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.

Latest Coverage

Datacenter Headlines

51 articles

Hundreds march against Telus AI data centres in Vancouver

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.

Jun 29, 2026
Victoria residents oppose potential AI data centre over water

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…

Jun 26, 2026
Tesla files Megapod AI hardware trademark

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.

Jun 25, 2026
Microsoft secures Chevron power for AI buildout

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.

Jun 24, 2026
Meta secures Crusoe AI computing 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.

Jun 23, 2026
Ukiah fibre network reaches phased build milestone

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.

Jun 22, 2026
Missouri draws $25bn hyperscale buildout

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.

Jun 22, 2026
Nokia ramps US chip capacity for AI demand

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.

Jun 22, 2026
Three TSX stocks benefit from data centre demand surge

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.

Jun 22, 2026
CyrusOne ties AI growth to operating control

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.

Jun 22, 2026
KKR launches $10bn Helix for AI infrastructure

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.

Jun 18, 2026
Harbor Farmz pitches cannabis site for data centres

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.

Jun 17, 2026
Sentinel backs off Maine mill data centre plan

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.

Jun 16, 2026
QumulusAI signs $124m deals for 1,280 Blackwell GPUs

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.

Jun 16, 2026
AI data centres face medium-voltage equipment supply bottleneck

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.

Jun 12, 2026
New York tests data centre load rules

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.

Jun 12, 2026
Amazon ties fibre supply to data centres

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.

Jun 12, 2026
Grid backlash drives flexible load demands reviewed editorial briefing visual

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.

Jun 10, 2026
Applied Digital signs 15-year hyperscaler lease for Delta Forge reviewed editorial briefing visual

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.

Jun 10, 2026
US data centres become top office construction segment reviewed editorial briefing visual

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.

Jun 10, 2026