DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - AI & Analytics, Barney Dixon, DCD Intelligence
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Zettabyte signs MoU with Bowrington Capital for high-density computing deployment
Agreement will look at commercial requirements
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SK Telecom launches new AI DC infrastructure focused company, split from SK Broadband
SK Horizon launches with $2.2 billion in investment from KKR and IMM
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CBRE: Europe data center market to grow by nearly a quarter in 2026
Reaching 13GW of capacity by the end of the year
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GDS Holdings raises full-year sales target to 1GW by end of 2026
Company expects more than 1GW of new sales this year
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Vantage, CyrusOne, and DayOne all plan IPOs with potential record breaking valuations
Vantage and CyrusOne are targeting 2027, while DayOne could go public next quarter
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Lambda raises $926m senior secured loan facility
Funds will be used for GPU acquisition and committed developments
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JLL: Data center demand exceeds expectations, doubles year-over-year
Absorption hits record 25GW in 1H 2026
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Enterprise cloud infrastructure spending hits $143 billion - report
Driven by AI growth, the 11th consecutive growth quarter
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Tensor Estate takes stake in Greenergy Data Centers' owner with funds going to AI expansion
Capital will grow the Estonian facility in response to AI demand
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Aon adds $5bn in capacity to data center insurance offering, expands integrated risk solutions
As demand for data center insurance rapidly increases
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North Carolina AI data center proposal withdrawn as county officials mull moratorium
The project could have cost $19.2 billion with an initial proposed capacity of 300MW
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AI demand is increasing labor shortages and skills pressure in data center construction - report
But skyrocketing demand will lead to rapid job creation
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Chinese mobile services firm FingerMotion pivots to AI data centers in Alberta, Canada
Signs MoU with Canada-based energy services firm
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Google unveils new open-source liquid-to-air cooling sidecar for air-cooled environments
Dubbed Brazos, the new system furthers OCP development of sidecar designs
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US government may allow FDCEA to expire - report
Anonymous sources suggest there is no plan for an extension or alternative
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Keel Infrastructure closes $458m in convertible senior notes for AI data center developments
The company will expand and accelerate its data center developments with $445.4m in net proceeds
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Medical equipment manufacturer pivots chemical plant to data center and manufacturing campus
Site will offer manufacturing, robotics, AI, co-location, energy production, and more
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25MW AI data center to be built in McMinnville, Tennessee
Project to be completed in Q1 2028
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Moody’s: Hyperscaler capex forecasts marked up by $85bn, to close in on $1trn by 2027
Capex to reach $785bn in 2026, according to Moody’s forecasts
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Hut 8 selling $3.25bn in bonds to finance Google and Anthropic-backed River Bend AI data center campus
Development will act as the first leg in a 2.295GW partnership with Fluidstack and Anthropic
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Welsh data center proposal rejected by local council
Anglesey County Council rejected planning for the former Octel Factory in Amlwch
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EDGX launches Sterna satellite payloads on SpaceX Transporter-16
Payloads demonstrate the company’s first stage for Compute-as-a-Service in orbit
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Neocloud revenue exceeds $25bn in 2025
Reaches $9bn in Q4 2025, growth of 223 percent YoY
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Global Bitcoin network hashrate drops for first time since 2020 as cryptominers seek to retrofit data centers for AI
First quarter saw a drop of four percent
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Enterprise technology and software firm Sagtec Global to build sovereign AI data center
Development to take place through subsidiary CL Technologies
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Space data center company Aetherflux reportedly raising Series B funding at $2bn valuation
Aims to raise a cosmic $250-300 million
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Colliers: Data center investment tops $580 billion, beating oil investment for the first time
However, fears of significant investment risk continue to grow
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US hyperscaler capex to top $700bn in 2026, investors fear overbuild and weak returns - Moody's
Capex in 2026 will be six times larger than 2022