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Applied Digital Lands $7.5B Hyperscaler AI Lease
  • Breaking News

Applied Digital Lands $7.5B Hyperscaler AI Lease

Applied Digital has locked in a $7.5 billion long-term agreement with an unnamed U.S.-based hyperscaler, anchoring one of the largest.

  • Data Centers
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Applied Digital Lands $7.5B Hyperscaler AI Lease

Applied Digital has locked in a $7.5 billion long-term agreement

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  • AI & Machine Learning
SoftBank Builds Battery Backbone for AI Infrastructure

SoftBank Group is moving deeper into the infrastructure stack not just computing, but power

  • Data Centers
Meta Breaks Ground on First Oklahoma AI Data Center in Tulsa

Meta has broken ground on a new AI-optimized data center in Tulsa, Oklahoma, marking

  • Data Centers
Applied Digital Secures $7.5 Billion Hyperscaler Lease at Delta Forge 1 AI Campus

Applied Digital has signed a 15-year lease agreement with a new US-based investment-grade hyperscaler

  • Sustainability
Ecolab Water Intelligence Platform Targets AI-Driven Growth

Artificial intelligence is no longer just a computational shift, it is a resource shift.

  • Data Centers
IMA Group’s $4 Billion AI Insurance Tower Redefines Risk Markets

A $4 billion property insurance placement by IMA Financial Group is redefining risk capital

  • Data Centers
Point2 Technology Raises $76 Million for AI Interconnect Platform

Point2 Technology has extended its Series B financing round, taking total capital raised to

  • Data Centers
Tecto Data Centers Plans $2 Billion Brazil Expansion With AI Factory and Enterprise Strategy

Tecto Data Centers announced a $2 billion investment plan on April 21, 2026. The

  • Power & Energy Grid
ABB Launches HiPerGuard 34.5kV UPS Enabling Direct Grid Connection for AI Data Centers

ABB introduced the HiPerGuard data center UPS at Data Center World Washington 2026 on

  • AI & Machine Learning
EQT & EdgeConneX Launch AI Infrastructure Investment Strategy

Global private equity firm EQT has moved to institutionalize its AI exposure by launching

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  • Power & Energy Grid
Vulcan Energy and Siemens Forge Lithium Scale-Up Alliance

Vulcan Energy has formalized a strategic alliance with Siemens, positioning the industrial

  • Power & Energy Grid
Blue Energy Secures Capital to Reframe Nuclear Deployment

Blue Energy has raised $380 million to advance a shipyard-based model for

  • Liquid & Immersion Cooling
Airsys Launches Next-Gen LiquidRack Platform for Mid-Density AI Cooling

Airsys launched the next generation of its LiquidRack rack-level liquid cooling platform

  • AI & Machine Learning
Anthropic Commits $50 Billion to US AI Infrastructure With Fluidstack

Anthropic has announced a $50 billion investment in American computing infrastructure, partnering with AI infrastructure provider Fluidstack to build custom.

  • AI & Machine Learning
AirTrunk’s $5B India Expansion Drives AI Infrastructure Shift

AirTrunk has entered India’s hyperscale data center market through the acquisition of Lumina CloudInfra, securing an immediate foothold in one.

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Industry Intelligence

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  • Data Centers
  • Thought Leadership
Top 10 Impactful Players in Data Infrastructure Series: Part 5

The next phase of data infrastructure will not be defined by how fast

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  • Power & Energy Grid
  • Thought Leadership
Top 10 Impactful Players in Data Infrastructure Series: Part 4

As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of

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  • Liquid & Immersion Cooling
  • Thought Leadership
Cooling the Future: How Refroid Is Rewriting the Rules of AI Data Center Thermal Management

The global AI race is being fought on multiple fronts- in semiconductor fabs,

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  • Data Centers
  • Thought Leadership
Top 10 Impactful Players in Data Infrastructure Series: Part 3

Speed has become the defining currency of the AI era. But in the

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  • Data Centers
  • Thought Leadership
The Substation Is No Longer Someone Else’s Problem

Article By: Louis Charlton, CEO, Global Commissioning For most of the data centre

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  • Data Centers
  • Thought Leadership
AI Is Changing Where, How, and How Fast We Build Data Centers

The data center industry is scrambling to accommodate a wave of demand unlike

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  • Data Centers
  • WhitePapers
From Misconception to Momentum: 2026 Trends for the UK’s Data Centre Sector

52% of UK IT leaders cite rising power costs as top data centre

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  • Sustainability
  • WhitePapers
Hydrogen fuel cells for data center power

Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued

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  • Data Centers
  • Thought Leadership
Top 10 Impactful Players in Data Infrastructure Series: Part 3

Speed has become the defining currency of the AI era. But in the

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Opinions

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  • AI & Machine Learning
This Isn’t Reinvention, It’s Korea’s Industrial Gamble Unfolding

The Quiet Rewiring of an Industrial Power South Korea’s industrial transformation is no

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  • Data Centers
The AI Industry Declared Power Its Biggest Problem. Then It Kept Building Anyway.

For the past two years, every major conference in the AI infrastructure space

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  • Power & Energy Grid
Global Clean Energy Leadership Tilts Toward China and India

The global energy transition is entering a decisive phase, where ambition is no

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  • Data Centers
Tariffs Are Forcing the AI Industry to Confront a Supply Chain It Spent Years Ignoring

The AI industry has spent the better part of a decade convincing itself

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  • Power & Energy Grid
Gulf Energy Crisis Destroys Myth of Stable Globalization Era

The End of Assumed Stability The Gulf energy crisis is not an isolated

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  • AI & Machine Learning
The Inference Cost Collapse Is Real. The Infrastructure Implications Are Not What You Think.

Token costs have fallen by something close to 280-fold over the past two

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  • Power & Energy Grid
Vertical Integration Won’t Save ReNew’s Solar Growth Narrative

The strategic pivot toward manufacturing control ReNew Energy Global has sharpened its strategic

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  • AI & Machine Learning
The GPU Shortage Narrative Is Covering for a Much Deeper Supply Chain Problem

The GPU shortage supply chain problem runs deeper than the quarterly earnings narrative

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  • AI & Machine Learning
World’s Most Powerful AI Data Centers Put Satya Nadella Ahead

The emergence of a new class of artificial intelligence infrastructure is reshaping the

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Blogs

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  • Data Centers
The Rise of Circular Data Centers: Designing for Reuse, Not Just Efficiency

The infrastructure industry has long measured progress through efficiency gains, density improvements, and

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  • Power & Energy Grid
The New Site Selection Algorithm: Beyond Power Availability

The logic behind where digital infrastructure gets built has shifted in a way

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  • Power & Energy Grid
Geothermal and Long-Duration Storage Are Becoming the Next Power Frontier for AI Data Centers

The clean energy conversation in AI infrastructure has spent three years circling the

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  • Data Centers
Why India’s Data Center Boom Is an Execution Problem, Not an Announcement Problem

India’s data center market produces announcements at a pace that bears little relationship

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  • Data Centers
Direct-to-Chip Cooling Is No Longer Optional

Air cooling built the data center industry. For decades it worked well enough.

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  • Data Centers
The 600kW Rack Problem Nobody Has Fully Solved

The rack was never the bottleneck. For most of data center history, the

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  • AI & Machine Learning
AI’s Energy Appetite Is Forcing a New Infrastructure Playbook

The expansion of artificial intelligence systems has moved beyond a simple scaling problem

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  • Power & Energy Grid
The Grid Isn’t Ready for AI, So Compute Is Moving Around It

The physical limits of electricity infrastructure rarely enter conversations about artificial intelligence, yet

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  • Neo Clouds
Why Bare Metal GPU Access Is Becoming the Neocloud’s Strongest Selling Point

The neocloud value proposition has been tested hard in 2026. Hyperscalers have closed

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Articles

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  • Liquid & Immersion Cooling
Edge AI Needs More Than Chips: It Needs Cooling Intelligence

Edge systems now operate in environments that refuse to stay predictable, forcing engineers

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  • AI & Machine Learning
Google Cloud Next 2026 Reveals TPUs Built for Memory Scale

At the 2026 edition of Google Cloud Next 2026, Google Cloud presented a

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  • Power & Energy Grid
Why Transformer Lead Times Are Now Structurally Reshaping AI Infrastructure Strategy

There is a mismatch sitting at the center of the AI infrastructure buildout

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  • Liquid & Immersion Cooling
Latin America’s Untapped Edge in Next-Gen Data Center Design

The next phase of data center evolution will not be defined by hardware

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  • AI & Machine Learning
Why Chiplets Are Becoming the Default Architecture for AI Compute

The semiconductor industry built its dominance on a single assumption: that shrinking transistors

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  • Data Centers
Runbook Engineering: Designing Ops Like Critical Infrastructure

Every incident exposes the same friction point: the procedure exists, yet the system

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  • AI & Machine Learning
Why Agentic AI Is Creating a New Set of Infrastructure Requirements

The infrastructure conversation around AI has, until recently, revolved almost entirely around training

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  • Neo Clouds
Why the Neocloud Margin Problem Is Getting Harder to Ignore

The neocloud story has been one of the most compelling infrastructure investment narratives

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  • Power & Energy Grid
The Infrastructure Race Nobody Sees: Power vs Compute Scaling

Silicon innovation has reached a stage where advanced accelerators can move from fabrication

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Long Reads

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  • AI & Machine Learning
Cognitive AI vs Generative AI: The Unseen Infrastructure War

The current wave of artificial intelligence feels decisive, yet it rests on a

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  • AI & Machine Learning
Inference Without Context Is Just Probabilistic Guessing

The industry often treats intelligence as a property that emerges directly from scale,

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  • Data Centers
Sovereign AI Infrastructure Has Become a Nation-State Competition

For most of the past decade, AI infrastructure was a private sector story.

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  • Neo Clouds
GPU-as-a-Service Has Grown Up. The Neocloud Business Model Will Never Be the Same.

The original neocloud proposition was simple. Hyperscalers could not build GPU capacity fast

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  • Data Centers
The Real Edge War Is Over Fiber Routes, Not Facilities

The shift did not begin with a headline moment or a disruptive announcement.

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  • Neo Clouds
Cloud Was Never a Revolution, It Was a Relocation

Physical limitations remain deeply embedded in every cloud interaction, even when abstracted through

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  • AI & Machine Learning
The Infrastructure Gap Agentic AI Is About to Expose

Data center infrastructure has been designed around a specific mental model of how

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  • Power & Energy Grid
How AI Infrastructure Is Permanently Restructuring the US Power Sector

The American power sector spent two decades in near-stagnation. Electricity demand barely grew

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  • Liquid & Immersion Cooling
How Direct-to-Chip Cooling Scales: From the Rack to the AI Factory

Direct-to-chip liquid cooling has moved from a niche solution for specialised high-performance computing

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  • Power & Energy Grid
Eos Energy and TURBINE-X Launch Private Power Infrastructure Solution for AI Data Centers

Eos Energy Enterprises (NASDAQ: EOSE) and TURBINE-X Energy announced a Joint Development Agreement on

  • Power & Energy Grid
Amazon Signs Nine Renewable Deals Adding 430 MW Capacity

Amazon has deepened its infrastructure strategy in Australia, signing nine new renewable energy agreements

  • Data Centers
Delska Launches Riga Facility to Redefine Baltic AI Infrastructure

Delska has officially brought online EU North Riga LV DC1, a 10 MW data

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