North America Datacenter Trends
North America Datacenter Trends
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.
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Latest from North America Datacenter Trends
314 articles
North America Datacenter
PIT-IX Reports Three Buildings. The Record Won't Say Which.
An internet exchange is a building problem in a routing costume. The Pittsburgh Internet Exchange now tells the world it runs across three facilities, counts thirty-six member networks and has imported forty-one networks from its IX-F feed — and it does not name one of the three.
North America Datacenter Trends
IREN’s GPU lender gets a 9% clock with every funded batch
IREN can borrow against accepted GPUs at Mackenzie. The lender takes first claim on the equipment, while the parent promises to pay if the borrowing subsidiary cannot. The gear arrives in batches; the debt does too.
North America Datacenter Trends
Belden's $100m data-centre deal leaves the 50% growth claim without a baseline
A signed 2027 supply agreement puts $100 million of fibre assemblies on Belden's calendar. The company forecasts more than 50% growth in its data-centre business, but its latest SEC filing gives no separate sales base for that line.
North America Datacenter Trends
AIB sets three pay gates for its new COO; half the site bonus waits for handoff
AIB’s offer letter raises Jason Burnett’s base salary when site financing closes. A separate bonus agreement pays for three different steps: construction, commissioning and the customer taking the final hall.
North America Datacenter Trends
Exelon’s 37 GW request list comes with a 6 GW 2031 demand forecast
Exelon has put 37 GW of large-load requests before PJM. Its September filing marks 12 GW of capacity as high probability, including projects already in service, then forecasts about 6 GW of demand in 2031. The market story sits in the conversion rules, the service dates and the…
North America Datacenter Trends
Equinix booked $533 million. Now it must deliver the cabinets.
Equinix reported record annualized gross bookings and plans nearly 40% more cabinet deliveries in 2026 than first expected. The gap between those two figures is the company’s next test: the release does not say how much booked demand maps to the added cabinets.
North America Datacenter Trends
PGE signed for up to 420 MW. Full load waits until 2033.
Portland General Electric says its 2026 executed contract is not under construction: energization is expected in 2028, with a ramp to full capacity in 2033. On the same slide, 473 MW for five data-centre customers is already under construction, while another 1.3 GW sits in a…
North America Datacenter Trends
Workhorse signs a $10m TerraPod build; 150 systems still await a supply contract
A signed agreement funds one full-scale manufacturing-spec unit in Indiana. The 150-system first order sits behind a non-binding LOI, a definitive supply contract, platform acceptance and internal approvals.
North America Datacenter Trends
AEP has a $100bn grid plan. Its $21bn bill promise lives in a smaller ledger.
American Electric Power wants to build for 84GW of contracted future load and spend $100 billion over five years. The residential-cost protection it advertises comes from a narrower set of take-or-pay deals. The gap between a system-wide build and a contract-specific bill promise…
North America Datacenter Trends
PPL's $11m aid bill starts at 69,000 volts
From January, PPL Electric Utilities will assign $11 million a year of household-assistance costs to its LP-6 large-load class. Voltage, demand and a classification petition determine which projects enter that paying group.
North America Datacenter Trends
Enphase has an 800-volt lab result and a 2028 sales clock
Enphase can now show an 800-volt output in its Austin laboratory. Its customers still have to put a transformer through a data-centre pilot, and its core business has to finance the journey. The same Tuesday that delivered the power-electronics milestone also delivered a 29% fall…
North America Datacenter Trends
Digital Realty offers De Soto $20m while lining up 600MW
A data-centre campus can buy power years before its neighbours see a benefit. The developer has promised household credits and said it will fund its own grid connection. The city still has to turn those promises into terms residents can read.
North America Datacenter Trends
Teradyne booked $1.3bn of sales. The cash bill arrived in inventory.
AI chip testing has turned Teradyne's revenue line into a sprint. The cash-flow statement has a second race beneath it: equipment and advance payments must be funded before every order becomes collected cash. Third-quarter operating cash was strong. So was the amount pulled into…
North America Datacenter Trends
American Tower’s data centers got the $55 million raise. EBITDA stayed put.
Q3 Data Centers revenue rose 17.4%, and the segment reported a $165 million operating profit. That performance lifted full-year property-revenue guidance by $55 million; the adjusted EBITDA midpoint did not move.
North America Datacenter Trends
Galaxy’s $455m adjusted EBITDA had a $395m Treasury co-star
Data Centers reported $68.7m of adjusted EBITDA in Galaxy’s preliminary Q3 release. Treasury & Corporate supplied $395m; the data-centre segment added back $75.4m of “notes interest and other expense” while reporting a $435,000 net loss.
North America Datacenter Trends
SOAR AI Patented a GPU Dispatch Desk. The Stopwatch Is Still Missing
SOAR AI’s new patent describes a DPU that forecasts which accelerator can take work, then helps move data between accelerator memories. The design has a commercial promise. The company’s release has no performance clock attached.
North America Datacenter Trends
Celestica’s $40bn plan has a bigger customer forecast behind it
The contract manufacturer has put a 90% sales-growth target on 2027 and says customers already forecast more demand for 2028. The hard part is turning that forecast into factories, qualified programs and shipments; the spreadsheet has volunteered, the factory floor has not.
North America Datacenter Trends
Google’s 1 GW deal comes with an 80% floor and a 15-year exit tab
Michigan has approved a 20-year power contract for Google’s planned data centre. The monthly payment floor and exit bill are written into the deal; the advertised $1.7 billion customer benefit is still a projection.
North America Datacenter Trends
Texas’s data-center permit pause now runs on two clocks
Texas’s data-center permit pause has two reporting checkpoints, neither stated as an automatic expiry. TCEQ’s update is due 19 October and ERCOT’s report is planned by 10 December; the signed instruction keeps TCEQ’s pause in place until ERCOT completes its review.
North America Datacenter
In Hawaii, the internet also needs a way to stay home
Undersea cables connect Hawaii to distant markets. HIX has a less spectacular job: helping nearby institutions reach one another without an unnecessary ocean crossing.