The Digital Infra Desk 68 stories this week · 419 total

The commitment comes from a long-duration fund and extends a platform that has raised more than $10bn without a disclosed site, tenant, or delivery date.

Lefdal aims to invest a reported NOK 9 billion on the 40-acre Moskog site, 120km from its mine-based facility at Måløy.

The conditional deal values the vacant freehold parcel at about RM316.84 million ($77.6 million), against the RM145.97 million Sunsuria paid in 2015.

CGE estimates the staged project at just under €3 billion and says capacity could reach 260MW with municipal approval; no tenant or offtake terms are disclosed.

The carrier has operated in the country since 1991, and its Movistar brand there carries close to nine million mobile subscribers.

The AU$1.2 billion Lane Cove campus, in planning since March 2025, leaves the New South Wales queue while four other Sydney sites stay in development.

The package would grade facilities above 500kW on energy, water, grid support and renewables, as association leaders caution a single scale may not fit the whole bloc.

The package includes a £1.2 billion green capex facility, funds the 78MW Saunderton campus and future Slough investment, and comes with no named tenant against the megawatts.

The Los Angeles landing point is expected to support subsea cables in 2028, and the company has not said how many cables it will host.

All three systems are specified at 24 fiber pairs and due live in 2029; full landing-point details have not been shared.

The Series A, led by Socratic Partners, brings the Palo Alto startup's total funding to $39.5 million as it works toward qualifying its optical modules with customers.

Sharon AI expects to deploy about 8,200 Nvidia Blackwell Ultra GPUs at SYD1, with initial operations targeted for the fourth quarter of 2026.

The CPU capacity deal includes up to $9bn of potential expansion, $5.5bn of capex, and a warrant for about 5% of Akamai's common stock that vests as the customer buys more.

A Siemens Grid Software webinar recap published on Utility Dive cites Dominion Energy's Northern Virginia experience on early coordination for large loads as high-density AI projects arrive.

The two-year buildout at Nové Mesto nad Váhom adds switchgear and liquid cooling lines, with hiring set for 2027 through 2029.

A DCD opinion piece separates the failure modes an engineer can name from the interactions between healthy systems that millisecond AI load swings can set off.

The Brisbane-Darwin route lands in 2030 with up to 3,456 strands, and the announcement names none of the commitments that would make it financeable.

The notes convert to ordinary shares at listing, so the pre-IPO money is a wager on the public price, not on a data center fleet that is 5 percent switched on.

At $343 a square foot, the contract is a construction number; the risk sits in the calendar and a power arrangement the release never mentions.

A pending National Intelligence Service guideline could turn a cybersecurity standard into a residency mandate, and Rep. Carol Miller argues it would break two decades of US-Korea trade commitments.

Shrinking the by-right overlay by two thirds turns Northern Virginia entitlement into the scarce asset and hands the buildout to whoever can afford a public hearing.

The test that matters on Project Suncatcher is radiation tolerance, and mission life is the number orbital compute has to earn.

The three-carrier carve-up takes France from four mobile operators to three, and the redundancy plan it triggers is the cost the consortium has yet to underwrite.

The Alabama site prices local permission at $13.5 million a year; the credit that sets the asset's value stays out of the document.

The company expects mass production in 2026/27, which would let racks get denser while leaving the grid queue untouched.

Ontario International is buying a private network across 1,700 acres, and Boldyn is selling the managed security platform. The build rides the airport's credit; the price stays off the page.

A New Mexico pipeline denial has become a payment dispute, and how it resolves will tell the market what a 2.5GW hyperscaler lease is actually worth.

Collateral, minimum billing demand and exit fees are turning utility rate schedules into the first test every project in the queue has to clear.

The $1bn state grant puts Tokyo inside the AI supply chain's narrowest layer and leaves Tower's 2029 wafer line to find its own customers.

The aid cutoff is the cheap half of the order; the disclosure ban and the 240-day rulemaking clock are what will reprice the pipeline.

Two years of coexistence testing buys influence over the sharing rules that will price the 2.7GHz auction, and the rooftop is where the build lands.

Two of the three platforms Microsoft names get support without equity, most of the capex lands on lessors, and every Gulf megawatt now carries a war-risk question the announcement answers with paperwork.

The samples prove Europe can build server silicon; the offtake that would prove it can sell the stuff still belongs to a budget cycle.

Exclusive reference deployments at a shipyard and a petrochemical plant give Samsung first position on the software layer Korea's carriers will buy next.

A power-systems whitepaper is bidding to write the 800 VDC reference architecture before the installed base hardens.

AEMO's shortened load forecast and the guidelines' bring-your-own generation rule turn power procurement into a condition of approval.