Operators secure permits for natural gas and nuclear self-generation
The shift from grid-dependence to on-site generation is accelerating with specific permits in Pennsylvania and Alberta. Speed-to-market is now entirely decoupled from traditional utility timelines in these regions.
Data Center Dynamics → Data Center Dynamics → Data Center Dynamics → Data Center Dynamics → Data Center Dynamics →
SpaceX files for million-satellite orbital data center constellation
Moving compute to orbit represents a radical attempt to bypass terrestrial power and land constraints. While technically challenging, the FCC filing indicates this is moving from theory to a formal regulatory process.
The Register → Data Center Knowledge → Data Center Dynamics →
DRAM prices projected to double as AI demand hits supply limits
Memory is emerging as the next critical choke point in the AI infrastructure stack. Price surges and supply redirects to hyperscalers could significantly increase the Bill of Materials for enterprise data center refreshes.
The Register → The Register → The Register →
India offers 20-year tax holiday to attract global AI and cloud providers
By offering tax-free status until 2047, India is aggressively positioning itself as a primary global hub rather than a regional secondary market. This level of incentive forces a re-evaluation of global capital allocation for hyperscalers.
Global Data Center Hub → TechRepublic → The Register →
Fiber supply chains tighten as Meta secures $6B Corning deal
High-density fiber is becoming a constrained resource as AI clusters require unprecedented inter-facility connectivity. Massive multi-year deals by hyperscalers may crowd out smaller operators from securing critical cable supply.
Global Data Center Hub → Data Center Knowledge → Bisnow →
Oracle eyes $50B capital injection to fund massive AI cloud buildout
Oracle is moving to close the gap with the Big 3 hyperscalers by seeking 'sovereign-scale' funding. This signal indicates that the entry price for being a relevant AI cloud provider has officially reached the $50B+ threshold.