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datacenterdynamics.com
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The chipmaker has taken a minority stake in Cloverleaf Infrastructure, reportedly several hundred million dollars, and its reference design now enters at land assembly.
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Colombia withdrew a fully routed 1.14 trillion peso Amazon fiber build on financial and technical risk, after CONPES 4195 had already guaranteed the money through 2035.
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Talks over a partnership, investment or acquisition would give Nvidia an energy-efficient NPU line and the sovereign-AI customers already buying it, rather than leaving both to regional rivals.
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Charter closed the Cox merger and the Liberty Broadband deal on the same day, leaving buyers of access, fiber and managed services with one fewer name to play against.
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High-temperature superconducting cable can push more MW down a full corridor. The cost shows up in FMEA, alarm design and recovery procedures, not in the ampacity study.
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The new eu-west-2 availability zone carries Trn3 and P6 accelerated instances, per AWS, but the company will not disclose the footprint. Most of the London region sits nearer Bristol anyway.
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Behind-the-meter generation, a co-located gas plant and closed-loop cooling are becoming standard kit for AI sites that will not wait for ERCOT. The fuel description is less settled than the megawatts.
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The Tennessee Valley Authority has pulled data centers out of its manufacturing rate class and attached capacity commitments to new load. Grid access is now a capex line, not a siting question.
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The deal folds a wholesale last-mile network reaching up to 1.4 million homes into a retail operator, and it does not close until the end of 2026.
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DCD finds 80 percent of Democratic and Republican candidates for governor have taken a public stance on data centers, and only four candidates anywhere back the industry outright.
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Digital Realty, Equinix, Keppel and STT GDC each get 50MW on Jurong Island. Half the load must run on low-carbon energy, and liquid cooling is part of the deal.
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The Australian AI cloud company is acquiring Benmax's fabrication, design and projects business, doubling its own headcount to 340 and taking mechanical manufacturing in-house.
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The first HIBLEO-4 tranche flew on August 15 after delays MDA Space blamed on key suppliers. Apple's SOS button and Amazon's $11.57bn purchase both sit downstream of an integration queue.
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The former Bitfarms has 478MW of US data center capacity in permitting and no AI revenue from any of it before 2027. The interconnect converts faster than the income statement.
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A $1bn platform seeded with ten converted Cogent facilities takes about a quarter of Cogent's installed power from ten of its 185 sites. The bet is on interconnection, not slab.
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A five-year, $400 million offtake covers roughly 4.75MW at Bitdeer AI's Malaysian A102 facility. The contracted-before-energization structure is becoming the price of building at all.
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SIPP Power is taking land in JLand's Sedenak Tech Park West with an option on 400 acres more. The headline capacity number appears to be doing double duty across two campuses.
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The Commission plans an A-G efficiency rating from 2027 with minimum standards in 2030. Whether the score measures the building or its tenants' habits is the whole argument.
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The larger 2030 tranche carries a coupon of no more than 0.5 percent, and Nebius is also swapping older convertibles for shares. The build-out is priced in dilution, not cash flow.
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The first multi-wafer Cerebras system pairs a doubled clock with rebuilt power delivery and interconnect. The compute claims rest on WSE-3 Turbo dies that are otherwise unchanged.
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Every megawatt of both North Lanarkshire buildings is contracted, and a £202m National Wealth Fund guarantee still covers 80 percent of the commercial bank tranche.
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A portion of Sunrun's PJM and MISO solar-plus-storage fleet will feed Voltus's Bring Your Own Capacity program, which sells accredited capacity to data center developers awaiting approvals.
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Commercial service is live at 1.13 million dong a month under a trial that waived foreign ownership limits to 2030 and caps subscribers at 600,000. VinSpace gets a launch slot.
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Commerce and Tokyo are funding early development on two gas hubs in Texas and Pennsylvania aimed at data centers. First power is targeted for late 2028, full build for 2032.
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Lockheed Martin's NetSense demo in Miami ran on Verizon 5G spectrum with Nvidia AI Aerial and an AI-native RAN. The procurement path matters more than the sensor.
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Moratoriums in Denver, Oklahoma City and Aurora, plus a South Dakota law affirming local veto power, mean the next round of capacity has to be argued on grid, water and consent.
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Nvidia confirmed it will underwrite the first 4.25GW at the Pike County site, after cutting its reported exposure from $250bn to $120bn. The scarce input here is credit, not GPUs.
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Project Big Pine is a 450-acre site sold on islanded gas generation. The utility path behind it does not deliver a first 300MW until Q2 2032, or the full 800MW until 2036.
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A 55MW capacity deal with Duos Technologies worth more than $500m gives the neocloud equity in shell and power. The balance sheet behind the commitment is one quarter old.
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The company says it needs $500m of capex just to replenish capacity it has already committed. Treat advertised GPU availability at alternative clouds as a lagging indicator.
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When Open Source Storage went defunct, Iron Mountain held the racks but had no contract with the data's owner. A Denver judge, not an SLA, is deciding whether 70 years of archive comes back.
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Bermuda, New Zealand and Australia are tested and online, with nine sites promised by year end. The product being sold is one contract instead of a patchwork of antenna leases.
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The AI cloud firm is paying about $1m per megawatt of initial capacity for 120 acres and 500,000 square feet in Yadkin County. It has run this trade with the same seller before.
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The Information reports Nvidia would also guarantee OpenAI's lease and SB Energy's project debt at a 10GW Ohio campus. The line between supplier and financier is gone.
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Horizon 1 has been accepted by Microsoft, turning a $9.7bn contract into delivered capacity. Three more 50MW buildings are due at the Texas campus this year.
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L&T's Vyoma unit will host 10,000 Nvidia B300s at a 250MW first phase in Chennai. The tenant is a US AI cloud whose own sites are in North America.
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The Chinese developer raised full-year sales guidance to 1GW and capex from $1.3bn to $1.4bn. Backlog grew 68 percent in two quarters while gross profit fell 3.6 percent.
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Elveo Mobile starts life with five satellites in orbit and globally coordinated spectrum. In direct-to-device, the second asset is the harder one to replace.
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Blue Energy and GE Vernova Hitachi will burn gas in Victoria, Texas from 2030 and start SMRs in 2032. The two-year gap is the part worth reading closely.
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A one-week DOE emergency order let PJM direct backup generation and storage at large-load sites. Operators who log that as a facilities event have mislabelled a live change to service state.
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A projected 200 percent NAND spike on top of 2025's 40 to 80 percent surges turns capacity planning into procurement exposure. Six-month lead times mean the hedge lands before renewal, not at it.
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The binding constraint on AI capacity is power, water and permits, not silicon. Orbital compute still has to survive the arithmetic: 150kW per satellite against gigawatt-scale ground sites.
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The CPUC approved the $34.5bn merger on August 13, clearing the last major hurdle to a 37-million-subscriber operator. The enforceable conditions attached to it are almost entirely residential.
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OneWeb revenue hit $342.6M and roughly a quarter of the group total. The implied decline in everything else is the number to put in your GEO renewal paperwork.
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A Morgan Hill factory will not ship at volume until late 2027, and the company's 40GW headline already discounts its own nameplate rating by a fifth.
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CoreWeave, Nebius and Cerebras all grew fast and lost more money in Q2 2026. The spending curves say capacity is still being contracted ahead of the demand it serves.
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