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Digital Infrastructure

John Rath

Digital Infrastructure news and insights

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Substack
PricingOnly free issuesPublishesWeekly
Issues182Founded4 years agoLast Issue7 days ago
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Latest Issues

09/13/2026 What I Read Last Week

Weekly edition of curated news about Digital Infrastructure

Data Centers

  • [Link] Google announced plans to invest €13 billion ($15.1 billion) into AI infrastructure in Finland across 2027 and 2028, marking the company’s largest single...
7 days ago
2

09/06/2026 What I Read Last Week

Weekly edition of curated news about Digital Infrastructure

What I watched….

  • [Link] SemiAnalysis and High Yield: Why AI is running out of Power. Deep dive into data center power demand, behind-the-meter demand, and how AI affects indu...
13 days ago
1
1

08/30/2026 What I Read Last Week

Weekly edition of curated news about Digital Infrastructure

[Link] Nordic AI infrastructure company Fossefall has selected Armada as one of its technology partners for future AI factories in Norway, Sweden, and Finland. The first order of...

20 days ago
1

08/23/2026 What I Read Last Week

Weekly edition of curated news about Digital Infrastructure

Data Centers

  • [Link] NVIDIA is strategically securing land, power, and shell (LPS) capacity - a critical constraint for AI factories - to directly host its full-stack compute...
a month ago
1

08/16/2026 What I Read Last Week

Weekly edition of curated news about Digital Infrastructure

Data Centers

  • [Link] In this entry of a16z’s Charts of the Week series, author Moses Sternstein highlights the rapid rise and financial exposure of “Neocloud” AI infrastructur...
a month ago
1

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  • John Rath

    Technology Geek. Digital infrastructure, data centers.

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