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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291 articles
North America Datacenter Trends
SpaceX’s AI build-out has a conversion problem: turn $15.8bn of quarterly capex into durable demand
SpaceX’s second-quarter filing shows an AI infrastructure programme expanding faster than its current revenue base. The strategic question is no longer whether it can finance capacity, but whether concentrated customers and partly terminable contracts can absorb that capacity…
North America Datacenter Trends
Nashville turns data-centre opposition into authority to buy the land
Nashville’s council has approved an ordinance authorising the city to negotiate for, or condemn, a 23.49-acre parcel beside the zoo where DC BLOX plans a data centre. The vote gives Metro leverage and a route to control the site. It does not give Metro the deed, fix the…
North America Datacenter
Perimeter Compute targets spare office power for edge AI
The startup plans to install GPU infrastructure in commercial buildings with unused electrical capacity, but it has not disclosed a signed site, customer or operating deployment.
North America Datacenter Trends
Big Tech commits $1.09tn to future leases
Microsoft, Meta, Oracle, Amazon and Alphabet have signed leases for facilities that are not yet available for use, mostly data centres.
North America Datacenter Trends
FCC drafts Chinese data-centre transceiver ban
A proposed US restriction could require data-centre operators to check the regulatory status of optical components before approving network designs.
North America Datacenter Trends
Rockford’s six-month pause turns a data-centre proposal into a municipal rulebook test
Rockford City Council has approved a six-month moratorium on new data-centre development while the city writes standards for an infrastructure-intensive land use. The draft ordinance is more precise than a simple ban: officials may continue conditional processing, but cannot…
North America Datacenter Trends
Louisville’s 7–1 committee vote creates a procedural gate, not a data-centre ban
Louisville Metro Council’s Planning and Zoning Committee has advanced an amended 180-day data-centre moratorium by seven votes to one. Nothing has paused yet. The measure remains Old Business for the full council’s 13 August agenda, carries no enactment record, and would take…
North America Datacenter Trends
AMD’s $6.7bn data-centre quarter turns the AI forecast into an execution test
AMD’s second-quarter record is less interesting as a victory lap than as a change in the burden of proof. Data Center supplied 58% of company revenue, and its $6.7 billion was more than double the prior-year level. Management now guides to roughly $13 billion for the third…
North America Datacenter Trends
Caterpillar’s $20.5bn quarter shows where the data-centre power bottleneck is becoming revenue
Caterpillar’s first quarter above $20 billion did more than set a company record. It exposed one route by which the data-centre buildout reaches the industrial economy: through large generator sets, turbines, construction fleets and the service capacity needed to keep them…
North America Datacenter Trends
Dozens protest Meta’s planned Alberta data centre
Local opposition has emerged after Meta secured key permits for its 1GW Alberta data centre, focusing attention on grid use, water and project oversight.
North America Datacenter Trends
Apple shares fall on chip shortage warning
Apple’s weaker outlook shows how AI-driven memory demand and separate processor shortages are raising costs and limiting device supply.
North America Datacenter Trends
Iowa’s data-centre tool turns local controversy into questions that can be audited
The University of Iowa has released a decision tool for counties, cities and communities considering data-centre development. It does not tell officials to approve or refuse a project. Its value is more procedural: it converts arguments about water, power, taxes, land and…
North America Datacenter Trends
Texas puts a proof gate in front of its 474GW data-centre queue
Texas has ordered PUCT and ERCOT to audit every data-centre project advancing through the grid connection process before it can move forward. The state says requests now exceed 474GW—more than five times ERCOT’s record peak demand—and that roughly 90% of new power requests come…
North America Datacenter Trends
Lakeland’s 50MW line buys a year to write rules before approving concentrated load
Lakeland’s City Commission voted 4-3 for a twelve-month moratorium on large-scale data centres and other proposed customers with peak demand of at least 50MW. The pause covers the city’s acceptance, processing, review and approval of relevant development applications while…
North America Datacenter Trends
Google’s 155MW Oklahoma solar deal has contracted an output, not delivered a data-centre load
Google has agreed to buy the entire output of RWE’s planned 155MWac Crooked Creek Solar project for 15 years. The contract can give the project a durable buyer and give Google a long-term renewable-energy position in the Southwest Power Pool. It does not mean the plant is…
North America Datacenter Trends
Yondr has bought a Manassas site; 72MW still has to climb the entire delivery ladder
Yondr and investment funds managed by Cerberus have acquired a 40-acre site in Manassas, Virginia, where Yondr plans a 72MW data-centre campus with a 2029 ready-for-service target. The acquisition moves the project past the search for land, but not past the harder conversions…
North America Datacenter Trends
Prysmian’s $3.8 billion Atkore agreement is a route to control, not control itself
Prysmian has agreed to pay $95 in cash for each Atkore share in a transaction carrying an enterprise value of about $3.8 billion. The industrial case reaches from electrical conduit to data-centre construction, but every claimed benefit still sits beyond a shareholder vote…
North America Datacenter Trends
Brookfield, NextEra plan $100bn Kentucky data-centre campus
Brookfield and NextEra plan a 1.8GW Kentucky campus with dedicated gas generation, battery storage and local utility service.
North America Datacenter Trends
PJM proposes capacity rules for large data centres
PJM wants new data centres to pair grid connections with firm capacity or accept earlier curtailment during regional shortages.
North America Datacenter Trends
Lake to River reports surge in data-centre inquiries
Lake to River reports nearly 10 data-centre leads in eastern Ohio, but none have reached a named project, site selection, or permit filing.