DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - North America, 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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Serverfarm expands North American data center development fund to $3.89 billion
Closes an additional $895 million
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Vantage Data Centers raises $2 billion for North American early-stage portfolio development
Adds to $40 billion in financing received this year
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Thor Equities submits plans for 150MW data center in Georgia, US
An estimated cost of $1 billion
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SoftBank-backed SB Energy subsidiary to develop former Texas 3M campus into R&D tech center
$1 billion earmarked for development of the campus
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New 400MW AI data center planned for Algoma in Ontario, Canada
Algoma Steel and Red Jar Energy Partners working together on the proposal
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Loudoun County could reverse data center by-right grandfathering exemption
Board of supervisors voted to assess legality and impact
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Raeden claims Michigan moratorium unlawfully stopped its Gibraltar data center development
Imposed moratorium curbed proposals for a 100MW data center in the city
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Flexential establishes $800m credit facility, upsizing initial target by 60 percent
Plans to expand capacity in key markets
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Ontario, Canada, unveils new data center framework to support industry investment
Government says plan will provide “meaningful benefits” for locals
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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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AI data center developer 5C secures half a billion dollars in new financing
Funds will be used to develop existing project pipeline
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NTT Data reports half a billion dollars of data center investment in Q1 financial results
Data center sales of $733 million
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CBRE: US data center momentum to continue, bolstering restrained construction market
AI infrastructure is a “key pillar of demand”
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Virginia state senators call for review into data center groundwater strain and potential state-wide moratorium
Bipartisan movement calls on state governor to act immediately
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TPG looks to acquire Netrality Data Centers in $3bn deal - report
Deal could be reached in H2 2026
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Compass Datacenters raises $413 million in ABS bonds
Part of transaction rated A by S&P Ratings
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Data center-related companies account for record 14.4 percent of new industrial leasing in the US
With industrial leasing growing 44 percent YoY
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Damac data center in Edgerton, Kansas, to go ahead despite planning commission denial
Local officials overturned planning commission decision
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Csquare goes public but falls short of share price and valuation target
IPO of 50 million shares at $21 a piece
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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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Plans for data center submitted in Mifflin County, Pennsylvania, just two days before local moratorium vote
Developer claims the site will create up to 230 construction jobs
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Plans for Milwaukee, Wisconsin, data center in former Walmart building shelved amid strong local opposition
The “computing research facility” would have been attached to a larger self-storage facility
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$520 million in asset-backed securities issued, secured by Virginia data center
Site managed by data center operator and investment management firm, Cloud Capital
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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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Aligned raises $1.19bn in asset-backed securities
The latest series in its master trust
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Patmos to build new data center in Independence, Missouri, as city moratorium discussed
The second data center project in Independence
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Karis named as firm behind proposed data center project in Dubuque County, Iowa
Real estate firm working on project despite local moratorium
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Proposed data center in Guernsey County, Ohio, could go ahead despite local government opposition
Project proposed by Smart Energy Partners still in extremely early stages