The Energy & Sustainability Supplement
A sustainable future for data centers
News - North America, Charlotte Trueman, DatacenterDynamics
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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Canada joins EuroHPC JU initiative
Becomes the program’s 39th participating state
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SpaceXAI launching two additional data center campuses in Mississippi to further expand Colossus 2
Sites, dubbed Gun Range and Spam, will both be operational by end of the year, Musk claimed
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Intel says Israel fab explosion will cost company $600m in losses, as Q3 ‘26 revenue hits $16.5bn
Intel Foundry operating losses down QoQ, with chipmaker claiming 14A customer announcements are coming soon
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Blockchain and crypto firm Blockmate Ventures enters neocloud market with purchase of Nvidia B200 cluster
Company has partnered with Scannit for the venture, with the latter to host the hardware in an undisclosed data center
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Neocloud General Compute raises $100m in Series A funding round
Round provides startup with post-money valuation of $800m
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Broadcom organizes $63bn deal with Bank of America, Blackstone, Citigroup, and Morgan Stanley to fund Anthropic chip purchases
Project North Star will finance the purchase of Broadcom-developed Google TPUs
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Intel acquires quantum software firm Classiq for $2.2bn
Acquisition of Israeli quantum firm will allow Intel to become a “full-stack quantum solutions provider,” chipmaker said
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Vertical Semiconductor awarded $73m in CHIPS Act funding to support vGaN transistor development
The agreement will see the Department of Commerce take a minority stake in the company
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Former OpenAI head of data centers joins Nvidia to help lead DSX Platform team
Chris Malone announced new role two months after OpenAI departure was reported
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Nvidia launches DSX POD, claims the Vera-Rubin reference architecture will make AI data centers more water and energy efficient
Details released at GTC Berlin event, taking place this week
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AI chip startup Tenstorrent raises $1.5bn at $6.2bn valuation
Funding will support ongoing development of company’s Galaxy servers
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Wolfspeed signs agreement with Infineon for supply off 200mm silicon carbide substrates
Multi-year deal will directly support Infineon’s conversion to 200mm SiC manufacturing
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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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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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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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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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Microsoft unveils Azure Maia 300, says chip will be its “primary inference system”
Meanwhile, Maia 200 has already been deployed across multiple geographies
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Supermicro contractor Ting-Wei “Willy” Sun pleads guilty to four counts associated with Nvidia chip smuggling charges
Charges include conspiracies to violate export controls, smuggle goods, defraud the US, and obstruct justice
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AMD unveils Helion rack to support agentic AI workloads
Company says rack is customizable, with CPU-only version available
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Oratomic raises $775m for development of fault-tolerant quantum computer
Pasadena-based startup emerged from stealth in March 2026
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Report: Nvidia plans to invest in inference chip startup d-Matrix
Follows reports that company was seeking to raise additional funds, targeting $5bn valuation
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PsiQuantum receives $150m conditional loan commitment from US gov’t to expand manufacturing and prototyping efforts
Funding will support ongoing expansion of company’s California factory
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GlobalFoundries signs $2bn, five-year deal with TSMC for production of advanced packaging components
GF’s Malta, NY, fab will become first US source for supply of silicon interposers
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Oracle, Broadcom, and SpaceX looking to secure ten of billions in financing to support AI compute purchases – report
Broadcom is seeking $50bn, while SpaceX is looking to secure $40bn
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Wolfspeed receives $1.5bn conditional loan commitment from US gov’t to boost domestic SiC and GaN production
Financing will also help advance a number of DoD initiatives
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DARPA announces four companies advancing to final stage of its Quantum Benchmarking Initiative
Atom Computing, Diraq, IBM, and IonQ have all progressed to Stage C of the program
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Quantum firm Xanadu partners with GlobalFoundries for photonic component development
Multi-year collaboration will focus on ultra-low-loss photonic design and process development
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Intel and Applied Materials to collaborate on chip manufacturing advancements
Work will take place at the companies' respective R&D facilities