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AI Infrastructure
Published Mark and Focus analysis on AI Infrastructure, ordered from the latest coverage.
3published analyses
September 2026latest coverage
Australia Is Turning AI Compute Into a National Infrastructure Bargain
Australia is consulting on national standards that would tie large data centers and frontier AI training to power, water, security, skills and community obligations.
Read analysisApplied Digital’s 1.2 GW Lease Portfolio Turns AI Capacity Into a Delivery Test
Applied Digital’s Polaris Forge 3 lease adds 300 MW of planned critical IT load to a 1.2 GW contracted portfolio, with operations anticipated from August 2027.
Read analysisThe UN Pushes AI’s Environmental Footprint Into Public View
The AI Environmental Transparency Initiative treats artificial intelligence as a physical system built on data centers, electricity, water, land, chips and mineral supply chains.
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