Core Insights - The method employed by PJM for managing data centers is proposed as a potential model for implementation across much of the United States [1] Group 1 - PJM's approach to data center management emphasizes efficiency and reliability, which could enhance overall grid performance [1] - The model could address challenges related to energy consumption and demand response in the data center sector [1] - Adoption of PJM's method may lead to improved regulatory frameworks and operational standards nationwide [1]

Core Insights - Equinix, Inc. (EQIX) has launched a high-performance computer (HPC) in collaboration with Merck KGaA, utilizing Lenovo ThinkSystem servers and advanced liquid cooling technology [1][8] - The hybrid cloud infrastructure allows for rapid and efficient scaling of computing power, which is essential for various applications in life sciences, healthcare, and semiconductor industries [2][8] - Equinix's data centers are designed for efficiency, employing liquid cooling technology to manage high-performance workloads while minimizing energy consumption and environmental impact [4] Company and Industry Summary - The HPC platform developed by Lenovo and hosted by Equinix supports modern scientific discovery that relies on large data volumes and powerful computing models [3] - Equinix plays a crucial role in creating a neutral AI ecosystem with interconnected, high-performance infrastructure that facilitates secure data exchange and sovereignty across different clouds and regions [3] - In the last three months, EQIX shares have decreased by 4.3%, compared to a 2.7% decline in the industry [5]

The next big AI trade might not be chips, but the buildings that hold them. Here’s how to invest in the data center boom https://t.co/EznFVpQboB ...

What about in terms of the compute capacity. Talk about it in gigawatts, then a gigawatt per week working the goal of one gigawatt per week. That would be sense goal, but we can start with one gigawatt per month. So you think you can add one gigawatt per month next year, starting next the second half of the year, second half of the year. So you think you can add six gigawatts next year.I'm not sure. It really depends on our starting our new way of doing things. It takes time.But eventually we will. We're go ...

21世纪经济报道记者雷椰 李德尚玉 实习生刘诗媛 北京报道 全球气候治理迈入"落实《巴黎协定》十年"的关键节点，人工智能等前沿技术驱动的算力产业在持续扩 张，同时也带来了巨量的能源需求与碳排放压力。而有关AI、能源议题也成为《联合国气候变化框架 公约》第三十次缔约方大会（COP30）的讨论焦点。 在COP30召开期间，在巴西COP30中国角的现场，BCI Group创始人、CEO居静和他的团队向国际展示 了其绿色算力基础设施样本。居静在接受21世纪经济报道专访时表示，破解AI算力与能源消耗的矛 盾，不能仅靠单点技术，而必须通过"垂直一体化"的生态重构，在源头实现绿色电力直供与全链条协 同，才能真正支撑算力产业的可持续发展。 《21世纪》：今年COP30大会在巴西举行，作为数次参加COP大会的中国企业，从迪拜、阿塞拜疆到 今年的巴西贝伦，一路走来，你和团队有什么特别的感受？对本次大会有怎样的期待？又有哪些收获？ 居静：作为算力基础设施企业，对于今年COP30议题，我们期待气候融资的落实，特别是整合地方政 府、企业与民间社会力量，共同落实能源转型相关内容。具体有几方面的期待：一是可再生能源规模化 增长背景下，气候 ...

Core Points - The completion of the power supply for the F1-C1 building of the Kuaishou Intelligent Cloud Data Center project marks a significant milestone, indicating the project is moving into the equipment debugging and system integration phase [1][4] - The project team has meticulously prepared various operational plans to ensure smooth execution, demonstrating a commitment to high-quality performance and timely delivery [3][4] Project Execution - The project team prioritized the power supply work, developing detailed construction and electrical equipment supply plans, and effectively coordinating resources to meet project goals [3] - Despite challenges such as tight schedules and complex equipment, the team ensured seamless integration of personnel, materials, and machinery, achieving significant milestones in a short timeframe [3] - Over 800 workers have been actively engaged in the project, laying more than 450,000 meters of various cables and completing the installation of numerous electrical components within three months [3] Impact on Digital Economy - The successful power supply is a critical milestone for the data center, which will support Kuaishou's core technologies in big data and artificial intelligence, contributing to the digital economy development in Inner Mongolia [4]

Data Center Development - Vantage Data Centers plans to invest £10 billion in a data center campus in South Wales [1] - The data center campus will be located near a Microsoft site [1] UK Market - The UK is planning to open a new data center campus [1]

NEW YORK, Nov. 20, 2025 (GLOBE NEWSWIRE) -- Cipher Mining Inc. (NASDAQ:CIFR) (“Cipher” or the “Company”), a leading owner, developer and operator of industrial-scale data centers, today announced that its wholly-owned subsidiary, Cipher Compute LLC (the “Issuer”), has priced $333.0 million aggregate principal amount of additional 7.125% senior secured notes due 2030 (the “Additional Notes”), in a private offering to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A un ...

Core Viewpoint - Proponents believe that space-based data centers could provide a cost-effective solution for powering AI, but the realization of this vision is complex and widespread implementation may take a decade [1] Group 1 - Space-based data centers are seen as a potential way to reduce costs associated with AI operations [1] - The complexity of achieving functional space-based data centers poses significant challenges [1] - Widespread usage of space-based data centers is projected to be at least ten years away [1]

Core Insights - Demand for data centre capacity is expected to exceed supply due to the significant requirements of artificial intelligence (AI) [1][2] - The global cloud computing market, heavily reliant on data centres, is projected to reach $1.5 trillion by 2028, growing at a compound annual growth rate of 17% from 2024 [2] - The emergence of AI is creating new demands on data centre infrastructure, necessitating significant computing power and leading to the development of smaller, localized edge data centres [4] Industry Trends - The tech industry acknowledges that existing data centre infrastructure is nearing its limits, particularly for training larger and more complex AI models [2] - Cloud providers are increasingly investing in custom chips and AI tools to adapt to evolving demands driven by AI, edge computing, and sustainability concerns [3] - The demand for data centres is being fueled by trends such as increased digital services, automation across industries, and the use of integrated networks [3] Construction and Capacity - The number of data centre construction projects remained stable from 2019 to 2024 but is expected to surge in 2025 and 2026 as companies scale up to support growing AI workloads [5] - The power requirements for operating the increasing number of data centre projects pose a significant challenge [5]