Meta is reportedly using actual tents to build data centers | TechCrunch https://t.co/1se7XSYs3R ...

Core Insights - Data centers are facing power supply constraints that will impact their growth and the growth of IT services provided [2][8] - The data center physical infrastructure (DCPI) market is expected to grow significantly, driven by investments from hyperscale data center operators and colocation service providers to meet AI workload demands [2][6] - North America leads in growth with a 23% year-over-year increase, and data center power consumption in the U.S. is projected to rise from 4.4% of total electricity in 2023 to between 6.7% and 12% by 2028 [3][6] Group 1: Market Growth and Trends - The DCPI market is projected to grow by 17% year-over-year in Q1 2025, marking the fourth consecutive quarter of double-digit growth [2] - Liquid cooling technology adoption has surged, with revenue doubling, and high-density power racks nearing 600 kW [2][6] - By 2029, global data center capital expenditures are expected to exceed $1 trillion, with a compound annual growth rate of 21% [6] Group 2: Power Consumption and Infrastructure - Data centers currently consume about 3% of global electricity, which could double by 2030, leading to significant power generation and supply challenges [8] - The total electricity consumption of data centers in the U.S. rose from 58 TWh in 2014 to 176 TWh in 2023, with projections of 325 TWh to 580 TWh by 2028 [3][8] - The average rack power density is around 15 kW, but AI workloads require between 60 kW and 120 kW per rack [6][20] Group 3: Environmental Considerations - Data center operators are increasingly focused on reducing carbon emissions and improving sustainability through renewable energy sources [18][21] - The shift from water cooling to air cooling can reduce water usage and electricity consumption, although liquid cooling may be necessary for high-heat GPU servers [18] - The entire power supply chain, from resource extraction to grid infrastructure, requires significant investment and modernization to meet future demands [21]

Brody. What is. You went through a lot of documents. You got emails, documents.You spoke to officials. Talk to us about what you've gleaned about the scale that this poses on the grid and what officials plan to do about it. Yeah.So we all kind of hear this story about how AI is causing more electricity use, but it sounds kind of vague often when it's said what we have here is a pretty nice case study that a large data center is going to double the power needs in a Texas city. I mean, that's just one data ce ...

Core Insights - Eni S.p.A has entered into a joint venture with Khazna Data Centers to develop a data center campus in Ferrera Erbognone, Lombardy, as part of a broader partnership between Italy and the UAE, aiming for a combined IT capacity of up to 1 gigawatt in Italy [1][9] Group 1: Project Overview - The AI Data Center Campus is projected to have a total IT capacity of 500 megawatts, focusing on scalable, high-performance computing infrastructure while ensuring energy efficiency to minimize environmental impact [2] - The joint venture is formalized through a Heads of Terms agreement, outlining key responsibilities and administrative structure, leveraging Khazna's expertise in advanced data center operations [3] Group 2: Environmental Impact - Eni will supply "blue power," a low-carbon electricity source generated from its new Gas Power Plant equipped with carbon-capture technology, to the data center, aiming to reduce emissions and support a sustainable AI ecosystem in Europe [4][5] - This initiative represents a significant step in combining low-carbon energy with data center operations, addressing the high electricity consumption and carbon emissions typically associated with data centers [5] Group 3: Strategic Importance - The development of the data center campus is crucial for advancing Europe's digital transformation, particularly as artificial intelligence becomes increasingly vital across various industries [2] - The project aligns with Khazna's European expansion strategy, contributing to the necessary infrastructure for the growth of AI tools and technologies [3]

Core Insights - BluSky AI Inc. has appointed Dan Gay to its Board of Directors, emphasizing the company's commitment to expanding its leadership in the AI infrastructure sector [1][3] - Dan Gay brings over 30 years of experience in data center innovation and AI-driven technologies, having held senior roles in various prominent companies [2] - The company is focused on deploying scalable, energy-efficient AI data centers across the United States, leveraging a modular approach to meet the growing demand for AI compute power [3][4] Company Overview - BluSky AI Inc. is headquartered in Salt Lake City, Utah, and specializes in modular, rapidly deployable data center infrastructure designed for artificial intelligence applications [5] - The company aims to provide speed-to-market and energy optimization for high-performance infrastructure, catering to a diverse range of partners from startups to enterprises [5]

Market Debut - NTT's Data Center REIT 平开于新加坡首次亮相，交易额达 7.73 亿美元 [1]

RT Brody Ford (@BrodyFord_)Just one Coreweave/OpenAI data center will double the power needs of a Texas city. $crwv $corz https://t.co/8kihX6h3uC ...

REDWOOD CITY, Calif., July 14, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company, today announced the appointment of Shane Paladin as Executive Vice President and Chief Customer and Revenue Officer (CCRO), effective immediately. With more than 20 years of global experience in go-to-market motions and partnering with product organizations, Paladin joins Equinix as the company continues its journey in delivering the digital infrastructure, data center footprint and ...

Company Expansion - CoreWeave is expanding a data center near Dallas [1] Energy & Infrastructure - Expansion places new demands on the US power grid [1] - Expansion raises concerns about reliability of the US power grid [1]

Core Viewpoint - Applied Digital Corporation will host a conference call on July 30, 2025, to discuss its operations and financial results for the fiscal fourth quarter and full year ended May 31, 2025 [1][2]. Company Overview - Applied Digital Corporation (Nasdaq: APLD) specializes in designing, building, and operating next-generation digital infrastructure for High-Performance Computing (HPC) applications [4]. - The company focuses on creating purpose-built facilities that support accelerated computing, secure digital hosting, and services like CSaaS and GPU-as-a-Service [4]. - Applied Digital aims to support demanding workloads in AI, machine learning, blockchain, and HPC, leveraging its expertise and robust power pipeline [4]. Conference Call Details - The conference call is scheduled for July 30, 2025, at 5:00 p.m. Eastern Time, with a prepared remarks segment followed by a Q&A session [2]. - Participants are encouraged to dial in approximately 10 minutes before the start time, and a replay of the call will be available from July 30, 2025, through August 7, 2025 [3].