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US hyperscalers leased a record 7.4GW of data center capacity in the third quarter of 2025, surpassing the total for all of 2024, according to TD Cowen. Oracle accounted for most of the activity, securing 5.4GW of capacity to support OpenAI workloads.
Scala Data Centers has received approval for the master plan of its Tamboré Campus in Barueri, São Paulo, establishing it as the largest and most advanced data center campus in Latin America with a total capacity of 600 MW.
Digital Realty announced a new phase in its collaboration with NVIDIA to advance AI infrastructure design and deployment at its Manassas, Virginia campus, home to NVIDIA's AI Factory Research Center.
The Open Compute Project Foundation announced new contributions from Arm and Eliyan to its Open Chiplet Economy, introducing the Foundation Chiplet System Architecture and BoW 2.0 memory interconnect enhancements for AI and HPC workloads.
Pure Storage and Cisco have unveiled a new FlashStack Cisco Validated Design integrating NVIDIA AI Enterprise software, unifying compute, storage, and networking to accelerate enterprise AI deployment from pilot to production.
SuperX Digital Power, a joint venture between SuperX AI Technology Limited and Zhonhen Electric, has introduced two 800VDC power systems — Panama and Aurora — designed to enhance efficiency and scalability in AI data centers.
Crusoe has raised $1.38 billion in a Series E funding round at a $10 billion valuation, co-led by Valor Equity Partners and Mubadala Capital. The funds will support expansion of its AI data center projects, including a major Texas campus for OpenAI.
Sharon AI has signed a 50MW capacity expansion agreement with NEXTDC across its Australian and Asia-Pacific data center network, extending its existing collaboration at the M3 Melbourne facility to support large-scale GPU deployment.
EPC Power Corp. has introduced an advanced inverter system designed with UtilityInnovation Group to provide uninterrupted, high-quality power for AI data centers. The M-series system will be delivered in 2025 and integrates real-time energy management for high-density compute environments.
Daikin Applied Americas has acquired Chilldyne, a company specializing in negative pressure liquid cooling systems for high-performance and AI data centers. The acquisition enhances Daikin Applied's portfolio of efficient, leak-resistant cooling technologies designed for hyperscale data centers.
The Open Compute Project Foundation has launched the Open Data Center for AI Strategic Initiative to develop standardized infrastructure for high-density AI deployments, supported by Google, Meta, and Microsoft.
CleanSpark has announced a strategic move to expand beyond Bitcoin mining into AI data center infrastructure, appointing Jeffrey Thomas as Senior Vice President of AI Data Centers to oversee the initiative.
Sivers Semiconductors reported a 24% year-over-year revenue increase to SEK 72.5 million in Q3 2025, supported by new partnerships, leadership appointments, and a successful capital raise to fund R&D and expansion.
Iozera has agreed to acquire a fully operational 4.5-megawatt data center in Houston, Texas, which it plans to expand into a 10-megawatt AI-ready facility. The site will serve as part of the company's network of AI factories designed for real-time inference and fine-tuning workloads.
Alloy Enterprises has introduced a copper-based cooling technology that uses a process called stack forging to create seamless, high-performance cold plates for GPUs and other data center components, according to TechCrunch.
Menlo Digital, the data center platform of Menlo Equities, has started construction on a 48MW facility in Herndon, Virginia. The two-story, 307,000-square-foot project is part of a 1.8GW national development pipeline across major U.S. markets.
Hyperscale Data announced plans to launch an on-demand NVIDIA GPU cloud platform from its Michigan AI data center, operated by its subsidiary Alliance Cloud Services. The service will offer flexible access to NVIDIA H100, B200, and B300 GPUs for AI and high-performance computing workloads starting in the first half of 2026.
S&P Global reports that data center and AI-related investments accounted for 80% of U.S. private domestic demand growth in the first half of 2025, highlighting the sector’s increasing macroeconomic impact.
BrainChip Holdings Ltd has launched the AKD1500, a neuromorphic Edge AI co-processor designed for high performance with low power consumption. The chip was unveiled at Embedded World North America and is aimed at applications in wearables, sensors, and industrial systems.
Target Hospitality reported $99.4 million in revenue for Q3 2025 and announced new multi-year contracts, including a $43 million agreement in the AI and data center sector.
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