Data centers & fiber: archive
Every Data centers & fiber story in Infrastructure, newest first. 603 stories
8 stories
Ciena bets on gallium arsenide end run around AI optics bottleneck
The networking giant joins a $40 million round for a materials workaround that could decide how fast AI data centers get built.
OpenAI's data center chief exits as $750B buildout churns
The latest data center exit adds to the churn as OpenAI heads toward an IPO with a $750 billion compute budget.
Papua New Guinea opens its first sovereign AI data center
Kumul Cloud Infinity puts the state at the center of the country's digital infrastructure; a second site in Lae will decide whether it becomes a utility or a symbol.
CityWest's Highway 37 fiber route adds a second way north
The Northern Resiliency project gives a corridor that currently has no fiber route north a backup path, with public money carrying the economics.
Lambda's $3B round puts AI cloud pricing to the test
The GPU-cloud operator is stacking equity and debt ahead of an IPO, but the report leaves out the contracted backlog that would justify the price.
GE Vernova pushes UPS up the voltage chain
A medium-voltage UPS turns a rack-level safety net into a grid-smoothing asset, but it arrives late for the current AI buildout.
Navitas buys Claros to break the AI power wall
The $232.8 million deal puts Navitas in control of the voltage-regulation stage that sits directly beneath the xPU, where power delivery has become the industry's tightest constraint.
DoverDC files a second 200MW data center beside the South Morang substation
A second filing beside the same substation enters a local planning fight that has already gathered 4,600 signatures.
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In Hopkinsville, consent is the new power constraint
North Campbell's 15MW conversion gets grandfathered; its 50MW expansion must buy a thousand feet of setback.
APAC's $280 billion data center buildout is a capital-stack bet
Cushman & Wakefield sizes the region's data center assets near $1 trillion by 2030, built on $280 billion of capex. The $43 billion debt tally so far is a down payment, and the financing gap will sort the region.
Echelon turns liquid cooling into a design asset
The Irish developer's partnership with Trinovium gives it a seat at the table as AI cooling standards take shape, with 1.2GW of pipeline at stake.
O2 tucks 24 small cells into Westminster's dense streets
The 24 nodes are a rounding error; the 2,500-site installed base makes street furniture a permanent layer of the network.
Nebius turns Nvidia's stake into $5.75bn of debt
Nebius's four-point coupon spread prices the near-term GPU buildout as infrastructure and the long haul as a risk asset.
Starcloud raises $250M to scale on an unbuilt chip
The extension brings total capital since 2024 to $450 million, tying a $2.3 billion valuation to Nvidia's not-yet-shipped Vera Rubin.
TeraWulf pays the freight for 482MW Kentucky grid connection
By taking on full grid costs, TeraWulf turns Kentucky co-ops into financial partners, clearing the way for the Justified buildout.
Fiber vandalism turns resilience into capex
Openreach's latest cuts show why network security is now a cost of capital.
Microsoft moves earth in Vaasa while permits pend
Pre-construction spend on a 469.5-acre Finnish site shows consent is the binding constraint.
Soluna buys Texas land for 300MW AI site
The purchase pairs a 397-acre plot with a wind farm Soluna already owns, putting behind-the-meter power at the center of its pitch to AI customers.
Salt and Sunrise Test Rural Network Sharing
The two Swiss carriers sign an MoU to study sharing rural radio access networks, turning duplicated coverage costs into a shared expense if MOCN can reconcile their separate spectrum plans.
Alibaba's $10.2 billion AI raise hands the tab to equity markets
The Hong Kong placement funds data-center expansion, but a 10% share drop shows investors are underwriting the dilution.
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Sphere 3D offers substation funding for 50MW Kentucky data center
The crypto miner is buying grid capacity and a seat at the zoning table before it has a tenant; the 50MW is an option on AI demand.
Greenidge exits Bitcoin for AI, banking on power rights
The former miner brings 104MW of energized capacity and a 654MW pipeline to a market where grid access is the driver.
Zerra's AU$31bn Queensland campus is a power play
The developer's Western Downs Digital Park sits beside a substation and a ring of gas and solar plants — a bet that grid access, not land, sets data center value.
Z Squared's Paradox deal is a $25 million option on power
The cryptominer will pay no cash and take on no debt; the $20 million earnout hinges on energization and AI customer commitments.
Cell C rents its way to 5G coverage
The South African carrier switched on 5G without a radio network, a capital-lite bet that separates the brand from the infrastructure.
Switch's grid play turns a race track into a 270MW hedge
A three-building Pittsburgh campus pairs 270MW of backup generation with the 345kV lines already on the property.
At Hämeenlinna, the grid deal is the data center
Magnora's revised capacity at the Finnish campus shows the scarce asset in the Nordic buildout is a firm grid connection.
Data centers pay $18m for Ohio patience
The grants are a rounding error next to grid costs — but they price the input the 85% take-or-pay tariff cannot: community toleration.
Nscale's $3bn US IPO puts a $51bn backlog to the test
The UK neocloud aims for a September listing with Goldman and JPMorgan, betting public investors will pay infrastructure prices for a $51bn contracted-revenue backlog while it funds a 10GW buildout.
FlexSysAI launches software that makes data center load portable
The Nvidia Inception startup's voluntary demand-response pitch aims to shorten time to power; Emerald AI's first commercial deployment is set for Nvidia's 96MW Aurora campus.
DXN lands AU$12.2m AI HPC pod contract
The 2MW turnkey order is DXN's second AI HPC award in as many months, priced at about AU$6.1m per MW — a unit economics that makes sense only when speed matters more than construction cost.
ERCOT sets December deadline for data-center queue audit
A December filing will separate queued capacity from real demand in Texas's data-center buildout.
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Acciona buys into Segovia data center and its grid rights
The Spanish energy group's 50 percent stake amounts to a trade in power rights, with the server hall as the offtaker that makes them pay.
The £2bn Scotland project shows consent is the new constraint
A pre-application data center campus in the Scottish Borders has already drawn a 10,000-signature petition, evidence that community resistance now shapes the buildout as much as power and capital.
Actis starts Brazil AI campus with a 300MW substation
Terronova's Campinas build begins with a 300MW substation, the scarce asset in the AI data center race.
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Colombia pulls Amazon fiber tender after risk review
The withdrawn 1.14 trillion-peso Amazon fiber tender tried to be a rural connectivity program and an international corridor on one balance sheet.
Wind developer Vapat to build 160MW data center campus
The Spanish wind group is betting its own turbines and substation connection can anchor a data center campus.
Nvidia takes minority stake in powered-land firm Cloverleaf
Nvidia's Cloverleaf stake ties powered-land projects to its DSX spec as the chipmaker spreads capital across the power queue.
Latos files plans for Newton Heath edge data center
The developer's 40-node 'neural Edge' network faces its first planning test in Manchester.
Meta files for 497 Tbps U.S.-Denmark subsea cable Aurora
The Aurora system would add an open cable to a crowded Atlantic, with a dark-fiber option that lets Meta sell capacity into the secondary market.