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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37 articles

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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…

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.
