01
Data Centres & Capacity
Announcements are easy. Energisation is the story. Who is building, where, and how much of it actually lands.
Sample — the kind of number the letter leads on
250MW
HUMAIN/MIS — AI data-centre expansion, $2.3bn+
80–210 weeks
Lead times on large power transformers
$77BN
HUMAIN's infrastructure programme to 2030
What lands in your inbox
Every issue opens with one story taken apart — what happened, what the coverage missed, and what it changes for the people building and financing this market. Then the week in six sections: the deals, the constraints, and the numbers that quietly reprice everything.
02
Power, Grid & Cooling
Megawatts, substations, connection queues and water — and the lead times that set every schedule.
03
Cloud & Compute
Regions, quotas, neoclouds, and what capacity actually costs once the launch date passes.
04
Chips & Hardware
Silicon, fabs, interconnect, and the supply chains that decide what gets built.
05
Policy, Regulation & Trust
The AI Act, data rules, approval durability — and what regulation does to deployment timelines.
06
Funding & Deals
The capital moving into infrastructure, the structures behind it, and what the deal terms say about delivery.
Sample analysis — not a published issue
The lead story
“Data centre growth is constrained by energy availability and regulatory compliance, not just capital.”
Who writes it
The Megawatt Economics desk
Led by Aziz Ahmed — AI Infrastructure & Data Centre Advisor, UK–KSA Tech Corridor
We advise operators, investors and builders on AI infrastructure delivery — and we write this because the coverage kept missing the constraint. Everyone reports the funding round. Far fewer ask whether the site has a grid connection, or when.
Close enough to the ecosystem to understand it. Far enough outside it to see the patterns forming around it.
Start with the next issue.
Every Tuesday, 09:30 Saudi time. One email. Four minutes. Delivery economics — timing, power, cost and deal structure — across the Gulf and the UK.