Datacenters · Infrastructure
The San Francisco startup is building an Arizona factory with Johnson Controls to produce portable AI infrastructure, as Dell'Oro data shows capex shifting to prefabricated and edge deployments.
Datacentres & Infrastructure · Modular Buildout
As Armada's $230 million Arizona factory and Comfort Systems' record prefabrication backlog signal, modular data centre construction is no longer experimental, instead reshaping AI's physical footprint from edge pods to fibre backbones.
Datacenters · Infrastructure
A $17.8 billion market is taking shape beneath server racks as direct-to-chip and immersion cooling, once the province of HPC outliers, become the default thermal design point for hyperscale AI infrastructure.
Datacenters & Infrastructure · Edge Computing
Prefabricated, truck-transportable AI data centres are landing in small-city Texas, remote wildfire operations, and factory floors as the $1.37 trillion AI infrastructure buildout sprouts a quieter, more distributed branch.
Hardware · Datacentres & Infrastructure
Factory-built server enclosures, from shipping-container racks to 1,000-megawatt campuses, are slashing build times and shifting how data centers meet rising AI demand.
Datacenters · Infrastructure
Manufacturing consolidation, optical-network upgrades, and cooling-first architectures are compressing deployment timelines as prefabricated facilities and substations rewrite the AI build schedule.
Datacenters & Infrastructure · Modular Buildouts
Modular and edge deployments have crossed from experiment to industrial programme as AI infrastructure spending heads toward $1.37 trillion this year, refactoring the supply chain around speed, not scale.
Datacenters & Infrastructure · Modular Buildouts
Hyperscale campuses still grab headlines, but the real edge computing buildout in 2026 is factory-based, as modular data halls roll off production lines and ship directly to urban substations, car parks, and rooftops.
Datacentres · Infrastructure
As hyperscalers face permitting logjams and grid constraints, factory-built modular infrastructure is becoming the default strategy rather than a temporary fix.
Datacenters · Infrastructure
From Virginia exurbs to West Texas, the grid interconnection queue determines where datacentre compute lands and who pays for new substations, with FERC's June 2026 rule set to rewrite the rules.
Hardware · Infrastructure
A blowout earnings number is built in concrete. From a county hearing in Loudoun, a substation in Phoenix, and a fjord-side site near Stavanger, the AI buildout has a geography.