Data Center News
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A YouTube deep dive into AI’s 700+ GW U.S. power queue raises a bigger question: how much data-center demand is real, and how much is speculative or duplicated?
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Michigan regulators have approved a 20-year electricity agreement for Google’s planned data center in Van Buren Township, but the deal comes with unusually explicit protections meant to keep the project’s costs off ordinary DTE Electric customers. The Michigan Public Service Commission’s October 1 decision conditionally approves two special contracts between DTE Electric and Google: a…
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TCS subsidiary HyperVault has secured 264 acres in Hyderabad for a phased AI data center campus designed to scale to as much as 1 GW.
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Grayscale has turned its Bitcoin Miners ETF into an AI infrastructure fund, changing the ticker from MNRS to GCPU and replacing a Bitcoin-miner index with one built around high-performance computing. The firm’s September 22 announcement says the Grayscale AI Compute ETF now tracks the Indxx High Performance Computing Index, targeting companies that own or operate…
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Bitdeer has secured customer commitments for more than 70% of its 21.7 MW A201 AI data center in Johor Bahru, Malaysia before the facility has even been energized, attaching more than $1.7 billion in expected five-year revenue to a site scheduled to power on in the first quarter of 2027. The company’s September 29 disclosure…
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HIVE Digital Technologies is tightening the link between Bitcoin mining and AI infrastructure: the company says its mining operation is still the cash-generating foundation of the business even as BUZZ HPC scales GPU cloud services and HIVE prepares to wind down lower-output Bitcoin mining capacity in Sweden. The company’s September 10 update says HIVE had…
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Grayscale has turned a Bitcoin-miner equity fund into an AI-infrastructure fund, formally renaming the Grayscale Bitcoin Miners ETF (MNRS) as the Grayscale AI Compute ETF (GCPU). The September 22 announcement says GCPU now tracks the Indxx High Performance Computing Index and targets companies operating the physical infrastructure behind AI, including data centers, GPU cloud capacity…
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Hewlett Packard Enterprise has landed a $1.2 billion order from Vultr for AMD Helios AI Rack systems, giving HPE its first customer order for the new rack-scale AMD platform and putting another large U.S. cloud deployment behind open Ethernet-based AI infrastructure. The company announcement says Vultr will deploy the systems across its U.S. cloud data…
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BITMAIN has pushed hydro-cooled Bitcoin mining into a smaller deployment unit with the ANTRACK AR30, a 47U cabinet designed to hold as many as 20 S23e U2H miners and handle up to 200 kW of computing load. The manufacturer’s September 22 technical release says the AR30 went on sale September 10 for $16,000 per set…
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UL Solutions has launched a new certification program for direct-to-chip liquid-cooling subassemblies used in AI data centers, creating a formal test path for cold plates, manifolds and quick disconnects before those components are integrated into complete high-density cooling systems. The September 29 announcement says the program uses UL 4501, the Outline of Investigation for Safety,…
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Samsung Electronics and five affiliates are investing $1 billion in Helix Digital Infrastructure, linking semiconductors, data centers, power, batteries, cooling and fiber in a broader AI infrastructure strategy.
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Applied Materials and KIOXIA are moving next-generation memory research into the same collaborative semiconductor lab, targeting the materials, stacking and packaging problems that increasingly determine how much useful AI compute a system can deliver. The September 29 announcement says KIOXIA will join Applied Materials’ EPIC Center in Silicon Valley as an innovation partner. The companies…
