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The Stack

Data centres, cloud infrastructure, AI power investment and digital sovereignty – with an emerging markets lens. Published every Thursday.

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Issue 007 · 3–9 August 2026

Indosat Zankore 1GW AI DC, Microsoft India South Central, Partners Group US$1B+ to AVK, CoreWeave Asia-Pacific and NSF regional AI hubs

Indosat up to 1GW AI DC capacity · Microsoft Hyderabad 4th India cloud region · Partners Group AVK power platform · Asturias US$1.42B DC · CoreWeave 3 Indonesia DCs · NSF State & Regional AI Hubs · Volta Infra US$10B cloud partnership

Issue 006 · July 27–August 2, 2026

Amazon raises 2026 plan to US$220B, Schneider raises outlook, Meta US$31B Q2 capex, Israel 140-day DC freeze and Orange–Morrison €3B French sovereign platform

AWS $42.2B Q2 +37% · Schneider 14–19% EBITA outlook · Meta $130–145B 2026 capex · Israel 19GW DC queue pause · Orange–Morrison 400MW France · NOAA Google Cloud HPC · Stillwater 1.25GW Georgia campus

Issue 005 · July 20–26, 2026

HCLTech Odisha sovereign AI data centre, Digital Realty record $1.9B backlog and Google 8M sq ft Georgia campus

HCLTech–Sarvam ₹142.57B Odisha sovereign AI DC · Digital Realty $1.9B leasing backlog · Google Columbia County 8M sq ft campus · PJM 3GW grid disconnect · Anthropic–AMD 2GW

Issue 004 · July 13–19, 2026

AWS India Telangana expansion, HCLTech $364M data centre and SpaceX Pentagon AI compute

AWS Telangana groundbreaking · STT GDC Jaipur 6MW AI-ready facility · HCLTech data centre market entry · Webyne 100MW India footprint · SpaceX–Pentagon ~300MW AI talks

Issue 003 · July 6–12, 2026

Meta C$13B Alberta data centre, UK cloud oversight and MasTec acquisition

Meta C$13B 1GW Alberta AI campus · UK designates AWS/Microsoft/Google/Oracle as Critical Third Parties · MasTec acquires Superior Group for US$1.65B

Issue 002 · June 29–July 5, 2026

AI data centre power investments and hyperscale consolidation

Bloom Energy-Brookfield $25B power partnership · Digital Realty $3.5B Northern Virginia deal · National Grid $1.75B Joulent stake · Xlinks 1.5GW UK AI campus

Issue 001 · June 22–28, 2026

AI power infrastructure and hyperscale investment

Bloom Energy-Brookfield $25B power partnership · Digital Realty $3.5B Northern Virginia deal · National Grid-Joulent $1.75B stake · Xlinks 1.5GW Devon campus · Germany permitting friction

Issues 001–003

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