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.
Latest Coverage
Latest from North America Datacenter Trends
291 articles
Global Datacenter Trends
Tesla files Megapod trademark for AI hardware
Tesla is tracked because its energy storage solutions, AI compute demand, and infrastructure initiatives can influence data centre and AI infrastructure supply chains.
North America Datacenter Trends
Microsoft secures Chevron power for AI buildout
Microsoft and Chevron sign a 20-year power deal for Project Kilby, linking West Texas generation with AI data centre capacity.
Global Datacenter Trends
Meta secures AI computing capacity from Crusoe
Meta secures 1.6 GW of AI computing capacity from Crusoe at data centers in Texas and Missouri.
North America Datacenter Trends
Ukiah municipal fibre build hits 32% completion with phased activation
Ukiah builds municipal fibre network with Vero Fiber Networks, reaching 32% completion and phased activation from June.
North America Datacenter Trends
Missouri becomes test case for power-driven hyperscale buildout
Amazon and Google commit $25bn to Missouri data centres as hyperscalers seek power-ready sites beyond established hubs.
North America Datacenter Trends
Nokia expands US chip packaging to feed AI demand
Nokia is a major network infrastructure vendor whose optical networking and data centre connectivity moves affect AI infrastructure supply chains.
North America Datacenter Trends
Data centre demand widens AI infrastructure play beyond chips
Three TSX stocks show how AI data centre demand is spreading into cloud hardware, transformers and engineering services.
Global Datacenter Trends
CyrusOne tightens operational control to fuel AI expansion
CyrusOne links AI data centre growth to power access, in-house operations and community trust as it expands into Milan.
North America Datacenter Trends
KKR launches $10bn Helix for AI infrastructure
KKR launches $10bn Helix with Nvidia, KIA and Vistra to bundle AI data centres, power and connectivity for hyperscalers.
North America Datacenter Trends
Harbor Farmz pitches cannabis site for data centres
Harbor Farmz shows how power-ready industrial property can become a candidate for AI and data centre infrastructure reuse.
North America Datacenter Trends
Sentinel backs off Maine mill data centre plan
Sentinel Data Centers backs off a $550m Maine mill data centre plan, leaving JGT2 to seek alternatives after a vetoed state moratorium.
North America Datacenter Trends
QumulusAI signs $124m deals for 1,280 Blackwell GPUs
QumulusAI signs $124m AI infrastructure deals covering 1,280 Blackwell GPUs, with deployment site still undisclosed.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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.