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Getting your news Attempting to reconnect Finding the latest in Climate Hang in there while we load your news feed Telborg Daily briefings of Global Datacentres News AI-powered intelligence on data centre developments, market trends, and infrastructure projects — delivered to your inbox. Subscribe Email frequency: Daily (5 days a week) Bi-weekly (Wed, Sat) Weekly (Saturdays only) Region Global Antarctica Arctic East Asia and Pacific Europe and Central Asia Latin America and the Caribbean Middle East and North Africa North America South Asia Sub-Saharan Africa Recent Briefings See all briefings → Mar 26 WBS Power plans 3.2GW Lublewo data centre campus, UK IT buyers cut reliance on US cloud jurisdiction Global Show details WBS Power plans 3.2GW Lublewo data centre campus UK IT buyers cut reliance on US cloud jurisdiction NGEL–Nxtra RE-RTC power deal for 400MW India buildout EU Digital Networks Act targets fibre, 5G/6G and interconnect A 3.2GW data centre campus in Poland isn’t a “project” so much as a power-and-permits statement. WBS Power’s planned 3.2GW Baltic Data Centre Campus in Lublewo, Pomerania is slated to arrive in four 800MW phases, with grid connection conditions already secured and preparatory work running through end‑2027. The subtext is hard to miss: Europe’s AI buildout is now being planned at the scale of generation and transmission—because that’s where the bottlenecks are. The Big Stories Europe’s newest mega-campus plan comes from WBS Power: 3.2GW in northern Poland, designed for AI/HPC and cloud, with renewables and battery storage in the early mix and nuclear power pencilled in for later. The phased approach (800MW at a time) is a practical admi Read full briefing → Mar 25 Australia Labor ties data centre approvals to energy, water, Vertiv to buy Italy’s ThermoKey for AI heat rejection Global Show details Australia Labor ties data centre approvals to energy, water Vertiv to buy Italy’s ThermoKey for AI heat rejection Google–Sunraycer PPAs back ~400MWac Texas solar, 2027 DOJ indicts Super Micro co-founder over $2.5bn Nvidia server diversion Australia just put the data centre industry on notice: approvals will now be tied to energy, water, and “sovereignty,” with the federal government openly framing delay as leverage. In practice, that’s a shift from “can you build?” to “what do you contribute?”—renewables support, grid upgrades, and domestic economic impact are now part of the permitting conversation. If this spreads, the playbook for hyperscale site selection gets a lot more political. The Big Stories Australia ties data centre approvals to energy, water and sovereignty is the clearest sign yet that governments are moving from being passive hosts to active gatekeepers. The Labor government’s national framework demands developers demonstrate local benefits and support re Read full briefing → Mar 24 OpenAI talks Helion fusion: 5GW by 2030, Washington SB 6355 transmission authority, SB 5982 data-center generators Global Show details OpenAI talks Helion fusion: 5GW by 2030 Washington SB 6355 transmission authority, SB 5982 data-center generators Ireland CRU decision challenged: 80% renewables, six-year window Dell PowerCool eRDHx claims 74% cooling energy reduction OpenAI is reportedly negotiating to buy fusion electricity from Helion — talk of up to 5GW by 2030 and 50GW by 2035 is the kind of number that stops being “energy procurement” and starts looking like industrial policy-by-contract. If even a fraction of that is real, it’s a tell that the biggest AI players are already planning around a world where today’s grid queues and PPAs simply can’t keep up. And it lands on a day when US states are tightening the rulebook on how data centers plug in — and how they explain their power and water use. The Big Stories OpenAI reportedly in talks to buy fusion power from Helion is the headline grabber: sources say the deal could guarantee up to 5GW by 2030 and 50GW by 2035. Helion has a Read full briefing → Mar 23 Greg Landsman bills to force “full cost” data centre infrastructure in Ohio, Prologis buys ~140–144 acres in Trenton amid data centre debate Global Show details Greg Landsman bills to force “full cost” data centre infrastructure in Ohio Prologis buys ~140–144 acres in Trenton amid data centre debate Proposed bans on NDAs for elected officials in data centre deals Ohio community concerns over electricity load and cooling water use Ohio is getting a little less “open for business” on data centres — at least politically. U.S. Rep. Greg Landsman’s two-bill package would push operators to cover the full cost of energy and infrastructure, require environmental impact studies, and even bar NDAs that keep elected officials from talking openly about projects. Add in local anxiety about power and water for cooling, and you’ve got a familiar flashpoint that’s starting to harden into draft policy. The Big Stories Landsman’s proposals go straight at the industry’s most sensitive pressure points: who pays for grid upgrades, and how much the public gets to see while projects are being negotiated. The bills would require data centres to pay the full cost of their energy and inf Read full briefing → Mar 22 DOE PORTS Technology Campus: 10GW data center, Ohio, PORTS power build: 9.2GW gas plus $4.2bn grid upgrades Global Show details DOE PORTS Technology Campus: 10GW data center, Ohio PORTS power build: 9.2GW gas plus $4.2bn grid upgrades DayOne (GDS spinoff) seeks $5bn US IPO at $20bn valuation PGCIL tenders Punjab 500MW/1000MWh standalone BESS (Patiala) The U.S. Department of Energy just put a stake in the ground on what “AI-scale” infrastructure looks like: a 10GW data center campus at Portsmouth, Ohio, paired with up to 10GW of new generation — including 9.2GW of natural gas — and $4.2bn of grid upgrades. SoftBank/SB Energy and AEP Ohio are in the mix, and DOE says construction starts this year. If this is real execution rather than a grand render, it’s the clearest sign yet that the U.S. is willing to co-locate compute with new fossil generation at a scale that blows past today’s “hyperscale” vocabulary. The Big Stories The DOE-backed PORTS Technology Campus plan is unusually explicit about power: 10GW of data center load and up to 10GW of supply at the same site, with 9.2GW coming Read full briefing → Mar 21 NextEra 10GW gas plants in Texas and Pennsylvania, Trump AI roadmap includes “Rate Payer Protection Pledge” for data centers Global Show details NextEra 10GW gas plants in Texas and Pennsylvania Trump AI roadmap includes “Rate Payer Protection Pledge” for data centers Nvidia GTC unveils Rubin/Vera stack with 260 TB/s NVLink Super Micro execs charged over Nvidia server smuggling to China NextEra says the White House has approved up to 10GW of new gas generation in Texas and Pennsylvania — explicitly tied to Japan’s $550bn investment commitment under a U.S.-Japan trade deal. That’s a blunt answer to the question everyone in this business keeps asking: when the grid can’t keep up with AI load growth, who’s willing to build firm power, and how fast? Pair it with Washington’s fresh “rate payer protection” talk and you can see the shape of the next fight: data centers want capacity now, regulators want households insulated from the bill. The Big Stories NextEra approved to build up to 10 GW gas plants is the clearest signal today that gas is being pulled back into the “AI infrastructure” conversation at industrial scale Read full briefing → Mar 20 Google signs 1GW demand response with TVA, DTE and others, Project Cannoli: Google-DTE 1,600MW solar and 450MW storage Global Show details Google signs 1GW demand response with TVA, DTE and others Project Cannoli: Google-DTE 1,600MW solar and 450MW storage xAI Southaven Colossus 2 permitted 41 gas turbines up to 1.2GW Fervo Cape Station closes $421m to deliver ~100MW Utah geothermal Google just put demand flexibility on the same footing as generation: it’s baked 1GW of demand response into long-term contracts with multiple U.S. utilities, explicitly to speed up data centre interconnections by shifting ML workloads. That’s a meaningful pivot from “find more megawatts” to “make the grid behave better.” Pair it with Google’s Michigan mega-solar-and-storage plan and you can see the playbook emerging: bring your own flexibility, show your work to regulators, and get to power faster than the next queue. The Big Stories Google integrates 1 GW demand response into long-term contracts with utilities including I&M, TVA, Entergy Arkansas, Minnesota Power, and DTE Energy, aiming to shift or reduce ML workloads when the gr Read full briefing → Mar 19 Pure DC and AVK launch 110MW Dublin microgrid, Detroit City Council urges two-year data center moratorium Global Show details Pure DC and AVK launch 110MW Dublin microgrid Detroit City Council urges two-year data center moratorium rPlus $650m financing for 400MW Idaho solar for Meta T5 Data Centers targets $2 billion expansion raise Pure Data Centres Group just gave Europe a pretty blunt answer to the grid-constraint era: build your own. At its Dublin campus, Pure DC and AVK have switched on an on-site, dispatchable 110MW microgrid designed to let AI capacity land in phases before full grid connection — a move that feels less like “resilience” and more like a new deployment model for constrained markets. The Big Stories Pure DC unveils Europe’s first 110 MW data centre microgrid at its Dublin campus, built with AVK, using three energy centres and a 20MW BESS to deliver phased capacity ahead of full grid connection. The system uses dual-fuel Wärtsilä engines with HVO backup and is hydrogen-blend ready, and it’s being pitched as a blueprint for other tight Eur Read full briefing → Mar 18 NVIDIA + AT&T/Comcast/Spectrum/T‑Mobile AI Grid across 100,000 edge sites, Google Michigan data centre plan adds 2.7GW resources via DTE agreement Global Show details NVIDIA + AT&T/Comcast/Spectrum/T‑Mobile AI Grid across 100,000 edge sites Google Michigan data centre plan adds 2.7GW resources via DTE agreement DOE directs FERC load interconnection rulemaking amid >2.2TW queue backlog SK Group warns AI HBM wafer deficit >20% could persist until 2030 NVIDIA is trying to turn telcos into the next compute platform. At GTC, it and a roster of big operators pitched “distributed AI grids” that would convert roughly 100,000 network edge data centres into an inference fabric—and, in the most optimistic framing, scale to “more than 100GW” of AI capacity over time. If that sounds like a moonshot, it is—but it also lines up neatly with today’s other signal: power and interconnection are now the hard constraints, so everyone is shopping for new places to put compute (and new ways to run it). The Big Stories Telecom Operators and NVIDIA Announce Distributed AI Grids is the clearest attempt yet to reframe telco edge sites as an AI infrastructure layer, not just network plumbing. AT&T, Comcast, Read full briefing → Mar 17 Meta five-year up to $27B Nebius Rubin capacity, Digital Edge $665M green loan for 500MW Bekasi campus Global Show details Meta five-year up to $27B Nebius Rubin capacity Digital Edge $665M green loan for 500MW Bekasi campus Dell–NVIDIA rack-scale IR9000 with 409.6 Tb/s switching Gorilla–Yotta deploy 5,000+ B200 GPUs in Navi Mumbai Meta just put a giant number on the board: a five-year agreement with Nebius Group worth up to $27bn, including about $12bn in dedicated Nvidia Rubin-based AI infrastructure that won’t start showing up until early 2027. That’s a long-dated capacity reservation at a moment when everyone is pretending supply chains and power queues will politely sort themselves out. Read it as a signal: the biggest buyers are getting comfortable underwriting “Rubin-era” scarcity now, not when the racks land. The Big Stories Meta signs up to $27B Nebius AI infrastructure deal is the cleanest expression yet of where AI infrastructure is heading: fewer spot purchases, more multi-year capacity lockups with a clear GPU generation attached. The structure matte Read full briefing → Mar 16 AWS drone strikes damage UAE and Bahrain data centres, AirTrunk Singapore HQ move alongside 180MW local footprint Global Show details AWS drone strikes damage UAE and Bahrain data centres AirTrunk Singapore HQ move alongside 180MW local footprint Solstice Data ₹52,600 crore AI/HPC campus in Kerala Mattannur US mayors cite xAI turbines and APS 19,000MW warning AWS doesn’t usually tell customers to flee an entire region — but that’s effectively what happened after drone strikes damaged at least three of its Middle East data centres. The incident hit two sites in the UAE and one in Bahrain, and AWS advised customers to reroute workloads to the US, Europe, or Asia Pacific. In one day, geopolitics turned from “macro risk” into a very literal capacity-and-latency problem. The Big Stories AWS data centres damaged by drone strikes in the UAE and Bahrain is the kind of operational shock that changes procurement conversations overnight. AWS said at least three data centres were hit and told customers to shift workloads to other Regions. Analysts are already pointing to selective knock-on demand in pl Read full briefing → Mar 15 Maharashtra targets global data centre leadership within three years, Mumbai subsea cable landing stations pitched as connectivity edge Global Show details Maharashtra targets global data centre leadership within three years Mumbai subsea cable landing stations pitched as connectivity edge Fairfax County 41.7-acre sale to Starwood for $166.8m Fairfax public hearing March 17; construction not before summer 2028 Maharashtra is trying to brute-force its way into the top tier of global data centre markets — and it’s putting a three-year clock on it. In its latest push, the state government says it wants to become a global leader, leaning hard on Mumbai’s connectivity advantages, power infrastructure, and a promise of smoother approvals and infrastructure support. The tone is unmistakable: this isn’t “we’d like more projects”; it’s a bid to be on every hyperscaler and operator’s shortlist. The Big Stories Maharashtra aims to become global leader in data centres is a loud, time-bound political commitment: leadership “within three years,” framed around rapid investment momentum, supportive policies, and rising digital demand. The state is explicitl Read full briefing → Mar 14 Google $4.75bn Intersect Power deal for Texas renewables, Eskom 300 days no loadshedding; 3,330MW ahead of peak Global Show details Google $4.75bn Intersect Power deal for Texas renewables Eskom 300 days no loadshedding; 3,330MW ahead of peak Illinois POWER Act: fast-track interconnect for 80% new clean power PPL 12-mile 500-kV Sugarloaf line for Amazon data centres Google didn’t just sign another PPA — it bought the power developer. In a US$4.75bn move, Google has finalised its acquisition of Intersect Power as it lines up renewable supply for a massive US data-centre build, including US$40bn earmarked for three Texas sites through 2027. When the same story also quotes Sundar Pichai talking about US$185bn of AI capex this year, the message is blunt: power access is becoming a balance-sheet problem, not a procurement task. The Big Stories Google buys Intersect Power to secure data centre power is the clearest example yet of a hyperscaler treating generation and storage as strategic control points. The deal is framed around securing renewables for U.S. expansion, while Intersect’s lead shareholders Read full briefing → Mar 13 Bridge Data Centers S$3–5bn plan for 2GW Singapore, EIA models 7.3% US gas-gen jump; ERCOT +$37/MWh Global Show details Bridge Data Centers S$3–5bn plan for 2GW Singapore EIA models 7.3% US gas-gen jump; ERCOT +$37/MWh Arista XPO liquid-cooled optics claims 204.8T/ORU density DOE $155m funds Berkeley Lab load-flex and cooling testbeds Bridge Data Centers just put a big number on the board in one of the world’s most power-constrained markets: a planned S$3–5bn build-out for more than 2GW of “AI-ready” capacity in Singapore. That scale isn’t just a flex — it’s a reminder that the AI infrastructure race is now as much about power strategy as it is about land, fibre, or GPUs. And in the background, US grid modelers are increasingly blunt about what happens when demand lands faster than generation. The Big Stories Bridge Data Centers plans S$3-5bn AI-ready data centre expansion is the day’s headline because it combines capital, capacity, and geography in a way that forces competitors to react. Bridge says it will invest S$3–5bn with global partners to develop **more Read full briefing → Mar 12 Google $4.75bn Intersect Power digital power acquisition, Xcel installs 300MW/30GWh Form Energy at Google Minnesota Global Show details Google $4.75bn Intersect Power digital power acquisition Xcel installs 300MW/30GWh Form Energy at Google Minnesota UK grid queue reforms prioritise AI data centres and Growth Zones Virginia PEC targets $1.9bn data-centre sales tax exemption Google isn’t just buying servers anymore — it’s buying the power stack. The company has agreed to pay $4.75bn for Intersect Power’s “digital power” business, a deal that lands squarely in the messy intersection of grid access, generation, and AI-scale load. Pair that with a 30GWh long-duration battery system slated to sit at a Google data centre in Minnesota, and you can see the shape of the next phase: hyperscalers trying to turn electricity into a controllable input, not a constraint. The Big Stories Google acquires Intersect Power; IPX Power launches independent IPP. Google is acquiring Intersect Power’s digital power business for $4.75bn (and assuming debt), while Intersect’s grid-tied clean-energy assets have been spun Read full briefing → Mar 11 Iran drone strikes hit UAE Amazon data centres; banks disrupted, AirTrunk ¥191.6bn green loan adds 100MW+ East Tokyo Global Show details Iran drone strikes hit UAE Amazon data centres; banks disrupted AirTrunk ¥191.6bn green loan adds 100MW+ East Tokyo Virginia groups target $1.9bn FY2025 data centre tax break Nscale raises $2B Series C at $14.6B valuation Iran’s reported drone strikes on UAE-based Amazon data centres are a nasty reminder that “cloud region” is also a physical place with a postcode — and a blast radius. In Iran drone attacks on UAE Amazon data centres disrupt banks, the knock-on effects weren’t theoretical: Emirates NBD and ADCB saw disruption, payment apps went down, and global banks told staff they could leave the UAE and work remotely while exposures were reviewed. For an industry that sells availability, this is what systemic risk looks like when geopolitics meets concentrated digital infrastructure. The Big Stories The UAE incident is notable not just for the attack itself, but for the second-order response. Banks including Citigroup, Goldman Sachs and Morgan Stanle Read full briefing → Mar 10 Nscale raises $2B Series C at $14.6B valuation, Penzance $4B Bedington Campus in West Virginia with 600MW IT Global Show details Nscale raises $2B Series C at $14.6B valuation Penzance $4B Bedington Campus in West Virginia with 600MW IT UC Riverside–Caltech warns 697M–1.45B gallons/day peak water demand Pennsylvania advances HB2150/HB2151 data center water and energy reporting Nscale just pulled in an eye-watering $2B Series C at a $14.6B valuation — and it’s not being shy about what that money is for: hundreds of megawatts of GPU capacity across Europe, the US, and Asia. That kind of cheque is a reminder that “AI infrastructure” is no longer a theme; it’s a capital market with its own gravity. The catch: the physical constraints (water, power, permitting) are starting to show up in the same news cycle as the funding. The Big Stories Nscale’s $2B raise, led by Aker ASA and 8090 Industries, cements a new tier of AI-first infrastructure players that want to control more of the stack (“ground to cloud”) rather than just lease space and power. It matters because it normalises hyperscale-sized capex for companies Read full briefing → Mar 09 Utah advances data center water-use disclosure requirement, Utah $30m Great Salt Lake restoration and $60m rescue settlement Global Show details Utah advances data center water-use disclosure requirement Utah $30m Great Salt Lake restoration and $60m rescue settlement Taiwan defense budget deadlock; Jason Hsu flags undersea cable security Utah just shoved a sensitive topic into the daylight: lawmakers advanced a requirement for data centers to disclose water use, in the middle of a broader push to triage the Great Salt Lake crisis and other water pressures (Utah legislature acts on Great Salt Lake and environment). That’s not a flashy megawatt headline, but it’s the kind of policy move that can quietly reshape site selection, community relations, and permitting timelines. Pair it with today’s reminder about undersea cable security in Taiwan, and you get a clear theme: critical digital infrastructure is being pulled deeper into the politics of scarcity and security. The Big Stories Utah’s Legislature approved $30 million to help restore the Great Salt Lake and set in moti Read full briefing → Mar 08 Taiwan export orders record US$76.91bn on AI servers, Information and communications orders +102% to US$25.15bn Global Show details Taiwan export orders record US$76.91bn on AI servers Information and communications orders +102% to US$25.15bn MSEDCL renewables mix 13% to 52% with 45,000MW PPAs MSEDCL solar ₹2.90/unit cuts average costs to ~₹3.70/unit Taiwan just printed a number that should make anyone tracking AI infrastructure sit up: January export orders hit a record US$76.91 billion, up 60.1% year-on-year, with the government explicitly pointing to AI-related servers and cloud demand as key drivers. The Lunar New Year base effects helped, but the composition of the growth is the tell — the plumbing of AI is showing up in hard trade data. The Big Stories ​Taiwan January export orders hit record US$76.91 billion is the cleanest “AI capex is real” datapoint we’ve had in a while. The Ministry of Economic Affairs said export orders surged 60.1% YoY to US$76.91 billion, with information and communications orders jumping 102.0% to US$25.15 billion and electronic product orders rising Read full briefing → Mar 07 Trump “Rate Payer Protection Pledge” forces hyperscalers toward on-site power, Lyten buys Northvolt; EdgeConneX eyes 1GW Skellefteå AI campus Global Show details Trump “Rate Payer Protection Pledge” forces hyperscalers toward on-site power Lyten buys Northvolt; EdgeConneX eyes 1GW Skellefteå AI campus Broadcom targets $100B AI chips by 2027; hyperscaler GW commitments Schroders Greencoat launches Ireland energy-park platform at Drogheda site The most telling signal today wasn’t a new campus or a fresh funding round — it was politics catching up with physics. President Trump’s nonbinding “Rate Payer Protection Pledge” for data centers would push hyperscalers to bring on-site power and pay for grid upgrades, with Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI signing on. The catch is buried in the fine print: experts are already warning interconnection and permitting routinely run 5+ years, so “new power” simply won’t show up in time for 2027–2028 demand. The Big Stories The White House-backed pledge is a political attempt to stop data centers from becoming the villain in retail electricity bills. The pledge asks hyperscalers to supply on-site energy and cover grid Read full briefing → See more issues ↓ Want to learn more or share your feedback? Book a 15-min call with our Founder Data Centres Intelligence Full access to Global Data Centre developments and analysis, with powerful filters by regions, states and topics. 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Log in --- Error! You must log in to access this page. Getting your news Attempting to reconnect Finding the latest in Climate Hang in there while we load your news feed --- Getting your news Attempting to reconnect Finding the latest in Climate Hang in there while we load your news feed