SMR - Page 15
Stories from SMR come first, newest first, then stories from connected topics (nuclear power, power for AI, Data Centres & Energy, data centres, Tech News), each labelled with where it comes from. This view is not indexed by search engines.
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SemiAnalysis Forecasts 50GW of Data Centres in 2027; Gerstner Says 25
SemiAnalysis says 50GW of data centres will be built in 2027, citing 24GW in advanced construction and nearly $1tn of leases. Gerstner expects about 25GW.
Microsoft Pulls Out of Nscale’s Loughton AI Data Centre in Essex
Microsoft has reportedly pulled out as anchor tenant of Nscale's Loughton data centre in Essex, The Telegraph says. Nscale says it is still committed.
Anthropic Named as Tenant for EverWind’s Point Tupper AI Campus
Anthropic is EverWind’s Point Tupper tenant—its first Canadian data centre. It leases the first 95 MW phase for at least 20 years; lease value undisclosed.
NiSource Signs 20-Year Microsoft Deal for ~1,100 MW in Northwest Indiana
NiSource signed a 20-year Microsoft deal adding about 1,100 MW of new generation for a NW Indiana campus from 2028. Regulatory approvals pending.
Mitsubishi Heavy Industries and Ingeteam Sign a US MoU on Power for AI Data Centres
MHI and Ingeteam signed a US-focused MoU on power for AI data centres. MoU only — no MW or dollar figures were published.
HD Hyundai Electric and LG CNS Sign MoU on AI Data-Centre Power
HD Hyundai Electric and LG CNS signed an MoU to package power gear for AI data centres and pursue Korea and overseas deals. MoU only — no orders or values.
Infineon and Wolfspeed Extend SiC Wafer Supply Deal to 200 mm
Infineon and Wolfspeed moved their SiC wafer supply deal to 200 mm. No value or volumes disclosed; Yole market figure is via Wolfspeed.
Oracle Asks FERC to Expedite Green Chile Gas Pipeline for Project Jupiter
Oracle asked FERC to expedite Transwestern's Green Chile gas pipeline for Project Jupiter in New Mexico, Bloomberg reported on the letter.
Venture Global Signs Frame Deals for Up to 16 Gas-Fired Power Islands
Venture Global signed frame agreements with GE Vernova and Baker Hughes for up to 16 gas-fired 720 MW power islands, separate from compute plans.
Enerflex Wins Over 1 GW Gas Power Order for North American Data Centre
Enerflex will build over 1 GW of on-site gas power units for an unnamed North American data centre, lifting its behind-the-meter backlog past 1.75 GW.
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