After a burst of greenfield and brownfield financings in the US PJM power pool - a boom fuelled by cheap gas - recent capacity auctions point to a slowdown. Some bankers might soon be reaching for their restructuring handbooks.
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The data centre boom is moving to the next level with the advent of demand for AI. While liquidity is unlikely to be a problem, power and land constraints could be.
Proximo talks to Ted Schremp, founder and CEO of IQ Fiber, about the US fibre market, discussing topics such as the level of fibre penetration in the US, the competitive...
Asia was late to the digital infrastructure party, but data centres are driving strong growth in the region. The big financial sponsors are already starting to take notice.
The last 18 months have looked more like a process of consolidation than rapid advance in the Asia-Pacific region. But the best deals of 2023 provide the foundations for a serious take-off in activity.
The data centre boom is moving to the next level with the advent of demand for AI. While liquidity is unlikely to be a problem, power and land constraints could be.