Issue 2 · May 2026
Demand follows the anchor tenant
Sent 26 May 2026 · 1 story across 1 market
Where cloud commits, third-party capacity follows, and currency moves reprice the build.
Two forces ran through the month: anchor-tenant commitments pulling third-party capacity behind them, and exchange-rate moves quietly repricing import-heavy build costs.
Market by market
- 6 May 2026
Power shortfall stalls Kenya's $1bn Microsoft–G42 data centre
President William Ruto said the geothermal-powered campus planned with Microsoft and Abu Dhabi’s G42 would draw about a third of Kenya’s roughly 3,000MW of installed generation. His framing was blunt: switching the site on would mean switching off power for half the country, leaving the project unlikely to proceed as designed.
Read the full story at Semafor →
Sample issue. The dispatch is assembled from the month’s published coverage; issues are reviewed and sent from the admin backend.