10월 넷째주 News Update

마스턴투자운용이 서울 영등포에서 10MW급 엣지 데이터센터를 착공했다.이는 자산운용사가 직접 서울 도심에서 개발하는 국내 첫 사례로, 여의도 금융권을 주요 고객으로 한다.엣지 데이터센터는 도심 내 소규모 부지를 활용해 AR·VR·OTT·금융 서비스의 지연시간을 최소화하며, 전력 인입 부담이 적다.또한 KT클라우드가 위탁운영 협의 중으로, IT 부하 6.5MW는 이미 선임차(예약 임대) 완료되어 안정적 수익 구조를 확보했다.

2. 지방 대형 AI 데이터센터 경쟁 가속

포항에서는 OpenAI와 삼성의 AI 데이터센터가 확정됐으며, 40MW급 규모에 1.5~2조 원이 투입된다.당초 북구 펜타시티로 예정됐으나 다른 후보지들도 검토 중이다.이 프로젝트는 철강·2차전지 산업 데이터 연계, 포스텍·한동대 인재 인프라, 전력 안정성 등을 종합 평가 중이며, 연내 착공 목표를 세우고 있다.

3. 에너지·전력 확보전 심화

AI 인프라 확장으로 전력난이 심화되면서 글로벌 전력사와 빅테크 간 장기계약이 잇따르고 있다.미국 콘스텔레이션은 MS·메타와 20년 계약, 원자력·천연가스 설비를 포함해 세계 최대 전력 공급사로 부상했다.국내에서도 한화큐셀, VENA그룹, 뷔나그룹 등이 재생에너지 기반 AI 데이터센터 투자(20조 원 규모) 계획을 발표했다.

4. 멀티·분산형 클라우드로 구조 전환

최근 AWS의 15시간 장애는 단일 클라우드 의존 리스크를 드러냈다.이에 따라 정부기관·금융권·기업들이 멀티클라우드·로컬 CSP(국내 클라우드 사업자) 확산으로 전환 중이다.이는 향후 데이터 주권 확보와 지역 분산형 데이터센터 구축을 가속화할 전망이다.

5. 재정과 산업 융합

AI 데이터센터는 IT산업을 넘어 금융권·에너지·부동산 투자자산으로 진화 중이다.메타, 오픈AI, 엔비디아 등은 대형 SPV·펀드 구조를 활용해 자산을 분리하고 금융부담을 줄이는 방식으로 대규모 건설 자금을 유치하고 있다.국내에서도 자산운용사(마스턴, 한화 등)와 건설사, 클라우드 기업 간 합작 개발 모델이 확산 중이다.

요약하면,2025년 하반기의 데이터센터 트렌드는 ① 도심 엣지화, ② 지방 메가센터화, ③ 전력·재생에너지 경쟁, ④ 멀티클라우드, ⑤ 금융화된 인프라 구조로 집약된다.이 변화는 AI 컴퓨팅 시대에 대비한 국가전략적 인프라 전환의 신호로 평가된다.

Global

Meta partners with Blue Owl Capital on $27 billion AI data center project

Meta Announces Joint Venture with Funds Managed by Blue Owl Capital to Develop Hyperion Data Center

OpenAI, Oracle and Vantage to build Stargate data center site in Wisconsin

Port Washington data center to house OpenAI and Oracle as part of $500B Stargate program

Roundup: Digital Realty Marks Major Milestones in AI, Quantum Computing, Data Center Development

The global wholesale data center provider’s strategic moves have helped it take major steps to accelerate enterprise adoption of private AI infrastructure, expand quantum-AI infrastructure, and make AI more accessible.

Why these companies want to send data centers into space

Northern Virginia Data Center Causes Amazon Web Services Disruption

The issue affected websites, apps, banking services, and gaming sites.

AWS’ 15-Hour Outage: 5 Big AI, DNS, EC2 And Data Center Keys To Know

From the cause and resolution of AWS’ massive outage to whether AI had a potential impact, here are five big things you need to know about AWS global outage that affected millions.

Watchdogs: NorthWestern Energy must share data center info with public

AWS Outage Exposes ‘Dangerous’ Over-Reliance on US Cloud Giants

An outage at the company's oldest and largest data center hub sparked global headaches. Experts warn that the incident highlights a risky dependency on a handful of US-based providers.

Canada's British Columbia to limit data center energy use and ban new cryptomining projects

OpenAI to ramp up Singapore base to penetrate Asia Pacific market

Aaron Ruffin named infrastructure lead at OpenAI, joining from Avicado Construction

Previously worked at Microsoft and Jacobs

Who pays when a multi-billion-dollar data center goes down?

Data center insurance struggles to keep pace with AI boom

Why Will Meta Own Just 20% of Hyperion Data Centre Venture?

How MLPerf Benchmarks Guide Data Center Design Decisions

MLPerf Training Benchmark has emerged as the industry's critical standardization tool for evaluating AI infrastructure performance.

Why is Telehouse a Top Global Data Centre Operator?

Germany's Caritas-Krankenhaus hospital breaks ground on new data center

Hospital in Bad Mergentheim to get new data center

The U.S. AI Data Center Fresh Water Bottleneck Could Become a National Security Crisis

Data center to be built at former Air Force base in Aroostook County, Maine

Will be operated by LiquidCool Data Center

Jarell, Texas, greenlights plans for data center

City council greenlight moves the project forward

Peterson Co. files for 16-building data center campus in Stafford County, Virginia

Campus could total 3.8 million sq ft and four substations, would source water from local treatment plant

Google Data Centers' $150K boost fuels humanities research at Virginia HBCUs

Private-sector funding is even more important as humanities group loses federal funding.

Data-Center Power Use to Become Major Antitrust Issue

Data center market continues record growth

Sector shows booming demand despite AI bubble fears.

Can Clean Iron Tech Make Data Centres More Sustainable?

CyrusOne eyes 600MW data center campus in Illinois

Company files to develop six-building campus in Talkington Township

Storage constraints add to AI data center bottleneck

Vertiv revenue jumps 29 percent on booming data center demand

And company shuffles EMEA leadership

The Evolution of Data Center Cooling: From Water to Emerging Technologies

BGO secures $260m for US data center development

Company working with NorthPoint Development, which has multiple projects in Pennsylvania

VoltaGrid partners with Halliburton on distributed power offering for global data center market

Initial rollout expected in the Middle East

China's HiCloud launches wind-powered underwater data center, targets 500MW subsea deployment

Company has big plans to scale up below the ocean, but starts small

Google behind 390-acre data center development in Morgan County, Indiana

Previous reports suggest five buildings could be developed on site

Aligned partners with Calibrant to deploy battery system at data center in Pacific Northwest of US

Calibrant will deliver 31MW/62MWh BESS to the campus

Centersquare: Leading Data Centre Growth and Strategy

Fermi secures natural gas pipeline connection for up to 11GW data center project in Amarillo, Texas

Interconnection slated for Q1 2026

24MW data center for sale in Puyallup, Washington

Set on 86 acres of land

Philippines should enact data sovereignty laws: Exec

Charting the blueprint for the data centre’s next decade

ProEnergy repurposes jet engines to power data centers amid gas turbine shortages - report

Retrofits old CF6-80C2 jet engines into 48MW power generators

Nvidia in talks to guarantee OpenAI's data center loans - report

GPU giant continues to backstop the AI boom

Telstra’s Aura network lights Sydney–Melbourne route

Bridge Data Centres inks water deal for its data center in Thailand

Singapore inks 3 GW hydropower deals with Malaysia

Datavault and T4 expand DC operations in New Zealand

Shaping the global digital infrastructure landscape

Data centre growth in Australia faces power & utility delays

Rackspace cuts emissions by 10% & targets net zero by 2045

OVHcloud unveils AI-powered cooling to cut water & energy use

Data center developers withdraw plans to rezone more than 600 acres in Jones County, Georgia, after local pushback

Project could return, but faces hurdles

Cologix acquires carrier hotel in Calgary, Canada

Company takes over 840 7 Ave SW facility from local operator DataHive

Microsoft signs third carbon removal deal with ERW firm Undo

Tech giant commits to purchase a further 28,900 tons

Essential Power Optimization Strategies for Data Centers

Power optimization in data centers requires strategic planning. These proven techniques help operators reduce energy costs effectively.

AMD Scales the AI Factory: 6 GW OpenAI Deal, Korean HBM Push, and Helios Debut

Study Finds $4B in Data Center Grid Costs Shifted to Consumers Across PJM Region

A new analysis from the Union of Concerned Scientists reveals that most high-voltage interconnection costs for large and AI-scale data centers in the PJM region are being socialized across all utility customers—leaving ratepayers to absorb roughly $4 billion in 2024 alone. The report calls for targeted FERC and state-level reforms to ensure costs follow the cause, reshaping how the next wave of AI-era grid infrastructure is financed and regulated.

EdgeMode Signs Agreement to Advance Swedish AI Data Centre Development

Scale42 plans data center in Kitee, Finland

Arelion completes new Baltic route, reducing latency to Western Europe

Verne sells two data centers and managed private cloud operations in Finland

🌍 GLOBAL OVERVIEW: The AI Data Center Megacycle by ChatGPT(News Article Summary)

AI infrastructure is driving a historic build-out of hyperscale data centers, shifting from cloud-only models to vertically integrated “AI factories.” These new projects are no longer just server farms — they’re multi-billion-dollar, multi-gigawatt ecosystems combining power generation, advanced cooling, and data-sovereignty compliance.

🇺🇸 NORTH AMERICA — The Heart of the AI Build-Out

🔹 Meta + Blue Owl Capital: Hyperion Data Center (Louisiana)

Value: $27 billion
Structure: Joint venture — Meta owns 20%, Blue Owl-managed funds 80%
Scale: > 2 GW of computing capacity for large-scale AI training
Innovation: Liquid-cooling systems, renewable energy matching, modular “AI-ready” design
Significance: Marks a financial shift — Big Tech now partners with investment funds to share CapEx and de-risk infrastructure build-outs.

🔹 OpenAI + Oracle + Vantage: Stargate Campus (Port Washington, Wisconsin)

Value: Estimated $500 billion total “Stargate” initiative
Scope: Multi-GW data-center cluster; 4,000+ construction jobs, 1,000+ permanent staff
Focus: AI model training at planetary scale, built for OpenAI’s frontier models
Sustainability: Zero-emission power sourcing, closed-loop liquid cooling, biodiversity-positive site planning
Strategic role: Central hub for OpenAI’s U.S. AI compute strategy; integrated with Oracle’s cloud regions.

🔹 AWS and Reliability Concerns

A recent 15-hour AWS outage in Northern Virginia disrupted global banking, gaming, and app services.
Experts warn of over-reliance on U.S. hyperscalers, pushing regulators to consider antitrust and resilience measures.
Takeaway: Expect diversification of cloud providers and increased investment in redundant regional edge sites.

🔹 Other U.S. Highlights

CyrusOne (Illinois): Plans for a 600 MW campus — one of the largest in the Midwest.
LiquidCool (Maine): Repurposing an Air Force base into an immersion-cooled data center.
Fermi (Texas): 11 GW natural-gas-powered project — hybrid energy + AI compute integration.
Regulation: States like British Columbia (Canada) and some U.S. regions are capping data-center energy use and banning crypto-mining to protect grid stability.

🇪🇺 EUROPE — Power Constraints and Sustainability Pressure

Germany: Hospitals and public institutions (e.g., Caritas-Krankenhaus) now building on-prem data centers for sovereignty and compliance.
Finland & Sweden: Expansion in cold climates for natural cooling efficiency (Scale42, EdgeMode).
UK & EU: Growing focus on data-center water usage transparency and renewable power PPAs.
CyrusOne, Digital Realty, Telehouse: Targeting “AI-optimized” expansions while facing delays due to utility connection bottlenecks.
Trend: ESG (Environmental, Social, Governance) reporting is now mandatory — carbon-neutrality and energy reuse credits determine project viability.

🇸🇬 ASIA PACIFIC — Rapid AI Infrastructure Expansion

OpenAI (Singapore): Scaling its APAC base to accelerate AI adoption and model deployment in Asia.
Singapore & Malaysia: Signed 3 GW cross-border hydropower agreements, showing how renewable sourcing is now a geopolitical priority.
Thailand (Bridge Data Centres): Water-recycling and cooling-optimization agreements with local utilities.
China (HiCloud): Launch of underwater wind-powered data center pilot — targeting 500 MW subsea capacity.
Australia & New Zealand: Facing power-grid and utility delays, but still strong demand for edge and AI-centric colocation.

⚙️ TECHNOLOGY TRENDS — Redefining Data-Center Engineering

1. AI-Optimized Infrastructure

GPU-dense, high-bandwidth architectures for large-language-model training.
Benchmarks like MLPerf now guide thermal, memory, and network design standards.
Example: AMD’s “AI Factory” push with OpenAI — 6 GW compute target, leveraging advanced HBM memory.

2. Cooling Innovation

Evolution from chilled-water and air-cooling → liquid immersion, direct-to-chip cooling, and even subsea modules.
OVHcloud and others now deploy AI-powered cooling systems to reduce both water and power usage by 30–40%.

3. Power and Energy Integration

Data centers increasingly pair with on-site generation — gas turbines, hydrogen blending, battery-energy storage (e.g., 62 MWh BESS in Pacific Northwest).
VoltaGrid + Halliburton partnership focuses on distributed power microgrids for Middle East data-center markets.

4. Financial and Regulatory Transformation

The cost of interconnection to high-voltage grids is being “socialized” — consumers in the PJM region (U.S.) absorbed ~$4 billion in 2024 alone.
Regulators are re-evaluating how data-center grid costs and subsidies are structured.
Insurance and risk coverage lag behind the AI boom — questions remain over liability during multi-billion-dollar outages.

5. Quantum and Edge Convergence

Digital Realty + Oxford Quantum Circuits: Building the world’s first hybrid Quantum–AI data center in New York.
Edge facilities in Europe and North America now integrate low-latency quantum co-processors for AI optimization.

♻️ SUSTAINABILITY & ESG IMPERATIVES

Water and Power Constraints are now existential issues — analysts warn of a potential U.S. freshwater bottleneck becoming a national security risk.
Clean-tech integration — such as “Clean Iron” low-emission materials and carbon-removal partnerships (Microsoft + Undo) — are shaping new build standards.
Companies like Rackspace and Google are achieving double-digit emission reductions while funding social programs (e.g., HBCU humanities grants in Virginia).

🧭 Summary Insight

We’re entering an era where AI infrastructure = industrial infrastructure. The next generation of data centers are:

Power plants + cloud clusters + AI factories in one.
Financially structured like energy assets (joint ventures, long-term leases).
Environmentally constrained yet innovation-driven (liquid cooling, renewables, subsea concepts).
Geopolitically strategic (energy security, data sovereignty).

In short:

The world’s digital and energy systems are converging — and the AI data center is the new engine room of that transformation.