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
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
Nscale's West Virginia AI factory is a 1.35 GW LOI, not live capacity
Monarch pairs a Microsoft LOI for 1.35 GW of AI compute with planned gas generation. The GPUs, power and data centre are not yet operating.
North America Datacenter Trends
OpenAI drops 600 MW at Abilene; the 1.2 GW Stargate build continues
OpenAI and Oracle did not cancel their operating Abilene campus. They dropped a separate 600 MW expansion option; Microsoft later became the customer for two adjacent buildings.
North America Datacenter Trends
The White House data-centre draft became a seven-company power pledge—implementation is the test
A February draft became the Ratepayer Protection Pledge on 4 March. Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI promised to fund new power and grid costs, but utilities and states must turn voluntary commitments into enforceable rates and contracts.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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.
North America Datacenter Trends
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…
North America Datacenter Trends
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.
North America Datacenter Trends
Google pledges £5bn boost to UK AI ahead of Trump state visit
Alphabet-owned Google has unveiled plans to invest £5 billion in the UK over the next two years in artificial intelligence infrastructure, research and development, in a move timed to coincide with US President Donald Trump’s state visit. The announcement includes a new data…
North America Datacenter Trends
AWS leans into agentic AI and US buildout
AWS agentic AI strategy expands Generative AI Innovation Center and US data centre investment, raising power and vendor-lock questions.
North America Datacenter Trends
OData opens fourth hyperscale data centre in Mexico
OData launches its fourth hyperscale data centre in Mexico—QR04—with 24 MW capacity, advanced cooling tech and regional redundancy.
North America Datacenter Trends
Scala Data Centers secures Chile data centre funding
Scala Data Centers secures US $328 million green financing for Chile data centres and power substation expansion.
North America Datacenter Trends
EdgeCore's Virginia campus plan is a power-capacity bet, not a land-price story
EdgeCore's Virginia announcement is a campus-capacity signal, not a land-price story. The evidence-led claim is that EdgeCore Digital Infrastructure plans to invest $17 billion in a Louisa County data center campus on 697 acquired acres at Shannon Hill Regional Business Park…
North America Datacenter Trends
nLighten's UK renewable supply deal turns edge power into a traceability test
nLighten's UK renewable supply agreement with Conrad Energy is a power-procurement event for distributed edge infrastructure. The important signal is not a generic sustainability claim; it is that nLighten is tying its UK data centre portfolio to a named power counterparty and to…