Intelligence desk onlineWednesday · 16 September 2026 · UTC
Lead signal · Power orchestration

FuriosaAI Raises $620M to Scale Tokens-per-Watt Inference Chips

South Korean chip startup FuriosaAI raised $620 million at a $2.9 billion valuation to scale inference processors built around power efficiency rather than raw compute.

SiliconANGLEOct 29, 2026Read source ↗
Signal wire
Intel's Israel fab blast adds supply risk as server demand…Georgian telecom cloud and UK energy firm both pick Nvidia…Google Scales Voltus Deal to a 1 GW Virtual Plant on the…
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Data center

Intel's Israel fab blast adds supply risk as server demand already outruns capacity

Intel expects about $600M in lost revenue over two quarters from the Kiryat Gat accident, even as data center sales surged and supply stayed tight.

DCDOct 31, 2026Read ↗
Data center

Samsung's Record Quarter Shows How AI Buildouts Are Reshaping Memory Economics

Samsung's third-quarter operating profit hit 107.44 trillion won as hyperscaler AI spending drove memory shortages, lifting chip earnings while squeezing its smartphone unit.

SiliconANGLEOct 30, 2026Read ↗
Data center

FuriosaAI Raises $620M to Scale Tokens-per-Watt Inference Chips

South Korean chip startup FuriosaAI raised $620 million at a $2.9 billion valuation to scale inference processors built around power efficiency rather than raw compute.

SiliconANGLEOct 29, 2026Read ↗
Data center

Nvidia and PreussenElektra test whether German nuclear sites suit AI campuses

PreussenElektra and Nvidia have begun an open-ended review of whether decommissioned German nuclear plant sites could host AI data centers, with no investment decisions made.

DCDOct 28, 2026Read ↗
M&A

Intel's $2.2B Classiq deal is a bet on the software layer of quantum computing

Intel plans to acquire Israeli quantum software firm Classiq for $2.2 billion, aiming to pair hardware-agnostic tooling with its own spin-qubit manufacturing process.

SiliconANGLEOct 27, 2026Read ↗
Data center

Greece's Daedalus brings 6.3MW of liquid-cooled AI compute to a former power station

EuroHPC JU and GRNET have inaugurated Daedalus, an HPE-built, H200-based system in Lavrion, installed in a converted power station with on-site solar.

DCDOct 26, 2026Read ↗
Data center

Georgian telecom cloud and UK energy firm both pick Nvidia B300 for new GPU offerings

Silk Cloud in Georgia and Fuse Energy in the UK have each announced B300-based GPU services, with very different timelines, disclosed scale and routes to securing power.

DCDOct 25, 2026Read ↗
Data center

Google Scales Voltus Deal to a 1 GW Virtual Plant on the PJM Grid

Google and Voltus will build a 1-gigawatt virtual power plant in the PJM region, expanding a 100 MW deal and paying others to cut demand as data center load grows.

Network WorldOct 24, 2026Read ↗
Data center

Nvidia DSX POD pushes factory-built AI capacity, with power and water claims attached

At GTC Berlin, Nvidia pitched prefabricated AI data centers, power and water savings claims, and an agent security architecture, all of which are vendor figures awaiting independent validation.

Network WorldOct 23, 2026Read ↗
Data center

SONiC Moves From Hyperscaler Niche to Enterprise AI Fabric Option

Analyst forecasts from 650 Group, Dell'Oro and Gartner suggest the open-source network OS is gaining enterprise traction, driven largely by AI data center networking demands.

Network WorldOct 22, 2026Read ↗
Software

ASI's $325M Series C puts a $3B price on simulation for critical infrastructure

ASI, formerly Air Space Intelligence, raised $325M at a $3B valuation to extend scenario-simulation AI from aviation and defense deeper into energy grids and logistics.

SiliconANGLEOct 21, 2026Read ↗
Software

doubleAI Raises $200M to Sell Binary-Level Optimization for AI Workloads

Nvidia and Dell joined a $200M Series A for doubleAI, whose Maxwell model rewrites program binaries to cut hardware usage, with GPU purchases reportedly planned.

SiliconANGLEOct 20, 2026Read ↗
Data center

Tenstorrent's $1.5B Series E Tests Whether Open RISC-V Stacks Can Challenge Nvidia

Tenstorrent raised $1.5 billion at a $6.2 billion valuation to scale Galaxy server production, fund RISC-V research and grow its workforce, pitching an open full-stack alternative to Nvidia GPUs.

SiliconANGLEOct 19, 2026Read ↗
Data center

Efficiency Drift: Why Unowned Operations Undercut Data Center Sustainability Goals

A sponsored DCD opinion argues that unowned operational drift, from airflow gaps to idle servers and stale contracts, erodes efficiency more quietly than capital projects can restore it.

DCDOct 18, 2026Read ↗
Software

Vinci Pitches Physics AI as a Way to Run Chip Simulation at Design Speed

Vinci4D says a physics foundation model on a GPU-native kernel can give engineers solver-grade accuracy without slowing design work. The company has a $250 million Series B to expand.

SiliconANGLEOct 17, 2026Read ↗
Data center

Mueon Raises $65M to Stack Compute and Memory Into 3D Server Modules

Mueon, founded by two former Intel engineers, closed a $65M Series A to build Cubelet, a 3D server architecture that stacks compute and memory for AI and hyperscale use.

SiliconANGLEOct 16, 2026Read ↗
Data center

Firmus Tops Out First Data Hall at Tasmania Campus, Advances Indonesia Site

Australian neocloud Firmus has topped out the first of two 42MW data halls at its Launceston, Tasmania campus, while its Batam, Indonesia site has handed over its first data hall for GPU installation.

Data Center DynamicsOct 9, 2026Read ↗
Data center

Sesterce to Invest $10B in 600MW AI Data Center Campus in Finland

French infrastructure firm Sesterce plans a $10 billion AI data center campus on a former paper mill site in Jamsa, Finland, scaling from 200MW to 600MW.

Data Center DynamicsOct 8, 2026Read ↗
M&A

Kohlberg Acquires Data Center Automation Firm Advanced Industrial Devices

Private equity firm Kohlberg has bought a majority stake in Advanced Industrial Devices, a maker of automation and control systems for data center, water and power infrastructure, from Black Bay Partners.

KohlbergOct 8, 2026Read ↗
Data center

CoreWeave Enters India With 240MW AdaniConneX Data Center Deal

CoreWeave is partnering with AdaniConneX to build its first data centers in India, starting with 240 megawatts of AI cloud capacity at a Navi Mumbai campus.

StocktwitsOct 7, 2026Read ↗
Data center

Google Signs 3.6GW Power Deal With Constellation in PJM Region

Google has agreed to a 20-year nuclear PPA and a 15-year energy deal with Constellation totaling 3.6GW, funding nuclear plant upgrades and grid capacity across the PJM service area.

Data Center DynamicsOct 7, 2026Read ↗
Data center

TeraWulf Doubles Contracted Power at Kentucky Campus to 1 GW

TeraWulf has secured an additional 500 MW of power for its Muskie Data Campus in eastern Kentucky, doubling contracted capacity to 1 GW and pulling forward delivery of the second phase.

TeraWulf Inc.Oct 6, 2026Read ↗
M&A

Schneider Electric to Acquire Industrial Software Firm PTC for $22.6B

Schneider Electric has signed a definitive agreement to buy industrial software maker PTC in an all-cash deal valuing PTC's equity at about $22.6 billion.

PTCOct 6, 2026Read ↗
Data center

atNorth to Build 75MW Data Center Campus in Salo, Finland

Nordic data center provider atNorth plans a new facility called FIN05 on a 28.6-hectare site in Salo, Finland, with an initial 75MW phase and a path to 230MW.

atNorth / PR NewswireOct 5, 2026Read ↗
Data center

DayOne and Imari City Plan 200MW Data Center Campus in Japan

DayOne and Imari City announced plans for a 200MW data center campus in Saga Prefecture, Japan, expanding the operator's presence beyond Tokyo.

w.mediaOct 5, 2026Read ↗
Data center

Corgi Insurance Launches Data Center Insurance Program

Corgi Insurance has launched a new insurance program covering data centers from construction through operations, including residual value protection for GPU hardware.

PR NewswireOct 4, 2026Read ↗
Data center

Skybox, Prologis File for $550M Fourth Data Center in Hutto, Texas

Skybox and Prologis have filed plans for an 846,300-square-foot data center that will be the largest building yet at their Hutto, Texas campus.

Data Center DynamicsOct 4, 2026Read ↗
Data center

CX Tech Files Plans for £16.5bn Data Center Campus at Former Nuclear Site

CX Tech has applied for planning permission for an eight-building, roughly 1GW data center campus on the site of Scotland's former Chapelcross nuclear power station.

FutureScotOct 3, 2026Read ↗
Data center

JERA, Dell and Rhaelm to Build $15 Billion AI Data Center Near Tokyo

JERA, Dell Technologies and Rhaelm Holdings plan to spend $15 billion on an AI data center built inside a Chiba thermal power station near Tokyo.

Nippon.com (Jiji Press)Oct 3, 2026Read ↗
Data center

Enerflex to Supply 450MW of Gas Generators for a Data Center Developer

Enerflex has been awarded a contract to design and build about 450 megawatts of natural gas-fired generators for an unnamed North American data center developer.

BNN Bloomberg (The Canadian Press)Oct 2, 2026Read ↗
Data center

Google Launches First Project Suncatcher Satellite to Test AI Chips in Orbit

Google sent a prototype satellite carrying four TPU chips into orbit aboard a SpaceX rocket, an early test of its longer-term bid to run AI data centers in space.

Scientific AmericanOct 2, 2026Read ↗
Data center

PJM Delays Data Center Power Auction After FERC Rejection

PJM Interconnection postponed its backstop power auction for data center demand after federal regulators only partly approved the plan, with FERC's chair calling the proposal a last-minute \"mess.\"

Utility DiveOct 1, 2026Read ↗
Data center

Eagle Rock Partners plans $6B AI data center in rural Mississippi

Developer Eagle Rock Partners wants to build an 800-acre, $6 billion AI data center campus in Jefferson Davis County, Mississippi, promising 200 permanent jobs while facing resident pushback over water, power and traffic.

WDAM / Mississippi TodayOct 1, 2026Read ↗
Data center

Firefly Aerospace, Starcloud to Test AI Data Center Tech in Lunar Orbit

Firefly Aerospace has signed Starcloud as a commercial customer to demonstrate data center capabilities in lunar orbit, with an AI computing payload flying aboard Firefly's Elytra spacecraft.

Firefly AerospaceSep 30, 2026Read ↗
Software

Phaidra, Aligned Data Centers Partner to Deploy AI Operations Platform

Phaidra will roll out its Prism AI platform across Aligned Data Centers' portfolio to give operations teams real-time facility intelligence and speed up incident response.

PR NewswireSep 30, 2026Read ↗
M&A

Samsung Affiliates Invest $1 Billion in KKR's Helix AI Infrastructure

Six Samsung affiliates are putting a combined $1 billion into Helix Digital Infrastructure, the KKR-founded company building data centers and power infrastructure for the AI boom.

Samsung Global NewsroomSep 29, 2026Read ↗
M&A

Foresight Signs Term Sheet for 50.01% Stake in 270MW Polish Data Centers

Israeli tech firm Foresight Autonomous has signed a non-binding term sheet to acquire a 50.01% controlling stake in a company developing two Polish data center projects with combined planned capacity of up to 270 MW.

GlobeNewswireSep 29, 2026Read ↗
Data center

Schneider Electric Unveils Software-Defined Medium Voltage Switchgear

Schneider Electric introduced what it calls the world's first fully software-defined medium voltage switchgear, already running in a live Equinix colocation data center.

PR Newswire (Schneider Electric)Sep 28, 2026Read ↗
Data center

Brightray Signs Deal for Macao's First Modular AI Data Center

Brightray Veridian has signed a framework agreement to supply prefabricated modules for a planned 40MW AI data center in Coloane, Macao, using a five-storey fully prefabricated design.

PR NewswireSep 27, 2026Read ↗
Data center

DOE Commits $5.25 Billion to Grid Upgrades as Data Centers Strain Power Supply

The US Department of Energy announced $5.25 billion for 31 transmission projects across 26 states, aiming to unlock 23 gigawatts of grid capacity as AI data centers push against power constraints.

The RegisterSep 26, 2026Read ↗
Data center

VIRTUS Data Centres Secures £2.45bn Financing for UK, Europe Expansion

VIRTUS Data Centres has secured a £2.45 billion bank financing package to fund new data centre capacity in the UK and Europe, including a green capex facility.

Property WeekSep 26, 2026Read ↗
Data center

SoftBank Raises Record $11.1 Billion in Bonds to Fund OpenAI Bet

SoftBank Group issued $11.1 billion in dollar- and euro-denominated bonds, the largest high-yield bond sale on record by an Asia-Pacific issuer, to help fund its mounting investment in OpenAI.

Reuters (via Business Recorder)Sep 25, 2026Read ↗
Data center

Pacific Power Deal Shifts Oregon Data Center Energy Costs to Users

Pacific Power has agreed to make new Oregon data centers cover the full cost of the power plants, batteries, and grid upgrades built to serve them, under the state's new POWER Act.

Oregon Capital ChronicleSep 25, 2026Read ↗
Data center

Zeo Energy and Ewyze Partner on Off-Grid Power for Data Centers

Zeo Energy and Ewyze have agreed to jointly develop off-grid microgrid power paired with data center infrastructure, aiming to bypass years-long grid interconnection queues.

GlobeNewswire / Zeo Energy Corp.Sep 24, 2026Read ↗
Data center

WhiteFiber Links Two Data Centers Into One GPU Supercluster

WhiteFiber launched Continuum, a networking architecture that joins two data centers 83 kilometers apart into a single logical GPU supercluster.

PR Newswire (WhiteFiber)Sep 23, 2026Read ↗
Data center

Kodiak Gas Signs 76 MW, Six-Year Power Deal for West Texas Data Center

Kodiak Gas Services will supply 76 MW of behind-the-meter natural gas power to a West Texas data center under a six-year agreement, its second long-term contract to power a data center.

Business Wire (Kodiak Gas Services)Sep 23, 2026Read ↗
Data center

Texas Governor Orders Halt on Data Center Environmental Permits

Gov. Greg Abbott directed Texas regulators to stop issuing environmental permits for new data centers until state audits of their water and power use are complete.

The Texas TribuneSep 22, 2026Read ↗
Data center

New Era Energy Secures 20-Year, 207 MW Vistra PPA for Texas Data Center

New Era Energy & Digital signed a 20-year power purchase agreement with a Vistra affiliate to supply up to 207 MW to Phase 1 of its Texas Critical Data Center project in Midland.

GlobeNewswireSep 22, 2026Read ↗
Data center

ABB Launches Infinitus DC Power Portfolio for AI Data Centers

ABB unveiled Infinitus, a direct-current power portfolio meant to help data centers keep up with AI chips that draw 1 MW per rack and beyond.

GlobeNewswire (ABB)Sep 21, 2026Read ↗
Data center

Hitachi and Mission Critical Group Sign MoU on Modular Data Centers

Hitachi and Mission Critical Group have signed a memorandum of understanding to jointly develop power infrastructure solutions aimed at speeding up data center construction.

Data Centre MagazineSep 20, 2026Read ↗
Data center

Gazprom, Crypto Energy to Power Siberian Data Center With Depleted Gas Field

Russian gas giant Gazprom and cryptocurrency firm Crypto Energy are piloting a modular data center in Siberia, powered behind the meter by gas from a depleted field.

DatacenterDynamicsSep 20, 2026Read ↗
Data center

Quantica Begins Construction on Massive Montana Data Center Campus

Quantica Infrastructure has started building access roads and a well at its nearly 8-square-mile Big Sky Campus near Broadview, Montana, with well drilling expected as early as the end of September.

Montana Free PressSep 19, 2026Read ↗
Data center

Oracle Signs 1.7GW of Wind Power Deals for Texas Data Centers

Oracle has signed wind energy supply agreements across ten projects in Texas, expected to deliver more than 1.7GW of carbon-free power to support its Abilene data center campus.

DatacenterDynamicsSep 19, 2026Read ↗
Data center

Crusoe Raises $3.9 Billion to Expand AI Data Center Buildout

AI infrastructure company Crusoe has raised a $3.9 billion Series F round at a $30.9 billion valuation to fund its data center projects and modular \"Spark\" AI factories.

TechCrunchSep 18, 2026Read ↗
Data center

Generac Signs $2.4 Billion Generator Deal With Amazon Data Centers

Generac will supply backup generators for Amazon's AI data centers under a $2.4 billion agreement, with further purchases that could total as much as $8 billion and Amazon taking warrants for Generac stock.

The Motley FoolSep 18, 2026Read ↗
Data center

Microsoft Files for Data Center Campus Near Gainesville, Virginia

Microsoft has applied to the US Army Corps of Engineers to build two data center buildings and an on-site substation on 123 acres in Prince William County, Virginia.

DatacenterDynamicsSep 18, 2026Read ↗
Data center

Oracle’s Project Jupiter to Share Public Environmental Data

Oracle today announced a comprehensive community programme for Project

BusinessWireSep 18, 2026Read ↗
Software

Esri acquires Profiline-Tech to bring digital twins to data centers

Esri has acquired Profiline-Tech, bringing real-time digital twin

BusinessWire TechNov 28, 2019Read ↗
Technology radar

Four layers in motion

Facility twinBIM + asset state + spatial context
Operational graphDependencies, topology and telemetry
Physics engineThermal, airflow and power simulation
Decision layerForecasting, optimization and control
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