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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89 articles
North America Datacenter Trends
Hamlet put 649 diesel engines through one public doorway
More than 100 people attended a North Carolina hearing on two air-permit applications tied to Amazon’s Energy Way Tech Campus in Hamlet. One application covers 592 Amazon emergency engines—588 critical units and four ancillary units. The other covers 57 Duke Energy engines…
North America Datacenter Trends
Veolia takes the operating risk in Ohio’s 350MW private power island
Veolia has been selected to operate and maintain a 350MW behind-the-meter microgrid for an undisclosed AI data-centre campus in Ohio. Gas engines and linear generators are expected to supply the campus, with a 430MWh battery supporting the system. The contract places Veolia at…
North America Datacenter Trends
Oregon cancelled the Salem land sale; Verrus says the data-centre proposal may still have another route
Gov. Tina Kotek has directed Oregon’s Department of Administrative Services to terminate the state land-sale contract tied to Verrus’s proposed data-centre campus at Mill Creek Corporate Center in southeast Salem. The proposal had been described at about $5.1bn, with three…
North America Datacenter Trends
Paducah’s proposed AI campus joins a $100bn headline to a 17bn-dollar cleanup ledger
The U.S. Department of Energy has selected Brookfield Asset Management to develop and operate a proposed AI data-centre and energy complex at the government-owned Paducah Gaseous Diffusion Plant. AP reports a headline value of $100bn, with NextEra expected to build and own 2GW of…
North America Datacenter Trends
A reported $15bn loan would make Anthropic’s Texas compute a test of Google’s balance-sheet reach
The notable number in the reported financing talks for a data-centre campus in Hubbard, Texas, is not only the $15bn banks may lend. It is the obligation that could sit behind the debt. The Wall Street Journal reported that a Morgan Stanley-led consortium was discussing financing…
North America Datacenter Trends
Southaven’s temporary turbine bridge finally has an exit calendar
SpaceXAI says an agreed order with Mississippi regulators now sets dates for removing all 69 temporary mobile gas turbines at its Southaven power site: work may begin in August 2026 and is scheduled to finish by July 2027. In parallel, a permitted permanent plant designed for…
North America Datacenter Trends
Microsoft’s $329.1bn lease stack is capacity that has not started
Microsoft has disclosed $329.1 billion of additional leases, primarily for datacentres, that had not commenced at 30 June. The number maps a future infrastructure commitment, not live computing capacity or cash already spent. A simultaneous accounting change makes the distinction…
North America Datacenter Trends
Hudson’s 2.8MW contract total is a ladder to revenue, not revenue itself
Cordiant Digital Infrastructure says new agreements have lifted contracted IT load on Hudson Interxchange’s sixth floor at 60 Hudson Street from roughly 0.9MW to about 2.8MW. The commercial advance is real, but the units occupy different stages: utility power, saleable IT load…
North America Datacenter Trends
AMD has secured a 500MW starting point, not a 2.5GW operating estate
AMD will secure more than 500MW of United States data-centre capacity from Core Scientific for customer deployments beginning in 2027, with an ability to expand up to 2.5GW. The agreement gives AMD a physical route for systems built around its chips and software. It does not say…
North America Datacenter Trends
Meta can own 20% of El Paso and occupy 100% of it
Meta and BlackRock have disclosed the operating contract beneath their El Paso data-centre venture: BlackRock-managed funds will own 80%, Meta 20%, while Meta leases the entire campus as its initial sole occupant. Equity ownership, customer concentration and residual-value…
North America Datacenter Trends
Meta's Temple opening turns a construction promise into operating load
Meta has opened its Temple, Texas data centre after four years of construction, moving the project from a planning claim to a live operating facility. That transition makes jobs and infrastructure measurable, but the eventual $1.2 billion-plus value, renewable-energy matching and…
North America Datacenter Trends
OpenAI has a 3.2GW power contract before Project Camellia has a final design
OpenAI says it is contracting with Georgia Power for 3.2 gigawatts to be delivered in phases from 2028 to 2032 for Project Camellia in Effingham County. The scale is material, but it describes a future power-supply plan, not commissioned computing load today. Financing, design…
North America Datacenter Trends
Nashville turns data-centre resource costs into permit conditions
Nashville's Metro Council has approved a data-centre zoning package and a temporary permitting moratorium. The new framework bars facilities above 500,000 square feet, sends smaller proposals through special-exception review and places siting, generation and water-cooling…
North America Datacenter Trends
Wistron opened the Texas factory; now the production ramp has to earn the $700 million commitment
Wistron's first United States plant is no longer a site plan. Its Fort Worth D1 factory is open, one manufacturing cell is producing NVIDIA GB300 systems, and a second is intended for Vera Rubin. The operating milestone is real. The harder economic question is whether local…
North America Datacenter Trends
A 1GW proposal has won a negotiation, not a right to build
The Savannah River Site plan puts a one-gigawatt AI campus beside roughly two gigawatts of proposed generation. That pairing is large enough to change the development route, but not advanced enough to be called capacity. NNSA has selected Amentum to negotiate a phased lease…
North America Datacenter Trends
Project Sopaipilla's $12bn has entered a marketing calendar, not a data centre
Bloomberg reports that a holding company for BlackRock-managed funds' 80% interest in Meta's El Paso project is preparing to sell more than $12bn of bonds. Investor meetings and an expected pricing date move the financing process forward. They do not yet produce settled cash…
North America Datacenter Trends
Nebraska stopped a subsidy, not data-centre construction
Nebraska has removed ImagiNE Act incentives from new data-centre applications while leaving construction, zoning, power connection and financing as separate decisions. Governor Jim Pillen's executive order also starts a cross-agency review and a resource task force. It changes…
North America Datacenter Trends
Hut 8’s second Beacon Point lease doubles capacity—and one tenant exposure
The same unnamed counterparty now accounts for 704MW at the Texas campus. Secured power gives Hut 8 commercial leverage, but a $19.6bn base-term value still depends on construction, finance and delivery extending into 2028.
North America Datacenter Trends
Csquare closes IPO with $1.01bn after underwriting discounts
The colocation operator's completed listing is designed to restore borrowing headroom and lower interest expense, but Brookfield keeps voting control and the company's uncontracted expansion risk remains with the newly public balance sheet.
North America Cloud Services Trends
Meta-Anthropic talks test whether private AI compute can become a market
Reported talks over a two-year compute lease would give Meta a first large external customer and Anthropic another source of capacity, but the proposed $10 billion ceiling is not a contract, committed revenue or proof that Meta has spare infrastructure.