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

37 articles

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
Meta funds US data centre training for AI buildout reviewed editorial briefing visual

Datacenter

Meta funds US data centre training for AI buildout

Meta invests $115m in workforce training to support its AI data centre buildout and ease skilled trades constraints.

Jun 10, 2026
Bergen supplies 750MW power for Crusoe AI data centres reviewed editorial briefing visual

Datacenter

Bergen supplies 750MW power for Crusoe AI data centres

Bergen Engines will supply 750MW of gas power capacity to Crusoe for US AI data centres, showing power access as a buildout constraint.

Jun 10, 2026
Bergen Engines wins Liberty Energy 500MW AI power order reviewed editorial briefing visual

Datacenter

Bergen Engines wins Liberty Energy 500MW AI power order

Bergen Engines secures 500MW on-site power order from Liberty Energy for US AI data centres.

Jun 4, 2026
AI-generated editorial portrait of Abby Self, used for the BTW profile "Abby Self".

Datacenter

Abby Self

Tracked for relevance to North American colocation infrastructure ecosystems, AI/HPC infrastructure demand, carrier-hotel market expansion, and interconnection-driven data-center partnership activity.

May 19, 2026
Editorial image for Applied Digital locks $7.5bn 15-year hyperscaler lease deal.

Datacenter

Applied Digital locks $7.5bn 15-year hyperscaler lease deal

Applied Digital has signed a $7.5bn, 15-year hyperscaler lease for 300MW at its Delta Forge 1 data centre in the US.

Apr 27, 2026
Editorial image for EdgeCore secures $1.5bn to expand US data centre capacity.

Datacenter

EdgeCore secures $1.5bn to expand US data centre capacity

EdgeCore Digital Infrastructure raises major financing to scale hyperscale data centres, reflecting surging AI-driven demand for power and capacity.

Apr 22, 2026
maine-moves-to-halt-large-data-centres-in-first-statewide-us-ban

Datacenter

Maine passes first US statewide ban on large data centres

US state Maine pauses new data centre projects over 20MW, citing rising concerns over power use and local impact.

Apr 16, 2026
pimco-weighs-us14bn-debt-deal-for-oracle-data-centre-expansion

Datacenter

Pimco weighs US$14bn debt deal for Oracle data centre expansion

Oracle’s data centre growth may be backed by a US$14bn Pimco financing, signalling private credit’s rising role.

Apr 8, 2026
nscale-to-build-ai-factory-in-west-virginia

Datacenter

Nscale to build AI factory in west virginia

A new AI-focused data centre project highlights growing demand for high-performance computing infrastructure in the US.

Mar 18, 2026
tiktok oracle

Datacenter

Oracle Blames Power Outage for TikTok Glitches

Oracle points to a data centre power outage for TikTok service disruptions, but trust and reliability questions grow after the platform’s recent U.S. ownership change.

Jan 29, 2026
us-faces-political-backlash-over-ai-data-centre-electricity-concerns

Datacenter

US faces political backlash over AI data centre electricity concerns

Bipartisan pushback over AI data centre electricity demand highlights energy policy challenges and infrastructure limits in the United States.

Jan 5, 2026
TELUS unveils Canada’s first “sovereign” AI Factory in Rimouski intelligence profile visual

Datacenter

TELUS unveils Canada’s first “sovereign” AI Factory in Rimouski

Highly secure data centre aims to offer full Canadian control over AI compute, from model-training to deployment, as local organisations seek to reduce dependency on foreign platforms.

Sep 29, 2025
Editorial image for Ciena acquires Nubis to power AI data centres.

Datacenter

Ciena acquires Nubis to power AI data centres

In an all-cash transaction worth US$270 million, Ciena is purchasing optical connector specialist Nubis Communications. The action is intended to increase its data center networking capabilities, particularly in light of the growing need for AI workloads. How well the integration…

Sep 24, 2025
Luiz Inácio Lula da Silva

Datacenter

Brazil exempts tech taxes to attract $377 billion data centre investment

Brazil waives taxes like PIS, Cofins and IPI on data centre equipment to attract US $377 billion in investment over next decade.

Sep 23, 2025