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
Quanta's US$53.44bn Backlog Contains a US$19.89bn Estimate Layer
Quanta Services ended June with a record US$53.44 billion backlog, but that headline does not describe one kind of commitment. US$33.55 billion sat in remaining performance obligations. The other US$19.89 billion came from estimated MSA orders, estimated renewals and certain…
North America Datacenter Trends
American Tower Consolidates CoreSite’s US$586m Revenue Ahead of a 64% Equity Claim
CoreSite’s first-half numbers all enter American Tower’s accounts: US$586mn of revenue, US$360.1mn of gross margin and US$308.9mn of segment operating profit. Ownership follows a different route. Stonepeak’s preferred equity was due to convert in August, leaving American Tower…
North America Datacenter Trends
Pennsylvania ties data-centre permits to local approval
Pennsylvania has tightened its data-centre approval process by linking state permitting, tax treatment and project support to new infrastructure and community requirements.
North America Datacenter Trends
Smith responds to Alberta data-centre backlash
The Alberta premier has responded after tense town halls over AI data centres, while promised setback rules for large projects have yet to be published.
North America Datacenter Trends
Abbott says few firms answered Texas data-centre survey
Texas is requiring more project information as ERCOT tries to assess a data-centre connection queue that has grown to more than 474GW.
North America Datacenter Trends
Big Tech adds community commitments to data-centre plans
OpenAI, Meta and Microsoft are putting community funding, construction jobs and greater disclosure into data-centre development as local opposition grows.
North America Datacenter Trends
Starcloud raises $250m for orbital data centres
Starcloud will use the new funding to expand spacecraft manufacturing and Nvidia engineering work as it develops larger orbital computing systems.
North America Datacenter Trends
Prometheus, Istmo plan 2.5GW gas-powered Texas campus
The Reeves County project would start with 1.5GW of behind-the-meter generation using pipeline natural gas and on-site ethane, with first power targeted for 2027.
North America Datacenter Trends
Alberta plans setback rules for AI data centres
Alberta is preparing setback rules for large data-centre projects after residents pressed officials over developments planned near homes.
North America Datacenter Trends
Nvidia invests in powered-land developer Cloverleaf
The minority investment brings Nvidia into the site and power work that takes place before AI hardware can be installed in a data centre.
North America Datacenter Trends
TVA raises data-centre rates, adds capacity charge
TVA is making large data-centre projects commit to power capacity earlier, while offering interruptible service where permanent supply is not yet ready.
North America Datacenter Trends
Data-centre orders push US suppliers to expand factories
Generac and Siemens are expanding US manufacturing as data-centre orders increase demand for generators and electrical equipment.
North America Datacenter Trends
IREN delivers first 50MW AI-cloud building to Microsoft
Microsoft has accepted Horizon 1 at IREN's Childress campus, moving the first 50MW of a planned 200MW 2026 deployment into the delivered stage.
North America Datacenter Trends
AUC rejects Synapse's 1.4GW Olds power plant
The regulator found Synapse's proposed gas plant too close to homes, forcing a rethink of the power plan behind its 1GW Olds data centre.
North America Datacenter Trends
Meta's Alberta data centre may start before 932MW power plant
Meta's 1GW Alberta data centre may start before its 932MW dedicated gas plant, making interim power arrangements part of the project's delivery plan.
North America Datacenter Trends
Alberta considers setback rules for AI data centres
Alberta is considering minimum separation from homes after the AUC rejected a 1.4GW power plant proposed beside an Olds data-centre project.
North America Datacenter Trends
Generac commits $250m to data-centre generator capacity
Hyperscale orders are pushing Generac to expand US generator production ahead of 2027 deliveries, while supplier capacity and tariff exposure remain unresolved.
North America Datacenter Trends
IREN delivers first 50MW AI-cloud building to Microsoft
Microsoft has accepted Horizon 1 at IREN's Childress campus, moving the first 50MW of a planned 200MW 2026 deployment into the delivered stage.
North America Datacenter Trends
Nvidia backs first 4.25GW of OpenAI capacity at PORTS-Pike
Nvidia's credit support covers the first 4.25GW tranche at PORTS-Pike, where OpenAI has a 20-year lease and phased delivery targets start in 2028.
North America Datacenter Trends
Meta-BlackRock $14bn data centre carries partial insurance
Insurance limits cover only part of Sopaipilla's potential losses, leaving lenders to rely more heavily on Meta's lease and contractual support.