5월 마지막주 데이터센터 전망 (한국 중심)
1. 한국의 포지셔닝 변화: ‘부품 → 풀스택 AI 인프라’
- 기존: 메모리·반도체 중심 공급국
- 변화: AI 데이터센터 전 영역으로 확장
- 삼성·SK하이닉스 → AI 메모리 + 글로벌 AI 기업(Anthropic) 협력
- SKT·NHN → AI 데이터센터 + 클라우드 플랫폼
- LG전자·에쓰오일 → 냉각·에너지 기술 진출
✅ 핵심
한국은 “AI 인프라 전체(칩–클라우드–전력–냉각)”를 아우르는 국가로 진화 중
2. 핵심 경쟁 요소 변화: GPU → 전력·냉각 중심
- 글로벌 공통 인식:
- “GPU만으로는 부족”
- 데이터센터 경쟁력 = 전력 + 열관리
한국의 주요 역할
- 액침냉각 실증 (에쓰오일 컨소시엄)
- 냉각 R&D 확대 (LG전자)
- HBM 내부 냉각 (SK하이닉스 iHBM)
✅ 결론
한국은 AI 데이터센터의 최대 난제인 ‘발열 문제 해결’ 핵심 국가
3. AI 반도체 슈퍼사이클: 한국 주도 구조
주요 흐름
- AI 데이터센터 수요 → D램 매출 역대 최고
- HBM 경쟁:
- 삼성: HBM4E 선도
- SK하이닉스: 패키지 혁신
영향
- 서버 → 모바일 메모리까지 공급 압박
- 중국 CXMT 급부상 (리스크)
✅ 핵심
AI 데이터센터의 핵심 병목(메모리)을 한국이 사실상 장악
4. 글로벌 AI 동맹 속 한국 역할 확대
주요 움직임
- 삼성·SK → Anthropic 투자/협력
- SKT:
- NVIDIA·Google·Qualcomm 협력
- AI 데이터센터 + 6G 연계
- NHN Cloud:
- AI 풀스택 플랫폼 ‘FactoryX’
✅ 트렌드
경쟁 구조가 “기업 → 연합(Ecosystem)”으로 전환 한국은 핵심 파트너로 참여
5. 에너지 인프라: 배터리·전력 시장에서 기회 확대
한국 기업 역할
- LG에너지솔루션
- 2.4조 규모 ESS 공급 (미국 데이터센터)
- 전력 최적화 + ESS 결합 확산
구조 변화
- 데이터센터 = 단순 IT → 에너지 시스템
- 장주기 배터리 필수
- 자체 전력 확보 중요
✅ 결론
한국 배터리 산업이 AI 데이터센터 성장의 핵심 인프라로 부상
6. 차세대 데이터센터 구조 변화
주요 트렌드
① 도심형·엣지 데이터센터 확대 ② 에너지 자립형 모델 (전력+ESS 결합) ③ 모듈형 데이터센터 (수출형 모델)
✅ 한국 특징
공간 제약을 극복하기 위해 고밀도·효율 중심 설계 선도
7. 투자 및 시장 흐름
글로벌 자금 이동
- 중국 → 일본, 인도, 동남아 이동
한국 위치
- 대규모 부지/전력 부족 → 초대형 DC 허브는 제한적
- 대신:
- 기술 수출
- 핵심 장비·부품 공급
✅ 핵심
한국은 “데이터센터 건설 시장”보다 “핵심 기술 공급국”으로 경쟁력 확보
8. 주요 기술 트렌드 (한국 기여 중심)
🔹 ① AI 반도체
- HBM4 / HBM4E
- 차세대 AI 가속기 (FuriosaAI 등)
- 패키징 혁신
🔹 ② 냉각 기술
- 액침냉각
- 액체 냉각 표준화
- 칩 내 열관리 구조
🔹 ③ 에너지 기술
- ESS (대용량 배터리)
- AI 기반 전력 최적화
- 저전력 AI 경쟁
🔹 ④ 운영 자동화
- 자율 운영 데이터센터
- 고장 예측 및 복구
🔹 ⑤ 보안
- AI 기반 보안 위협 증가 → 인프라 보안 중요성 상승
9. 한국의 주요 리스크
- ⚡ 전력 부족 (국내 DC 확장 제한)
- 💧 용수 문제
- 🌍 환경 규제 강화 가능성
- 🧑💼 지역 일자리 효과 제한
- 🇨🇳 중국 기업의 추격
✅ 핵심 요약 (5가지)
- AI 데이터센터 경쟁은 전력·냉각 중심으로 이동
- 한국은 HBM 등 AI 메모리 절대 강자
- 냉각·에너지 효율 기술에서 글로벌 리더로 부상
- 배터리(ESS) 산업이 새로운 핵심 축
- 한국은 “데이터센터 강국”보다 → “AI 인프라 핵심 기술 공급국”
🔮 향후 6~12개월 전망
- HBM 경쟁 격화 (삼성 vs SK vs 중국)
- 액체냉각 기술 표준화 본격화
- AI 데이터센터 + 6G 결합 가속
- 한국 기업의 글로벌 AI 동맹 참여 확대
- 에너지 통합형 데이터센터 급증
Local
“중국 데이터센터서 발 뺀 글로벌펀드, 말레이ㆍ일본ㆍ인도로 이동”
“워버그핀커스도 매각 추진”
삼성·SK, 앤트로픽과 전략적 밀착…AI 반도체 생태계 공략
테슬라·엔비디아 이어 대형 고객 확보 기대…파운드리 흑자 전환 촉각
에쓰오일, 데이터센터 액침냉각 실증 추진…AI 인프라 시장 공략
GST·어니언소프트웨어·웰메이드컴퓨터와 협력
"GPU만으론 안 된다"…AI 데이터센터 경쟁력, 전력·냉각에 달려
가트너, AI 데이터센터 10대 오해 제시…"예측보다 유연한 인프라 전략 중요"
SMR·AI 데이터센터 진출…스마트홈·커뮤니티 사업도 팔걷어
[신사업 개척 나선 건설사]
퀄컴·엔비디아·구글 잇단 방문
AI데이터센터·6G 협력 논의
오픈AI·AWS 파트너십도 속도
CATL, 왜 딥시크에 베팅하나…AI 데이터센터 전력 수요 겨냥
첫 자금 조달 라운드 참여 논의…기업가치 3500억 위안 전망
[미리보는 데이터센터 서밋]〈1〉 고밀도 AI 워크로드 시대, 데이터센터 해법은…'2026 데이터센터 서밋' 개최
[미리보는 데이터센터 서밋] 〈2〉 발열 잡는 냉각 솔루션부터 스스로 치유하는 자율화 운영까지
AI 데이터센터 투자 확대 속 네오클라우드 부상…국내도 초기 경쟁
“데이터는 뜨겁게, 지구는 차갑게”…그린 데이터센터 기술혁명
AI 데이터센터 최대 고민 ‘열’…냉각·효율 혁신 경쟁 본격화
수중·플로팅 데이터센터 부상…바닷물이 냉각 인프라 된다
AI 기반 전력 최적화·장주기 ESS 확산…“전기 덜 쓰는 AI” 경쟁
“GPU보다 냉각이 중요”…데이터센터, 하나의 에너지 시스템으로 진화
도심형 데이터센터 부상, 액침 냉각기술 도입
"발열 문제 잡았다"…SK하이닉스, 메모리 설루션 ‘iHBM’ 공개
HBM 패키지 내 냉각 요소(ICE) 도입
발열 집중 구간 열 방출 경로 개선
NHN클라우드, AI 풀스택 브랜드 '팩토리X' 공개…“내년 AI 매출 비중 50%”
AI 칩·PMIC 수요 폭발…네패스아크, 독보적 후공정 기술력으로 퀀텀 점프 예고
AI 데이터센터가 전선까지 바꿨다…가온전선, 미국서 4조원 판 키운다
엔비디아 AI 서버가 메모리 시장 흔든다...“스마트폰용 D램까지 공급 압박”
삼성전자, 낸드 점유율 30% 돌파...엔비디아 동맹으로 '초격차' 굳히기
AI 데이터센터 몰려오는데…지역 청년 일자리는 '깜깜'
‘파산 직전의 무모함’인가 ‘시장 선점의 올인’인가... 베일 벗은 xAI의 잔혹한 성적표
LG엔솔, 美 데이터센터 2.4조 원 배터리 공급…ESS 전환 결실
6GWh, 16억 달러 계약…오라클 프로젝트 등에 공급
AI 데이터센터發 D램 매출 사상 최고… '1위' 삼성전자, SK하이닉스와 격차 벌려
메타 "데이터 남으면 클라우드 진출…아마존·MS와 경쟁"
카카오 본사 조정 결렬로 쟁의권 확보…창사 첫 파업 초읽기
“엔비디아만 있는 게 아니다”…퓨리오사AI, 브로드컴 손잡고 차세대 AI 추론칩 개발
퓨리오사AI·브로드컴, 2나노·HBM4 기반 차세대 AI 가속기 공동 개발
피지컬AI로 역전 노리는 日…제조업계, 美中 빅테크에 공동전선
스노우플레이크 30% 폭등…AWS와 60억달러 클라우드 계약
AI 인프라 투자 확대…아마존 그래비톤 칩·GPU 사용 강화
김동훈 NHN클라우드 대표 "AWS·MS 경쟁 자신…국가대표 AI 인프라 기업 도약"
가전 밖 '새 두뇌' 키우는 LG전자…데이터센터 냉각 R&D 두 배로
하반기 데이터센터향 공조 연구개발 인력 확대 추진
칠러·CDU/FWU 담당 인력 각각 두 배 수준 증원 검토
디시오, 삼천리자산운용으로부터 투자 유치…AI 데이터센터 공략
삼성전자, 세계 최초 HBM4E 12단 샘플 출하… HBM4 양산 3개월 만에 7세대 선점
속도 16Gbps·용량 48GB로 경쟁 판도 불붙여
젠슨 황 엔비디아 CEO, 다음 달 방한…'2차 깐부 회동' 성사
삼성전자·SK하이닉스, 클로드 개발사 '엔트로픽' 투자 참여
1분기 D램 시장, 삼성전자 1위 유지 속 CXMT 급부상…시장 판도 변화 조짐
전분기 대비 80% 증가…역대 최고 매출 기록
CXMT 매출 700% 급증…점유율 8% 확보
무력화되는 클라우드 장벽…기업 10곳 중 8곳 AI 보안 사고 직면
데이터센터에 7조원 투자…AI 인프라 주권 행보
서버 가격표 바꾼 'AI 메모리 대란'…델, 장기 공급 계약으로 방어
테라헤르츠, '글로벌 양자 인터넷 시대' 앞당긴다…'데이터센터부터 우주까지' QKD 실증 성공
에노바-슈나이더 일렉트릭, 차세대 ‘액체냉각’ AI 데이터센터 시장 공략 위해 맞손
한국형 모듈러 DC 공동 개발 및 글로벌 수출 모델 확보 MOU 체결
33개국 1500여개 IT 기업 참여…엔비디아-韓 기업 회동도 주목
AI 데이터센터 투자 확대 수혜... 다보링크, 독보적 솔루션으로 시장 선점 예고
Data Center Industry Outlook (Last Week of May 2026)by Copilot
1. Macro Outlook: Explosive Growth Driven by AI
- The data center market is entering a
- Large multi‑billion investments (e.g., Snowflake–AWS $6B deal, multiple 300–500MW campuses) indicate: → AI is shifting from
✅ Outlook: Strong long-term growth, but increasingly constrained by power, land, and regulation
2. Power = The New Bottleneck
The dominant theme across regions:
Key Trends
- Grid capacity shortages (Denmark halting large-load approvals)
- Rising electricity costs and regulatory scrutiny (US, Europe)
- Utilities restructuring contracts (long-term commitments, higher tariffs)
Strategic Shifts
- Data center firms securing: Renewable PPAs (Google 200MW solar) Direct power ownership (DigitalBridge, ArcLight acquisition) Repurposed energy assets (coal plant → 500MW AI campus)
✅ Conclusion:
Power availability is now the primary determinant of data center location and growth
3. Geographic Rebalancing
Growth Winners
- Southeast Asia & India
- Malaysia emerging as key hub
- Expansion into
Constraints Shift Demand
- Europe: permitting + energy limits redirect projects
- US: local backlash and environmental concerns slowing approvals
✅ Trend:
The market is moving from “best latency locations” → “where power is available”
4. AI Infrastructure Transformation
Key Changes
- Transition from traditional cloud →
- High-density GPU clusters (Blackwell, hyperscaler deployments)
- Continuous AI systems: Real-time learning (CoreWeave) Combined inference + RL pipelines
Data Center Industry Outlook (Last Week of May 2026)by Copilot
1. Macro Outlook: Explosive Growth Driven by AI
- The data center market is entering a
- Large multi‑billion investments (e.g., Snowflake–AWS $6B deal, multiple 300–500MW campuses) indicate: → AI is shifting from
✅ Outlook: Strong long-term growth, but increasingly constrained by power, land, and regulation
2. Power = The New Bottleneck
The dominant theme across regions:
Key Trends
- Grid capacity shortages (Denmark halting large-load approvals)
- Rising electricity costs and regulatory scrutiny (US, Europe)
- Utilities restructuring contracts (long-term commitments, higher tariffs)
Strategic Shifts
- Data center firms securing: Renewable PPAs (Google 200MW solar) Direct power ownership (DigitalBridge, ArcLight acquisition) Repurposed energy assets (coal plant → 500MW AI campus)
✅ Conclusion:
Power availability is now the primary determinant of data center location and growth
3. Geographic Rebalancing
Growth Winners
- Southeast Asia & India
- Malaysia emerging as key hub
- Expansion into
Constraints Shift Demand
- Europe: permitting + energy limits redirect projects
- US: local backlash and environmental concerns slowing approvals
✅ Trend:
The market is moving from “best latency locations” → “where power is available”
4. AI Infrastructure Transformation
Key Changes
- Transition from traditional cloud →AI-native infrastructure
- High-density GPU clusters (Blackwell, hyperscaler deployments)
- Continuous AI systems: Real-time learning (CoreWeave) Combined inference + RL pipelines
Architecture Evolution
- Networking breakthroughs (AWS RNG network design) → Removes data flow bottlenecks inside massive clusters
✅ Trend:
Data centers are evolving into AI factories, not just compute facilities
5. Capital Flows & Financialization
Major Investment Activity
- Multi-billion financing rounds
- Infrastructure funds acquiring: Energy assets Existing data center portfolios
Examples:
- $3B–$6B project financings
- $1B acquisitions (DigitalBridge, ArcLight)
- Expansion of hyperscaler leasing deals (430MW+)
✅ Insight:
Data centers are now a core infrastructure asset class, similar to utilities
6. Regulatory & Social Pressure Rising
Key Issues
- Power pricing impact on citizens (US states)
- Water usage concerns (drought-prone regions)
- Environmental backlash → project delays or downsizing (Arizona case)
Policy Trends
- New frameworks: Ratepayer protections Mandatory efficiency standards Grid access prioritization
✅ Conclusion:
“License to operate” is becoming as critical as capital and technology
7. Technology Trends to Watch
① High-Performance Networking
- AWS breakthrough → faster interconnects for AI clusters → Solves internal bandwidth bottlenecks
② Energy Innovation
- Renewable integration
- Battery storage (BESS expansion)
- On-site generation + hybrid energy models
③ Cooling Evolution
- Zero-water / low-water cooling systems
- Closed-loop cooling becoming regulatory expectation
④ Automation & Reliability
- Predictive maintenance
- Continuous power validation systems
- AI-driven operations
✅ Direction:
Efficiency and sustainability tech will define competitive advantage
8. Industry Structure Shift
Convergence happening between:
- Cloud providers
- Energy companies
- Infrastructure investors
Example:
- Hyperscalers partnering directly with utilities
- Energy firms becoming data center players
✅ Result:
Data centers are no longer IT assets — they are energy-industrial systems
Final Takeaways
🔑 5 Key Signals
- AI demand is overwhelming supply capacity
- Power availability is the #1 constraint and differentiator
- Geographic expansion is shifting to power-rich regions
- Capital is flooding into both compute and energy infrastructure
- Regulation and public acceptance are emerging risks
Short-Term Outlook (Next 6–12 Months)
- Continued
- Rising
- Acceleration of
- Increased
Architecture Evolution
- Networking breakthroughs (AWS RNG network design) → Removes data flow bottlenecks inside massive clusters
✅ Trend:
Data centers are evolving into AI factories, not just compute facilities
5. Capital Flows & Financialization
Major Investment Activity
- Multi-billion financing rounds
- Infrastructure funds acquiring: Energy assets Existing data center portfolios
Examples:
- $3B–$6B project financings
- $1B acquisitions (DigitalBridge, ArcLight)
- Expansion of hyperscaler leasing deals (430MW+)
✅ Insight:
Data centers are now a core infrastructure asset class, similar to utilities
6. Regulatory & Social Pressure Rising
Key Issues
- Power pricing impact on citizens (US states)
- Water usage concerns (drought-prone regions)
- Environmental backlash → project delays or downsizing (Arizona case)
Policy Trends
- New frameworks: Ratepayer protections Mandatory efficiency standards Grid access prioritization
✅ Conclusion:
“License to operate” is becoming as critical as capital and technology
7. Technology Trends to Watch
① High-Performance Networking
- AWS breakthrough → faster interconnects for AI clusters → Solves internal bandwidth bottlenecks
② Energy Innovation
- Renewable integration
- Battery storage (BESS expansion)
- On-site generation + hybrid energy models
③ Cooling Evolution
- Zero-water / low-water cooling systems
- Closed-loop cooling becoming regulatory expectation
④ Automation & Reliability
- Predictive maintenance
- Continuous power validation systems
- AI-driven operations
✅ Direction:
Efficiency and sustainability tech will define competitive advantage
8. Industry Structure Shift
Convergence happening between:
- Cloud providers
- Energy companies
- Infrastructure investors
Example:
- Hyperscalers partnering directly with utilities
- Energy firms becoming data center players
✅ Result:
Data centers are no longer IT assets — they are energy-industrial systems
Final Takeaways
🔑 5 Key Signals
- AI demand is overwhelming supply capacity
- Power availability is the #1 constraint and differentiator
- Geographic expansion is shifting to power-rich regions
- Capital is flooding into both compute and energy infrastructure
- Regulation and public acceptance are emerging risks
Short-Term Outlook (Next 6–12 Months)
- Continued
- Rising
- Acceleration of
- Increased
Global
Amazon Thinks the Future of Data Centers Depends on a Technical Problem It Just Solved
The tech giant says a breakthrough in data center networking has dramatically accelerated the flow of information through its massive cloud infrastructure.
Digital Edge secures $575m financing for APAC data centers
Company closes first HoldCo financing, will use funds to build out across Asia
SoftBank Corp. to launch 'AI Data Center GPU Cloud' offering in Japan
Will be available in October 2026 as part of its neocloud business
China Telecom lands Asia Link Cable in Hong Kong
Company lands cable at new self-built landing station
Snowflake signs $6B deal with AWS for AI CPU chips
Snowflake has signed a new, enormous five-year deal with Amazon to secure chips for AI usage. Nvidia is once again being put on notice.
Data centers in Southeast Asia are winners amid war: Report
Mistral announces AI data center expansion plans, forays into industrial AI engineering
Samsung Electronics plans to build a US$ 1.5 billion chip testing plant in Hanoi: Report'
Finland launches its new national supercomputer
Malaysia and India top growth as power availability redraws data center footprint: CBRE
Vattenfall and Nscale sign renewable power deal for Norway AI data center
DigitalBridge to acquire energy investor ArcLight Capital for $1bn
Data center investors takes over multi-gigawatt power portfolio
I Squared Capital buys 10 data centers from Cogent, aims to launch new US-based operator
New platform gains 53MW across Illinois, Georgia, Arizona, California, Texas, and more
Mapletree sells data center in Philadelphia, Pennsylvania
Company said it had struggled to lease facility
Google signs 200MW solar PPA with Enlight in Oklahoma
15-year deal
Synopsys extends partnership with Samsung Foundry to support AI and multi-die chip designs
Companies claim new initiatives will allow designs to come to market quicker and with improved quality
Dutch police arrest pair accused of violating Russia sanctions, raids two data centers
The two men allegedly provided hosting services for Russian cybercriminals
Rowan closes $3bn green financing for Texas data center campus
Funds to support build-out of 300MW Temple campus
Kyivstar acquires six solar plants in Lviv, Ukraine
With a combined capacity of 105MW
Iren taps Dell Technologies for Nvidia Blackwell servers under $1.6bn contract
Will be deployed at Iren data centers in Childress, Texas
Tech firm Gorilla secures 5.5MW of capacity from Telkom Indonesia's NeutraDC
Set to scale to 18MW by this November
Applied Digital signs 430MW data center lease with unnamed hyperscaler
Applied also completes spin-out of cloud business
Denmark Rations Grid Access as AI Buildout Floods Nordic Systems
Denmark halted new large-load grid agreements as AI, Power-to-X, and electrification demand overwhelm capacity, forcing power-access triage.
Power and Permitting are Redrawing Europe’s Data Center Map
Power constraints, permitting timelines and grid access are redefining Europe’s data center market country by country, pushing growth toward projects that can move forward.
Who Pays for AI’s Power Boom? North Carolina’s SB 730 Moves Forward
The Ratepayer Protection Act would require long‑term contracts, minimum billing, and closed‑loop cooling at large data centers.
How a Coal Plant in Buffalo Became TeraWulf’s 500 MW AI Campus
Data Center Knowledge toured the TeraWulf and Schneider Electric campus in Buffalo, N.Y., to see what it takes to power – and cool – the data centers of the future.
How the EPA’s New Rules Could Spark Backlash for Data Centers
The EPA’s plan to fast-track data center construction may cut red tape but also ignite legal battles and intensify environmental concerns.
Snowflake’s $6B AWS Bet Signals New Era of Enterprise AI Infrastructure
Enterprise AI workloads are moving from experimental pilots into persistent operational infrastructure, reshaping hyperscale compute demand.
CoreWeave Pushes Continuous AI Agent Learning into Production
A new platform from CoreWeave combines inference, reinforcement learning, and observability to continuously optimize AI agents using live production data.
The NextEra-Dominion Merger and the New Economics of AI Power
The proposed NextEra-Dominion Energy merger reflects how AI infrastructure demand is transforming utility economics, large-load contracting, and the balance of risk between hyperscalers, utilities, regulators, and ratepayers.
TeraWulf’s Lake Mariner Campus: How a Retired Coal Plant Became an AI Factory Prototype
Following a manufacturing-floor tour at Schneider Electric's global press event in Buffalo, Data Center Frontier visited TeraWulf's Lake Mariner campus, where old industrial power infrastructure is being repurposed into one of the country's most ambitious AI deployments.
From Uptime to Resilience: AI Infrastructure Changes the Data Center Risk Equation
The AI infrastructure boom is transforming data centers into industrial-scale projects where power, insurance, weather, supply chains, regulation, and operational resilience are becoming deeply interconnected risks.
Microsoft, Google, Meta & Amazon Join Data Centre Initiative
Elemental Impact has launched a data centre investment initiative with Amazon, Google, Meta and Microsoft, backing energy, power and cooling technologies
Kao Data Appoints Spencer Lamb as CEO to Sustain AI Growth
Spencer Lamb is taking over as CEO at Kao Data with immediate effect, as the AI-focused data centre operator expands its UK infrastructure footprint
Digital Realty's First EMEA Innovation Lab Opens in London
The new London-based DRIL facility gives enterprises and partners a space to trial AI and hybrid cloud infrastructure under real-world conditions
Nebius Scales AI Infrastructure Across Ark's Surrey Campus
Nebius is expanding its AI footprint across Ark’s Longcross campus in Surrey, filling LP01 as demand grows for high-density GPU-ready capacity
Hioki on Continuous Power Validation for Modern Data Centres
As AI increases power demand, continuous power validation and predictive maintenance are becoming essential for ensuring data centre uptime and reliability
How TCS Is Scaling Sovereign Cloud in Europe Data Centres
Tata Consultancy Services' new platform targets data sovereignty concerns as operators aim to modernise networks, AI systems and critical infrastructure
Dell lifts forecasts as AI data center buildout fuels demand, shares soar
New data center opens in Central Lubbock
Duos Edge AI opens facilities with zero water usage, limited electric demand
Elon Musk’s tweet undermines SpaceX’s claims about Anthropic data centre deal
Billionaire says the arrangement, described in IPO filings as a three-year agreement, only lasts for 180 days
Tech giants back new data center climate initiative
More cities are pressing pause on data centers as local backlash grows
Residents are concerned about rising electricity prices and environmental harms.
Oregon PUC approves PGE’s large-load tariff framework for data centers
The order shifts more infrastructure costs and interconnection obligations to hyperscale customers while positioning Oregon’s 2025 POWER Act as an early test of how states manage AI-driven growth.
Data centers likely increasing Mississippi power rates, new report claims
Entergy Mississippi, the state’s largest power provider, argues its agreement with Amazon will be a net benefit for residential customers and their monthly bills.
Inyokern AI data center plan raises water use concerns in drought-stricken area
AI boom fuels another major Bastrop County data center
A Virginia-based developer now has two massive data centers underway in the county.
Luncheon provides information on QTS data center project in Augusta
Dell Stock Soars on Data-Center Revenue and Pentagon Deal
Shares in the computer hardware maker are up 150% since President Trump’s accounts purchased more than $1 million worth
Data center firm DigitalBridge in $1.1B deal to buy ArcLight
The deal reflects the “convergence of power, AI, and digital infrastructure,” the companies said. ArcLight owned about 20.8 GW as of June.
Rethinking standardization in the race to scale data centers
Largest proposed data center in Arizona to be scaled back 80% after opposition
Nextpower Announces Entry into Battery Energy Storage (BESS) and AI Data Center Markets with Definitive Agreement to Acquire Prevalon Energy, Increases Fiscal Year 2027 Outlook
This map tracks 4,000 AI data centers being built—and reveals where the biggest boom is
The crowdsourced map, launched by environmental activist Erin Brockovich, shows construction across Texas, Pennsylvania, Ohio, and other states.
Second water right application for Kevin O’Leary’s Utah data center project withdrawn
The celebrity investor reiterated that his project will not contribute to the Great Salt Lake’s decline.
Ohio lawmakers go deep on data centers
Ohio politics news and insights from the State Signals newsletter. Plus, solar loses again with Ohio’s state government.
Core Scientific Targets AI Data Center Deals as Build Costs Climb
Five-Nines Data Center Uptime Starts with Automation
AWS details new RNG data center network design that boosts throughput and reliability
The SpaceX IPO and Data Centers in Space
Weeks After Unveiling 3,200-Acre Data Center Expansion, Microsoft Adds Another 420
Just weeks after unveiling a 3,200-acre data center expansion around Cheyenne, Microsoft is adding two more parcels totaling 420 acres. The move comes amid a deepening debate over data centers, growth, and water.
IBM & Red Hat launch £5bn open-source security plan
The move targets vulnerabilities in software used by large firms, as AI makes it easier to find and exploit flaws.
의견을 남겨주세요