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The Digital Infra Desk 68 stories this week · 419 total

NorthPoint's rumored Modesto data center stirs zoning fight

A 45-acre former chemical plant tests whether local land-use rules can hold against data center demand.
August 19

Liquid Death and Garage Beer monetize data center water anxiety

The 'we want your pee' campaign shows consumer anger becoming a permitting risk for AI infrastructure buildout.
August 19

EU data center efficiency labels will reset how private capital prices assets

A-to-G ratings in 2027 and minimum standards in 2030 will separate modern heat-reusing facilities from legacy stock and shift how they are underwritten.
August 19

Relativity raises $22m, lands $40m hollow-core fiber order

A SAFE round and a hyperscaler contract back a fiber technology aimed at stretching the distance between AI data centers.
August 19

Google confirms 506-acre Project Clydesdale data center near Tulsa

The company's $15 billion Oklahoma buildout includes water-line upgrades for Washington County Rural Water District and grid commitments in Tulsa County.
August 19

Pennsylvania pulls AI data centers off the fast track

Governor Shapiro's order makes local sign-off and full-grid-cost payments prerequisites for state permits.
August 19

Nvidia weighs $3B SB Energy investment behind OpenAI's Ohio campus

Nvidia's guarantee, more than its equity, is what would make the $500 billion project financeable.
August 19

CVC DIF to take majority stake in German data center operator Firstcolo

The value-add fund is betting a 24MW Frankfurt build can turn a near-full colocation platform into a broader German player.
August 19

DataVita raises £300m as state guarantee backs AI campus debt

A £202 million National Wealth Fund guarantee sits behind £252.5 million of senior debt on DataVita's CoreWeave-contracted Scottish campus.
August 19

Flexential closes $800 million credit facility for 130MW buildout

An oversubscribed facility shows debt markets underwriting data center capacity ahead of signed leases.
August 19

Proposed ten-story Swanbank data center wins staff backing

The site's appeal is the substation and battery next door, not the building itself.
August 19

Boosteroid's 30 MW buildout is a low-latency stress test

A small GPU footprint shows the wiring that makes interactive streaming work.
August 19

AirJoule and NZIH to test turning data center waste heat into water

The trial will assess whether low-grade waste heat can become usable water inside a working data center.
August 19

Trane and Eaton pair power and cooling in one AI data center design

The companies say their reference design cuts energy use 15 percent and copper 80 percent.
August 19

Granite sells Toronto data center to unknown buyer for CA$16.5M

The Scarborough trade prices a working 10-megawatt facility at CA$1.65 million per megawatt.
August 19

Pilot Fiber closes Extenet acquisition, crossing into New Jersey

Pilot's acquisition of Extenet's enterprise fiber business adds more than 20 data center connections and a New Jersey footprint. Terms were not disclosed.
August 19

Rakuten Symphony and Viva Bolivia sign non-binding Open RAN MoU

The pact lays out a cloud-native, Open RAN future for Viva without committing capital or setting a deployment schedule.
August 19

Barings paper argues the AI buildout's limits are physical

The paper ties construction constraints to inflation and margin pressure, landing as hyperscaler commitments keep growing.
August 19

Nebius plans $4.5 billion convertible raise for AI cloud buildout

The two-series note sale can expand past $5 billion with a greenshoe, paying for GPUs and data center construction while revenue still catches up.
August 19

Nvidia guarantees first 4.25GW of OpenAI's Ohio data center

Nvidia's balance sheet now stands behind OpenAI's 10GW-scale data center.
August 19

Renewables Now flags Equinix Singapore solar deal

A single headline points to a solar off-take by Equinix in Singapore; no terms or confirmation are in view.
August 19

New South Wales ties data center approval to 40% wind power

New South Wales will require new data centers to buy wind power for 40% of their electricity before approval.
August 19

WhiteFiber pays $60M to turn North Carolina textile plants into data centers

The Yadkin County acquisition shows AI cloud providers paying for existing buildings to compress the path to capacity.
August 19

Hyperscaler signs 20-year lease for 50MW at Goodman's Tsukuba campus

An unnamed hyperscaler has committed to the first phase of the 1GW campus, with service expected in early 2028.
August 19

Mubadala weighs ¥1 trillion bet on 500MW Akita data center

A sovereign fund's potential ¥1 trillion backing would mean a seven-year wait through 2033.
August 19

AWS lifts Louisiana data center bet to $18 billion

AWS adds a $6 billion Shreveport campus and pays the water and grid bills itself.
August 19

Colt DCS names Quy Nguyen permanent CEO after acting stint

The appointment ends a months-long acting stint and puts nearly 800MW of development squarely on Nguyen's plate.
August 19

Melbourne Airport taps DXN for AU$4.1 million edge data center

The AU$4.1 million order is a small contract, but it suggests airports are buying prefabricated edge capacity as a standard product.
August 19

JK Land refiles Gainesville data center plan with a five-to-seven-year wait

The revived 82-acre campus needs a special use permit and a five-to-seven-year wait for power.
August 19

Everpure signs second hyperscaler for DirectFlash storage

A top-five hyperscaler signs a master supply agreement, with revenue expected from fiscal 2028.
August 19

Centra names CyrusOne veteran to lead 300MW buildout

Robert Crespi takes over as the company raises $230 million and takes on a 300MW mandate for HighBrook.
August 19

NVIDIA validates Castrol direct-to-chip coolants for AI factories

The endorsement puts Castrol on a short list for AI cooling specs, but no capital commitments came with it.
August 19

California data center bills advance as lawmakers target rates and pollution

Sacramento adds legislative risk to the data center site-selection math.
August 18

AECOM's record backlog meets a $337 million charge

The engineering firm's loss shows where AI infrastructure risk lives: construction, not demand.
August 18

Equinix signs 11.5MW rooftop vPPA with Flo Energy in Singapore

A fourth Singapore PPA brings Equinix's contracted renewable capacity to 215MW, all expected online in 2028.
August 18

L&T to host Nvidia cluster for Together AI in Chennai

Companies call the 10,000-GPU deployment India's largest single-cluster AI infrastructure, with a 250MW first phase.
August 18
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