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
Nuclea, New Mining assess US data-centre microreactors
Nuclea Energy and New Mining will study behind-the-meter microreactors for an existing 30MWe load, without committing either side to a power project.
North America Datacenter Trends
Hillsboro has closed the data-centre intake, not the project pipeline
Hillsboro’s 120-day land-use moratorium stops new data-centre and battery-storage applications from entering the city system. It does not cancel projects already being built or assessed. A separate 180-day pause applies to Strategic Investment Program agreements with stand-alone…
North America Datacenter Trends
Oregon advisers reject statewide data-centre moratorium
Oregon advisers reject a statewide data-centre moratorium as Kotek backs local pauses while the state develops new rules.
North America Datacenter Trends
Bell’s AI build is taking cash before its megawatts become measurable
BCE generated more cash from operations in the second quarter, yet had less free cash left after investment. Operating cash flow rose 11% to C$2.162bn while free cash flow fell 9.5% to C$1.042bn, as capital expenditure climbed 41.5% to C$1.080bn. Bell AI Fabric construction is…
North America Datacenter Trends
SoftBank has paid ahead of its US infrastructure; conversion is now the test
SoftBank Group spent JPY968.929bn in one quarter acquiring US power-generation and data-centre assets, and JPY637.772bn—65.8%—was recorded as advance payments. The scale is substantial, but it does not describe a commissioned fleet or even a data-centre-only portfolio. A second…
North America Datacenter Trends
Amazon’s 7.65GW private-power bet moves the grid boundary, not the risk
Amazon has confirmed that its planned Pecos County data centre will rely on new on-site generation. The confirmation supplies the missing customer-side link to Pacifico Energy’s GW Ranch, a private-power campus whose Texas air permit covers 7.65GW of gross gas-fired generation.…
North America Datacenter Trends
AWS’s Gilroy build exposes the gap between public record and public visibility
Amazon Web Services did not build in Gilroy without paperwork. The city ran a 45-day environmental review, received six comment letters and published the approval record. Yet the 56-acre, 438,500-square-foot campus reached construction without a Planning Commission or City…
North America Datacenter Trends
TeraFab’s $16.8bn first phase moves the bottleneck inside the factory gate
SpaceX has now put an address and an opening capital estimate on its TeraFab ambition: Grimes County, Texas, and approximately $16.8bn for an initial phase funded by SpaceX and Tesla. That is a material narrowing of a project that was already visible in prospectus and county…
North America Datacenter Trends
Everllence wins 480MW off-grid data-centre engine order
Everllence will supply 24 gas engines for an unnamed US hyperscale data centre, with commissioning tied to the expansion of the off-grid facility.
North America Datacenter Trends
Duke Energy data-centre agreements reach 7.6GW
Duke Energy has signed 7.6GW of data-centre agreements, with much of the 5GW under construction expected to start taking power from late 2027.
North America Datacenter Trends
STACK buys $66.4m Culpeper data-centre site
STACK has acquired a zoned 71-acre site in Culpeper, but has not disclosed a site-specific power allocation or construction timetable.
North America Datacenter
Hillsborough moves to draft data-centre moratorium
Hillsborough is preparing data-centre rules before applications arrive, with potable-water use for cooling among the conditions under review.
North America Datacenter Trends
Vantage’s Wisconsin power build has three projects and several incompatible denominators
We Energies has started construction on solar, wind and battery projects in Wisconsin, with roughly half of each project’s capacity allocated to Vantage Data Centers’ Port Washington campus. The work gives the $15 billion development a visible supply programme, but it does not…
North America Datacenter Trends
Amazon is rewiring its Indiana AI campus before buying a new one
An internal plan to join several Indiana data-centre buildings into one Trainium supercluster is a capital-allocation decision disguised as an engineering diagram. Amazon wants more than 6,000 servers deployed faster for its next in-house model, but the value lies in whether…
North America Datacenter
Gilbert, Arizona, weighs stricter data-centre rules
Gilbert, Arizona, would limit data centres to light-industrial sites, ban potable-water cooling and require wider setbacks from nearby homes.
North America Datacenter
Texas halts data-centre grid approvals
Texas has frozen new data-centre grid approvals, leaving ERCOT’s first large-load allocation process without a timetable.
North America Datacenter
Oregon Democrats plan three-year data-centre moratorium
Four Oregon lawmakers plan a three-year pause on new large data centres as the state reviews power, water, tax and land-use rules.
North America Datacenter Trends
Sandisk’s datacenter surge still carries a NAND price tag
Sandisk doubled quarterly datacenter revenue while adding five customer agreements, but two-thirds of its company-wide sequential growth came from higher pricing. The result is a powerful signal of storage demand—not yet proof that contracts have neutralised the NAND cycle.
North America Datacenter
FCC reportedly drafts ban on new Chinese optical transceivers
The FCC’s reported proposal could force US data-centre operators to review Chinese optical-transceiver suppliers earlier in the network-design process.
North America Datacenter Trends
Allentown has turned a data-centre setback into an evidence ledger
Allentown City Council has adopted a tougher prospective framework for data-centre permits: one eligible industrial district, a 500-foot sensitive-use buffer and continuing duties on noise, utilities and closure. The important test now is not the size of the setback but whether…