11월 셋째 주 News Update

Goldman Sachs, Accenture & KPMG weigh in on the AI scaling crisis, where power demands are soaring but deployment lags, despite huge data centre investment

Nvidia & Samsung: AI, Data Centres and Future Manufacturing

A new collaboration sees Samsung build a semiconductor AI factory using Nvidia’s technology to boost manufacturing efficiency and tackle rising energy use

How much of the AI data center boom will be powered by renewable energy?

Google to invest $40B in Texas data centers in major AI push

Investment spans Armstrong County and Haskell County as AI competition intensifies

Google jumps as Berkshire Hathaway reveals $5.1 billion stake, search giant announces $40 billion investment in Texas data centers

Microsoft Launches Cobalt 200 Chip and Expands Azure AI Platform

At Microsoft Ignite, the company aggressively positioned Azure as the unified platform for all data and AI workloads.

Data centers are concentrated in these states. Here’s what’s happening to electricity prices

US Faces Winter Blackout Risks From Data Centers’ Power Needs

PDG Enters South Korea with USD 700 Million Data Center Investment

PDG Commits USD 700M to Enter South Korea with AI-Ready Data Center

Big data center planned next to Samsung's $17B chip factory in Central Texas

The developer is looking at a 220-acre parcel directly northeast of the rising factory.

ACS, BlackRock launch 2 billion euro data centre joint venture

Meta’s next massive build could become the world’s first gigawatt-scale data center

Workers sent home after employee found with gun at Meta data center site in New Albany

Data center volatility, batteries and the electric grid’s new reality

Lithuania’s Investment Highway: Accelerating data center development in Northern Europe

For data center operators evaluating European expansion strategies, Lithuania’s Investment Highway offers a streamlined path through regulatory complexity

LS Electric Secures $76 Million US AI Data Center Contract

South Korean power equipment firms see rising overseas orders amid AI data center demand surge

Redefining data center efficiency with supervision and CFD

The role of control and supervision technologies and computational fluid dynamics in optimizing data center cooling for performance

Arm Neoverse platform integrates NVIDIA NVLink Fusion to accelerate AI data center adoption

U.S. Data Centers Could Consume as Much Water as 10 Million Americans by Decade’s End

Data center growth drives locals to fight for more say

Higher energy bills, heavy water use and noise are among their concerns.

As AI creates demand for new data center facilities across the U.S., large architecture firms respond, despite sustainability concerns

Samsung’s 60% memory price hike signals higher data center costs for enterprises

The world’s largest memory chipmaker’s aggressive pricing threatens to push AI server costs up 10-25% as supply constraints remain through 2026.

OpCore plans €4bn data center at former EDF coal power plant outside Paris, France

Firms in exclusive negotiations over site

The Data Center Resistance Has Arrived

A new report finds that local opposition to data centers skyrocketed in the second quarter of this year.

New details on $152M data center planned in Memphis

Lambda to deploy GPU cluster at Prime's LAX01 data center in California

AI cloud expands its footprint in the US

AI data center provider Lambda raises whopping $1.5B after multibillion-dollar Microsoft deal

AI data center provider Lambda announced Tuesday it raised $1.5 billion in a round led by TWG Global, a relatively new $40 billion investment firm formed by billionaires Thomas Tull, the former owner of Legendary Entertainment, and Guggenheim Partners founder and CEO Mark Walter.

Number of data centers worldwide as of November 2025, by country or territory

Data Center Explored for Kalkaska

TIP Brasil invests R$500m in Campinas data center

The company chose the city to serve ISPs, security companies and public bodies

Groq deploys AI infrastructure in data center in Sydney, Australia

Company's entrance into Asia-Pacific

France and IDB to finance $324m in fiber cables and data centers in the Amazon

Approximately 2 million people are expected to benefit from improved digital public services

The UK’s AI ambitions demand a decarbonized data center strategy

Legacy Investing & GI Partners announce 33MW data center in Chicago, Illinois

20MW of capacity set to be ready for service by early 2027

GlobalFoundries buys Singapore's Advanced Micro Foundry in push to speed up AI data center networks

Palantir said to mull data center at Fermi campus in Texas

Fermi execs say local area blessed to have AI capacity coming in

DCI secures $212m for Seoul data center build-out in South Korea

Company broke ground on SEL1 in late 2023

Engineering Today’s Talent to Fuel Tomorrow’s Data Centers

Leaders must rise to the occasion to expand the talent pool to address booming data center demand.

Spain's Forestalia targets data centers, to invest €12bn in Zaragoza

Spanish energy firm Forestalia to develop three new data centers in Zaragoza

Crusoe tops out final building at OpenAI Stargate data center campus in Abilene, Texas

Part of second phase of development

VoltaGrid inks power equipment supply deal with ABB for US data center deployments

Aim to pair the power equipment with natural gas microgrid systems\

INNOSPACE signs MoU with UAE’s Madari Space for Space Data Center development

Siemens and Delta power solutions cut data center deployment time, costs, and carbon emissions

DUG offers 1MW immersion-cooled data center container

Container can host up to 850 Nvidia GPUs

Schneider Electric debuts platform to unify data center energy and building management systems

EcoStruxure Foresight Operation is first product of its kind on the market, vendor says

Brookfield acquires two Centersquare-occupied data centers in California from Menlo

Investment firm takes over Santa Clara facilities from landlord

Data center capacity becomes the new battleground for AI growth: theCUBE’s analysis

ByteDance first in Malaysia to ink Green Electricity Tariff (GET) deal with TNB

Bridge Data Centres inks 10-year water deal with Eastwater Stecon for its Thailand data center

Firmus raises further AUD 500m for expand AI factories nationally

From MW to GW: How AI Is Forcing a Complete Rethink of Data Center Power

As AI demand surges, experts warn that data center design must evolve – fast.

Land & Expand: Hyperscale, AI Factory, Megascale

This month’s 'Land & Expand' tracks the most notable site launches, land acquisitions, and retrofits shaping the next wave of hyperscale and AI-factory growth.

When the Cloud Leaves Earth: Google and NVIDIA Test Space Data Centers for the Orbital AI Era

Google’s Project Suncatcher and NVIDIA’s Starcloud initiatives mark the opening chapters of orbital AI compute. From solar-powered satellite constellations in low-Earth orbit to radiation-hardened GPU clusters and laser interlinks, these early prototypes point to a future where the cloud extends beyond the grid - and beyond Earth itself.

Vertiv & Caterpillar: Expanding Power and Cooling Solutions

Omantel and Ciena Launch Fibre Network for AI Data Needs

Omantel teams up with Ciena to deliver a managed fibre network built for hyperscale data centre, AI and cloud workloads across the Middle East and beyond

Supermicro’s AI, HPC and Liquid Cooling Roadmap: Explained

Why This Data Center Services Firm Is Breaking Out With All Eyes On Nvidia

From AI data centers to natural gas, summit explores North Dakota energy scene

How DOE’s Announcement on Data Centers Could Impact the Grid

How Data Centers Can Support Energy Resiliency While Managing AI Demand

QTS presents data center project to DeForest Village Board

Nuevo León to host AI and HPC data center

AI-GDC and investment firm Cipre Holding to develop Nvidia-focused facility, though few details available

Digital Realty signs $373m data center power kit deal with Schneider Electric

Expands long-standing partnership between firms

South Korea's Innospace and the UAE's Madari Space to collaborate on space data centers

Details of partnership vague

Sabey targets Indianapolis for 250MW data center campus

Company looks to develop two-building campus in Decatur Township

2026 Forecast: Industry Growth Is Spurred by Megaprojects, Data Centers and Shifting Policies

TRG breaks ground on 24MW data center in Houston, Texas

Company expanding campus with second building

Element Critical breaks ground on 10MW data center expansion in Houston, Texas

Company adding new 20,000 sq ft data hall, set to go live next year

Oracle’s Mahesh Thiagarajan, EVP OCI, On Data Center Growth, AI Leadership

QTS backs University of Wisconsin-Madison data center sustainability research program

Will focus on advancing more sustainable digital infrastructure

Siemens and Delta partner on modular power systems for data centers

Targeting European and Asia-Pacific markets

Edge data center firm Armada launches Beacon pod for oil rig deployments

Company offers on-premise pod

Vertiv and Caterpillar partner on advanced energy optimization solutions for data centers

Will focus on onsite energy solutions

Immersion Cooling: Lagging Today, Leading Tomorrow

The shift to immersion cooling is inevitable, and early adopters will have a significant advantage over those who wait until DTC reaches its limits.

Data center CEO: AI speeds fusion by "two or three decades"

Construction on Meta’s largest data center brings 600% crash spike, chaos to rural Louisiana

Why a global data center company is eyeing Michigan — and why it chose Lansing first

AI data center projects drive up memory chip prices. Here's why.

📌 November – Week 3 AI & Data Center Trend Summary(New Article Summary by ChatGPT)

1. Hyperscale Growth Accelerates: Nvidia, Google, Microsoft Lead

Nvidia posts another record quarter, with $51.2B in data center revenue and GPUs effectively sold out through 2026, reinforcing its dominance.
Microsoft expands Azure AI with its new Cobalt 200 CPU to compete directly with Nvidia-centered stacks.
Google announces a massive $40B Texas data center investment, signaling intensifying hyperscale competition.

Insight: Demand for AI compute is far outpacing supply, shifting the bottleneck from GPUs to power, land, and deployment capacity.

2. The Data Center Bottleneck Deepens

Multiple analyses (Goldman Sachs, KPMG, Accenture) indicate data centers—not GPUs—are now the primary constraint for scaling AI.
Construction bottlenecks (land, permitting, transformers, power interconnects) push timelines out 3–5 years.
Local resistance (“Data Center Resistance”) is increasing due to electricity, water use, noise, and real-estate impacts.

Insight: Regions with faster approvals and abundant energy (Texas, Virginia, Korea, Singapore alternatives) are emerging as next-generation AI hubs.

3. Power & Grid Stress Become Critical Issues

Articles highlight severe winter blackout risks due to data center electricity consumption.
U.S. and EU regulators warn of grid instability as AI facilities shift from MW to gigawatt-scale loads.
Emergence of microgrids, natural gas systems, and on-site power (Caterpillar, ABB, Siemens) to guarantee uptime.
Growing emphasis on water consumption, with forecasts showing data centers could use as much water as 10 million Americans by 2030.

Insight: Power sourcing will become the #1 variable in where AI compute is built. The future is on-site energy, grid-independent power, and low-water cooling technologies.

4. The Renewable Energy Pivot

Growing pressure from communities and governments to ensure AI growth is paired with decarbonized energy strategies.
Companies like ByteDance (Malaysia) adopt green energy tariffs; Europe moves toward “decarbonized digital infrastructure.”
Large energy producers (e.g., Spain’s Forestalia) invest in data centers directly.

Insight: AI growth is tightly tied to renewable energy expansion. Future AI hyperscalers must act as energy companies, not just compute companies.

5. Explosive Global Expansion & Investment

Massive global buildouts announced across:

South Korea

PDG: $700M AI-ready data center
DCI: $212M Seoul expansion

Saudi Arabia

Nvidia-backed facility with xAI as first customer

France, Spain, Brazil, Thailand, Australia, Mexico, Lithuania

Multi-billion-euro and multi-regional expansions.

Texas remains the global epicenter with new hyperscale, AI factories, and Stargate-related expansions.
Legacy Investing & GI Partners, ACS/BlackRock, Digital Realty-Schneider Electric highlight unprecedented institutional capital inflow.

Insight: The industry is transitioning from hundreds of MW facilities to gigawatt-scale AI factories, often repurposing old industrial and power sites.

6. Rising Costs: Memory, GPUs, and Infrastructure

Samsung’s 60% memory price hike signals rising cost pressures for AI server BOMs (10–25% higher).
GPUs, switches, and power systems remain supply constrained until at least 2026.

Insight: Enterprises must expect higher total cost of ownership; AI infrastructure remains a seller’s market.

7. Cooling Innovation Becomes a Competitive Advantage

Immersion cooling moves from niche to inevitable as rack densities surpass 50–100kW.
Companies like DUG offer immersion-cooled GPU containers (1MW).
CFD-driven cooling and real-time supervision systems gain traction (Schneider, Siemens, Delta).

Insight: Cooling innovation will separate AI leaders from laggards. Immersion cooling will dominate 2026–2030 builds.

8. New Frontiers: Space Data Centers

Google’s Project Suncatcher and Nvidia’s Starcloud begin testing orbital compute concepts.
Early exploration of radiation-hardened GPUs and laser interlinks.

Insight: Long-term vision: relocating certain AI workloads into space-based compute nodes to alleviate Earth’s power constraints.

9. Talent Shortage Intensifies

Operators warn of a structural shortage in skilled technicians, electrical engineers, and cooling specialists.
Training programs and academic partnerships (e.g., at University of Wisconsin-Madison) ramp up.

Insight: Labor capacity—not just hardware—will define the pace of AI infrastructure buildup.

📈 Overall Market & Strategic Outlook (2025 → 2026)

AI Infrastructure Is Entering Its “Megaproject Era”

AI demand pushes data centers from MW → hundreds of MW → gigawatt-scale campuses.
The industry is no longer constrained by GPUs alone; now:

Power availability
Cooling capability
Land acquisition
Local regulatory compliance
Talent supply are becoming the dominant limiting factors.

Key Forward Trends

On-site energy generation becomes standard (natural gas microgrids, hydrogen pilots).
Water-free or low-water cooling rapidly adopted.
AI factories co-locating with renewable generation (solar + storage, wind corridors).
Geographic diversification: Korea, Texas, Spain, Saudi Arabia, Southeast Asia, Australia.
Rise of multi-billion “AI real estate funds” from private equity and sovereign wealth funds.
AI manufacturing synergy (Samsung–Nvidia partnership) to accelerate fab and data center interdependence.
First “gigawatt-ready” designs to roll out by 2026.

11월 셋째 주 News Update

데이터센터 관련 업계 동향 및 뉴스

📌 2025년 11월 3주차 데이터센터 트렌드 & 인사이트 종합 요약(New Article Summary by ChatGPT)

1) 글로벌 AI 인프라 시장, 초대형 투자 전쟁 본격화

핵심 인사이트

2) 한국, 글로벌 AI 데이터센터 투자 ‘핫스팟’으로 급부상

대규모 투자 러시

한국이 주목받는 이유

그러나 리스크 존재

3) 전력 대란 시대…AI 데이터센터는 ‘전력산업 재편의 중심’으로

전력 수요 폭증

대안 기술

인사이트

4) 메모리·반도체 시장의 대격변: HBM4와 AI 서버가 시장을 재편

인사이트

5) 우주(Orbit) 데이터센터, 차세대 패러다임으로 등장

인사이트

6) 금융 시장의 AI 투자 구조 변화

📌 향후 3~5년 발전 방향(전망)

1) AI 데이터센터 → Gigawatt(1GW+) 메가캠퍼스 시대

2) 전력 제약으로 인한 ‘입지 전쟁’

3) 냉각 기술의 패러다임 변화

4) AI 센터의 지방 분산 + 전력망의 지능화(HVDC·AI EMS)

5) 우주·해저 데이터센터 상용화 초기 단계 진입

📌 기업·정부·투자자가 지금 준비해야 할 것

✔ 기업(특히 한국 기업)

✔ 정부·지자체

✔ 투자자

📌 결론: 2025년 11월, AI 데이터센터는 ‘산업의 중심’으로 거대한 전환 진행 중

📌 November – Week 3 AI & Data Center Trend Summary(New Article Summary by ChatGPT)

1. Hyperscale Growth Accelerates: Nvidia, Google, Microsoft Lead

2. The Data Center Bottleneck Deepens

3. Power & Grid Stress Become Critical Issues

4. The Renewable Energy Pivot

5. Explosive Global Expansion & Investment

6. Rising Costs: Memory, GPUs, and Infrastructure

7. Cooling Innovation Becomes a Competitive Advantage

8. New Frontiers: Space Data Centers

9. Talent Shortage Intensifies

📈 Overall Market & Strategic Outlook (2025 → 2026)

AI Infrastructure Is Entering Its “Megaproject Era”

Key Forward Trends

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