Latest / TeleGeography Explains the Internet

Cloud & Data Centers: What to Know for 2026
TeleGeography experts Jon Hjembo and Patrick Christian answer our biggest questions about recent data center and AI booms.
In this final episode of our three-part pod series reviewing the year in telecom—and looking ahead to 2026—we cover:
How many data center projects were we tracking in 2025? And where are they located around the world?
What kind of constraints are those projects encountering, and are rumors of a bubble warranted?
Did we see an increase or decrease in cloud region development?
What is surprising about the geographic location of cloud development in 2025?
Are CDNs still…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.