Issue #7

This week's newsletter spans all three regions with some significant announcements, headlined by what may be the largest single AI infrastructure commitment Europe has seen so far. There is also meaningful activity across APAC and the Americas, with new developments, energy deals, and one company making a notable shift in how it thinks about its own infrastructure. Behind all of it is the same underlying story we keep coming back to: Capital availability is increasingly becoming less of a differentiator than execution capability. The bottleneck is shifting toward engineering, power strategy, and leadership talent with hyperscale experience.