Infrastructure & Hardware

NVIDIA and Google, with startup Emerald AI, have launched AEMA, an alliance promoting "flexible data centers" that modulate power draw in response to grid conditions. Anthropic has joined. The group targets grid capacity shortfalls and interconnection delays through workload shifting and dedicated software.

Sapphire Technologies is adapting turbo expanders, long used in oil and gas to chill fluids, to tap the pressure in US gas transmission pipelines. Working with Anax Power, it proposes siting modular data centers on the network, drawing both power and cooling from that pressure.

As AI pushes single-rack power past 1MW, AC distribution is nearing its limits. A whitepaper co-authored by Siemens and Nvidia sets out 800V DC architectures, covering solid-state circuit breakers that clear faults in under 0.5ms, reduced arc flash energy, and emerging codes UL 489i and IEC 60947-10.

Google says it is exploring a new data center project in Lea County, in southeastern New Mexico near the Texas border, without disclosing location or specifications. It would be the company's first self-built facility in the state, a market far smaller than neighboring Arizona and Texas.

European operator NorthC has begun preparatory construction on FRA01, a 6MW data center on Mainzer Landstrasse in western Frankfurt, with the first phase due live in January 2028. NorthC has three more facilities in development around the city alongside its operational Frankfurt 3 site.

Aligned Data Centers has broken ground on Project Phoenix, a 2GW campus of three facilities in Shippingport, Beaver County, Pennsylvania. The site sits beside the former Shippingport coal plant now being redeveloped into a natural gas energy campus, and will draw on dedicated on-site power rather than the local grid.

Google, Nvidia and AI orchestration firm Emerald AI have launched the AI Energy Management Alliance to build demand response into AI data centers, joined by partners including Anthropic, National Grid, RWE and Constellation. Google says it has already integrated 1GW of demand response nationwide, and published supporting reports from The Brattle Group and Aurora Energy Research.

Magnora Data Center has agreed to acquire a 50 percent interest in the Risti Kampus project in western Estonia from energy infrastructure firm Sunly AS, on undisclosed terms. The first phase could reach 180MW and eventually 400MW, with grid access plus an adjacent energy park developing 244MWp of solar, 144MW of storage and 44MW of wind.

In a sponsored announcement, design and engineering firm Arcadis launched its Data Center Growth Lab, a Lovinklaan Foundation-funded program to equip nearly 1,500 staff with data center delivery skills. Run with DCD Academy, it aims to convert strong market demand into delivery capacity.

NVIDIA outlines an agentic workflow turning a Blender scene into simulation-ready OpenUSD. Codex or Claude orchestrates NemoClaw subagents that use Omniverse Libraries to label objects, author physics, render preflight views, and run SimReady validation before Isaac Sim handoff.

Nvidia's GPU sales are ultimately capped by grid capacity, so at the AI Infra Summit it detailed DSX, a platform for extracting more compute from the same power. Data centers typically use only about 80 percent of capacity, stranding the rest. DSX MaxLPS links compute with power and cooling gear, while DSX Exchange is an API pulling data from vendors such as Vertiv and Schneider Electric. Nvidia demoed it with Lambda.

In MLPerf Inference v6.1's Edge Agentic benchmark, NVIDIA's TensorRT Edge-LLM ran Qwen3.6-27B on one Jetson AGX Thor, finishing 1,007 turns in 24m36s — 6.4x faster than the llama.cpp reference (2h37m). NVFP4 quantization, tree-based MTP and KV cache reuse drive the gain.

Scotland's parliament has backed a de facto, temporary moratorium on new hyperscale data centers. No new plans will be approved until updated planning guidance is published, adding to the regulatory pressure shaping European data center siting.

An explainer on data center service level agreements, covering how to navigate SLA volatility and what operators can do contractually to protect cash flows. It is aimed at practitioners facing shifting terms in a tight capacity market.

NVIDIA unveiled cuTile Rust, extending Rust's ownership model to tile-based GPU kernels, plus an AI agent skill that translates cuTile Python and Triton-TileIR kernels into it. A bounded multi-agent pipeline ported all 24 public TileGym operators at 99.5% of cuTile Python performance.

As AI demand grows, the network is emerging as the next data center bottleneck. The piece argues fiber connectivity is becoming decisive when establishing new data center hubs in the UK, placing link capacity alongside power as a siting constraint.

Goodman has raised $455 million for its Hong Kong data center partnership. The proceeds will fund construction of a Hong Kong facility due to open in 2028, continuing a run of large capital raises for Asia-Pacific data center development.