DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - North America
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Pause in US data center construction could lead to recession, BlackRock CEO warns
Slowed buildout could turn massive investment into a massive crash
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Meta named as company behind 3,000 acre data center project in Mason County, Kentucky
Will receive a 40-year tax break on property taxes
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Oracle renews attempts to secure natural gas pipeline approval for Project Jupiter data center - report
Seeks approval from FERC to expedite approval of the 17.8-mile pipeline
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Virginia senator proposes three-year state-wide data center moratorium
Pause would enable more legislation to be drawn up
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City of New York awards NYU $29.2m to establish a Quantum Fabrication Facility
QFab will offer quantum chip manufacturing and testing capabilities, alongside workforce training programs
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PowerHouse & Big Watt secure approval for 1GW behind-the-meter campus in Taylor, Texas
Natural gas-powered campus gets nod from local officials
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US DoD seeks partner to build $4bn "mission critical facility" and data center in Alabama
Design Build Contractor will have to provide the facility by December 2031
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LightEdge/Lumen-occupied data center in Austin, Texas, up for sale
Fully-leased facility seeks new landlord
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BrightRay looks to expand into US with 10MW prefab data center project in Indiana
Prefab data center firm signs LOI with unnamed US partner
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OpenAI again shakes up data center leadership, with xAI exec Uday Ruddarraju to lead and Sachin Katti to leave
After switching out the Stargate team earlier this year
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Application filed for 3.3 million sq ft data center campus in Augusta, Georgia
Project targeting 2028/2029 go live date
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GlobalFoundries to build and operate two new chip fabs in NY as part of $21bn US-Japan deal
First facility is expected to be operational in 2029
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Google signs 20-year PPA with AEP for 702MW Wyoming fuel cell project
Fuel cells to be supplied by Bloom Energy
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IURC approves AES Indiana plan for $1.3bn solar, storage, and transmission project for Google data center in Monrovia
Google is expected to pay for all the costs associated with the project
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Soluna files to build 112MW data center building in Willacy, Texas
Will span a single building totaling 471,884 sq ft
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Digi Power X secures $200m in debt financing for Alabama data center project
Will support the development of a 40MW data center in Columbiana, Alabama
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Microsoft acquires 600 acres of land for data center in Woodward, Iowa
Local residents raise concerns
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UK-based AI infrastructure firm Gorilla Technology Group to enter US market with proposed 6MW data center acquisition
Site has the potential to expand to 36MW
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Oregon Governor Tina Kotek asks state environmental regulator to pause permits, introducing de facto data center moratorium
Follows ban on projects involving state land
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Fermi and AMD sign credit support deal for build-out of Project Matador campus in Amarillo, Texas
Chip firm will support first 222MW data center, due to be delivered next year
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AT&T to sell Mexico unit to Grupo Televisa and Fintech Holdings for $2bn
An exit from the market has been on the table for a while
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LS Electric secures $138m order to supply switchgear for Bloom fuel cells at Pennsylvania data center
Second deal between the companies
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D-Wave signs quantum chip manufacturing deal with SkyWater Technologies
D-Wave will work with SkyWater team in Minnesota to develop specialized chips
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Google data center strategic sourcing exec heads to OpenAI
Allyson Fealtman to focus on high-speed interconnect and rack power
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Microchip Technology updates its networking and storage products to better support AI and HPC workloads
Expanded data center portfolio will help customers address multiple infrastructure challenges, the company said
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Simple Mining buys Sphere 3D cryptomine, grows Iowa footprint to 160MW
$1.5m purchase closed on September 1
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FERC approves PJM's request to create data center database
Rejects separate request to curtail power to data centers during periods of grid stress
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Legrand to integrate Karman AI platform into data center PDUs and power shelves
First deal following Karman's rebrand