Energy, master-planned data centres, new entrants, APAC, GPUs, edge
The past week saw more new market entries from the energy and cryptocurrency worlds, with new operators breaking into the market to pursue GPU clouds and edge, while there was more activity in APAC master-planned data centre parks.
As power constraints become more intense and capacity requirements grow, energy companies are moving into the business to provide alternatives and develop on-site generation capabilities that get data centres behind the meter. New Fortress Energy is the latest to enter, with the launch of a new business called Klondike Digital Infrastructure. Meanwhile, cryptocurrency is another market that is moving fast into data centres and Applied Digital continues to ramp its data centre and operations in North Dakota.
Master-planned data centre developers continue to make forward progress and the past week saw TA Realty partner with EdgeConneX for a large hyperscale campus development in Atlanta, Georgia. TA Realty has focused on the pre-development work and EdgeConneX will design, build and operate.
Speaking of new entrants, they continue to emerge across a number of different market segments. DataNovaX opened a new facility in Wichita Falls, Texas, Voltage Park launched a new GPU cloud infrastructure service and Duos Edge AI formed to go after edge deployments in underserved markets.
Finally, there were more development in the APAC region. Vantage Data Centers opened its first data centre in Taiwan and Equinix is building a new data centre in Chennai, India.
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