DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Critical Power, Meta
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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AEP Ohio secures $18m from data center firms for bill assistance program
Meta, QTS, Amazon, SoftBank Energy, and Google all commit funds to the program
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Trump expands Ratepayer Protection Pledge with 200-plus new signatories
Including utility heavyweights Southern Company, PPL Corp, NextEra Energy, Duke Energy, and American Electric Power
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Elemental Impact launches intitiative with major hyperscalers to accelerate energy and materials technology development
Partner companies include Amazon, Google, Meta, and Microsoft
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XGS partners with Baker Hughes to advance Meta-linked 150MW geothermal project in New Mexico
Baker Hughes will provide engineering services for the project
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Big tech makes ratepayer protection pledge for data centers at White House
Will see Google, Microsoft, Meta, Oracle, xAI, OpenAI, and Amazon commit to buy or build generation needed for their facilities
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Meta to deploy 366MW of modular gas units to power 1GW data center in El Paso, Texas
Facing opposition from the local council and community groups
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Big tech firms account for 49% of corporate clean energy deals over 2025 - report
Meta, Amazon, Google, and Microsoft dominate clean energy procurement, as overall PPA volumes fall by 10 percent
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Meta secures up to 6.6GW of nuclear power from TerraPower, Oklo, and Vistra
One of the largest nuclear deals in the sector to date
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Environmental group sues over energy demand forecasts for Meta's planned AI data center campus in Beaver Dam, Wisconsin
Expected to span more than 700,000 sq ft
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Three Senate Democrats send hyperscalers letters as they investigate data centers’ impact on US electricity prices
CoreWeave, Digital Realty, and Equinix also sent questions as electricity bills rise
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Meta seeks to use idle AEP Ohio substation slated to power delayed Intel fab for New Albany data center - report
Would utilize the substation for three years
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Entergy breaks ground on two natural gas plants for Meta's 2GW data center in Richland Parish, Louisiana
Expected to have a combined capacity of 1.5GW
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Entergy reports surge in interest from data centers seeking to build in Louisiana - report
Follows a deal to power 2GW Meta data center in the state
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Avangrid announces $18.5bn network infrastructure investment to meet growing demand from the data center sector
Commences solar panel installation at Meta-backed project
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Meta files application to start selling wholesale power
Application filed through subsidiary Atem Energy
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How Meta achieves 120kW a rack in 20kW air-cooled data centers
Company details Catalina pod deployments at Hot Chips
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Entergy obtains approval to construct three gas facilities to serve Meta's 2GW data center in Louisiana
Two units expected to come online in 2028, with the final unit slated for operations in 2029 for Hyperion
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Entergy to build $1.2bn 500kV transmission line to serve Meta mega data center in Louisiana
Utility reaches settlement with PSC to recommend approval of data center
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Meta signs 20-year PPA with Constellation for entire output of Illinois nuclear power plant
PPA is expected to facilitate a 30MW expansion at the Clinton Clean Energy Center
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Hyperscalers prepare for 1MW racks at OCP EMEA; Google announces new CDU
Hyperscalers look to disaggregate power from IT to reach 1MW racks
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Schneider Electric joins EPRI's DCFlex initiative
Other partners include Google, Meta, and Nvidia
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Google, Amazon, Meta sign pledge to triple global nuclear capacity
Tripling today's nuclear fleet would take world to more than 1 million megawatts of capacity
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Environmental groups move to block power supply for Meta’s planned Louisiana AI data center
The group's goal is to "determine the impact on ratepayers"
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Santee Cooper proposes nuclear power station acquisition to support AI data center demands
Launched an RFP for acquisition or completion of two generating units
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Trump declares "national energy emergency," introduces raft of directives to support fossil fuel sector
Cited the rising energy demand of data centers
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Uranium prices hit all-time high, fueled by AI data center demand
Prices for enriched uranium reached $190 per separative work unit
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ExxonMobil plots natural gas power plant to exclusively power data centers
It would mark the first time Exxon has built a power plant that does not supply energy to its operations