Infrastructure archive
Every Infrastructure story, newest first. 1,325 stories
7 stories
- Data centers & fiber
Nvidia's $60bn per-gigawatt math makes power the AI prize
The chipmaker now pulls twice the revenue from each gigawatt of data center as it did five years ago — and is underwriting the power projects that feed it.
- Data centers & fiber
Direct-to-chip cooling becomes a colocation deal-closer
LG CNS's first liquid cooling system will support Naver Cloud's Vera Rubin deployment, putting thermal management alongside power as a gate for AI data centers.
- Data centers & fiber
EdgeConneX files $4.2 billion of Texas data center plans
New filings cover four buildings and $2.8 billion, with CoreWeave set to lease at least part of the campus.
- Fundraising
Sembcorp India Renewables steps toward IPO
The report offers a headline, not terms; the next filing will carry the numbers that matter.
- Energy Transition
Sowitec sells 32 GW wind pipeline in insolvency sale
The distressed wind sale, reported without terms, will set a benchmark for what development rights are worth apart from their owner.
- Energy Transition
TEPCO's 420-MW Japan wind bet starts with the consent filing
The environmental impact assessment is the first place value gets set for a 420-MW offshore wind project.
- Energy Transition
Potentia completes AUD 137m Australian solar-storage hybrid
A completion with no capacity, site, or offtake—and an AUD 137 million price tag that puts storage at the center of the solar capital stack.
33 stories
- Data centers & fiber
EcoDataCenter banks 150MW Dalarna site ahead of permits
The Swedish operator's third regional campus is a wager on municipal consent and permit timing more than on megawatts.
- Data centers & fiber
Eurofiber locks in €2.2bn sustainability-linked debt
The bigger, ESG-linked facility replaces a €1.5bn platform and tests whether open digital infrastructure can hold infrastructure pricing without a hyperscaler anchor.
- Data centers & fiber
E.Sun Bank backs Empyrion's 7MW Taipei data center with a hyperscale track record
The lender that led AirTrunk's $1.2bn Tokyo financing has closed a construction loan for a 7MW Neihu colocation building—a small deal that says a lot about mid-market APAC capital.
- Data centers & fiber
Federal courts open colocation rebid with Washington in the requirements
The contract runs to 2029, but the RFI asks bidders to run the two data centers past 2032, gives Digital Realty and Csquare no automatic renewal, and prefers one site near Washington, D.C.
- Data centers & fiber
Mistral's Saudi pact prices a land-and-power option
Hundreds of millions of euros buys access to Humain's 6GW position, without committed megawatts or a buildout.
- Energy Transition
Maine picks developers for an 800-MW wind farm and its transmission line
The state is pairing generation with grid in one procurement; the missing cost-allocation terms are where that bet gets priced.
- Fundraising
Kuwait Fund puts sovereign credit behind an 11-MWp Salvadoran solar array
A sovereign loan for a modest array shows bilateral capital filling the gap where project finance will not go.
- Data centers & fiber
France's grid queue is the data center's first asset
With transmission capacity saturated in key regions, a position in RTE's connection queue determines whether a French data center gets built — and how fast.
- Energy Transition
TotalEnergies signs Walney PPA days after wind exit
Five days after leaving a Danish wind project, TotalEnergies is buying output instead of building it.
- Data centers & fiber
Rum's $13.7bn lease comes with a penny-stock kicker
A six-year GPU capacity deal at Maysville, Georgia comes with warrants for up to 50.81 million shares at $0.01—the unnamed cloud customer's price for taking buildout risk.
- Data centers & fiber
Armada's Orion jumps to 10MW and makes power the product
The modular data center specialist has decupled capacity again; the real asset being sold is access to power.
- Data centers & fiber
Exa's Spanish route moves subsea value inland
The I Squared-backed network builder is betting the terrestrial leg decides which cables win.
- Data centers & fiber
MTN's 150MW Africa hub depends on power, not partners
MTN takes a minority stake in Africa Data Hub Holding Limited, an unnamed UAE-backed platform targeting up to 150MW in South Africa and Nigeria; the deal settles the equity question but leaves power to be procured.
- Energy Transition
Ventura County's solar-plus-storage deal can't be priced without its battery number
A Renewables Now report names the 7.7-MW canopy and the developer but omits the storage capacity, contract length, and ownership split private capital needs.
- Energy Transition
Finland's 26 GW solar pipeline narrows to 4.6 GW permitted
Renewables Now's tally puts the consent gap at the center of the buildout.
- Data centers & fiber
Spain ties data center grid access to hourly renewables
A draft decree would require new facilities of 1MW or more to match each megawatt of capacity with equivalent new renewables installed within 18 months, with compliance measured hourly.
- Data centers & fiber
Ciena bets on gallium arsenide end run around AI optics bottleneck
The networking giant joins a $40 million round for a materials workaround that could decide how fast AI data centers get built.
- Data centers & fiber
OpenAI's data center chief exits as $750B buildout churns
The latest data center exit adds to the churn as OpenAI heads toward an IPO with a $750 billion compute budget.
- Energy Transition
EU approves Blackstone's €2bn Eurowind bet
The regulatory green light puts Blackstone behind development-stage renewables, where grid access and planning consent are the scarce assets.
- Data centers & fiber
Papua New Guinea opens its first sovereign AI data center
Kumul Cloud Infinity puts the state at the center of the country's digital infrastructure; a second site in Lae will decide whether it becomes a utility or a symbol.
- Data centers & fiber
CityWest's Highway 37 fiber route adds a second way north
The Northern Resiliency project gives a corridor that currently has no fiber route north a backup path, with public money carrying the economics.
- Data centers & fiber
Lambda's $3B round puts AI cloud pricing to the test
The GPU-cloud operator is stacking equity and debt ahead of an IPO, but the report leaves out the contracted backlog that would justify the price.
- Energy Transition
Metlen's 1.3 GWh BESS milestone arrives without terms
A Renewables Now report flags storage progress in Europe, but the visible text discloses none of the projects, dates, or capital behind the count.
- Transport & public-private
Inglewood council approves transit P3 as highway deals stay stuck
A city council vote clears a transit concession before procurement fights begin, while flagship highway deals stay stuck in local politics.
- Data centers & fiber
GE Vernova pushes UPS up the voltage chain
A medium-voltage UPS turns a rack-level safety net into a grid-smoothing asset, but it arrives late for the current AI buildout.
- Fundraising
RS&H's Texas engineering pickup puts design capacity in play
The unnamed deal points to early-stage design work, not just capital, becoming the scarce resource in the P3 market.
- Transport & public-private
Tennessee Choice Lanes pick shows road P3s still clear
The 'transformational' label is political pre-sale; what clears the model is a state DOT running the process alone.
- Data centers & fiber
Navitas buys Claros to break the AI power wall
The $232.8 million deal puts Navitas in control of the voltage-regulation stage that sits directly beneath the xPU, where power delivery has become the industry's tightest constraint.
- Data centers & fiber
DoverDC files a second 200MW data center beside the South Morang substation
A second filing beside the same substation enters a local planning fight that has already gathered 4,600 signatures.
- Energy Transition
European Energy picks Capalo AI to optimize Baltic storage
The vendor pickup puts the return on Baltic solar-plus-storage in the hands of dispatch software.
- The Wrap
Road deals cede the center to water, rail and nuclear
P3 Bulletin's latest roundup shows sponsors rotating toward quiet assets while flagship roads stay stuck — and Washington reaching for new tools.
- Energy Transition
A utility partner is the real asset in Invenergy's solar kickoff
The 120-MW Washington project with Grant PUD shows grid position is the scarce asset in solar development.
- Energy Transition
Ukraine's 850 MW auction is a bankability test
The mostly-wind round marks a working procurement calendar; the absent terms will decide whether it attracts capital.