Data center news covering hyperscale buildouts, AI infrastructure demand, power and cooling, colocation providers, and data center economics.
A Moody's Ratings analysis projects the U.S. data center expansion will require $110 billion for 45 gigawatts of new power generation through 2030. Natural gas will dominate this infrastructure buildout, accounting for over 30 gigawatts of the required capacity. This surge in demand is expected to significantly increase national electricity costs.
A Synapse Energy Economics report warns that hyperscale data center demand will outstrip new generation in Pennsylvania, risking supply-related outages affecting 4.2 million households. In a worst-case scenario, the PJM grid could experience blackouts 13 days per year if supply fails to meet high demand.
The US House will vote on legislation to oversee data center expansion, highlighting a partisan divide. Democrats urge tighter restrictions and proposed a Bill of Rights banning facilities near homes, while President Trump rejected calls to slow development, warning that blocking projects would make communities poor.
An expert from the University of Strathclyde warns that expanding AI data centers in Scotland may increase fossil fuel usage and electricity prices despite renewable potential. The commentary argues that added demand challenges decarbonization goals, even as the National Energy System Operator suggests such infrastructure could help manage grid costs.
The commentary argues that Ameresco's record-breaking data center backlog masks underlying cash flow issues despite strong revenue growth. It contends that while power infrastructure awards surged, declining per-share profit and cash flow metrics suggest potential financial risks beneath the surface expansion.
The Boston City Council is set to consider a measure prohibiting data center construction unless developers obtain a zoning variance through a community process. The proposal builds on Governor Maura Healey's recent executive order barring state agencies from permitting large data centers without local approval.
Hyosung Heavy Industries raised its annual order target from 8.4 trillion to 12 trillion won after new orders reached 9.3 trillion won through August. This surge exceeds previous annual totals as the company capitalizes on surging electricity demand for AI data centers.
Bell Canada intends to quadruple its AI data centre capacity in Saskatchewan to 1.2 gigawatts through three new facilities. The project involves a non-binding memorandum with the province and could exceed $5 billion in total investment, with construction starting incrementally around Sherwood once permits are secured.
RBC Capital reaffirmed its bullish stance on Bloom Energy, setting a $335 price target after the company secured a contract to power Aligned Data Centers' new 2 GW facility in Pennsylvania. The deployment highlights Bloom's expanding role in providing onsite fuel cell power for AI infrastructure ahead of its anticipated S&P 500 inclusion.
Commentary contends that Australia's data centre boom will strain interest rates and housing markets by diverting labor and injecting significant capital into the economy. Experts predict $110 billion in investment by 2030, which may fuel inflation and compel the Reserve Bank to maintain higher rates.