12월 첫째 주 News Update

Surging electricity loads from data centers, electrification and manufacturing are outpacing grid capacity, prompting a shift toward customer-sited energy resources and capabilities to address data center energy demand.

Data Center Interconnect: Taming the Wildest, Fastest Growing Part of the Network

Data center interconnect stands out as the fastest growing part of the network and shows no signs of slowing with the data center boom.

Will Carbon Rules Threaten South Korea's Data Centre Growth?

High carbon intensity threatens South Korea's AI data centre market position, new energy economics research warns of sustainability challenges

U.S. data center power demand could reach 106 GW by 2035: BloombergNEF

The forecast is 36% higher than its April estimate. Other experts warn that an AI bubble or speculative data center proposals could be fueling excessive load growth projections.

IBM CEO says there is 'no way' spending trillions on AI data centers will pay off at today's infrastructure costs

Google CEO Sundar Pichai says we’re just a decade away from a new normal of extraterrestrial data centers

Google plans to power a new data center with fossil fuels, yet release almost no emissions – here’s how its carbon capture tech works

Actis launches Latam-focused data center business

Terranova launches, targeting Brazil, Mexico, and Chile

In Data Center Alley, AI Sows Building Boom, Doubts

Data center energy demand forecasted to soar nearly 300% through 2035

How families could get stuck with higher electric bills if the AI data center boom goes bust

Why a new data center in your area could change your electricity bill

Data Centers Are a 'Gold Rush' for Construction Workers

The AI data center boom is creating heavy demand for skilled trades workers, leading to more perks and higher pay for many.

‘We can’t do this a lot’: El Paso Water CEO warns as questions grow over Meta data center’s water use

Utility leaders say they can meet Meta’s demands, even as advocates warn about bringing major water consumers to El Paso.

Marvell’s Stock Soars On Data Center Forecast

AWS launches AI factory offering that gives customers dedicated AI infrastructure on premises

AI Factories can be built using Nvidia or Trainium chips

New AWS AI Factories transform customers’ existing infrastructure into high-performance AI environments

Dedicated AWS AI infrastructure deployed in customers’ existing data centers helps organizations rapidly develop and deploy AI applications at scale.

Applied Digital Leads $25 Million Funding Round for Corintis to Advance Innovation in Data Center Technology

Beyond Municipal Water: Alternative Solutions for Data Center Cooling Needs

Data centers rely heavily on water for cooling, but alternative sources can reduce strain on municipal systems and support sustainability.

Marvell to Acquire Celestial AI, Accelerating Scale-up Connectivity for Next-Generation Data Centers

Asterion acquires Covilhã data center from Altice Portugal

Altice finally sells former Portugal Telecom site

Why Vertiv (VRT) Is Up 5.7% After Announcing a Strategic Data Center Power Alliance with Caterpillar

AWS Launches Tranium3 Chip to Challenge Nvidia’s AI Dominance

The cloud giant says its latest AI chip delivers better energy efficiency, enhanced performance, and affordability for AI workloads.

AWS makes Trainium3 UltraServers generally available

Company also makes UltraServers with Nvidia GB300s available, and teases Trainium4

What is Meta’s Blueprint for Sustainable Data Centres?

Meta is using AI, low-carbon design and water restoration projects to cut the footprint of its global data centres and reach net zero emissions by 2030

Geronimo Power proposes data center in Nobles County, Minnesota

Could total 400MW in capacity

A data center is being proposed at the site of the former uranium enrichment plant near Piketon

Entergy breaks ground on two natural gas plants for Meta's 2GW data center in Richland Parish, Louisiana

Expected to have a combined capacity of 1.5GW

What is co-packaged optics? A solution for surging capacity in AI data center networks

AI Data Center Opportunities Underpin Morgan Stanley's Bullish Stance On This Stock

OpenAI data center planned for farmland in Saline

Iren seeks $2bn in convertible bonds for AI data center buildout

Also planning private share sale

SMR developer Deep Atomic proposes nuclear-powered AI data center at Idaho National Lab

If approved, the project is expected to serve as a national demonstration site for future nuclear-powered AI infrastructure

TikTok owner goes all-in on AI: ByteDance earmarks $20B for global expansion

ByteDance’s TikTok announces major $37.7B Brazil data centre project

TikTok commits $37.7 billion to a clean-energy data centre in Brazil.

Brazil emerges as key AI data hub with TikTok’s massive investment.

Soaring Demand, Bottlenecks, and Barriers: Inside the data center boom

Officials detail $4B AWS data center proposal, infrastructure plans

Deutsche Telekom hooks up Berlin data center to local district heating system

Will supply waste heat to the Pallasseum, a listed building from the 1970s

Caterpillar, Vertiv Aim to Change Data Center Power Delivery

WBS Power forms JV with Prime Capital to develop 500MW data center in Brandenburg, Germany

Sells solar and BESS site to Prime Capital as part of deal

Micron to Wind Down Crucial Brand to Focus on AI, Data-Center Market

Micron to exit consumer memory business amid data center boom

France's Voltalia looking to partner with ByteDance and Brookfield for data center venture in Brazil

Supply goes looking for demand

Fast-growing AI player taps markets for billions amid data-center frenzy

The newest Bitcoin miner-turned-AI-player seeks capital.

Google’s proposed data center in orbit will face issues with space debris in an already crowded orbit

Two data center campuses planned outside Warsaw, Poland

Local residents oppose projects in Michałowice district

Botswana launches first national data center

Opened after what seems like a two-year delay

600MW natural gas-powered data center campus proposed in Hubbard, Texas

Will use AirJoule water harvesting technology

Bolivia's Public Prosecutor's Office plans data center to modernize justice system

Project partly supprted by European Union

Trane acquires liquid cooling solutions provider Stellar Energy Digital

Stellar designs and builds modular cooling equipment for liquid-cooled data centers

BW Digital to land Batam-Singapore cable at Digital Realty facility

Nongsa Changi Cable System to land at Digital Realty’s SIN12

Digital Realty partners BW Digital to rollout new subsea cable connecting Singapore, Batam

National AI Plan could spell big year for tradespeople jobs

Macquarie Data Centres tops out 47 MW IC3 Super West

Singapore opens up 200MW in second Data Center – Call For Application

Equinix backs tech-agnostic data centre principles in Australia’s National AI Plan

Inside Anthropic’s Multi-Cloud AI Factory: How AWS Trainium and Google TPUs Shape Its Next Phase

Anthropic is locking in massive TPU capacity on Google Cloud—up to one million chips over the life of the deal—mirroring its scale on AWS Trainium and cementing its role as a truly multi-cloud frontier lab. The partnership signals Google’s push to productize TPUs for external AI workloads and could involve tens of billions in future investment.

Data Center Jobs: Engineering, Construction, Commissioning, Sales, Field Service and Facility Tech Jobs Available in Major Data Center Hotspots

Each month Data Center Frontier, in partnership with Pkaza, posts some of the hottest data center career opportunities in the market. Here’s a look at some of the latest data center jobs posted on the Data Center Frontier jobs board, powered by Pkaza Critical Facilities Recruiting.

Why Axiado has Raised $100m to Grow AI Data Centre Security

Axiado secures US$100m+ Series C+ funding to expand its hardware-anchored security and system management for AI data centres worldwide

DC Byte and SweDCI: Uniting for Swedish Data Centre Insights

The new partnership aims to improve transparency and data accessibility across Sweden’s fast-growing digital infrastructure and data centre sectors

AWS Trainium3 Cuts AI Data Centre Power Consumption by 40%

atNorth data center to supply heat to Danish homes

atNorth has finalized its agreement with Vestforbrænding, Denmark’s largest waste-to-energy company, to use excess heat from atNorth’s DEN01 data center campus within Vestforbrænding’s district heating network.

Fossefall acquires Fyresdal Datacenter in Norway

Fossefall AS has entered into an agreement to acquire Fyresdal Datacenter from Norsk Data AS and will establish its first AI factory in Norway.

120MW data center campus proposed in Hämeenlinna, Finland

The government of Hämeenlinna announced that a reservation agreement has been made for three business plots in Hämeenlinna's MORE industrial park, for a data center project of up to 120 megawatts.

📌 December Week 1 – Global Data Center Insight & Vision (2025)- (News Article Summary via ChatGPT)

1. Executive Summary

The first week of December 2025 highlights a globally accelerating AI-driven data center boom, marked by unprecedented demand for power, cooling, chips, and land. Governments, hyperscalers, and investors are aggressively building capacity, while new risks emerge: energy shortages, water scarcity, carbon regulation, and concerns about return on investment.

AI factories, nuclear-powered campuses, and extraterrestrial data centers reflect a shift toward extreme-scale, experimental, and hybrid infrastructure models, showing the industry’s rapid transformation.

2. Key Insights

1) Unprecedented Power Demand & Energy Crisis

U.S. power demand from data centers could hit
Multiple states report
Water usage increasingly triggers public concern (e.g., Meta in El Paso).

2) Hyperscalers Pursue Massive AI Infrastructure

AWS launches
AWS makes
Google pushes
Meta continues low-carbon and water restoration initiatives toward

3) AI-driven Economics Fuel Rapid Construction

Construction labor is in a “gold rush” due to data center demand.
Companies like Marvell, Vertiv, and Caterpillar surge on data center-related forecasts.
Actis, Asterion, Iren, and multiple private equity groups expand aggressively into Latin America and Europe.

4) Sustainability Becomes a Competitive Differentiator

South Korea risks competitiveness due to
District heating integration expands (e.g., Deutsche Telekom in Berlin, atNorth in Denmark).
Water-saving cooling technologies gain momentum, replacing municipal water dependence.

5) AI-Centric Networks & Chips Accelerate

Data Center Interconnect (DCI) becomes the fastest-growing networking segment.
Co-Packaged Optics, liquid cooling acquisitions (e.g., Trane acquiring Stellar Energy Digital), and scale-up connectivity (Marvell acquiring Celestial AI) dominate the ecosystem.
Anthropic commits to

3. Vision: Where the Data Center Market Is Heading

1) The Rise of the AI Factory

Data centers are shifting from generalized cloud workloads to specialized AI factories:

Integrated compute + storage + networking + cooling
Designed for model training and inference at massive scale
Powered by tailored chips (Trainium, TPU, Nvidia GB300)

2) Energy-Defined Data Centers

Future competitiveness will be determined by:

Proximity to
Ability to build on-site power generation (gas, nuclear, renewable microgrids)
Water-efficient cooling and heat reuse (district heating cooperation)

3) Geographical Decentralization

New hotspots emerge:

Brazil
Nordics
Central US
Africa & LATAM

4) New Infrastructure Paradigms

Orbital data centers (Google)
Underground and nuclear-powered campuses
AI-managed facilities These concepts signal a shift toward

4. Regional Highlights

North America

Multiple 400MW+ projects (Minnesota, Texas, Ohio)
Nuclear and gas plants being built directly for data centers
Concerns over rising household electricity bills if the AI boom cools
AWS, Meta, and OpenAI pushing multi-billion-dollar proposals

Europe

Heat recovery projects expand (Germany, Denmark)
Poland and Portugal see major new campus proposals
Strong sustainability regulation pressure

Asia-Pacific

Singapore opens 200MW of new capacity applications
South Korea faces carbon constraints threatening competitiveness
TikTok/ByteDance targets Brazil but also expands globally from APAC base

LATAM

Brazil becomes a global AI magnet
Actis and Voltalia entering joint ventures
Government push for digital infrastructure across Bolivia and Mexico

Africa

Botswana launches its first national data center
Growing focus on sovereign AI infrastructure

5. Technology & Infrastructure Trends

1) Chip Architecture Evolution

AWS Trainium3:
TPU demand skyrockets via Anthropic partnership
Nvidia still dominant, but facing rising challengers

2) Cooling Technology Shift

Liquid cooling acquisitions (Trane x Stellar Digital)
Water harvesting (AirJoule) for desert regions
Movement toward

3) Networking Innovations

Co-packaged optics for AI-scale bandwidth
Explosive growth in DCI (data center interconnect)

4) Security & Edge

Axiado raises $100M+ for AI-focused hardware security
Rising focus on sovereignty and regulatory security

6. Sustainability & Regulatory Pressure

Carbon

Countries with high carbon intensity (e.g., South Korea) risk losing hyperscale investments
New models: carbon capture, district heating, restored water systems

Water

Increasing backlash (El Paso case)
Alternative cooling systems becoming standard

Land & Power

Residents pushing back in Europe
Hyperscalers pushing toward remote, rural, or industrially underutilized regions

7. Investment, M&A, Market Movements

Major Moves

Actis launches LatAm DC venture
Asterion acquires Covilhã DC from Altice
Marvell stock jumps on AI DC forecasts
Micron exits consumer memory to focus on AI/data-center markets
Iren seeking $2B for AI DC buildout
Multiple projects above

8. Conclusion

The December 2025 data center landscape is defined by:

Explosive AI demand
Global power and water constraints
Massive investments and experimentation
Sustainability-driven reshaping of competitive regions
Rapid evolution in chips, cooling, and networking

Vision: The industry is moving toward a world of AI factories, energy-integrated campuses, multi-cloud AI superclusters, and even orbital data centers—indicating that the next decade will redefine the fundamental nature of digital infrastructure.

12월 첫째 주 News Update

데이터센터 관련 업계 동향 및 뉴스

✅ 12월 1주차 데이터센터 뉴스 요약 & 비전·인사이트

1. 글로벌·한국 데이터센터 시장 동향

① 한국, 글로벌 빅테크의 전략 허브로 부상

② 유럽은 ‘녹색 역설’로 데이터센터 정체

③ 인도·브라질 등 신흥시장의 급부상

2. AI 칩 & 클라우드 인프라 경쟁

① AWS: AI 인프라 ‘전면전’ 선언

② 구글 TPU 전략 강화 – Nvidia 가격견제 효과

③ Nvidia는 시장 수요 과열로 '자원 부족' 우려

3. 전력·냉각·탄소·입지(부지) 이슈 – 데이터센터의 ‘핵심 제약’

① 전력/에너지 이슈가 투자판도를 결정

② 전력 안정화 대안 부상

③ 냉각 기술 진화

4. 규제 & 리스크 관리

① 정부 규제 강화

② 부지 확보 갈등 증가

5. 국내 기업·산업 전략 변화

① 국내 대기업의 AI·데이터센터 투자 확대

② 클라우드 멀티화 가속

🔮 12월 1주차 인사이트 & 비전 (총정리)

1) AI 인프라의 ‘3축 패러다임’

2) 지역별 전략 포지션 변화

3) 기업에게 주는 시사점

4) 산업 전체 방향성