The Digital Infra Desk 68 stories this week · 419 total

Northampton and Provident's 54MW Dallas project has no disclosed tenant—the bet is that inference demand fragments.

The AU$1.4bn approval carries no offtaker, testing whether a grid queue beats a signed lease in Sydney's constrained market.

The $1.6 billion credit facility behind the Ritter–Great Plains combination signals a roll-up, not a wind-down.

The Malaysian MoU names no site, no anchor tenant, and no buyer for the renewables — the binding part is still to come.

A proposed gas tariff discount would trade supply interruptions for lower cost, making flexible data center demand a priced product and putting the burden on the load rather than the system.

Data centers are projected to more than quadruple their electricity draw by 2035, which makes the interconnection queue the real underwriting variable for the AI trade.

The operations business goes to a New Mountain-backed facilities manager; the builder launches as EverOn, a standalone contractor.

The 70MW Brent Cross shell has a contractor, a cooling system, and a living wall, but no customer. Its returns wait on a lease the announcement does not name.

The carrier's reach across more than 30 subsea systems strengthens the meet-me pitch, but the REIT's 24MW still needs an anchor tenant to set its value.

A US$300 million, 25-year capacity commitment moves SubCo's cable from merchant risk to contracted infrastructure, and puts an AI cloud operator in the anchor seat.

The first phase of Evolution's TH01 is sold to an unnamed hyperscaler before it powers on; the 200MW TH02 still waits for the same proof.

The Taiwanese power-electronics maker paid for a quarter of Polish liquid-cooling firm DCX, wagering that hyperscalers will demand integrated power-and-cooling platforms.

The Tikal cable adds a Caribbean-U.S. route, while the co-located data center has no named anchor, making the compute half a merchant wager.

The telecom parent will resume buybacks instead, leaving Array's 4,456 towers majority-owned but not consolidated.

The Bloomberg-reported agreement would be Crusoe's largest cloud contract, but its five-year term and quant tenant make it a different kind of anchor from the physical hyperscaler leases that usually underwrite data center buildouts.

A 20MW contracted deployment, not the remaining mining rigs, will decide whether the former Ault Alliance trades like a data center.

The DV4 application follows public consultation with a four-meter height cut, hedgerow planting, and August debt behind the same operator.

The cloud-native standalone core is a genuine upgrade, and its economics will depend on subscriber adoption rather than the coverage map.

The Senate-approved tax suspension for data center imports is Brazil's bid for the next wave of data center capital — with energy and water conditions attached.

Algoma Steel and Red Jar's proposed AI campus faces an unfinished provincial playbook and a city council already moving toward a moratorium.

A land reservation at Brazil's Port of Açu gets Yamna a site and a queue position, but the hard work of interconnection, offtake, and financing is what will decide whether the 250MW campus ever gets built.

Canalink's Base4 landing at Playa Honda advances the €34 million Atlántica project, where European funds cover roughly two-thirds of a build designed for resilience rather than wholesale capacity sales.

By asking its attorney to count grandfathered data center applications, the county conceded that a filed permit is no longer a stable administrative right.

The eight-site, four-country buildout sits on Telconet's own fiber, and the coverage names no anchor tenant or investment figures.

The fully leased pair hands Keppel DC REIT yield today and a 4.5-year lease roll to underwrite tomorrow.

The third TKW1 building is underway, but Ada's named pipeline covers only two-thirds of its 900MW Japan target.

An air-cooled 5.4MW addition is the latest five-megawatt increment on a campus with a 2030 follow-on already planned.

Shamez Hemani brings multi-gigawatt Stargate experience to a $99 billion capacity book.

Sta'O'Nuk would give Washington State its first international landing in nearly 30 years—and make the Quinault Indian Nation a partner in hyperscale infrastructure.

A hyperscaler's future West Texas campus will run on treated effluent and groundwater, a sign that water systems are moving from the mechanical room to the development critical path.

Data Center Dynamics argues regulatory alignment now shapes hyperscale deployment as much as power and connectivity, and the next big campus lease will show who priced it in.

Six calls fund three qubit architectures plus QKD, testing, and a pilot line, but the binding constraints are manufacturing reproducibility and co-location with classical compute.

The first 50MW gets a 2028 date and the cloud region a December 2026 launch; the power plan behind both is still missing.

The chipmaker's Mikkeli campus puts 50MW under construction now and leaves the remaining 115MW to be earned by demand.

The spin-out's liquid-cooled Nvidia deployment has Microsoft as a partner but not yet as a committed payer, leaving duration, price, and obligation unresolved.

The new capital stack consolidates 23 tower markets and leaves $1.135bn of delayed-draw and revolver capacity for the next acquisition.