TeleGeography Explains the Internet

Cloud & Data Centers: What to Know for 2026

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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 relevant in the hyperscaler dominated world?
  • Is bandwidth demand really all that massive in the AI world?

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    Podcast HQ: https://www2.telegeography.com/telegeography-explains-the-internet-podcast

    TeleGeography Blog: https://blog.telegeography.com/
    Our Research: https://www2.telegeography.com/en/our-research

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