The Quiet Globalization of the Data Center

Why prefab grey-space is the most underrated industrial story of the AI build-out The dominant narrative about AI infrastructure in 2026 goes something like this: a handful of American hyperscalers — Microsoft, Google, Amazon, Meta — are pouring six hundred and fifty billion dollars into gigawatt-scale campuses in Texas, Virginia, Arizona. NVIDIA sells them GPUs. TSMC fabs the silicon. The story…