AI-led data-center growth is complicating power-demand planning in Thailand and Indonesia. Thailand has received data-center power requests totaling about 35 GW and is considering supplying about 8.8 GW, while Indonesian developers cite uncertainty over customers’ access to AI chips as a constraint on firm demand forecasts.
Sitetracker is extending its platform from repeatable telecommunications deployments into renewable-energy and data-center infrastructure. The company positions its Salesforce-based system as a tool for coordinating site selection, power tracking and asset management across the infrastructure lifecycle.
ABB has introduced Infinitus, a Source-to-Rack power portfolio for 800 VDC AI data-center architectures. The company expects selected key components to enter production within 12 months and estimates that the first native DC data centers using the full portfolio could be built and commissioned in two to three years.
Japanese and South Korean MLCC suppliers are reallocating supply away from selected consumer and standard automotive components toward higher-specification products for AI servers, data centers and automotive electronics, according to TrendForce. In parallel, international OEMs and ODMs have begun validating Chinese MLCC suppliers as potential alternatives for less demanding applications.
GlobalFoundries says it is deepening engagement with Taiwan’s semiconductor ecosystem while advancing its GaN technology and manufacturing strategy. The company cites rapidly growing data-center demand for reliable low-voltage GaN power components and says it intends to expand global capacity, without disclosing a scale or timetable.
AMD said its 6th Gen EPYC 9006, codenamed Venice, server processors are in production. The company expects major OEM platforms and deployments by leading cloud providers later in 2026, while publishing vendor-run performance comparisons for the EPYC 9996.
Coherent Corp. shares rose 6.08% in intraday trading on September 18 amid investor interest in optical-infrastructure suppliers serving AI data centers. S1 also reported that the company has introduced an updated pluggable optical line system and begun volume shipments to major cloud customers.
GlobalFoundries and Marvell Technology have announced an expanded strategic collaboration covering silicon-photonics manufacturing and packaging. The companies aim to accelerate commercialization of optical interconnects for AI data centers and hyperscale cloud infrastructure.
A legal review by Jipyong argues that rising power demand from AI data centers is reshaping how energy assets and M&A transactions are assessed in South Korea. The review identifies permitting, grid-access availability and timing, and power-sales contract structures as central variables for assets serving data-center load.
Brazilian President Luiz Inácio Lula da Silva signed the Redata tax-incentive regime on 15 September, framing it as a measure to stimulate the country’s data-center market. Lula said Brazil could attract up to US$1 trillion in investment, citing the country’s ability to produce renewable energy, but no supporting methodology was disclosed.
Brazilian President Luiz Inácio Lula da Silva said the country can receive up to US$1 trillion in investment, linking the statement to the adoption of an incentive law for data centers. The available source material does not identify committed capital, investors, projects or deployment timelines.
DCD has announced its Investment Forum New York 2027, a closed industry forum for investors, operators and advisers in digital infrastructure. The programme is positioned around capital allocation, power, strategy, risk and opportunity in the AI-driven economy.
DCD has announced that DCD Connect | London 2027 will be held at Olympia London, moving to a larger venue after the 2026 edition sold out. Further details of the 2027 programme are due to be released later.
South Korean AI semiconductor startup Rebellions has partnered with Japanese AI company ai& to deploy its RebelRack AI-infrastructure platform in Japan. The first deployment is planned at an ai&-operated data center in Tokyo, with ai& intending to purchase up to 100 units as it expands its data-center footprint.
Huawei has introduced Peerium, an AI computing architecture it says can coordinate processors at million-scale as a single computing system. The company said a 256,000-card Atlas 950 cluster is being deployed, while an NPO-based Atlas 960 system is under testing.
San Jose is working with PG&E to accelerate grid connections for AI data centers and other large electricity users, but the initiative is drawing opposition from residents and environmental groups. Critics are seeking fuller disclosure of proposed projects’ energy and water requirements before approvals are granted.
Microsoft and Alphabet used climate events in New York to respond publicly to mounting criticism of rapid data-center expansion, focused on electricity tariffs, water use, employment and local regulation. Separately, Data Center Watch was cited as estimating that roughly 45 US data-center projects were blocked or delayed in the second quarter amid community and policy resistance.
Residents and environmental groups in San Jose are pressing for tighter scrutiny of planned AI-focused data centers, citing potential pressure on electricity and water systems and impacts on local living conditions. The opposition comes as California lawmakers advance data-center measures covering grid-cost allocation and energy and water-use disclosure.
onsemi has introduced its Embedded Power Platform (EPP), an integrated power-system platform targeting AI data centers, electric vehicles and industrial applications. Its first cited application is a solid-state circuit breaker, with samples planned for strategic automotive and AI customers this year; no production timetable has been disclosed.
J-Power has decided to enter the data-center market with a planned containerized facility in Kaminokuni, Hokkaido. The provisional Kaminokuni Data Center is intended to provide NVIDIA GPU-based computing services from summer 2027.