Week in Review, 29 December 2025

Over $38B in new mega-campus projects confirmed for Wisconsin, Michigan, and Europe

Despite widespread reports of power shortages, massive capital is unlocking capacity in both secondary US markets (Vantage, Oracle) and FLAP hubs (Goodman/CPP), signaling that hyperscalers are successfully bypassing grid bottlenecks through sheer scale.

Data Center Knowledge → Data Center Knowledge → Data Center Knowledge →

Alphabet to acquire partner Intersect for $4.75B to secure power execution

This mirrors AWS's recent coal plant purchase but on a larger scale, signaling that hyperscalers are now vertically integrating facility and energy development teams to mitigate delivery risk.

Data Center Knowledge → Bisnow →

DOE recruits tech giants for Trump administration's 'Genesis Mission'

Signals a shift toward state-coordinated AI infrastructure development, with the federal government potentially brokering energy and compute partnerships between fierce commercial rivals.

Data Center Knowledge → The Register →

Georgia Power secures approval for 10 GW expansion despite opposition

A major regulatory win in a top-tier data center market that directly counters the recent trend of US power project cancellations, guaranteeing capacity for the Atlanta region's growing AI cluster.

Bisnow →

Nvidia releases 'AI Factory' reference designs with Schneider Electric and Siemens

Nvidia is expanding its influence from the chip level to the facility level, establishing standardized power and cooling topologies that may become mandatory for operators hosting next-gen clusters.

Data Center Frontier →

EU grants UK data adequacy extension through 2031

Provides long-term regulatory certainty for cross-channel data flows, removing a significant compliance risk for colocation and cloud providers operating in the London-FLAP corridor.

The Register →