Datacentre Power

AI & ML
Data Centres

Applied Digital signs 210 MW lease at Delta Forge 2 for fifth AI campus

The NASDAQ-listed data-centre operator secured a 15-year take-or-pay deal worth $5.2bn in base revenue, bringing its total contracted portfolio
The NASDAQ-listed data-centre operator secured a 15-year take-or-pay deal worth $5.2bn in base revenue, bringing its total contracted portfolio
Cloud Infrastructure
Data Centres

Cipher Digital prices $810m secured notes to fund Stingray data centre

Cipher Digital's subsidiary Stingray Compute has priced $810m in 6% senior secured notes due 2031 to finance its industrial-scale HPC data centre.
Cipher Digital's subsidiary Stingray Compute has priced $810m in 6% senior secured notes due 2031 to finance its industrial-scale HPC data centre.
AI & ML
Data Centres
Semiconductors

Lotus Microsystems launches vStrata vertical power module for AI racks

Copenhagen-based Lotus Microsystems has unveiled vStrata, a co-engineered power and thermal platform targeting AI accelerator density limits, with engineering samples due
Copenhagen-based Lotus Microsystems has unveiled vStrata, a co-engineered power and thermal platform targeting AI accelerator density limits, with engineering samples due
AI & ML
Data Centres
Semiconductors

SK Telecom and NVIDIA to build gigawatt-scale AI Cloud in Korea

SK Telecom plans a gigawatt-scale AI Cloud using NVIDIA's DSX platform, with the first AI factory targeting a 2027 launch.
SK Telecom plans a gigawatt-scale AI Cloud using NVIDIA's DSX platform, with the first AI factory targeting a 2027 launch.
AI & ML
Data Centres
Semiconductors

STMicroelectronics doubles data centre revenue target to $1bn for 2026

ST has raised its 2026 data centre revenue ambition to roughly $1bn, citing AI infrastructure demand and capacity ramp-up progress.
ST has raised its 2026 data centre revenue ambition to roughly $1bn, citing AI infrastructure demand and capacity ramp-up progress.
Cloud Infrastructure
Data Centres
Enterprise Software

AMSC posts record $299m revenue in fiscal 2025, backlog up 40%

The Nasdaq-listed power controls firm grew full-year revenue 34% year-on-year, citing grid demand and surging data centre orders alongside its Comtrafo
The Nasdaq-listed power controls firm grew full-year revenue 34% year-on-year, citing grid demand and surging data centre orders alongside its Comtrafo
Cloud Infrastructure
Data Centres

Enlight signs 200 MW solar PPA with Google for Oklahoma data centres

Enlight's US subsidiary Clēnera will supply Google with 200 MWac of solar power from its Solstice project under a 15-year fixed-price deal.
Enlight's US subsidiary Clēnera will supply Google with 200 MWac of solar power from its Solstice project under a 15-year fixed-price deal.
Advertising
Semiconductors

Himax T2000 Tcon powers E Ink 75-inch colour ePaper signage

Himax says its new T2000 timing controller delivers nearly three times the dynamic display performance of the previous-generation ePaper architecture.
Himax says its new T2000 timing controller delivers nearly three times the dynamic display performance of the previous-generation ePaper architecture.
AI & ML
Data Centres
Enterprise Software

Voltus and Google agree 100 MW virtual power plant deal for PJM grid

Google will fund a Voltus-operated VPP aggregating up to 100 MW of distributed energy resources annually, paying local participants to ease grid stress.
Google will fund a Voltus-operated VPP aggregating up to 100 MW of distributed energy resources annually, paying local participants to ease grid stress.
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