TechCapsules

Naver disclosed the contract structure for its $10 billion AI factory initiative, detailing a collaboration with Nvidia and Brookfield Asset Management. The first phase involves a 200-megawatt project. Nvidia will invest $1 billion in equity as a strategic partner, while Naver retains 100% ownership of the operating company. Brookfield will contribute $9 billion to establish a special purpose vehicle (SPV) that owns the GPUs and data center facilities. Naver’s operating company will lease computing resources from the [...]

India’s AI infrastructure market is projected to surge from ₹11,540 crore in FY26 to ₹28,290 crore by FY30, driven by the government’s IndiaAI Mission and a data centre pipeline reaching 8.33 gigawatts. E2E Networks, a key sovereign cloud GPU provider, is central to this expansion. The company scaled its GPU fleet from 1,900 to 5,100 units by Q1FY27, with 1,024 additional NVIDIA B200 GPUs planned. This capacity expansion drove Q1FY27 operating revenues up 334.3% year-over-year to ₹156.8 [...]

Chinese AI startup DeepSeek plans to construct a gigawatt-scale data center in Ulanqab, Inner Mongolia, marking a strategic shift toward physical infrastructure ownership. The company intends to add at least 1 GW of computing capacity, combining self-built facilities with leased resources from existing operators. Partial operations are expected by late 2027 or early 2028. While specific processor hardware remains unconfirmed, options include Nvidia, Huawei, or proprietary chips. This expansion follows DeepSeek raising over $7.4 billion from investors [...]

The artificial intelligence industry’s rapid expansion is driving unprecedented demand for manufactured homes to house construction crews building data centers. Unlike traditional housing, these factory-built units offer speed and flexibility, allowing them to be deployed quickly and removed once projects conclude. Cavco Industries, a major manufacturer, reported significant orders from data center projects, bolstered by its recent $190 million acquisition of American Homestar to expand its Texas footprint. Texas is projected to surpass Virginia as the world’s [...]

A Sierra Club report titled Thirsty Power: Coal and gas will leave us high and dry estimates that Wisconsin’s fossil‑fuel power plants consume 1.34 trillion gallons of water each year. The study links this high water use to the state’s growing data‑center industry, which is driving demand for new gas plants. Sierra Club Wisconsin Director Elizabeth Ward warned that the combined water and energy strain threatens the state’s drinking water, recreation, and ecosystems. The report calls for [...]

Australian thermal‑energy‑storage firm 1414 Degrees has signed a head‑of‑agreement with an undisclosed AI data‑centre operator to build up to 1 GW of data‑centre capacity at the Aurora Energy Precinct near Port Augusta, South Australia. The operator receives exclusive rights to an initial 40‑hectare parcel within the 15.8‑km² site, which already hosts up to 900 MW of solar potential, a approved 140 MW/280 MWh battery energy storage system (BESS), high‑voltage grid connections, fibre and water infrastructure. Development will proceed in three phases: a 17 MW [...]

Environmental services firm Veolia has been selected to operate and maintain a 350MW microgrid powering an AI data centre campus in New Albany, Ohio. The facility, announced on 30 July, integrates gas engines, linear generators, and a 430MWh battery energy storage system to ensure 99.9% availability. Veolia will manage operations integration, commissioning, and long-term maintenance under a performance-based contract, creating 35-40 full-time jobs. This project follows closely after independent power producer Eolian began construction on the nearby [...]

Industry and government experts convened at a Secure World Foundation panel to address safety protocols for emerging orbital data center constellations. With proposals ranging from tens of thousands to one million satellites, officials emphasized the urgent need for coordinated "rules of the road" in low Earth orbit. Ezra Feilden of Starcloud suggested adapting SpaceX’s Starlink best practices, noting that while Starlink operates safely with 10,000 satellites, larger constellations face exponentially higher collision risks. Feilden argued that satellites [...]