Global DRAM module revenue reached $21.2 billion in 2025, up 59% year on year, according to TrendForce. The firm attributes the acceleration partly to increased server-DRAM procurement by North American and Chinese cloud service providers (CSPs) in the second half for general-purpose compute infrastructure supporting AI agents.
Lightmatter has joined the Open CPX MSA and introduced the Passage L20 CPX, an NPO-based optical module for AI infrastructure using bidirectional optical connectivity. The company plans to begin shipping evaluation kits to customers in the first quarter of 2027.
Amazon Web Services has decided not to build a data center in Hood County, Texas, after seeking a property-tax abatement of up to 90% for as long as 30 years. The county was one of several sites under consideration by AWS.
SB Energy, a SoftBank subsidiary developing a data-center project in Ohio, has postponed its planned IPO after banks failed to secure sufficient demand within the proposed price range. Holtec has indefinitely paused its own listing plans, citing uncertainty around data-center development, while Aggreko has slowed its IPO process.
Market Research Center has released its “Global Power Semiconductor in Data Center Market 2026–2032” report, forecasting growth from $650 million in 2025 to $1.363 billion by 2032. The report projects an 11.4% CAGR for 2026–2032.
Texas Governor Greg Abbott has directed the state environmental regulator to halt new data-center-related state permits until ERCOT completes an audit of projects awaiting grid connection, according to S1. The measure extends a previously reported pause in interconnection approvals to state environmental permitting.
The European Commission has proposed a harmonised ratings and disclosure framework for data centers with electrical capacity above 500 kW. The draft would require reporting on electricity use, water use in the context of local water scarcity, and waste-heat utilisation, but would not impose direct caps on electricity or water consumption.
KKR-managed funds and Korean investment institutions have committed KRW 3.08 trillion (about $2.2 billion) in equity financing to SK Telecom’s newly created data-center business. The commitment spans data centers, subsea cables and electricity demand rather than data-center assets alone.
Community protests negatively affected the delivery timelines of 45 US data-center projects with a combined reported value of $68 billion in the second quarter of 2026, according to Data Center Watch statistics cited by Bloomberg. The affected projects represented half of the large US data centers announced during the quarter.
Chinese partners have been announced as investors in $2.28 billion of data-center and digital-currency production infrastructure in the Kungrad and Takhiatash districts of Karakalpakstan, Uzbekistan. Separately, the first phase of Linkwise’s modular intelligent computing center in Takhiatash is reported to have entered operation.
Participants at South Korea’s second Hydrogen Economy Forum in Seoul discussed fuel cells and hydrogen turbines as potential onsite power sources for AI data centers facing grid-capacity constraints. The event was an industry and policy discussion, not the announcement of a specific data-center power project or procurement commitment.
Banks that provided about $18 billion in loans linked to New Mexico’s Project Jupiter have reportedly struggled to distribute the debt to a broader investor base, with informal secondary-market indications at 89–91 cents on the dollar. The Oracle/OpenAI-linked AI data-center project also faces local opposition, a blocked gas-pipeline request and an estimated delay to its first phase.
Hot Chips 2026 highlighted a widening push by cloud and AI companies to develop proprietary accelerators alongside the established CPU and GPU suppliers. OpenAI publicly introduced Jalapeño, its first in-house chip for large-language-model inference, while Google detailed separate eighth-generation TPUs for training and inference.
CoreWeave has announced plans to issue $3 billion in convertible notes to fund capital-intensive AI infrastructure expansion. An option for initial purchasers could raise the offering to as much as $3.5 billion, while the company has also launched an at-the-market equity programme for up to 35 million shares.
IndexBox has published a baseline forecast for the global fire-barrier market for 2026–2035, projecting 5.8% annual growth. The firm identifies data centers, semiconductor fabs and battery energy-storage systems as key sources of demand for passive fire protection.
LG Electronics on September 20 launched an air-cooled, oil-free inverter turbo chiller aimed at AI data-center cooling. The company says the system combines magnetic-bearing compressor technology, free cooling and containerized hydronic modules to improve part-load efficiency, deployment flexibility and recovery after power interruptions.
Korea Investment Corporation (KIC) has said it intends to increase investment in data centers, positioning the sector as strategic digital infrastructure. The fund identified the United States, China and Europe as priority regions and said energy efficiency and renewable energy will be key areas of focus.
Market Research Center has released its Global Transformer-Optimized AI Accelerators Market 2026–2032 report, covering data-center and edge AI accelerator segments. The report forecasts the global market to rise from $193.694 billion in 2025 to $737.129 billion in 2032, with a projected 17.1% CAGR for 2026–2032.
Russia’s Ministry of Defence said it struck the Bi-Mobile data center in Kyiv with high-precision weapons and drones, alongside the Radionics enterprise. The ministry alleged that the facility held intelligence data and network equipment used by Ukraine’s armed forces; the claim and the impact on the site have not been independently confirmed in the provided material.
Investors are increasingly weighing whether calls from AI industry leaders to slow the pace of advanced-model development could temper the infrastructure investment cycle. No evidence of widespread cancellations of data-center projects or equipment orders had emerged at the time of publication.