Hyosung Heavy Industries has announced ₩386.5 billion in contracts to supply ultra-high-voltage transformers for two new AI data centers in the United States, ordered by two undisclosed US Big Tech companies. The contracts cover 765 kV equipment for a southern US site and 345 kV equipment for a northern site.
Tokyo Gas Engineering Solutions (TGES) and containerized data-center provider Getworks have entered a business collaboration agreement to advance deployments at former industrial sites and underused land in Japan. The companies are assessing candidate sites; no individual project, capacity or investment commitment has been disclosed.
The Federation of American Scientists has issued guidance for US municipalities engaging with AI data center developers. The recommendations call for time-limited tax incentives, Community Benefits Agreements and upfront requirements covering power, water, noise and end-of-life planning.
Texas Governor Greg Abbott has directed the Texas Water Development Board (TWDB) to pursue legal action to ensure large water users, including data centers, provide required detailed water-use information. The directive comes as the state reviews data-center regulation and as new grid connections remain paused pending reviews.
Market Research Center has announced the release of a paid study covering the global market for optical chips used in data centers. The report assesses global sales for 2025 and presents regional and segment-level sales forecasts for 2026–2032.
East Gate has withdrawn its application for a planned 120 MW data center in Travagliato, Lombardy. The project remained at the permitting stage after required environmental-assessment and grid-connection documentation was not submitted.
MaxCell has outlined a data center cabling strategy based on flexible fabric innerduct for new-build and retrofit projects. The company positions its MaxCell Data Center Edge offering for high-density fibre-optic cable installations and future infrastructure expansion.
Murata Manufacturing is assessing a potentially larger expansion of multilayer ceramic capacitor (MLCC) production as demand from AI servers and AI data centers remains strong. The company has already outlined approximately ¥80 billion of MLCC production-equipment investment through the end of fiscal 2027 and plans to lift MLCC capacity by more than 20% in fiscal 2027.
RBC Capital Markets initiated coverage of Dell on September 11 with an Outperform rating and a $640 price target. Dell shares rose 11.98% that day to close at $567.29, as the investment case focused on AI-server demand, Dell’s NVIDIA relationship and its reported order volume.
SB Energy, a SoftBank Group energy and data-center development subsidiary, is reportedly planning an IPO as early as September 2026. The company cites $430 billion in potential revenue from major data-center contracts, although its three planned facilities are not yet operational.
Japan Gateway Infrastructure (NGI) operates four data-center buildings in Kanagawa and Kobe acquired from NEC and intends to market capacity not retained by NEC. The platform also says it is considering new builds, data-center acquisitions and refurbishment of facilities slated for closure.
NVIDIA is reportedly helping finance a 12 GW data center campus that OpenAI is building in Ohio with SoftBank Energy, according to a single secondary-source report. The reported capacity refers to the total project, although the source does not define the power metric or disclose the project’s delivery status.
Google submitted a 2022 project modification to shift the planned Cerrillos Data Center in Santiago to air cooling after environmental objections to its original groundwater use. In 2024, Chile’s Second Environmental Court ordered a reassessment of the project’s impact on the aquifer, including climate-change considerations.
Infineon Technologies acquired Indian company C2i Semiconductors on 24 August, adding digital power-management technology for AI servers and vertical-power capabilities. The acquisition targets a part of the AI infrastructure stack where higher compute densities are increasing the importance of efficient power conversion and delivery.
OpenAI has hired Yvette Eden Ruiz, who spent 12 years at JPMorgan Chase, for its Community Engagement Team. The move comes as public and political opposition to data-center development increasingly affects the ability to expand large-scale compute infrastructure.
At Tokyo has announced plans to expand services and connection points on its ATBeX platform in the Osaka area, with phased implementation scheduled to begin in November 2026. The initiative includes planned redundant connectivity to the AWS Direct Connect location at Telehouse OSAKA2 and two connection-service options for the AWS Osaka Region.
Japan’s optical-infrastructure ecosystem is advancing manufacturing, standards and network trials aimed at AI data centers and distributed GPU deployments. S1 reported that Tokyo data-center inventory exceeded 1 GW in the first quarter of 2026, alongside initiatives spanning high-density connectors, multicore fiber and all-photonic connectivity.
Marco Allikson, a partner at Baltic Energy Partners, has argued that Estonia should draw on Finland’s experience and consider the strategic attraction of data centers as part of a more resilient energy market. The comments are an expert view, not a government decision or a confirmed data-center project.
Toshiba International Corporation and DIMAAG-AI have announced a collaboration to develop an energy-storage system for AI data centers. The companies plan to integrate Toshiba’s lithium-titanate SCiB cells into DIMAAG’s ZettaWatt Power Platform to manage rapid load swings, provide backup power and support grid stability.
NVIDIA CEO Jensen Huang said the company remains confident of roughly 70% revenue growth next year, while describing supply-chain manufacturing capacity—not demand—as the primary constraint. He also said NVIDIA is monitoring land, power availability and data hall capacity alongside component supply for data center build-outs.