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 Trends
Texas makes missing water records a data-centre permit risk
The state's latest directive reaches beyond a prospective grid audit to past water-use returns. For developers, evidence that a survey is complete matters more than a claim that cooling is efficient.
North America Datacenter Trends
Atlantic HPC's earnout starts with a lease, not a working hall
A proposed merger puts a seven-year customer commitment at the centre of the seller reward. Financing and fitting out the AI facility remain separate tests.
North America Datacenter Trends
Satellite study finds NOx surge near SpaceXAI plant
A satellite study found rising nitrogen oxide emissions around SpaceXAI’s Southaven turbine site, while the company says local monitors haven't shown a comparable increase.
North America Datacenter Trends
NYSE National's 4 kW bundle tests the size of the whole group
The proposed colocation package doubles the power allowance, not the included connections. Its eligibility rule looks beyond the customer signing the order.
North America Datacenter Trends
Canada’s Data-Centre Principles Still Need a Project-Level Receipt
“Must” is a strong word, but it is not a receipt. Canada now says a data centre must pay the electricity-system costs it causes, limit water impacts, disclose local effects, leave durable benefits and add strategic value. That is a useful national test. Yet a mayor, utility…
North America Datacenter Trends
Project Phoenix Has a 2GW Campus. Its Power Receipt Has Five Meters
Ground was broken in Shippingport with a 2-gigawatt promise on the data-centre side and a 205,000-dekatherm-a-day contract on the fuel side. Those figures are both real disclosures, but they do not meet in the middle. Between them sit conversion losses, the plant’s own load…
North America Datacenter Trends
Oklo Finished One $1 Billion ATM and Opened Another
Oklo closed one billion-dollar pipe into the equity market on 10 September and installed a new pipe with the same diameter a day later. The repeated number makes the sequence look like a replenished cash balance. It is not. The first billion is a record of shares already sold…
North America Datacenter Trends
AIB's Texas closing leaves $6m tied to utility readiness
The land transactions have closed. The seller's remaining payment and the utility's performance security still answer to different milestones—and neither certifies an operating data centre.
North America Datacenter Trends
Sangha puts its solar-linked site before a different kind of buyer
A conditional grid classification and a financial adviser advance the Texas opportunity. The harder commercial question is what an AI customer would acquire from a site developed around flexible bitcoin mining.
North America Datacenter Trends
Munters brings chiller production and proof closer to US buyers
The expanded Virginia campus joins manufacture, testing and service training. Its commercial promise lies in qualifying cooling equipment near the customer—not in turning factory floor space into ready-to-use computing capacity.
North America Datacenter Trends
Ionic Digital's next 466 MW still has a different clock
Ward County already has a cash-paying operating phase. Provisional Base Load treatment advances the next phase's administrative position, but does not switch on its electricity.
North America Datacenter Trends
Pentagon weighs $5bn Fluidstack loan, WSJ reports
The reported financing would support US manufacturing and supplies of data-centre components rather than fund a new Fluidstack campus directly.
North America Datacenter Trends
Georgia Power wins approval for 1,137MW solar
Georgia Power's seven approved solar contracts add 1,137MW to its CARES programme, with projects expected online from 2029.
North America Datacenter Trends
Aligned starts 2GW Shippingport data-centre build
Project Phoenix will pair three planned data centres with dedicated power and closed-loop cooling at a former energy site in Pennsylvania.
North America Datacenter Trends
d-Matrix adopts Nvidia NVLink for Raptor AI systems
d-Matrix will use Nvidia's NVLink Fusion in Raptor systems due in 2027, keeping familiar rack infrastructure around a different inference chip.
North America Datacenter Trends
EIA forecasts record US electricity generation
The EIA expects US electricity generation to set records in 2026 and 2027 as demand grows from data centres, manufacturing and other users.
North America Datacenter Trends
Island Roadhouse outlines Missouri heat-reuse plan
Island Roadhouse plans to sell recovered heat from its Missouri data centre while keeping cooling independent of outside demand.
North America Datacenter Trends
Creekstone commissions Utah water-recovery study
University of Utah researchers will test Creekstone's exhaust-water recovery process, with its projected 4,000 acre-feet annual output still unproven at scale.
North America Datacenter Trends
Trinovium’s paid coolant pilot puts maintenance in focus
A paying pilot customer gives the new supplier a route into the plant. Staying there will require an answer to who interprets fluid-health data and supports the chosen coolant.
North America Datacenter Trends
Trinovium secures paid US cooling pilot
Trinovium will supply cooling fluids and analytics for a paid US data-centre pilot, moving its coolant claims into customer testing.