AI Pulse · Infra & climate (daily)

Infra & climate · Fri 2 Oct 2026

Sat, 03 Oct 2026 00:00:00 +0000

$165bn Project Jupiter: What Oracle’s force majeure notice means for AI data centre risk
Oracle has issued a force majeure notice over Project Jupiter, its flagship Stargate data centre campus in southern New Mexico, preserving the right to defer rent if the site misses its 2028 start because its power supply is not ready. (Capacity Media)
Data centre of the month: Inside AtlasEdge’s unconventional Stuttgart site
When AtlasEdge opened the first phase of its STR001 data centre in Böblingen, near Stuttgart it was betting on a different model of European digital infrastructure. (Capacity Media)
Nebius takes 50 MW at AIB Data Centers’ southeastern US facility
AIB Data Centers, an AI and high-performance computing data center developer and operator, has entered into a binding 12-year agreement with AI cloud company Nebius for 50 MW of critical IT capacity at AIB’s facility in the southeastern US. (W.Media)
Macao developer plans 40MW AI data center using prefabricated solution
An unnamed Macao-based developer plans to build a 40MW AI data center using prefabricated solution in what is believed to be the first of such deployment in the city state. (W.Media)
Cushman & Wakefield, APTelecom to undertake feasibility study on Ho Chi Minh City data center
Real estate adviser Cushman & Wakefield and connectivity specialist APTelecom will jointly undertake a feasibility study for Stavian Digital Park (SDP) in Ho Chi Minh City, Vietnam, for a proposed data centre campus… (W.Media)
Microsoft gets approval for AU$1.26bn, 96MW Sydney data centre
Microsoft has secured NSW planning approval for a 96MW data centre in Sydney’s west, following a prolonged assessment that included objections from Blacktown City Council over the project’s impact on a protected conservation area. (W.Media)
From Opposition to Buy-In: Tactics for Data Center Developers
Data center developers are responding to growing community opposition by embracing transparency, funding power infrastructure, and prioritizing locations with supportive residents. (Data Center Knowledge)
Amazon’s $1B plan to combat data center backlash draws more backlash
Amazon praised for ending NDAs but slammed for downplaying data center pollution. (Ars Technica AI)

Infra & climate · Thu 1 Oct 2026

Fri, 02 Oct 2026 00:00:00 +0000

Indonesia pauses BDx Data Centers construction pending required permits and EIA report
Asia Pacific data center platform BDx Data Centers has been ordered to pause work on the construction of a data center in Jakarta pending the obtaining of permits and an EIA report. (W.Media)
Renewable energy companies fuel Brazilian data center boom, investigation finds
Renewable energy companies are driving most of Brazil’s plans for new data centers, according to a recent joint analysis by The Intercept Brasil and Mongabay. (Mongabay)
Jordan’s mega-plan for water security risks locking in fossil gas demand (Climate Home News)
CX Tech submits plans for 1GW Chapelcross data centre campus
Plans have been submitted for a proposed 1GW data centre campus at Chapelcross in southern Scotland. (Data Centre Review)
Philippines telco Globe bets on AI and data centers for next billion-dollar growth
Philippines telecom giant Globe Telecom Inc. plans to invest at least US$1 billion in 2027 to expand its digital business especially those related to AI and data centers… (W.Media)
The Hidden Failure Domain in N+1 Data Center Cooling
N+1 capacity can hide shared-control dependencies, turning many units into a single failure domain. Learn how to design for degraded operation and commission real resilience. (Data Center Knowledge)
Zinc Whiskers: The Hidden Contamination Risk Beneath Data Center Floors
As AI density and airflow rise, legacy raised-floor and zinc-plated components can shed conductive whiskers that jeopardize equipment reliability. (Data Center Knowledge)
Can Data Center Design Choices Change Public Acceptance?
Operators use biomimicry, community co-design, and brownfield redevelopment to reduce the visual impact of data centers and improve local acceptance. (Data Center Knowledge)
The plan to build virtual data centres in space just got $8 million backing
Its longer-term plan is to connect computing resources across different satellites and turn them into what it calls virtual AI data centres. (TechCabal)
NetApp and Nvidia rethink storage for AI factories
Storage architecture is being rewritten for artificial intelligence factories. Traditional enterprise storage was designed around workloads that scaled in relatively predictable ways. (SiliconANGLE AI)
Nvidia ties AI factory economics to tokens and power efficiency
Artificial intelligence factory economics increasingly depend on more than access to high-performance graphics processing units. (SiliconANGLE AI)
Productive, Durable, Fungible: How NVIDIA AI Factories Maximize Return on Investment
AI factories are built by the megawatt, even by the gigawatt. Each megawatt factory costs roughly $60 million, and AI factory operators will only commit capital on that scale with a clear view of the return on investment. (NVIDIA Blog)
Huawei Launches Grid-Interactive AIDC 1.0, Linking AI Data-Center Power, Cooling and Ascend Servers
Huawei Digital Power's grid-interactive AIDC 1.0 pairs grid-forming storage, new UPS lines and an Ascend-aware liquid-cooling controller; a SenseTime site got 18 MW of power in 45 days. (Pandaily)

Infra & climate · Wed 30 Sep 2026

Thu, 01 Oct 2026 00:00:00 +0000

Samsung invests US$ 1 billion in AI infrastructure firm Helix
Samsung, a South Korean multinational manufacturing conglomerate, has committed US$ 1 billion to Helix Digital Infrastructure, an AI infrastructure company formed by KKR, as the company seeks to expand its capacity to develop data centers… (W.Media)
CDC wins approval for AU$203.5m Beard 2 data centre in Canberra
CDC Data Centres has secured conditional development approval for a three-storey data centre at its Beard campus in the ACT, adding 12 data halls and 84MW of capacity to the site. (W.Media)
Submer and ACES partner to speed up Saudi Arabia’s AI data center rollout
Spanish AI and high-performance computing (HPC) infrastructure provider Submer signed a memorandum of understanding (MoU) with digital infrastructure company Advanced Communications & Electronics Systems (ACES) this week to accelerate the… (W.Media)
Beyond 600kW: How Power-Cooling Convergence Redefines the AI Factory Blueprint
As AI infrastructure enters the 600 kW, ultra-high-density era, power and cooling can no longer operate as separate systems. (W.Media)
Nine things we learned from the Data Center Investment Summit Australia
Earlier in September, w.media hosted the inaugural Data Center Investment Summit Australia at the ICC Sydney. (W.Media)
US tech firm inks deal with Malaysian consortium for proposed 680MW solar-plus-storage project to power data center
A US-based multinational technology company has signed an agreement recently with a Malaysian consortium for a proposed 680MW solar-plus-storage project to power its data center, according to the companies’ joint press release. (W.Media)
Alibaba Cloud to open cloud regions in Turkey, Finland and Netherlands
Alibaba Group Holding Limited (Alibaba), a Chinese multinational technology company, will open its first cloud regions in Turkey, Finland and the Netherlands over the next 12 months, while expanding data center operations in Malaysia… (W.Media)
Digital Realty Plans Cable Landing Station at Los Angeles Data Center
Digital Realty's first turnkey cable landing station is designed to bring subsea capacity directly into an established data center and interconnection environment. (Data Center Knowledge)
Google’s Dublin data centre planning rejection is overturned
After a long-running dispute with the South Dublin County Council, Google has received permission to expand its Dublin data centre. (Capacity Media)
How should data centres approach on-site power in the AI era?
With grid capacity under pressure, RSE's Peter Glenn explores how on-site generation can deliver resilient power without limiting future options. (Data Centre Review)
Can Great British Grid actually speed up data centre connections?
The new publicly-owned grid investment body could help accelerate connections, but for data centres its most useful role may lie further upstream. (Data Centre Review)
CoreWeave Targets Enterprises with Forge Platform
CoreWeave is evolving from a specialized GPU infrastructure provider into a full-stack AI cloud platform to compete with hyperscalers and attract enterprise customers. (Data Center Knowledge)
Meta dodges billions in US taxes by calling its AI data centers experiments
Meta classifies its AI data centers as "pilot models" and Nvidia chips as experimental materials to save billions in federal taxes. (The Decoder)

Infra & climate · Tue 29 Sep 2026

Wed, 30 Sep 2026 00:00:00 +0000

In the Spotlight… Solving the data centre power challenge with RSE’s Peter Glenn
RSE’s Peter Glenn explores on-site generation options and the factors data centre developers must consider as grid constraints continue. (Data Centre Review)
Eaton agrees €810m COL Group deal to expand data centre power portfolio
Eaton is set to expand its European manufacturing capacity thanks to an €810 million takeover of COL Group. (Data Centre Review)
Nscale raises another $3.36 billion ahead of its IPO
Nscale has raised another $3.36 billion as it looks to turn a rapidly growing backlog of AI contracts into live data centre and GPU capacity. (Data Centre Review)
China Mobile, Quill Group ink MOU to explore developing green data centers in Malaysia
China telco firm China Mobile International (CMI) and Malaysian property developer Quill Group have signed a Memorandum of Understanding (MOU) last week to jointly explore developing potential green data center and digital infrastructure… (W.Media)
AWS says state permits block renewable diesel for backup generators
Amazon Web Services says existing state-level permits prevent it from switching its Australian data centres’ backup generators to renewable diesel, a step it has begun at sites in Europe and on the US west coast. (W.Media)
Zone Frontier leases land for up to 500 MW Texas data center campus
Zone Frontier Inc., a company developing AI infrastructure including data center campuses, has announced that a subsidiary has entered into a long-term ground lease covering 4,077 acres in Potter County, Texas. (W.Media)
Crusoe named developer of Google’s Armstrong County data center campus
Crusoe, a company building AI factories, has announced that it is the developer of Google’s new data center campus being built in Armstrong County outside of Amarillo, Texas. (W.Media)
Queensland council questions height, impacts of Swanbank data centre
Ipswich City Council in Queensland has requested further information from the developer of a proposed 10-storey data centre at Swanbank, questioning its height… (W.Media)
Vaisala launches Indigo Supervisor as data center monitoring shifts from coverage to scalability
Vaisala Indigo Supervisor helps data centers scale environmental monitoring by enabling up to 100 measurement points to be managed as a single system. (W.Media)
Amazon buys 2 million sq ft land in Selangor, Malaysia to build data center
Amazon.com, Inc. has yesterday signed an agreement with Malaysian developer, Sunsuria Berhad to purchase land in Sepang, Selangor, for RM 316.84 million (US$ 77.66 million) to build a data center. (W.Media)
Virtus secures £ 2.45 billion financing for European data centers
Virtus Data Centres, a European data center developer and operator based in the UK, has secured a £ 2.45 billion (US$ 3.24 billion) financing package to fund the development and expansion of its data center portfolio in the U.K. and Europe. (W.Media)
The 200 GW Moment: Reinventing the Grid for the AI Economy
As AI pushes rack densities into unprecedented territory, utilities, hyperscalers, and developers are rethinking how to deliver reliable, affordable power at massive scale. (Data Center Knowledge)
NetApp Removes Storage Bottleneck for AI Factories
NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced NetApp Novus™, the fastest storage on the planet designed for AI infrastructure providers operating large GPU environments. (ITWeb)
NetApp and Supermicro Collaborate to Power AI at Any Scale
NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced a strategic collaboration with Supermicro to deliver jointly validated AI infrastructure solutions spanning large-scale AI factories… (ITWeb)

Infra & climate · Mon 28 Sep 2026

Tue, 29 Sep 2026 00:00:00 +0000

Is your data centre truly recoverable – or just redundant?
Redundancy reduces failure risk, but recoverability determines what happens next, as Gearlinx's Todd Rychecky explores. (Data Centre Review)
Alibaba unveils new GPU as it expands AI chip roadmap
Alibaba Group Holding Limited (Alibaba), a Chinese multinational technology company, has unveiled the Zhenwu V900, a new data center GPU that delivers three times the performance of its previous generation Zhenwu M890… (W.Media)
Nscale raises US$ 3.36 billion in funding as AI infrastructure demand grows
Nscale Limited (Nscale), an AI cloud platform and data center operator, has secured US$ 3.36 billion in convertible debt financing, with investment firm Third Point leading the round. (W.Media)
Hydro weighs 444MW Firmus load as Tasmania nears energy balance
Hydro Tasmania said it is weighing a potential long-term electricity arrangement with AI infrastructure developer Firmus as Tasmania remains broadly in annual energy balance and faces forecast growth in industrial demand. (W.Media)
Firmus backs tougher data centre rules in Tasmania, wants project-by-project assessment
Australian AI infrastructure company Firmus Technologies has called for tighter transparency requirements and proportionate energy and water standards for AI infrastructure in Tasmania… (W.Media)
Can Supercapacitors Smooth AI’s Power Swings?
Supercapacitors promise millisecond response for AI-induced power transients, but most experts see them complementing, not replacing, UPS systems and batteries. (Data Center Knowledge)
AI data centers could meet grid limits with 35 hours of reduced demand, model suggests
It was a bizarre situation: The U.S. company xAI operated gas turbines mounted on large trucks in Southaven, Mississippi, to supply electricity to a data center just across the state line in Memphis, Tennessee. (Tech Xplore)
ByteDance grabs one-fifth of China’s data centre capacity as AI drives infrastructure boom
ByteDance accounts for roughly one-fifth of China’s delivered data centre capacity, making the TikTok owner the country’s largest tenant and a main driver of its artificial intelligence buildout… (South China Morning Post)

Infra & climate · Sun 27 Sep 2026

Mon, 28 Sep 2026 00:00:00 +0000

Google, Microsoft back Australian data centre rules with flexible clean energy demands
Google and Microsoft have backed the development of nationally consistent rules for Australia’s burgeoning data centre sector, but are calling for flexibility in how operators meet new energy and sustainability requirements. (W.Media)

Infra & climate · Fri 25 Sep 2026

Sat, 26 Sep 2026 00:00:00 +0000

Egypt’s Intro Group to invest US$ 270 million in 80 MW Kemet Data Center
Egypt’s Minister of Communications and Information Technology Raafat Hindy met with Sherif Mohamed Abdel Fattah, a board member of Intro Group, an Egyptian conglomerate with companies in multiple industries… (W.Media)
Northern Territory challenges Australia’s proposed data centre energy rules
The Northern Territory Government has rejected a proposed national requirement for large data centres to fully offset their electricity demand with new renewable generation… (W.Media)
Efforts to Curb Data Center Speculation Gain Ground Across the US
Large-load tariffs and other measures to weed out speculative projects are taking shape amid public backlash to data centers and shifting state-level policies. (Data Center Knowledge)
Google’s Grid-Interactive AI Data Centers: From Backup to Grid Partner
At Data Center World Power, Google’s Tom Garvens detailed how full-stack design, LVDC power, BESS, and liquid cooling are reshaping hyperscale AI while supporting local grids. (Data Center Knowledge)
AI hardware design could filter out irrelevant visual data to reduce energy use
When we read a car's license plate, we tend to focus on the numbers and letters, paying little attention to the surrounding buildings or sky. (Tech Xplore)
Crusoe abandons $1.25B plan to use Boom turbines at AI data centers
Boom Supersonic CEO Blake Scholl said the company's new stationary power plants were no longer in Crusoe's near-term plans. (TechCrunch AI)

Infra & climate · Thu 24 Sep 2026

Fri, 25 Sep 2026 00:00:00 +0000

2G Energy secures 275MW order from Energy Vault for US AI project
Germany-based 2G Energy has received an order from Energy Vault to deliver 275MW of power generation systems for use in the US. (Energy Monitor)
Virtus secures £2.45bn financing to fund UK/European expansion
Virtus Data Centres has secured a £2.45 billion financing package to support its expansion across the UK and Europe. (Data Centre Review)
Russia launches new attacks on Kyiv data centers
Another Russian attack on Kyiv on September 23 damaged data centers used by internet providers UTELS and Pavutyna, disrupting internet services for about 100,000 households in Kyiv and the surrounding region. (W.Media)
Low-Frequency Noise and Data Centers: What to Know
Infrasound produced by data centers is increasingly scrutinized by communities, making proactive mitigation and transparent communication essential for operators. (Data Center Knowledge)
The Role of Optical Frequency Comb Generators in AI Data Centers
Optical frequency combs generate many wavelengths from a single laser instead of using separate lasers per channel, cutting power, cost, and failure points as AI data centers scale to 16+ wavelengths per fiber. (Data Center Knowledge)
Google's Suncatcher project aims to put AI data centers in orbit powered by solar energy
Google's "Suncatcher" project aims to run AI infrastructure in orbit on solar power. A fridge-sized experimental satellite is set to launch on a SpaceX Falcon 9 on October 1. (The Decoder)

Infra & climate · Wed 23 Sep 2026

Thu, 24 Sep 2026 00:00:00 +0000

Woodway to build 22 mile gas pipeline for behind-the-meter data center project
Woodway Energy Infrastructure, a developer, operator, and owner of natural gas and related energy infrastructure, has announced it has entered into definitive agreements to develop a natural gas pipeline for a hyperscale data center… (W.Media)
Thai bill proposes data center licensing, environmental & health impact assessments
A Thai member of Parliament has recently introduced a draft bill proposing sweeping changes to its data center rules, including requiring licensing, and environmental and community health impact assessments on all data center projects… (W.Media)
Australian data centre operators raise AU$35bn in 2026 as debt funding surges
Australian data centre operators have raised at least AU$35bn in funding so far in 2026, with debt accounting for 85 percent of new capital, according to a Reserve Bank of Australia staff analysis. (W.Media)
BDx breaks ground on AI data center in West Java; first 120MW building to be ready by early 2027
Asia Pacific data center platform BDx Data Centers yesterday broke ground on an AI data center campus scalable to 640MW in Jatiluhur, West Java, Indonesia. (W.Media)
Victoria targets grid costs and water use in new data centre action plan
Australian state Victoria’s proposed data centre rules would require developers to fund network upgrades, move water-intensive cooling away from drinking water supplies and maintain a 150-metre buffer from residential buildings. (W.Media)
Data Center Water Use: From Efficiency Metrics to Real-World Resilience
Water has shifted from a background utility to a core constraint for data centers, requiring site-specific resilience planning that addresses peak stress, local hydrology, and community impact, not just average efficiency metrics. (Data Center Knowledge)
Alibaba Cloud set to open new data centres in Europe next year as overseas push gains pace
Alibaba Cloud, Alibaba Group Holding’s cloud business unit, is set to launch data centres in Turkey, Finland and the Netherlands over the next 12 months… (South China Morning Post)

Infra & climate · Tue 22 Sep 2026

Wed, 23 Sep 2026 00:00:00 +0000

New Era signs 20-year PPA with Vistra for Texas data centre project
New Era Energy & Digital through its subsidiary, TCDC PowerCo, has entered into a 20-year PPA with Luminant, an affiliate of Vistra. (Energy Monitor)
EU proposes A-G data centre efficiency ratings as minimum standards loom
Facilities with at least 500kW of installed IT power demand could receive public ratings from 2027, as Brussels develops minimum standards. (Data Centre Review)
Engineering uptime in high density data centre cooling
With AI increasing data centre cooling demands, Innomotics explores how integrated motor and drive design can help. (Data Centre Review)
Tera Data Centers buys 221.7 acres Negeri Sembilan land in US$ 250 million deal
Singapore-headquartered data center platform Tera Data Centers has purchased 221.67 acres of industrial land in Negeri Sembilan from Eco Business Park 7 Sdn Bhd for RM 1.013 billion (US$ 250 million)… (W.Media)
World Bank sees US$ 240 million data center opportunity in Djibouti
The World Bank Group reports in its latest Country Private Sector Diagnostic for Djibouti that the African nation could unlock as much as US$ 240 million and 1,300 jobs if it implements reforms to the country’s regulatory framework… (W.Media)
CDC plans AUD 15bn, 1.4GW data centre campus near Wagga Wagga
Australia’s CDC Data Centres has proposed a four-building data centre campus near Wagga Wagga, NSW, with an estimated development cost of AUD 15bn and total power demand of up to 1.4GW. (W.Media)
Aolani partners Nvidia to expand AI Factories in Southeast Asia
Singapore-founded AI Cloud firm, Aolani, yesterday announced it has signed a compute collaboration with Nvidia to expand AI Factory infrastructure across Southeast Asia. (W.Media)
California governor signs seven bills in bid to improve data center transparency
Governor of California Gavin Newsom signed seven bills on Monday that require greater transparency from data center developers and operators. (W.Media)
Same Roof, 10 Different Gases: What a Data Center Is Quietly Holding
Data centers’ reliability equipment – UPS batteries, refrigerants, and generators – creates hidden gas hazards that cause both safety incidents and costly outages. (Data Center Knowledge)
Designing Layered Drone Defenses for Data Centers
Drone threats to data centers are rising and real. Operators should adopt layered defenses – physical hardening, detection systems, redundancy, and regulatory coordination – to build resilience. (Data Center Knowledge)
Scientists develop real-time AI monitoring for an advanced nuclear reactor component
Just as a clogged kitchen sink can bring household routines to a halt, a blockage in a nuclear reactor's heat exchanger can slow operations and require urgent attention. (Tech Xplore)
Everyone can find a reason to dislike data center construction
Inside two years of fraught AI data center debates in Pennsylvania. (TechCrunch AI)

Infra & climate · Mon 21 Sep 2026

Tue, 22 Sep 2026 00:00:00 +0000

Minimum performance standards for data centres in Europe - public consultation launched
The European Commission has launched a 12-week open public consultation and call for evidence on minimum performance standards for data centres in the EU. (European Commission (Energy))
Commission enhances energy efficiency and sustainability of data centres in the EU
The European Commission proposed today a common rating scheme for data centres aimed at increasing transparency on their energy use and supporting their sustainable integration into Europe's energy system. (European Commission (Energy))
COP31 presidency announces AI pledge as UN climate chief says Big Tech ‘on thin ice’
Infrastructure news about international bodies. (Climate Home News)
Scotland makes EIAs mandatory for new data centres above 50MW
New planning rules come as MSPs call for hyperscale decisions to wait until national guidance is complete. (Data Centre Review)
The UK can build AI data centres faster – but can it connect them?
Planning reform may speed up UK data centre builds, but without the right fibre infrastructure, connectivity could become the next bottleneck. (Data Centre Review)
GreenSquare signs Sharon AI as first customer for SYD1 data centre campus
Australian data centre developer and operator GreenSquare has signed a long-term contract with NASDAQ-listed Australian AI infrastructure provider Sharon AI, an NVIDIA Cloud Partner… (W.Media)
Russian attacks damage data centers in Kyiv
Russia has claimed that its strikes have damaged two major data center facilities in Kyiv, Ukraine, highlighting the growing vulnerability of Ukraine’s digital infrastructure as the war increasingly affects telecommunications and… (W.Media)
AirTrunk is said to seek US$ 1.6 billion loan to finance REIT listing in Singapore
Blackstone-backed data center operator AirTrunk, is seeking US$1.6 billion loan to finance an upcoming proposed public listing of a real estate investment trust (REIT) in Singapore… (W.Media)
Crypto firm SOS inks Indonesian deal to potentially build 500 MW AI data center
US-based cryptocurrency miner SOS Limited announced last week its wholly-owned subsidiary in Singapore Future Digital Trading Pte. (W.Media)
AirTrunk proposes AUD 3.7bn NSW data centre with AUD 37m community offer
AirTrunk is promoting a proposed 540MW data centre in the Hunter region, alongside a package of community infrastructure and energy benefits it believes will address concerns over the project’s local impacts. (W.Media)
Cybastion commits US$ 300 million to advance digital infrastructure in Senegal
Cybastion, a US technology firm building digital infrastructure in Africa, will invest US$ 300 million to finance digital transformation projects in Senegal. (W.Media)
AirTrunk, CDC call for national data centre rules with greater accountability
Major Australian data centre developers and operators, AirTrunk and CDC, have called for clearer national standards and more coordinated regulation of Australia’s data centre sector… (W.Media)
Enterprises Adopt Colocation for AI and Hybrid Cloud Initiatives
Enterprises are strategically choosing colocation data centers to host AI applications, deploy a hybrid cloud model, add incremental capacity, improve connectivity, and reduce costs. (Data Center Knowledge)
Grid Constraints Steer Dutch Data Centers Beyond Amsterdam
Amsterdam remains a top European data center hub, but power constraints are shifting new capacity to Rotterdam and other regional Dutch markets with available grid connections. (Data Center Knowledge)