About 77% of North America’s 66 GW+ under construction sits in frontier markets with available power. Here is how operators choose data center sites, plus a practical checklist.
Technology · Topic
Investing & Market Outlook
Expert guides, analysis and tool comparisons on Investing & Market Outlook from the kurums.com Technology desk — written for business decision-makers and updated as the market moves.
- 6 guides
- Updated Nov 1, 2026
Latest in Investing & Market Outlook
Data Center Market Size and Forecast to 2030
McKinsey sees $6.7tn of data center capex by 2030 and JLL expects global capacity to approach 200 GW. Here is how the major forecasts compare and what could change them.
Is There an AI Data Center Bubble? The Bull and Bear Case
Big Tech plans roughly $720–745bn of 2026 capex while cloud revenue grows 55%. Here is the evidence for and against an AI data center bubble, and the signals to watch.
The Biggest Data Center M&A Deals and What They Were Worth
Aligned’s $40bn sale tops a list of record data center deals that also includes AirTrunk, CyrusOne, Switch and QTS. Here is who paid what, and the multiples behind the prices.
How to Invest in Data Centers: REITs, ETFs, Infrastructure Funds and Private Markets
From Equinix and Digital Realty to the $1.9bn DTCR ETF and private infrastructure funds, here are the main ways to invest in data centers in 2026 and the risks each one carries.
How to Invest in Data Centers: REITs, ETFs, Infrastructure Funds and Private Markets
From Equinix and Digital Realty to the $1.9bn DTCR ETF and private infrastructure funds, here are the main ways to invest in data centers in 2026 and the risks each one carries.
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