Datacenter
Datacenter
Datacenter trend intelligence tracks data centre market trends, AI-driven capacity demand, power availability, colocation growth, interconnection strategy, and regional campus investment in North America, giving readers a fuller view of the demand shifts, capacity constraints, platform strategies, capital timing, regulatory pressure, and operating assumptions behind the market. The category connects company movement, public policy context, infrastructure reports, procurement signals, customer demand, service continuity, regional constraints, investment timing, and exposed organisations so readers can understand why a trend matters before it becomes a larger market story. Readers comparing datacenter market direction can use this page to evaluate confirmed evidence, regional execution risk, competitive positioning, governance exposure, capital pressure, and the institutions or companies most exposed to the shift across North American internet infrastructure markets. It is written for operators, investors, analysts, buyers, and policy readers who need a practical view of where the market is moving, which signals are durable, what evidence confirms the movement, and which infrastructure decisions may change planning assumptions over the next cycle.
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51 articles

Datacenter
Hundreds march against Telus AI data centres in Vancouver
Hundreds marched in Vancouver against two planned Telus AI data centres, turning the projects into a test of local consent over water, power and urban infrastructure.

Datacenter
Texas city residents oppose potential AI data centre over water use
Victoria has no data centre proposal yet, but water concerns are already organising residents — a pattern that suggests developers may face political headwinds before filing a single permit. The 2 million-gallon-per-day estimate anchors the debate in rural supply security, not…

Datacenter
Tesla files Megapod trademark for AI hardware
Tesla is tracked because its energy storage solutions, AI compute demand, and infrastructure initiatives can influence data centre and AI infrastructure supply chains.

Datacenter
Microsoft secures Chevron power for AI buildout
Microsoft and Chevron sign a 20-year power deal for Project Kilby, linking West Texas generation with AI data centre capacity.

Datacenter
Meta secures AI computing capacity from Crusoe
Meta secures 1.6 GW of AI computing capacity from Crusoe at data centers in Texas and Missouri.

Datacenter
Ukiah municipal fibre build hits 32% completion with phased activation
Ukiah builds municipal fibre network with Vero Fiber Networks, reaching 32% completion and phased activation from June.

Datacenter
Missouri becomes test case for power-driven hyperscale buildout
Amazon and Google commit $25bn to Missouri data centres as hyperscalers seek power-ready sites beyond established hubs.

Datacenter
Nokia expands US chip packaging to feed AI demand
Nokia is a major network infrastructure vendor whose optical networking and data centre connectivity moves affect AI infrastructure supply chains.

Datacenter
Data centre demand widens AI infrastructure play beyond chips
Three TSX stocks show how AI data centre demand is spreading into cloud hardware, transformers and engineering services.

Datacenter
CyrusOne tightens operational control to fuel AI expansion
CyrusOne links AI data centre growth to power access, in-house operations and community trust as it expands into Milan.

Datacenter
KKR launches $10bn Helix for AI infrastructure
KKR launches $10bn Helix with Nvidia, KIA and Vistra to bundle AI data centres, power and connectivity for hyperscalers.

Datacenter
Harbor Farmz pitches cannabis site for data centres
Harbor Farmz shows how power-ready industrial property can become a candidate for AI and data centre infrastructure reuse.

Datacenter
Sentinel backs off Maine mill data centre plan
Sentinel Data Centers backs off a $550m Maine mill data centre plan, leaving JGT2 to seek alternatives after a vetoed state moratorium.

Datacenter
QumulusAI signs $124m deals for 1,280 Blackwell GPUs
QumulusAI signs $124m AI infrastructure deals covering 1,280 Blackwell GPUs, with deployment site still undisclosed.

Datacenter
AI data centres face medium-voltage equipment supply bottleneck
AI data centres face medium-voltage equipment shortages as Smart Grid Options warns that power gear delays threaten US build timelines.

Datacenter
New York tests data centre load rules
New York weighs a data centre moratorium while PSC reviews large-load grid rules, cost allocation and reliability risks.

Datacenter
Amazon ties fibre supply to data centres
Amazon and Corning expand US fibre manufacturing in North Carolina to support data centre growth and AI infrastructure demand.

Datacenter
Grid backlash drives flexible load demands
US data centre backlash shows grid pressure is turning flexible load proof into a key approval test for AI infrastructure.

Datacenter
Applied Digital signs 15-year hyperscaler lease for Delta Forge
Applied Digital signs a 15-year hyperscaler lease for Delta Forge 2, locking in 210 MW of future AI data centre capacity.

Datacenter
US data centres become top office construction segment
US data centre construction hit $50.7bn SAAR in April, overtaking office construction as AI infrastructure demand accelerates.
