, 7 Dec 2026: https://events.thetechcapital.com/page/infrastructure-futures-2026

#thetechcapital
October 14, 2026 at 12:10 PM
thetechcapital.com
A fresh €800m (US$896m) share issue supports SWI Group’s shift from bitcoin mining towards AI infrastructure in Europe and the US.

Full story: https://thetechcapital.com/swi-group-900-million-bitcoin-mining-ai-infrastructure/

#thetechcapital
October 14, 2026 at 1:10 PM
thetechcapital.com
The US Defence Department has announced US$350m for quantum computing research, targeting practical defence applications.

https://thetechcapital.com/us-defence-department-350-million-quantum-computing/

#quantumcomputing #thetechcapital @psiquantum.bsky.social
October 13, 2026 at 2:10 PM
thetechcapital.com
Goodman's planned 1GW Tsukuba campus faces local opposition, Reuters reports. The company says it remains open to meeting residents.

https://thetechcapital.com/goodman-reportedly-faces-growing-opposition-to-japan-data-centre-project/

#datacentres #thetechcapital
October 13, 2026 at 3:10 PM
thetechcapital.com
OCP's new designs cover AI rack power, liquid cooling and networking. Some specifications remain provisional.

https://thetechcapital.com/ocp-megawatt-ai-racks-power-networking-standards/

#datacentres #thetechcapital
October 13, 2026 at 10:10 AM
thetechcapital.com
Bridge Data Centres is reportedly discussing a US$6.6bn Malaysia loan. Talks remain ongoing, Bloomberg reports.

https://thetechcapital.com/bridge-data-centres-seeks-to-expand-malaysia-loan-to-6-6-billion-report/

#datacentres #thetechcapital
October 13, 2026 at 1:10 PM
thetechcapital.com
Nebius has signed an LOI to lease capacity at VOLT's planned Rotterdam campus. The proposed deal still needs detailed agreements.

https://thetechcapital.com/nebius-signs-loi-for-rotterdam-data-centre/

#datacentres #thetechcapital
October 13, 2026 at 11:10 AM
thetechcapital.com
Bitdeer AI has secured a 67MW Malaysia campus. Its US$10bn potential contract pipeline is not signed revenue; A901 has no customer offtake yet.

https://thetechcapital.com/bitdeer-ai-adds-67mw-in-malaysia-as-potential-contract-pipeline-tops-10-billion/

#datacentres #thetechcapital
October 13, 2026 at 4:11 PM
thetechcapital.com
Cypher Capital is testing investor interest in a European data centre land fund. It remains in pre-marketing and has not been formed.

https://thetechcapital.com/cypher-capital-european-data-centre-land-fund/

#datacentres #thetechcapital
October 13, 2026 at 12:10 PM
thetechcapital.com
Premium: How proposed UK grid fees and development milestones could affect viable data centre projects.

Full story: https://f.mtr.cool/skgq8eayj6

You lead. We report.

#thetechcapital
October 12, 2026 at 8:03 AM
thetechcapital.com
Structure Research puts neocloud equity, debt and committed financing above US$120bn in January–September 2026, including undrawn facilities.

Full story: https://f.mtr.cool/q6cuxq5tz3

You lead. We report.

#thetechcapital
October 12, 2026 at 7:02 AM
thetechcapital.com
Premium: Could biology become part of future data centre architecture? We explore the potential and unresolved infrastructure questions.

Full story: https://f.mtr.cool/z5nj1rbsvi

You lead. We report.

#thetechcapital
October 12, 2026 at 6:01 AM
thetechcapital.com
Our 7 October report examines how Luxembourg’s proposed securitisation reforms could widen infrastructure financing options.

Full story: https://f.mtr.cool/tef47f7nv6

You lead. We report.

#thetechcapital
October 11, 2026 at 7:02 PM