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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Latest from North America Datacenter Trends
291 articles
North America Datacenter
Theseus names Raval to lead Anthropic build-out
The former CyrusOne and Equinix xScale executive will lead a Macquarie-GIC-owned platform developing US data-centre capacity for Anthropic.
North America Datacenter
Meta raises Utah data centre spend to $3bn
Meta has increased its planned Utah data centre investment to $3bn, but has not disclosed the capacity, cooling design or power arrangements behind the higher figure.
North America Datacenter Trends
Loudoun advances 12-month data-centre pause
Loudoun supervisors voted 7-1-1 to draft a 12-month pause on legislative data-centre and substation applications, with a final vote expected on 20 October.
North America Datacenter Trends
AirJoule buys BitSink for data-centre cooling
The acquisition gives AirJoule an operating cooling business and a route to test whether data-centre waste heat can support on-site water generation.
North America Datacenter Trends
US data-centre moratoriums delay 2.3GW
SemiAnalysis mapped more than 300 US data-centre moratoriums but estimates only about 2.3GW of planned capacity is genuinely delayed.
North America Datacenter Trends
Microsoft files wetlands permit for Virginia campus
Microsoft has filed with the US Army Corps for a two-building Virginia data-centre campus with an on-site substation.
North America Datacenter Trends
Serverfarm lifts credit facility to $3.89bn
Serverfarm has expanded its revolving credit facility to $3.89bn for North American data-centre development, but has not disclosed how much is drawn.
North America Datacenter
Vantage closes $2bn development facility
Vantage has secured a five-year revolving facility for early-stage North American data-centre development before individual projects reach construction financing.
North America Datacenter Trends
New York sets $1m-per-MW data-centre benchmark
New York recommends at least $1 million per MW for data-centre community investment, giving municipalities a common starting point for negotiations.
North America Datacenter Trends
Bell proposes Saskatchewan AI expansion to 1.2GW
A non-binding agreement could add 900MW through partner-built gas generation, while Bell's original 300MW project targets first service in 2027.
North America Datacenter Trends
Texas orders enforcement over data-centre water reporting
Missing water-use reports can now affect permits and ERCOT interconnection, putting water compliance alongside power in Texas data-centre development.
North America Datacenter Trends
Trump backs data centres as local resistance grows
The White House is defending AI infrastructure investment, but local approvals, power costs, and community opposition are becoming harder for developers to ignore.
North America Datacenter Trends
Rocky View puts farmland continuity into data-centre siting
A coming consultation shifts attention from the size of a development parcel to the agricultural operations around it. Permission to begin planning remains a long way from project approval.
North America Datacenter Trends
Vaughan agenda separates data-centre review from a pause request
Two members' resolutions put different timelines before the city: study the completed provincial framework, or seek a year-long pause on new AI data-centre approvals. Neither is a recorded decision.
North America Datacenter Trends
St. Louis passes data-centre zoning rules
St. Louis has approved dedicated zoning rules for future data centres, while the 120MW Armory project remains under its earlier permit.
North America Datacenter Trends
Wheeling plans 90MW cap for Warwood data centre
Wheeling’s proposed deal with Silicon Foundry Energy would keep the Warwood project below the state’s high-impact threshold and preserve a local financing option.
North America Datacenter Trends
Sangha gets conditional ERCOT classification for Texas campus
Sangha has 19.9MW available today; another 90.5MW is expected in 2028, while ERCOT verification remains incomplete.
North America Datacenter Trends
Bell's next 900MW in Saskatchewan must bring its own power
The proposed AI hub keeps its original 300MW grid arrangement. Its much larger addition depends on separately developed generation, customers and approvals—not merely a bigger capacity headline.
North America Datacenter Trends
Frederick rejects Catellus's deal over future local rules
The county has rejected a proposed community-benefits agreement and extended a separate hold on data-centre applications. A precise prior-approval exception means neither decision should be read as a blanket shutdown.
North America Datacenter Trends
Volato's AI merger closes, but $500m is not build-out cash
The Alignment Engine deal changes Volato's business before it settles the financing, conversion approvals and equipment orders needed to deliver Ohio computing capacity.