Data Center

Vantage’s 1.4GW Texas campus makes grid contracts the real data center schedule

Vantage’s $25B “Frontier” plan in Texas lands as PwC sizes AI data center spend at $31.6T through 2050 and Frontier buyers add $915M more carbon removal demand.

Better AI software is driving up spending on power, partners, and delivery

Enterprise AI is turning into a procurement problem, more than a features race, across software, channel partners, and data center supply chains.

Google’s expanded Marvell deal turns custom chips into a whole data center build

Google’s expanded Marvell deal reaches past TPUs into NICs, storage and memory controllers, turning “custom silicon” into a procurement and platform decision.

Alphabet’s $5.9B Q2 cash burn is turning AI infrastructure into a CFO-led capex fight in 2026

After Alphabet reported a $5.9B Q2 cash burn and lifted its 2026 spending outlook by $15B, enterprises are seeing tougher ROI gates for GPU and data-center buys

Meta's $12.5 billion data-center bond signals rising capital costs across AI infrastructure

Debt investors demanded higher yields on Meta's El Paso data-center bond than on a comparable deal last year, a concrete sign that financing AI build-outs is ge

74% of enterprises run AI in production, but half can't prove it pays off

AI is live across enterprise operations, yet ROI blindness, vendor dependency, and a data-center land rush signal a market at a critical inflection point.

HCLTech's Advanced AI revenue jumps 62% as record $2.4B bookings quarter signals enterprise AI spending is accelerating

HCLTech posted record Q1 bookings of $2.4B and 62% Advanced AI revenue growth, anchored by a $1.14B digital workplace deal and a $370M AI data center bet.

SpaceX Is in Talks to Supply the Pentagon With Billions in AI Computing Capacity. Here Is What It Means for the Enterprise Market.

SpaceX is in talks with the U.S. Department of Defense to supply data center capacity worth billions of dollars for Pentagon AI workloads, the Wall Street Journal reported today. SpaceX already has computing deals with Google, Anthropic, and Reflection AI. Here is what a Pentagon agreement would mean for the AI infrastructure market and enterprise buyers.

SpaceX's Orbital Data Centers Just Crossed From Speculation to Strategy. Here's What Enterprise Tech Leaders Need to Know.

SpaceX has revealed detailed AI1 satellite specifications, an FCC filing for a large-scale satellite compute constellation, and a reported deal with Google. The Washington Post reports that orbital data centers have moved from thought experiment to a thesis serious infrastructure people are now tracking. Here is what enterprise technology leaders need to know.

Google extends financial lifeline to power Anthropics AI ambitions

Google is providing vital financial backing to Anthropic, underwriting $35 billion for AI-driven data centers. Tracking the strategic alliances in AI development.

Amazon partners with Corning to power AI data centers in the U.S.

Amazon's billion-dollar deal with Corning highlights a critical shift in AI data infrastructure demands.

Visibility at Scale: How Data, Telemetry, and IT Architecture Enable High-Performance Data Centers

As AI infrastructure scales at an unprecedented pace, the complexity of managing data center operations has shifted from purely physical challenges to deeply digital ones. Today’s facilities generate enormous volumes of telemetry, and industry estimates suggest hyperscale and AI data centers produce millions of data points per second. At that scale, visibility is no…

Power, Pressure, and Precision: What It Takes to Keep AI Online 24/7

The rise of generative AI and large-scale model training has transformed data centers into high-intensity “AI factories,” where workloads are no longer predictable or gradual. Unlike traditional cloud environments, AI data centers generate highly volatile and fast-changing power loads. Research shows that large-scale AI workloads can trigger rapid, synchronized spikes and drops in electricity…

Power, Cooling, and Risk: What It Takes to Bring a 100MW AI Data Center Online

The industry knows how to build data centers. What it’s still figuring out is how to turn on AI factories at scale. With facilities now crossing 100 megawatts—far beyond the 5 to 10 megawatt norm of traditional builds—operators are no longer just validating equipment. They’re testing whether entire systems—power, cooling, controls, and the teams behind…

QumulusAI Provides A Clear Roadmap for Scaling AI Platforms to Thousands of Users

Scaling AI platforms can raise questions about how to expand across locations and support higher user volumes. Growth often requires deployments in multiple data centers and regions. Mazda Marvasti, the CEO of Amberd, says having a clear path to scale is what excites him most about the company’s current direction. He notes that expanding…

Applied Digital AI Data Center July 2025 Update

In the heart of Ellendale, North Dakota, the Applied Digital AI Data Center known as Polaris Forge 1 (Previously ELN02) is steadily emerging as one of the largest purpose-built AI data centers in the United States. This July 2025 site update highlights remarkable progress at the Applied Digital project, designed to set new standards…

Reflection and What’s Ahead: How Applied Digital Built the AI Factories of Tomorrow

As AI adoption accelerates at an unprecedented pace—ChatGPT alone sees 2.5 billion daily prompts just two and a half years after launch—digital infrastructure is racing to keep up. At the center of this transformation are purpose-built data centers, evolving from air-cooled Bitcoin facilities to liquid-cooled “AI factories” designed to power the next generation of…

Execution at Scale: How Applied Digital Is Powering AI Infrastructure in Ellendale

AI infrastructure is evolving at breakneck speed, and the real challenge is no longer just designing next-generation data centers—it’s executing them at scale. As demand for AI-ready facilities grows, operators must adapt to immense increases in power density, new cooling technologies, and unconventional deployment locations. Power density requirements for AI workloads are pushing the…

Constructing 100 MW of AI Infrastructure: How Applied Digital Built for the Future in Ellendale

As demand for artificial intelligence continues to soar, the AI infrastructure needed to power it is scaling just as rapidly. A 2024 report from the International Data Corporation (IDC) forecasts that global spending on AI infrastructure will exceed $200 billion by 2028, driven by an explosion in compute-heavy applications like large language models and…

Applied Digital’s Data Center Design for a 100 MW AI Factory Built from the Ground Up

AI workloads are redefining the limits of data center design and infrastructure. Legacy data centers, built for traditional co-location, cannot handle the density, thermal demands, or power dynamics of accelerated computing. The AI boom has upended the data center sector, forcing a rapid shift to liquid-cooled racks as facilities pivot from sub-10kW racks to…

Applied Digital Ellendale AI Data Center: April 2025 Update

Progress continued throughout April at Applied Digital’s Ellendale AI Data Center, as construction efforts advanced across multiple fronts. With favorable weather conditions and a clear focus on critical infrastructure, the ELN02 site remains on track to support the growing demands of high-performance computing (HPC) and artificial intelligence. Key developments from April include: Metal jacketing installation…

Aligned Data Centers Leads with a Strong Workplace Safety Culture

The world of data infrastructure has seen a number of rapid changes. As a result, where uptime and efficiency dominate conversations, the importance of a strong workplace safety culture can often be overlooked. But as everyone’s digital lives increasingly depend on these behind-the-scenes giants, the safety of the people maintaining them becomes more than…

NVIDIA GTC 2025 Puts AI Infrastructure in the Spotlight and Applied Digital Delivers

At NVIDIA GTC 2025, the spotlight is on more than just AI models—it’s on the infrastructure that makes them possible. Applied Digital is taking center court with its cutting-edge, liquid-cooled data centers, designed to handle the demands of large-scale, high-performance computing. As AI continues to evolve at a breakneck pace, the need for powerful,…

Data Centers Are Emerging as Key Players in Grid Stability

As energy systems face increasing strain from rising demand and the transition to renewables, flexibility is becoming the new gold standard for grid stability. Surprisingly, data centers—once seen solely as power-hungry infrastructure—are stepping up to meet the challenge. With the ability to rapidly reduce consumption or activate standby power during price spikes or grid emergencies,…

North Dakota’s Cold Climate Is Fueling the Future of Sustainable Data Centers

As the digital economy accelerates, so does the need for sustainable infrastructure to support it. Data centers, the engines behind our connected world, consume enormous amounts of energy—especially for cooling. Traditional methods rely heavily on electricity and water, straining both the environment and the bottom line. This has sparked a growing focus on sustainable data…

Applied Digital Ellendale AI Data Center: February 2025 Update

As AI and high-performance computing (HPC) continue to push technological boundaries, the demand for powerful, efficient infrastructure is more critical than ever. In February 2025, Applied Digital’s Ellendale AI Data Center marked significant progress in meeting that demand. The team announced that ELN02 has officially powered on its first lineup, a major step toward…

Applied Digital Ellendale AI Data Center: January 2025 Update

The new year brings continued momentum at Applied Digital’s Ellendale AI Data Center, with key milestones reinforcing its role in next-generation AI infrastructure. Construction activities in the west chiller plant are nearing completion, finalizing critical cooling capabilities. Fiber and network rooms have been successfully powered on, enhancing the facility’s connectivity readiness. Electrical terminations are…

Applied Digital Ellendale AI Data Center: November 2024 Update

In November, Applied Digital’s Ellendale AI Data Center in North Dakota marked another month of significant advancements. Notable achievements during the month included substantial progress on MV cable pulls, laying the groundwork for the center’s robust IT load capabilities. The majority of long-lead mechanical OFCI equipment was successfully delivered and installed, while ancillary building…

Applied Digital Ellendale AI Data Center: October 2024 Update

In October, Applied Digital’s Ellendale AI Data Center project in North Dakota continues to make remarkable strides. Following September’s progress on the utility substation and foundational infrastructure, we now see further development in the facility’s three-tiered structure. Spanning 363,000 square feet, this facility is designed to support a substantial 100MW IT load, positioning it…

Applied Digital’s State-of-the-Art Data Center in North Dakota Is a Game-Changer for Global Tech

Wes Cummins, Chairman and CEO of Applied Digital, discusses the development of a groundbreaking campus in Ellendale, North Dakota. This state-of-the-art data center is being designed to house one of the world’s largest supercomputers, with a focus on power density, low latency, and efficient heat dissipation to handle next-generation workloads. Cummins emphasizes the uniqueness of…