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Data Centres

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A single steel transmission pylon carrying several conductor lines, silhouetted against a pale blue sky with light cloud ASEAN Tech 6 min A 450MW Batam Deal Is About Half the Island's Generating Capacity Firmus, Nvidia and DayOne plan 360MW and up to 170,000 accelerators at Kabil, on a 450MW supply agreement. Bat... DA Daniel Koh 4 Sep A row of Ethernet patch cables in different colours standing upright against a white background with their connectors visible Business 6 min Equinix's Inference Exchange Arrives in Q1 2027, With No Price Attached Inference Exchange pairs Nvidia reference architectures with Together AI across Equinix data centres. No price... EV Eva Chin 4 Sep Overhead transmission lines fanning across flat open farmland at sunset, with three lattice pylons on the horizon and an industrial plant beyond them Sustainability 7 min Texas Froze a 474-Gigawatt Data-Centre Queue on a 91-Gigawatt Grid Abbott has halted new ERCOT interconnection agreements and ordered an audit of the queue. Three recent cases s... NA Nadia Rahim 3 Sep A small corrugated-metal geothermal wellhead building in open country, with a tall plume of steam venting from its stack Sustainability 7 min Google Bought 396 Megawatts of Geothermal That Arrives in 2028 Cape Station in Utah comes online in 2028, with an option on 600 more megawatts through June 2030. Geothermal... NA Nadia Rahim 3 Sep Rows of aqua fibre optic connectors plugged into a dense patch panel, with cables curving away to the left Cloud & Infra 6 min Why AI Training Is Reviving Optical Circuit Switching Nvidia has now put US$6bn into photonics components and US$125m into a switching startup. It does not sell opt... KE Kenji Tanaka 3 Sep A yellow tracked excavator standing on a mound of bare churned earth at a cleared construction site Sustainability 7 min Southeast Asia's First Data-Centre Protest Was About Dust, Not Water Nikkei reports data-centre opposition spreading across Asia. The region's first protest was in Johor in Februa... NA Nadia Rahim 2 Sep Tall warehouse racking stacked with palletised boxes, lit from above in a dim aisle Cloud & Infra 6 min Tape Shipments Fell 9 Per Cent, Then Rose 57 Per Cent the Next Quarter LTO shipments fell to 160.3 exabytes in 2025 and Q1 2026 came in 57 per cent above the year before. Sony and F... KE Kenji Tanaka 2 Sep Rows of ceramic insulators and overhead conductors at an electricity substation, with autumn trees behind Sustainability 7 min Eight Data-Centre Turbines, 2.5 Million People and US$53m to US$99m a Year Data centres are installing on-site gas turbines to bypass multi-year grid connection queues. That makes the e... NA Nadia Rahim 1 Sep Four empty memory slots on a dark motherboard, lit from one side, with the CPU socket visible behind them Cloud & Infra 6 min VMware's Answer to DRAM Prices Replaces Memory With a Drive That Wears Out Cold pages move from DRAM to NVMe rated at three drive writes per day. The saving is real, and it moves cost f... KE Kenji Tanaka 1 Sep A steel electricity transmission pylon carrying high-voltage lines across a misty hillside AI & ML 6 min An AI Super PAC Is Advertising in Kansas, Ohio and Wisconsin. The Fight Is Zoning. Federal AI law is written in Washington. Zoning, water withdrawal and ratepayer cost allocation are decided in... MA Maya Lin 1 Sep A dense spray of optical fibre strands with light emerging from their tips against a black background Cloud & Infra 7 min China Supplies All the World's Erbium, and Erbium Is What Makes Long-Haul Fibre Work Coverage of rare earths is written about magnets. The exposure that reaches a data centre runs through erbium,... KE Kenji Tanaka 1 Sep A row of coloured network patch cables arranged by length Business 6 min Nvidia Licenses NVLink So Rivals' Chips Run on Its Fabric Licensing an interconnect to your competitors is not a revenue line. It means a rack of somebody else's accele... EV Eva Chin 1 Sep An electricity transmission pylon carrying many conductors against a pale sky Cloud & Infra 6 min India Announced Rs26.75 Lakh Crore and Spent Rs7.7 Lakh Crore One figure is announcements and the other is money spent, and they are being quoted in the same breath. The co... KE Kenji Tanaka 31 Aug Two tower cranes above an unfinished concrete building against a blue sky Business 6 min Chinese Hyperscaler Spending Is Doubling and Falling Further Behind Chinese hyperscaler capex is more than doubling, which is the headline. Moody's says the absolute capacity gap... EV Eva Chin 31 Aug Hundreds of illuminated optical fibre strands fanning out from a single point against a dark background Cloud & Infra 8 min AWS Cut 69% of Its Routers by Wiring Data Centres at Random AWS abandoned shortest-path routing for a deliberately near-random fabric with thousands of equivalent paths.... KE Kenji Tanaka 31 Aug A yellow mining haul truck at a quarry, reflected in a puddle of water Business 8 min Caterpillar's Fastest-Growing AI Business Is Selling Generators to Data Centres Two decades of autonomous mining is the story being told. A 72 per cent jump in generator sales is the number... EV Eva Chin 30 Aug Molten metal being poured from a crucible into a mould in a darkened foundry Science 6 min SpaceX Is Casting Turbine Blades Because Almost Nobody Else Can A gas turbine is mostly components any industrial economy can build. One part is not, and the queue for it has... NA Nadia Rahim 30 Aug Electricity meters recording kilowatt-hours, the unit against which this hardware generation is being measured Cloud & Infra 6 min Nvidia Claims 30x More Work Per Megawatt, Against Its Own Last Generation Vera Rubin is in full production and the efficiency numbers are vendor claims measured against Nvidia's own pr... KE Kenji Tanaka 30 Aug A rack-mounted network switch with lit ports and patch cabling, the kind of load a flexibility contract governs Cloud & Infra 7 min A Startup Worth $1.05bn Wants Data Centres to Turn Themselves Down Emerald AI raised US$150m to slow, pause or move compute when a utility needs demand cut, backed by Nvidia and... KE Kenji Tanaka 30 Aug A piling rig and tower crane on an Asian construction site, the stage at which an announced project becomes a real one ASEAN Tech 8 min Malaysia's 6GW Data Centre Pipeline Is Announcements, Not Connections Malaysia leads a regional pipeline of more than 6GW. Its own utility reports 8.3GW of pipeline, 3.8GW under co... SA Sarah Chew 29 Aug A single-mode fibre patch cable with duplex connectors, the cabling that optical transceivers plug into Business 7 min The FCC's Chinese Transceiver Ban Is a Draft, Not a Rule Officials hope to publish later this year and a technical workshop is still ahead, so the measure could be mod... EV Eva Chin 29 Aug A row of electrical switchgear cabinets, the kind of infrastructure that is financed with debt rather than venture equity Business 7 min a16z Raised $1.1bn for AI Hardware, Which Is Not the Buildout The Machine Age Fund marks a real reallocation by a firm built on software returns. It also amounts to about o... EV Eva Chin 29 Aug Two electricity transmission pylons against a pale sky, representing the grid rules Australia has agreed to write Cloud & Infra 7 min Australia Agreed to Write Data Centre Rules, Not to Mandate Renewables National Cabinet committed to mandatory energy, water and land-use standards by early 2027. Queensland and the... KE Kenji Tanaka 29 Aug A close-up of rack-mounted server hardware, with drive bays and status markings in shadow. Business 7 min OpenAI's Jalapeño Beat Blackwell on Work Per Watt, Which Is the Expected Result A chip that only serves inference outperformed one that also trains, measured on a public third-party benchmar... EV Eva Chin 27 Aug
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