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
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.
North America Cloud Services Trends
General Compute's $400m facility starts with a $100m bet on inference chips
Upper90 is financing a cloud built around non-Nvidia inference silicon, but only the first $100 million is immediate; the remaining capacity depends on customer demand and still-undisclosed credit terms.
North America Datacenter Trends
Justin Hotard and HPE's Exascale-to-AI Translation Problem
Frontier became a record-setting supercomputer before it became accepted infrastructure, and accepted infrastructure before it could serve as evidence for a repeatable enterprise AI business. Justin Hotard's HPE years expose the difficult managerial distance between those…
North America Datacenter
New York pauses large data centre permits
New York halts incomplete state permit applications for large data centres while developing new rules on energy, water use, and grid costs.
North America Datacenter
Microsoft deploys 3M optical connectors in Azure data centers
Microsoft adopts an optical connector designed to simplify fiber installation and maintenance in dense data center environments.
North America Datacenter
TSMC commits additional $100 billion to Arizona expansion
TSMC expands its manufacturing programme in Arizona after record quarterly earnings, but the additional capacity has no published delivery schedule.
North America Datacenter Trends
New York imposes first US data centre construction moratorium
New York has paused new large data centre approvals while deciding how future projects should meet the state's environmental and energy requirements.
North America Datacenter
Carlyle Sells Copia Power to EQT
Carlyle transfers Copia Power and its integrated power and data centre development portfolio to EQT Infrastructure VII.
North America Datacenter Trends
New York town approves 12-month data centre moratorium
Manlius has approved a one-year moratorium on new data centre developments while it updates planning and zoning rules.
North America Datacenter
QTS seeks permit for 98 diesel generators at Colorado data centre
QTS is seeking approval to expand the backup power systems at its Aurora data centre campus with 98 additional diesel generators.
North America Datacenter
Meta breaks ground on C$13bn AI data centre in Alberta
Meta's first Canadian data centre combines a 1GW AI campus with the new power infrastructure required to support it.
North America Datacenter Trends
Canada clarifies 20GW AI data centre estimate
Canada says its 20GW AI data centre estimate reflects proposed projects rather than capacity expected to be built.
North America Datacenter Trends
NERC flags AI data centres as grid reliability risk
A transmission fault caused 1,800MW of AI data centre demand to drop within milliseconds, highlighting the growing role of data centres in grid operations.
North America Datacenter Trends
US heatwave exposes grid strain as AI data centres expand
Extreme weather is exposing a new reality for AI infrastructure: reliable power is becoming as important as available power.
North America Datacenter
Execution Risk Reshapes AI Infrastructure
The collapse of Virginia Digital Gateway shows execution certainty is becoming a strategic requirement for AI infrastructure development.
North America Datacenter
Community Approval Shapes Data Centre Growth
Community approval is becoming as important as planning permission as operators seek to expand AI infrastructure.
Asia-Pacific National Telecom
Telecom Operators Expand Into AI Compute
SoftBank's SB Neo will rent AI computing capacity using dedicated infrastructure, extending the company's business beyond traditional telecom services.
North America Datacenter Trends
Hundreds march against Telus AI data centres in Vancouver
Hundreds marched in Vancouver against two planned Telus AI data centres, turning the projects into a test of local consent over water, power and urban infrastructure.
North America Datacenter Trends
Texas city residents oppose potential AI data centre over water use
Victoria has no data centre proposal yet, but water concerns are already organising residents — a pattern that suggests developers may face political headwinds before filing a single permit. The 2 million-gallon-per-day estimate anchors the debate in rural supply security, not…