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
North America Datacenter
Google-Blackstone venture faces data-centre delays
The venture is still targeting 500MW of capacity in 2027, but permitting, equipment availability, and grid reviews are slowing individual US locations.
North America Datacenter Trends
Oracle seeks 2GW of renewables in New Mexico
Oracle is seeking new renewable projects that can begin supplying energy between 2027 and 2031 for its Project Jupiter data centres.
North America Datacenter Trends
Optical Cable turns higher volumes into a wider gross margin
The cable maker's gross profit is growing faster than sales. That is evidence of improving factory economics, not a separate measure of AI demand or a promise that every cost will scale the same way.
North America Datacenter Trends
MARA’s AI Pivot Is a Portfolio of Site-Level Options
The headline says MARA and Starwood can turn mining campuses into roughly a gigawatt of near-term AI infrastructure. The contract says something more revealing: each property must pass a tenant, engineering and financing test before a ten-business-day choice determines whether…
North America Datacenter Trends
HGP’s $800 Million Valuation Arrives Before the Qualification Ledger
HGP Intelligent Energy is asking the market to value three nuclear propositions as one company. The missing bridge is a public record showing which software, pump and campus milestones can turn illustrative economics into significant revenue.
North America Datacenter Trends
Delray Beach budgets for a site, not a recovery promise
A proposed five-year spending envelope would keep municipal systems at a university data centre. The contract buys a defined physical service, not a promise that every application will restart.
North America Datacenter Trends
IREN, Galaxy receive conditional ERCOT classifications
IREN's Sweetwater hub and two Galaxy projects entered ERCOT's Base Load category, while three other Galaxy sites remain subject to capacity allocation.
North America Datacenter Trends
Massachusetts makes data-centre commitments count
The new executive order ties state permits to community benefits and environmental conditions. The commercial test is whether a developer can make those promises credible before construction money is committed.
North America Datacenter Trends
South Korea disputes reported $22.3bn Texas gas deal
Seoul says talks continue over a reported 6.3GW Texas power project intended to serve AI data centres, with no final terms confirmed.
North America Datacenter Trends
Oracle's Jupiter monitoring promise starts after opening
A public dashboard and twice-yearly assessments are planned once the data centres operate. Their usefulness will depend on keeping startup demand, routine consumption and conservation distinct.
North America Datacenter Trends
Lipman flags power and fibre constraints in US buildout
At Metro Connect Fall, Andrew Lipman linked AI demand to practical limits in grid access, fibre deployment, permitting and project delivery.
North America Datacenter Trends
Argan's 2,000 data-centre vessels have no disclosed contract value
Argan has put a physical count on one of the less visible components of data-centre construction: roughly 2,000 pressure vessels for thermal-energy storage and chilled-water buffer cooling. It has not put a price on that order. The difference matters because unit count, segment…
North America Datacenter Trends
Plug got $40 million from Texas. The other $50.5 million is still conditional
Plug Power’s sale of its Graham, Texas project was announced as a source of up to $90.5 million of liquidity. The August closing delivered $40 million for a defined package of high-voltage equipment. Land, grid rights, an earnout and the expected release of collateral remain on…
North America Datacenter Trends
WEC’s data-centre return sits outside earnings sharing
Wisconsin Electric’s special tariff for very large customers does not merely assign the cost of a new power plant to a new data centre. It gives that investment its own return, capital structure and exit rules—and then removes the resulting economics from the mechanism that…
North America Datacenter Trends
HCWC’s Four-Percent Stub Is Not a $1.25 Billion Lease
Host Digital’s long lease, the board’s $425 million merger price and the fraction left for HCWC’s existing shareholders are three different numbers. Collapsing them into one valuation story hides the transaction’s real transfer of control and execution risk.
North America Datacenter Trends
Judge dismisses Edgerton suit against data-centre petitioners
A Johnson County judge dismissed Edgerton’s case against residents, while their data-centre petition remains under separate court review.
North America Datacenter Trends
Cerv warns of maintenance gaps in new data centres
Cerv says some new data centres are entering service with preventable site-care gaps as North American construction reaches a record 7.48GW.
North America Datacenter Trends
US data-centre land purchases reach $6bn
US spending on land for future data centres rose sharply in the first half of 2026 as developers competed for sites with access to power and water.
North America Datacenter Trends
MN8 pairs solar and storage for Google in West Virginia
MN8 is developing 86MW of solar and two battery systems for Google's West Virginia energy needs, with the three projects due between 2028 and 2030.
North America Datacenter Trends
FuelCell Energy signs 75MW Texas data-centre reservation
An unnamed data-centre operator has paid to reserve manufacturing capacity for a planned 75MW FuelCell Energy project in Texas.