NVIDIA and IREN partner to deploy up to 5GW of AI infrastructure

NVIDIA and IREN announced a strategic partnership to roll out up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across IREN’s global pipeline over time. The deal is anchored by a five-year, $3.4 billion managed GPU cloud services contract, and IREN granted NVIDIA a five-year right to purchase up to 30 million shares at $70, worth as much as $2.1 billion. IREN’s Sweetwater campus in Texas is the reference implementation for the DSX architecture.

Source: NVIDIA / GlobeNewswire

Hyperscalers keep turning into power companies

The defining constraint of this cycle is electricity, and operators are responding by taking power into their own hands. With interconnection queues stretching for years, hyperscalers and large developers are signing direct generation deals, funding new plants, and locking up grid capacity well ahead of construction. The grid did not leave them much choice.

Source: Utility Dive

Soluna adds a 150MW West Texas wind farm for green data centers

Green data center developer Soluna acquired a 150 megawatt wind farm in West Texas, pairing low-cost renewable generation directly with compute. It is a small deal against the scale of the buildout, but a clear example of the co-location-with-generation model gaining traction as power becomes the gating factor.

Source: Data Center Knowledge

Hut 8 picks southeast Louisiana for a $10B AI data center

Hut 8 selected southeast Louisiana as the site of a planned $10 billion artificial intelligence data center, according to Louisiana Economic Development. The project adds to a rapidly expanding Gulf Coast pipeline that already includes some of the largest AI campuses in the country.

Source: Louisiana Economic Development

Google advances its $15B Andhra Pradesh campus in India

Google is moving forward with a roughly $15 billion data center development in Andhra Pradesh, India, one of its largest international AI commitments to date. The project underscores how the buildout is going global as US power and land constraints bite.

Source: Data Center Knowledge

US data center deals hit a five-year high

A surge of private equity investment pushed US data center M&A to a five-year high, according to S&P Global. With high-quality assets scarce and AI demand relentless, capital is increasingly flowing into development-led platforms rather than stabilized, income-producing portfolios.

Source: S&P Global

3D-printed cold plates squeeze more heat out of every watt

Researchers unveiled copper cold plates produced with electrochemical additive manufacturing, or ECAM, that deliver up to 32 percent better cooling than conventional cold plates while cutting pressure drop by 68 percent. In practical terms, a 1 gigawatt data center using these plates would need only about 11 megawatts for cooling.

Why it matters: as next-generation accelerators push past 1,000 watts per chip, the efficiency of the cold plate itself becomes a real lever on both power budgets and density. Advanced manufacturing is quietly becoming part of the thermal design conversation.

Source: Gizmodo