datacenterHawk

Patmos CEO John Johnson has never raised outside capital. His model: convert urban industrial buildings into AI data centers in 90 days. The company turned a 400,000 sq ft Kansas City printing press into a live training facility for Nebius and secured a $100M PACE loan to finance it. Johnson shares why the greenfield window is closed and which operators survive consolidation.

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📊 Get more market insights HERE
🤝 Speak with someone from our global data team HERE
💻 Book a platform demo HERE

Poland is now Europe's largest energy construction site, with 38GW of renewables installed and a grid preparing for 5GW of data center capacity by 2040. Piotr Kowalski of the Polish Data Center Association breaks down what's driving the boom: below-€10M/MW builds, 50% lower cooling costs, and gigawatt-scale projects from the Baltic coast to Western Pomerania.

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(Em português)
A Equinix investiu mais de US$3 bilhões no Brasil e está executando 4 obras simultaneamente, incluindo uma instalação focada em IA. Victor, Presidente da Equinix Brasil, detalha os R$1,5 bilhão investidos em 12 meses, por que a reforma tributária sozinha não vai impedir que 60% das cargas de trabalho sejam processadas fora do país, e como a primeira nuvem de IA do Brasil triplicou sua capacidade em 6 meses.

Equinix has invested $3B+ in Brazil and is running 4 builds at once, including an AI-focused facility. Victor, President of Equinix Brazil, breaks down the R$1.5B spent in 12 months, why tax reform alone won't stop 60% of workloads from going offshore, and how Brazil's first AI cloud tripled capacity in 6 months.

Tenants who signed at $75/kW are renewing at $130-$150, and the headline rate no longer tells the full story. Ed and Montana Meyer break down powered shells, yield-on-cost deals, triple nets, and why a $15/kW pricing miss compounds into millions across a 100MW campus.📊 Get more market insights HERE🤝 Speak with someone from our global data team HERE💻 Book a platform demo HERE

This episode is in Spanish. English + Spanish summary below.
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In this episode of datacenterHawk's Latin America podcast series, Analyst Daniel Correia and Regional Director Steve Sasse speak with Francisco Basoalto, Managing Director of Equinix Chile and Peru, at Equinix's ST2 facility in Santiago. Basoalto describes how Equinix has grown its retail colocation share in Santiago to roughly 38% since acquiring Entel's data center assets in 2022, investing in carrier neutrality, interconnection, and new capacity, including Santiago's first liquid cooling-capable facility for AI workloads. The conversation covers Chile's recent reform to environmental permitting thresholds, which could cut approval timelines from over a year to roughly six months, as well as the structural advantages driving Santiago's growth: a significant renewable energy surplus, strong connectivity, and political stability across administrations. Despite hyperscale buildouts from AWS, Microsoft, and Google, all demand remains concentrated in Santiago, though an upcoming Asia-South America submarine cable could eventually shift that picture.---En este episodio de la serie de podcasts de datacenterHawk para América Latina, el Analista Daniel Correia y el Director Regional Steve Sasse conversan con Francisco Basoalto, Director General de Equinix Chile y Perú, en las instalaciones ST2 de Equinix en Santiago. Basoalto describe cómo Equinix ha incrementado su participación en el mercado de colocación retail en Santiago a aproximadamente un 38% desde la adquisición de los activos de centros de datos de Entel en 2022, invirtiendo en neutralidad de carriers, interconexión y nueva capacidad, incluyendo la primera instalación con enfriamiento líquido en Santiago para cargas de trabajo de inteligencia artificial. La conversación aborda la reciente reforma a los umbrales de permisos ambientales, que podría reducir los plazos de aprobación de más de un año a aproximadamente seis meses, así como las ventajas estructurales que impulsan el crecimiento de Santiago: un importante excedente de energía renovable, conectividad sólida y estabilidad política a través de múltiples administraciones. A pesar de las construcciones a hiperescala de AWS, Microsoft y Google, toda la demanda permanece concentrada en Santiago, aunque un próximo cable submarino entre Asia y Sudamérica podría eventualmente cambiar ese panorama.