The AI Infrastructure Bottleneck: Why Finding 150 kW Rack Space Has Become a High-Stakes Quest

EXECUTIVE SUMMARY As the artificial intelligence boom accelerates, the digital infrastructure sector faces an unprecedented structural crisis: a severe shortage of data center facilities capable of supporting extreme rack densities. While headline vacancy rates across North America hover at a razor-thin 1%, recent market telemetry reveals a stark reality—the vast majority of available capacity consists…

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Beyond the Rack: Why the AI Sovereignty Boom is Heading Toward a Governability Crisis

Executive Overview Over the past two years, the European technology landscape has undergone a frantic, capital-intensive transformation. Backed by an influx of neocloud financing, localized hyperscaler infrastructure expansions, and aggressive national compute programs, European operators have built sovereign AI infrastructure at a velocity few industry analysts predicted. Billions of euros have been poured into high-density…

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