Proposed PJM curtailment and bring-your-own-capacity rules for large loads were rejected by FERC; monitoring requirements won approval.
Full story: https://thetechcapital.com/ferc-rejects-pjm-large-load-interconnection-proposals/
@thetechcapital.com
@thetechcapital.comProposed PJM curtailment and bring-your-own-capacity rules for large loads were rejected by FERC; monitoring requirements won approval.
Full story: https://thetechcapital.com/ferc-rejects-pjm-large-load-interconnection-proposals/
@thetechcapital.comGrowing AI and cloud traffic is driving fibre network upgrades by Colt, EXA Infrastructure and Space Norway, expanding capacity and route diversity.
Full story: https://thetechcapital.com/european-fibre-operators-global-connectivity-upgrades/
@thetechcapital.comA credit backstop from AMD advances TensorWave’s 222MW lease at Fermi America’s Project Matador. Construction financing still needs to be secured.
Full story: https://thetechcapital.com/fermi-america-data-centre-lease-backstop-amd/
@thetechcapital.comA fresh €800m (US$896m) share issue supports SWI Group’s shift from bitcoin mining towards AI infrastructure in Europe and the US.
Full story: https://thetechcapital.com/swi-group-900-million-bitcoin-mining-ai-infrastructure/
@thetechcapital.comAI demand strains grid finances, Moody’s warns.
Full story: https://thetechcapital.com/europe-data-centre-boom-power-grids-financial-strain-moodys/
Infrastructure Futures, London, 7 Dec 2026: https://events.thetechcapital.com/page/infrastructure-futures-2026
@thetechcapital.comCould AI help economies with fewer workers?
Full story: https://thetechcapital.com/missing-millions-ai-global-demographic-crisis/
Infrastructure Futures, London, 7 Dec 2026: https://events.thetechcapital.com/page/infrastructure-futures-2026
@thetechcapital.comBitdeer AI has secured a 67MW Malaysia campus. Its US$10bn potential contract pipeline is not signed revenue; A901 has no customer offtake yet.
@thetechcapital.comGoodman's planned 1GW Tsukuba campus faces local opposition, Reuters reports. The company says it remains open to meeting residents.
https://thetechcapital.com/goodman-reportedly-faces-growing-opposition-to-japan-data-centre-project/
@thetechcapital.comThe US Defence Department has announced US$350m for quantum computing research, targeting practical defence applications.
https://thetechcapital.com/us-defence-department-350-million-quantum-computing/
#quantumcomputing #thetechcapital @psiquantum.bsky.social
@thetechcapital.comBridge Data Centres is reportedly discussing a US$6.6bn Malaysia loan. Talks remain ongoing, Bloomberg reports.
https://thetechcapital.com/bridge-data-centres-seeks-to-expand-malaysia-loan-to-6-6-billion-report/
@thetechcapital.comCypher Capital is testing investor interest in a European data centre land fund. It remains in pre-marketing and has not been formed.
https://thetechcapital.com/cypher-capital-european-data-centre-land-fund/
@thetechcapital.comNebius has signed an LOI to lease capacity at VOLT's planned Rotterdam campus. The proposed deal still needs detailed agreements.
https://thetechcapital.com/nebius-signs-loi-for-rotterdam-data-centre/
@thetechcapital.comOCP's new designs cover AI rack power, liquid cooling and networking. Some specifications remain provisional.
https://thetechcapital.com/ocp-megawatt-ai-racks-power-networking-standards/
@thetechcapital.comPremium: How proposed UK grid fees and development milestones could affect viable data centre projects.
Full story: https://f.mtr.cool/skgq8eayj6
You lead. We report.
@thetechcapital.comStructure Research puts neocloud equity, debt and committed financing above US$120bn in January–September 2026, including undrawn facilities.
Full story: https://f.mtr.cool/q6cuxq5tz3
You lead. We report.
@thetechcapital.comPremium: Could biology become part of future data centre architecture? We explore the potential and unresolved infrastructure questions.
Full story: https://f.mtr.cool/z5nj1rbsvi
You lead. We report.
@thetechcapital.comWhy APAC data centre operators are turning to public markets, and what investors want to know about power, delivery and returns.
Full story: https://f.mtr.cool/hs648r4r86
You lead. We report.
@thetechcapital.comPremium: TeraWulf’s Lake Mariner experience shows why turning Bitcoin sites into AI campuses takes more than access to power.
Full story: https://f.mtr.cool/8z4l8pheom
You lead. We report.
@thetechcapital.comOur 7 October report examines how Luxembourg’s proposed securitisation reforms could widen infrastructure financing options.
Full story: https://f.mtr.cool/tef47f7nv6
You lead. We report.
@thetechcapital.comAIB Data Centers signs a 12-year Nebius agreement for 50MW of critical IT capacity in the southeastern US.
Full story: https://f.mtr.cool/7ebw601muz
You lead. We report.
