Latest Data Centers News & Updates
Gigawatt campuses, power grids, cooling and the trillions being poured into AI compute buildouts.
439 articles
The Year IDC Moats Become Permanent
The analysis argues that wholesale IDC moats should be judged by when contractual and financial barriers become durable, not by cabinet counts. It highlights Data Center’s 98% Alibaba concentration and 2030 renewal risk, contrasting it with Runze’s 62% ByteDance concentration and a RMB 4.5 billion REIT that brings forward terminal-value risk.
Sunshine Digital Plans ¥980M AI Compute Center
Sunshine Digital Technology plans to invest up to 980 million yuan to build the Sunshine Intelligent Computing Center in Xingning, Guangdong. The facility is expected to begin operations in October 2027, but the company highlights approval, financing, cross-industry, and continued-loss risks.
Korea to Inject $14B into AI and Data Infrastructure
South Korea is allocating 20 trillion won to its sovereign wealth fund to bolster domestic AI, data center, and infrastructure capabilities. This move marks a strategic shift to include domestic assets to support the nation's technology sector following market volatility.
Nvidia may guarantee $250bn for OpenAI data center
Nvidia is reportedly in talks to provide $250 billion in financing guarantees to help OpenAI lease a massive 10-gigawatt data center campus in Ohio. This move aims to secure the necessary infrastructure for OpenAI's future compute-intensive AI models.
Japan to Acquire 27,500 Nvidia Rubin Chips for Robotics
Japan is investing 387.3 billion yen to establish Noetra Corp, a new entity tasked with building large-scale data centers for robotics AI. The project involves a massive procurement of 27,500 next-generation Nvidia Rubin chips to power domestic AI foundation models.
Japan building 140MW AI factory powered by Nvidia
Japan is constructing a massive 140MW AI infrastructure facility specifically for physical AI and robotics. The project is fully equipped with Nvidia's Vera CPUs and Rubin GPUs.
Huawei to Unveil Atlas 950 SuperPoD at WAIC 2026
Huawei is set to demonstrate its Atlas 950 SuperPoD AI computing hardware at the 2026 World Artificial Intelligence Conference. The system utilizes 8,192 NPU cards and the proprietary Lingqu protocol to deliver 8 ExaFLOPS of FP8 compute power.
Nvidia confirms Vera Rubin production remains on schedule
Nvidia co-founder Jensen Huang addressed rumors regarding manufacturing delays for the next-generation Vera Rubin AI accelerator. He confirmed that production is proceeding as planned to meet customer delivery timelines.
New York State halts construction of all new data centers
New York has become the first state to temporarily pause the approval of large data centers. Governor Kathy Hochul cited concerns over rising electricity costs, water consumption, and the need for greater local control amidst the AI-driven infrastructure boom.
New York bans data center construction for one year
New York has implemented a one-year moratorium on the construction of new data centers. This regulatory move is being viewed as a potential turning point for the anti-AI movement and infrastructure development.
New York Imposes First Statewide Data Center Moratorium
New York Governor Kathy Hochul has signed an executive order imposing a one-year moratorium on the construction of new data centers. The move aims to address the significant environmental and energy challenges posed by these large-scale facilities.
Intel invests €5B in Ireland for AI chip capacity
Intel is investing an additional 5 billion euros in its Leixlip facility in Ireland to boost AI and high-performance computing chip production. The investment focuses on upgrading facilities for Intel 3 process nodes and expanding Xeon 6 server processor capacity.
AMD to launch Zen 6 EPYC Venice CPU
AMD is expected to unveil its EPYC Venice CPU based on the Zen 6 architecture at the upcoming Advancing AI event. The new processor promises a performance and energy efficiency improvement of over 70% compared to its Zen 5 predecessor.
SpaceX Data Center Faces Shutdown Over Permit Issues
A lawsuit seeks to shut down the gas turbines powering SpaceX's Colossus 2 data center due to permit violations. This could jeopardize a $45 billion contract with Anthropic.
US Micro-Reactors Achieve Criticality for Data Center Power
Three private-sector micro-nuclear reactors have achieved criticality, marking a milestone for next-generation energy technology. Data centers are closely monitoring these developments as a potential solution for sustainable, high-density power requirements.
Samsung and SK Hynix Launch $870B AI Infrastructure Plan
Samsung and SK Hynix have announced a massive $870 billion investment over the next decade to expand semiconductor manufacturing and AI data center capacity in South Korea. This strategic move aims to strengthen their global competitiveness against rivals like TSMC and Intel.
Micron Q3 2026 Revenue Soars 345% Driven by AI
Micron reported record-breaking Q3 2026 financial results with a 345% revenue increase and 1398% net profit growth. The surge is primarily driven by massive demand for AI-related memory products in data centers.
OpenAI and Broadcom Partner for Custom AI Chip Design
OpenAI is collaborating with Broadcom to design custom artificial intelligence chips. This move aims to secure the massive computational power required for future model scaling, with energy demands projected to reach 10 gigawatts.
SpaceX Signs Multibillion-Dollar AI Computing Deal
SpaceX has entered a multibillion-dollar agreement to provide computing resources to Reflection AI. This deal marks a significant step in Elon Musk's strategy to position SpaceX as a major AI infrastructure provider.
SoftBank's IT team builds Japan's #1 AI supercomputer
SoftBank's internal IT department successfully developed Japan's top-performing AI supercomputer in just four months. This 'President's Project' highlights the capability of internal teams to execute high-stakes infrastructure projects.
Nvidia Plans $20 Billion Corporate Bond Offering
Nvidia is preparing to raise at least $20 billion through a corporate bond sale, its first since 2021, to fund ongoing infrastructure expansion.
Grassroots opposition blocks $130B in US data center projects
A report by 10a Labs reveals that local opposition has successfully blocked or delayed at least 75 data center projects worth $130 billion in early 2026. This trend is significantly impacting the expansion capabilities of the AI industry in the United States.
NVIDIA Spectrum-6 Launches for Gigascale AI Factories
NVIDIA has introduced the Spectrum-6 networking platform, specifically designed to handle the massive data requirements of gigascale AI factories. This hardware aims to serve as a critical multiplier for computing power in training frontier models and powering agentic AI.
Meta eyes multibillion-dollar data center deal with Anthropic
Meta is reportedly in talks to partner with Anthropic for a massive data center infrastructure deal. This move would mark a significant expansion of Meta's business model into providing compute resources for other AI labs.
AWS exec Dave Brown joins Meta amid cloud rumors
Former AWS senior executive Dave Brown is joining Meta to lead data center infrastructure efforts. This move fuels speculation that Meta is building its own cloud platform to compete with AWS.
Meta in Talks to Lease Computing Power to Anthropic
Meta is reportedly in negotiations to lease its massive computing infrastructure to Anthropic. This potential $10 billion deal highlights the extreme scarcity of GPU resources required for large-scale AI model training.
Wall Street calls AI a 'super cycle'
Goldman Sachs reported record investment banking fees, driven by massive financing demands for AI infrastructure. Executives describe the current trend as an 'AI CapEx super cycle'.
Nvidia's Five-Layer Cake Strategy for AI Factories
Nvidia is evolving from a GPU hardware provider to the chief architect of AI factories. This 'five-layer cake' strategy represents a full-stack integration of their computing ecosystem.
Apple reportedly seeking acquisitions of AI chip companies
Apple is reportedly looking to acquire AI chip companies to bolster its server infrastructure. The current M2 Ultra-powered servers are allegedly insufficient for the company's growing AI demands.
Fujitsu to manufacture Rubin-ready AI servers by 2026
Fujitsu has announced plans to manufacture high-end AI servers domestically in Japan, specifically designed to support NVIDIA's upcoming 'Rubin' GPU architecture. This initiative aims to address the growing demand for sovereign AI infrastructure and on-premises generative AI solutions.