Data centers & fiber: archive
Every Data centers & fiber story in Infrastructure, newest first. 605 stories
14 stories
SLA penalties are data centers' hidden credit risk
A 45-minute outage at a $144 million facility can cut cash flow by 41.7%, and traditional insurance does not cover it.
X2M's data center debut lacks a power number
The Australian IoT company's first GPU facility contract has no named customer, no confirmed site, and no capacity figure — the omissions that tell you where the real risk sits.
atNorth signs YIT for second FIN04 building as campus grows to 430MW
YIT gets another building at Myllykoski, while grid and permitting decisions still control how far FIN04 can scale.
Nvidia's revenue-sharing pause re-prices AI cloud risk
The chipmaker's July backstop for merchant GPU clouds is on hold; the $105 billion guarantee for OpenAI's Ohio campus shows where it will still put its balance sheet.
Digital Realty breaks ground on a 15MW Zurich bet
ZUR4's 2028 go-live makes the building a five-year wager on Swiss grid capacity.
CVC DIF's Aurora Towers buys American Tower's Canadian business
The 255-site acquisition pushes Aurora past 650 towers and hands CVC DIF a density play in Canada's tower market.
Alibaba plants two data centers in Brazil, opens hyperscaler beachhead
The first South America region pairs local AI services with a $53bn global buildout that needs every region to price like infrastructure.
T1 Energy wins approval to turn Norwegian solar site into data center
The former Freyr Battery campus in Mo i Rana is now approved for a 50MW data center, with a 396MW grid queue position as the real prize.
WDP locks in 380MW of Romanian grid before calling it a project
A Belgian warehouse landlord has an approved grid connection for two possible data centers outside Bucharest, proof that power rights arrive before projects.
Indosat’s AI fiber play needs Zankore’s anchor
IFT’s RAIA Grid wants to be Indonesia’s digital highway; the 1GW data center venture is the tenant that makes the toll road financeable.
Lower Austria's data center queue hits half its grid capacity
A pipeline of up to 100 development inquiries totaling 3.4GW has made land-use approval Lower Austria's choke point.
Italy's 95GW data center queue is a market for grid slots
Terna's queue has tripled since 2024, most applicants are property and logistics firms, and only 15 requests are close to approval. The grid slot is the real trade.
Australia drops data center renewable mandate
The reversal leaves 220 projects and 6GW to a patchwork of state power rules, where grid access, not climate policy, will set the terms.
Volato's $500M AI merger prices Ohio power at $3.25 million a megawatt
An aviation software business buys a powered 154MW campus and a path to 480MW, betting the grid slot outweighs its $105.5 million accumulated deficit.
17 stories
Schwarz's €5.6bn data center is a bet on a 380kV connection
The Lidl owner's 240MW project in Mecklenburg-Vorpommern puts a price on grid access and sovereign-cloud ambition.
Salim buys out Keppel, relaunches Indonesian venture as IndoData
A delayed 5 MW project becomes a standalone operator whose real asset is a 500 MW power position.
Cooling Failure Redraws the Data Center Risk Map
A Frankfurt outage that took Proton offline put a hard number on the industry's least-priced risk: 30 degrees in 20 minutes.
VCI Global launches Galatron to target 500MW of AI compute
The Malaysian firm is selling 5MW modules with a six-month power story, and the Q3 2027 energization date is the real test.
AWS locks in two million more Nvidia GPUs through 2028
The expanded commitment stretches past 2026's one-million-GPU plan and pushes the fight for AI infrastructure downstream, into power and land.
Gateway files 81MW Sydney data center plan
The former brickworks site would add five stories and 44 generators to a market where consent, not financing, now sets the buildout calendar.
Telekom's BayArena upgrade is a neutral-host play
The 41-antenna network is built for rivals to share, turning stadium capex into a wholesale asset.
Nexspace breaks ground on a second Graz data center
The 2.2MW addition extends Nexspace's regional edge buildout. Without a named anchor, it is a merchant-capacity bet until a tenant signs.
Fossefall's 9MW order is a 1GW beachhead
Five Armada modules reserve a position in the Nordic power queue.
German edge launch banks on grid and efficiency law
A €500 million, 46MW pipeline will test whether midsize enterprises lease space to avoid energy-efficiency compliance.
SK Telecom splits AI data centers into KKR-backed SK Horizon
Eight operating South Korean data centers move into the new company as KKR and IMM take 49 percent, while gigawatt-scale development stays inside SK Hyper.
Delaware rewrites the economics of data center power
The First State now requires hyperscale developers to bring their own clean power, pay for grid upgrades, and forgo job-creation tax credits — a model other states are likely to copy.
Anthropic's $45bn Nscale lease prices the IPO backlog
A reported six-year, 460MW deal would put a named tenant behind Nscale's $51 billion contracted-revenue backlog before the neocloud's September listing.
Two NZ carriers propose shared radio network JV
The 2degrees-One NZ proposal would create a standalone RAN company with two carrier-owners, turning duplicate tower assets into a shared utility.
Nvidia's $60bn per-gigawatt math makes power the AI prize
The chipmaker now pulls twice the revenue from each gigawatt of data center as it did five years ago — and is underwriting the power projects that feed it.
Direct-to-chip cooling becomes a colocation deal-closer
LG CNS's first liquid cooling system will support Naver Cloud's Vera Rubin deployment, putting thermal management alongside power as a gate for AI data centers.
EdgeConneX files $4.2 billion of Texas data center plans
New filings cover four buildings and $2.8 billion, with CoreWeave set to lease at least part of the campus.
9 stories
EcoDataCenter banks 150MW Dalarna site ahead of permits
The Swedish operator's third regional campus is a wager on municipal consent and permit timing more than on megawatts.
Eurofiber locks in €2.2bn sustainability-linked debt
The bigger, ESG-linked facility replaces a €1.5bn platform and tests whether open digital infrastructure can hold infrastructure pricing without a hyperscaler anchor.
E.Sun Bank backs Empyrion's 7MW Taipei data center with a hyperscale track record
The lender that led AirTrunk's $1.2bn Tokyo financing has closed a construction loan for a 7MW Neihu colocation building—a small deal that says a lot about mid-market APAC capital.
Federal courts open colocation rebid with Washington in the requirements
The contract runs to 2029, but the RFI asks bidders to run the two data centers past 2032, gives Digital Realty and Csquare no automatic renewal, and prefers one site near Washington, D.C.
Mistral's Saudi pact prices a land-and-power option
Hundreds of millions of euros buys access to Humain's 6GW position, without committed megawatts or a buildout.
France's grid queue is the data center's first asset
With transmission capacity saturated in key regions, a position in RTE's connection queue determines whether a French data center gets built — and how fast.
Rum's $13.7bn lease comes with a penny-stock kicker
A six-year GPU capacity deal at Maysville, Georgia comes with warrants for up to 50.81 million shares at $0.01—the unnamed cloud customer's price for taking buildout risk.
Armada's Orion jumps to 10MW and makes power the product
The modular data center specialist has decupled capacity again; the real asset being sold is access to power.
Exa's Spanish route moves subsea value inland
The I Squared-backed network builder is betting the terrestrial leg decides which cables win.