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Data Centers
Published Mark and Focus analysis on Data Centers, ordered from the latest coverage.
3published analyses
September 2026latest coverage
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Spain Wants Data Centers to Earn Their Place on the Grid
Spain's draft decree would tie large data-center grid access to hourly renewable matching, water and energy efficiency, and EU control of operational data. The proposal turns infrastructure admission into an enforceable bargain.
Read analysisSaskatchewan Makes Self-Supplied Power the Entry Price for New Data Centers
Saskatchewan’s new data-center framework combines Canadian ownership, data sovereignty and local participation with a decisive infrastructure condition: new proponents must bring their own power rather than displace existing demand or exports.
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.
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