The Digital Infra Desk 68 stories this week · 419 total

New filings cover four buildings and $2.8 billion, with CoreWeave set to lease at least part of the campus.

The Swedish operator's third regional campus is a wager on municipal consent and permit timing more than on megawatts.

The bigger, ESG-linked facility replaces a €1.5bn platform and tests whether open digital infrastructure can hold infrastructure pricing without a hyperscaler anchor.

The lender that led AirTrunk's $1.2bn Tokyo financing has closed a construction loan for a 7MW Neihu colocation building—a small deal that says a lot about mid-market APAC capital.

The contract runs to 2029, but the RFI asks bidders to run the two data centers past 2032, gives Digital Realty and Csquare no automatic renewal, and prefers one site near Washington, D.C.

Hundreds of millions of euros buys access to Humain's 6GW position, without committed megawatts or a buildout.

With transmission capacity saturated in key regions, a position in RTE's connection queue determines whether a French data center gets built — and how fast.

A six-year GPU capacity deal at Maysville, Georgia comes with warrants for up to 50.81 million shares at $0.01—the unnamed cloud customer's price for taking buildout risk.

The modular data center specialist has decupled capacity again; the real asset being sold is access to power.

The I Squared-backed network builder is betting the terrestrial leg decides which cables win.

MTN takes a minority stake in Africa Data Hub Holding Limited, an unnamed UAE-backed platform targeting up to 150MW in South Africa and Nigeria; the deal settles the equity question but leaves power to be procured.

A draft decree would require new facilities of 1MW or more to match each megawatt of capacity with equivalent new renewables installed within 18 months, with compliance measured hourly.

The networking giant joins a $40 million round for a materials workaround that could decide how fast AI data centers get built.

The latest data center exit adds to the churn as OpenAI heads toward an IPO with a $750 billion compute budget.

Kumul Cloud Infinity puts the state at the center of the country's digital infrastructure; a second site in Lae will decide whether it becomes a utility or a symbol.

The Northern Resiliency project gives a corridor that currently has no fiber route north a backup path, with public money carrying the economics.

The GPU-cloud operator is stacking equity and debt ahead of an IPO, but the report leaves out the contracted backlog that would justify the price.

A medium-voltage UPS turns a rack-level safety net into a grid-smoothing asset, but it arrives late for the current AI buildout.

The $232.8 million deal puts Navitas in control of the voltage-regulation stage that sits directly beneath the xPU, where power delivery has become the industry's tightest constraint.

A second filing beside the same substation enters a local planning fight that has already gathered 4,600 signatures.

North Campbell's 15MW conversion gets grandfathered; its 50MW expansion must buy a thousand feet of setback.

Cushman & Wakefield sizes the region's data center assets near $1 trillion by 2030, built on $280 billion of capex. The $43 billion debt tally so far is a down payment, and the financing gap will sort the region.

The Irish developer's partnership with Trinovium gives it a seat at the table as AI cooling standards take shape, with 1.2GW of pipeline at stake.

The 24 nodes are a rounding error; the 2,500-site installed base makes street furniture a permanent layer of the network.

Nebius's four-point coupon spread prices the near-term GPU buildout as infrastructure and the long haul as a risk asset.

The extension brings total capital since 2024 to $450 million, tying a $2.3 billion valuation to Nvidia's not-yet-shipped Vera Rubin.

By taking on full grid costs, TeraWulf turns Kentucky co-ops into financial partners, clearing the way for the Justified buildout.

Openreach's latest cuts show why network security is now a cost of capital.

Pre-construction spend on a 469.5-acre Finnish site shows consent is the binding constraint.

The purchase pairs a 397-acre plot with a wind farm Soluna already owns, putting behind-the-meter power at the center of its pitch to AI customers.

The two Swiss carriers sign an MoU to study sharing rural radio access networks, turning duplicated coverage costs into a shared expense if MOCN can reconcile their separate spectrum plans.

The Hong Kong placement funds data-center expansion, but a 10% share drop shows investors are underwriting the dilution.

The crypto miner is buying grid capacity and a seat at the zoning table before it has a tenant; the 50MW is an option on AI demand.

The former miner brings 104MW of energized capacity and a 654MW pipeline to a market where grid access is the driver.

The developer's Western Downs Digital Park sits beside a substation and a ring of gas and solar plants — a bet that grid access, not land, sets data center value.

The cryptominer will pay no cash and take on no debt; the $20 million earnout hinges on energization and AI customer commitments.