LG Electronics will make air-cooled chillers in Windsor, Virginia, under a 150 billion won program that also expands two Korean plants. It is a small, early stake in a data center market Omdia sees reaching 420 gigawatts by 2030, made before LG's Big Tech supply deals are signed.
Reality
- Evidence45
- Adoption30
- Hype gap+10
- Incentives60
- Confidence55
Koo Kwang-mo and Satya Nadella agreed to explore LG supplying cooling, power and IT infrastructure to Microsoft's AI data centers, and LG plans to put Microsoft's Copilot in front of its office workers worldwide.
Reality
- Evidence44
- Adoption
- Insufficient
- Hype gap+32
- Incentives74
- Confidence47
The cornerstone at Alcalá de Henares starts a build that adds up to 100MW of IT capacity in stages through 2029. Nabiax runs about 33MW in Spain today, so most of the 135MW it will hold there is still a construction schedule.
Reality
- Evidence58
- Adoption27
- Hype gap+22
- Incentives72
- Confidence60
LG states the efficiency gain against inverter screw chillers and a separate 30% winter saving against conventional pre-cooling, so the two figures do not stack.
Reality
- Evidence25
- Adoption8
- Hype gap+40
- Incentives85
- Confidence35
A Form D filed on September 17 counts an earlier $150,000 SAFE conversion inside that total, and what it funds is a physics-based twin that recommends cooling setpoints an operator still has to accept.
Reality
- Evidence63
- Adoption18
- Hype gap+20
- Incentives60
- Confidence55
Sapphire Technologies and Anax Power say a modular data center parked at a pipeline regulating station can take both electricity and cold fluid from the pressure drop, and the size of both depends on numbers the operator does not set.
Reality
- Evidence34
- Adoption8
- Hype gap+33
- Incentives80
- Confidence62
The Wall Street Journal reports OpenAI raising at $1.2 trillion, up from $852 billion in March, and the memory shortage that money is meant to buy through is drawing SK Hynix toward Intel's planned Ohio fab.
Reality
- Evidence34
- Adoption28
- Hype gap+32
- Incentives72
- Confidence42
Akash Systems says diamond conducts heat about five times better than copper and that its servers run without throttling at 120F ambient. The first check on that sits in an operator's own throttling telemetry.
Reality
- Evidence45
- Adoption42
- Hype gap+30
- Incentives72
- Confidence50
An opinion piece on DataCenterDynamics puts UK capacity at 2.9GW today against at least 6GW of AI-capable capacity needed by 2030, and makes the case for retrofits. Only 29 percent of operators lean that way.
Reality
- Evidence30
- Adoption
- Insufficient
- Hype gap+34
- Incentives
- Insufficient
- Confidence62
Microsoft quit its subsea program in 2024. China, Japan, Singapore and South Korea kept building, and the open questions are marine impact, maintenance access and who issues the permit.
Reality
- Evidence42
- Adoption34
- Hype gap+18
- Incentives58
- Confidence45
China has put a wind-powered data center in the East China Sea. The 66-degree water temperature threshold its cooling case rests on was already breached across the US East Coast in August.
Reality
- Evidence58
- Adoption22
- Hype gap+32
- Incentives58
- Confidence52