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Micro-nuclear technology specialist Last Energy has unveiled plans to build 30 microreactors in Texas to serve data center customers. The company plans to deploy the microreactors on a 200-acre site in Haskell County, Texas.

submitted 3 hours ago • 1 comment

Interesting to see the hyperscalers advancing quantum computing tech. First Microsoft, now AWS announcing new tech. Google was already an early mover.

submitted 1 day ago • 0 comments

Report: GPU computing specialist CoreWeave exploring an IPO.

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Nvidia sales grow 78% on #AI demand, company gives strong guidance Nvidia’s revenue in the quarter rose 78%, and full fiscal-year revenue for Nvidia rose 114% to $130.5 billion 73% gross margin in the quarter www.cnbc.com/2025/02/26/n... #HPC #GPU

submitted 1 day ago • 0 comments

This is a useful guide to all of the hyperscale investments in subsea cables. Pretty wild to understand the scale of it.

submitted 3 days ago • 0 comments

Apple will build an advanced manufacturing facility in Houston to produce servers to support Apple Intelligence, the company said today. The factory is part of $500 billion in fresh investment in the U.S., creating 20,000 new high-tech jobs. www.apple.com/newsroom/202...

submitted 4 days ago • 0 comments

"What does AI power demand mean for the power sector, and how do we make it clean, reliable and cheap - that's the story of the decade." Interesting look at efforts to develop hydrogen, nuclear and geothermal power solutions for data centers. And a cool look inside ECL's hydrogen-powered site.

submitted 4 days ago • 1 comment

QuadReal Property Group and T5 Data Centers have expanded their data center development platform with an additional $8 billion investment. The companies have previously partnered to create data centers in Silicon Valley, Hillsboro, Chicago, Atlanta and Charlotte. t5datacenters.com/resources/qu...

submitted 6 days ago • 0 comments

PointOne has an experienced team and has quietly developed plans to build up to 950 megawatts of data center capacity across multiple sites in Virginia. This week it announced additional funding to support its buildout. www.datacenterdynamics.com/en/news/poin...

submitted 6 days ago • 0 comments

In our second episode of Open Circuit, we tackle the data center boom — and why the push to build gas infrastructure may backfire. #energysky

submitted 7 days ago • 0 comments

We were blown away to have over 400 participants join our "Rethinking Load Growth" webinar this week, and the recording is now live! With thx to @powermagazine.bsky.social for covering. 🔌💡 www.youtube.com/watch?v=RNdN...

submitted 7 days ago • 3 comments

Equinix will boost its use of Bloom Energy fuel cells past 100 megawatts. #datacenter

submitted 7 days ago • 0 comments

Another contender for "world's largest data center."

submitted 7 days ago • 0 comments

Colovore was one of the first data center providers to go all-in on high density cooling. Their moment has arrived.

submitted 8 days ago • 0 comments

Land and Expand: DPO, Microsoft, JLL, BlackChamber, Prologis, Core Scientific, Overwatch Capital Highlighting the latest data center development news, including new sites, land acquisitions and campus expansions. #datacenter #hyperscale #colocation #AI www.datacenterfrontier.com/site-selecti...

submitted 9 days ago • 0 comments

Data Center Tours: Iron Mountain VA-1, Manassas, Virginia The tour provided insights into the company's commitment to security, customer service, and its strategic growth in #VA. #datacenter #hyperscale #colocation #NorthernVirginia #digitalinfrastructure www.datacenterfrontier.com/site-selecti...

submitted 9 days ago • 0 comments

Hyperscalers expanding pretty much everywhere ...

submitted 11 days ago • 0 comments

With Blackstone as it's financial backer, QTS is continuing to build bigger. #datacenter

submitted 12 days ago • 0 comments

Meta has announced Project Waterworth, subsea cable that will reach five major continents and span more than 50,000 km (about 31,000 miles, longer than the Earth’s circumference), making it the world’s longest subsea cable project. engineering.fb.com/2025/02/14/c...

submitted 13 days ago • 0 comments

Bloomberg reports that TSMC is considering taking a controlling stake in Intel Corp.’s factories at the request of Trump administration officials. Also: "It’s unclear whether Intel is open to a transaction." www.bloomberg.com/news/article...

submitted 14 days ago • 1 comment

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The appearance of data centers has been a huge issue in Virginia, coming soon to other markets.

submitted 15 days ago • 0 comments

Many state PUCs have been told data centers are 100% inflexible - but some of the hyperscalers are saying otherwise. Reporting by E&E-Politico: www.eenews.net/articles/stu...

submitted 15 days ago • 3 comments

This is the view from the cabin I’m staying in for the next month 😍😍😍 (Lofoten, Norway)

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submitted 16 days ago • 0 comments

Podcast: Phill Lawson-Shanks, Chief Innovation Officer, Aligned Data Centers This time on the DCF Show #podcast, we take an industry deep dive with Aligned Data Centers' CIO Phill Lawson-Shanks. #AI #HPC #hyperscale #colocation #datacenter #sustainability www.datacenterfrontier.com/podcast/arti...

submitted 16 days ago • 0 comments

This offshore wind project has been a key piece of Dominion's effort to add renewable capacity. The utility can already not keep up with demand for renewables in the state (including data center customers).

submitted 17 days ago • 0 comments

Chevron, GE Vernova, Engine No.1 Join Race to Co-Locate Natural Gas Plants for U.S. Data Centers Fast-tracked construction is expected to be online by 2027. #datacenter #naturalgas #behindthemeter #energy #power #hyperscale #colocation #AI #infrastructure www.datacenterfrontier.com/energy/artic...

submitted 17 days ago • 0 comments

Vantage Data Centers will deploy more than 1 gigawatt of power capacity at its North American campuses using natural gas microgrids. from VoltaGrid. The companies said the VoltaGrid modular generation solution allows deployments "within months." www.businesswire.com/news/home/20...

submitted 17 days ago • 1 comment

1/ 🚨New study alert!🚨 🔌💡 My DukeU colleagues and I just released a 1st-of-kind study on how the US grid could integrate up to 100 gigawatts of data centers w/out major new infrastructure, provided modest load flexibility (0.5%/yr). AI load growth can be managed faster, cheaper, & cleaner. 🧵👇

submitted 17 days ago • 18 comments

The maneuvering you are seeing now, both in Paris & among big AI players, is a sign that insiders increasingly believe the growth of AI capabilities will continue in the future towards AGI-ish systems without hitting a wall. Many other normal considerations are taking a back seat to this belief.

submitted 17 days ago • 5 comments

Reports: Musk group seeing to acquire OpenAI for $97 billion. This won't be dull. www.cnbc.com/amp/2025/02/...

submitted 17 days ago • 2 comments

I spoke with Elisa Wood of Energy Changemakers about how data center operators think about energy procurement and what DeepSeek actually tells us about energy demand forecasts. Good conversation for folks interested in AL and energy. podcasts.apple.com/us/podcast/h...

submitted 19 days ago • 0 comments

We've been tracking this through tech earnings season, but the NYT rounds up how the hyperscalers are shrugging off the DeepSeek selloff and continuing to invest heavily in AI infrastructure. www.nytimes.com/2025/02/08/t...

submitted 19 days ago • 1 comment

Time for me to learn how to speak French I guess! Great to see serious investment infrastructure outside of the US, especially in the past few months. I do wonder how many disenfranchised Americans will wind up overseas as sovereign #AI picks up.

submitted 20 days ago • 1 comment

With AWS reporting, here's the final hyperscale scorecard for 2025 CapEx: - Amazon - $100 billion, up from $83B in 2024 - Microsoft - $80B, up from $55B - Google - $75B, up from $52.5B - Meta - $65B, up from $39B It adds up to high confidence in the future of AI from the hyperscale sector.

submitted 21 days ago • 0 comments

Amazon will boost its AI investment to new heights in 2025, outspending its hyperscale rivals with more than $100 billion in capital expenditures. AWS joins other tech titans saying innovations by China’s DeepSeek should increase overall customer spending on generative AI, rather than reduce it.

submitted 21 days ago • 0 comments

Data Center Jobs: #Electrician and #Engineering Jobs Available in Major Markets Each month DCF, in partnership with Pkaza, posts some of the hottest #datacenter #jobs in the market. Find your next position here! #hyperscale #construction #colocation #AI www.datacenterfrontier.com/sponsored/ar...

submitted 22 days ago • 0 comments

Logistics real estate giant Prologis plans to deploy up to 10 gigawatts of data center space over the next decade. The company says it has 3 gigawatts (GWs) of power capacity in its pipeline and more on the horizon. Prologis' existing portfolio spans 6,000 buildings and 15,000 acres.

submitted 21 days ago • 0 comments