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Recent news

• Sep 8, 2026

  Verizon, Corning Ink Multibillion-Dollar Fiber Deal

  Corning has announced a multibillion-dollar fiber supply deal with Verizon running from 2027 through 2032.

  • Verizon said the agreement will support its plan to expand its fiber footprint to 40-50 million passings and to access more than 80 million miles of fiber.
  • The companies did not disclose the exact dollar amount or other terms; the article also notes similar fiber deals involving Amazon, Meta ($6 billion in January), and NVIDIA ($500 million in May), plus a supply crunch tied to BEAD domestic manufacturing rules.
• Sep 8, 2026

  Microsoft inks long-term PPA for Washington solar project

  Microsoft has become the long-term offtaker for electricity and environmental attributes from Cypress Creek Energy’s Ostrea Solar project in Washington, which has reached commercial operation.

  • The Ostrea Solar project in Yakima County, Washington adds 104 MWdc / 80 MWac and is owned and operated by Cypress Creek for up to 40 years; the terms of Microsoft’s agreement were not disclosed.
  • Cypress Creek said the project reflects approximately $180 million in private investment, will generate an estimated $13.3 million in state and local tax revenues, and helped conserve about 275 acres of shrubsteppe habitat; Microsoft’s involvement comes as it expands its AI/data center footprint and reported higher emissions in 2025.
• Sep 7, 2026

  Sovereign cloud, managed services: how French providers are rewriting the rules for European mid-market IT

  The article argues that cloud sovereignty has become a procurement criterion for European mid-market CIOs, while highlighting Jiliti as an example of a provider expanding its sovereign managed cloud footprint.

  • The piece says NIS2, DORA, and the proposed Cloud and AI Development Act (CADA) are changing cloud purchasing decisions in Europe, with requirements around auditability, data location, and reversibility.
  • It highlights Jiliti as a French provider that integrated Naitways in 2025 and opened points of presence in Frankfurt and Milan in March 2026; it also cites market figures of €61 billion in European cloud infrastructure revenues in 2024 and over €75 billion expected in 2025.
• Sep 5, 2026

  Civil Rights Groups Urge Halt to South Africa Data Center Boom Amid Water and Power Fears

  South African civil rights groups have called for a halt to additional data center construction until the use of scarce water, land, and electricity resources is investigated.

  • The South African Human Rights Commission said it received over 250 submissions after calling for input in May 2026 and is examining electricity, water demand, land use, and environmental impacts tied to data centers.
  • The article cites a proposed Equinix hyperscale facility in Cape Town requiring an estimated 160 megawatts of electricity, while noting Eskom reported a power surplus and operators say most data centers increasingly rely on renewable energy.
• Sep 5, 2026

  Global bond sell-off exposes the cost of high debt

  Policy Circle has published an analysis of how rising oil prices, inflation, and heavy borrowing are driving a global government bond sell-off.

  • The article argues that Brent crude above $95 and renewed US-Iran fighting are lifting inflation expectations, pushing US, Japanese, British, and German yields higher, and forcing markets to price in further central bank tightening.
  • It also highlights larger structural pressures: higher sovereign debt, rising defence and pension costs, and competition from technology firms issuing debt for AI/data centres, including about $220 billion from five large tech companies this year.
  • For India, the piece says near 89% crude import dependence makes the economy vulnerable to oil shocks, while the 2036 bond yield was around 6.95% and the RBI’s buffers can only soften volatility, not eliminate imported-energy costs.
• Sep 3, 2026

  Amazon signs first Asia Pacific standalone battery storage tolling deal for 50MW BESS in Australia

  Amazon Australia has announced a first standalone battery storage tolling agreement with Anza Power for the 50MW/200MWh Bairnsdale BESS in Victoria.

  • The deal covers the Bairnsdale battery energy storage system in East Gippsland, Victoria, which will connect directly to the electricity grid and dispatch stored power during peak demand.
  • Amazon said this is its first standalone battery storage tolling agreement in APAC and a first-of-its-kind arrangement in Australia for a non-energy business; Anza Power was launched by I Squared Capital in January 2026 with a US$300 million commitment.
  • The article also cites Amazon’s broader Australia activity, including nine PPAs totaling 430MW signed in April 2026, an AU$20 billion (US$13.86 billion) data centre expansion commitment announced in June 2025, and a claim of ten battery storage projects in Australia with 368MW combined capacity once completed.
• Sep 2, 2026

  AWS Wires a New US AI Route Across the Pacific

  Amazon Web Services has announced plans to build the Sta’O’Nuk subsea cable, a 420 Tbps trans-Pacific route between Japan and Washington State, with service targeted for 2029.

  • The cable will use 20 fiber pairs and is intended to support distributed large language model training, financial transactions, edge computing, and video streaming; AWS says it will add a new US landing point for trans-Pacific traffic.
  • Toptana Technologies is developing a landing station in Ocean Shores, Washington, initially designed for up to four subsea cable systems and expandable to 16; the project will connect to Seattle and Hillsboro, Oregon via terrestrial backhaul along the Interstate 5 corridor.
• Sep 2, 2026

  One Nuclear Signs Deal for 2.88-GW Gas-Fired Plant, Large BESS for Louisiana Data Center Campus

  ONE Nuclear Energy has announced a binding letter of intent that would provide site control for development of Project Cayman, a 2.88-GW gas-fired power plant and 700-MW/2.88 GWh battery energy storage system alongside a data center complex in Louisiana.

  • The LOI was signed with a prominent Louisiana landowner group; the company said the strategy aligns with Entergy’s regional transmission buildout and that it will hold public information meetings with local parishes and agencies through year-end.
  • Project Cayman is near RiverPlex MegaPark in Ascension Parish, northeast of SpaceX’s announced $100-billion Starbase Louisiana project; ONE Nuclear said details of the data center development were not disclosed and that it has projects in Washington state, Texas, and New Mexico. The article also notes ONE Nuclear’s recently approved business combination with Hennessy Capital Investment Corp. VII, expected to close by year-end.
• Sep 2, 2026

  ONE Nuclear Energy executes LOI for 2.88GWh BESS and gas plant co-located with Louisiana data centre

  ONE Nuclear Energy has announced a binding letter of intent to develop Project Cayman, a 2.88GW natural gas plant and 700MW/2.88GWh battery energy storage system co-located with a high-capacity data centre campus in Louisiana.

  • The LOI was executed on 31 August with an unnamed prominent Louisiana landowner group for the Project Cayman site near RiverPlex MegaPark and northeast of SpaceX’s recently announced infrastructure development.
  • ONE Nuclear said the project supports Entergy’s transmission expansion, and that community outreach will run from September through December with public information meetings involving local parishes, agencies, and other stakeholders.
• Sep 2, 2026

  AWS and Accenture sign deal to accelerate cloud and AI across the Middle East

  Accenture has announced a six-year strategic collaboration with Amazon Web Services to help organizations across the Middle East accelerate cloud adoption and AI deployment.

  • Accenture will deploy a dedicated regional team of architects and delivery leads to support cloud migration and modernization, data and AI, and enterprise platform initiatives.
  • The deal was announced at LEAP 2026 in Riyadh; AWS also highlighted prior and ongoing investment in the region, including $5.3 billion in Saudi Arabia for its first AWS infrastructure Region and about $5 billion in the UAE through 2036.
  • Accenture said it will establish industry-specific initiatives for sectors including energy, financial services, and the public sector; it also referenced earlier collaboration to bring the AWS Cloud Institute to Saudi Arabia and the UAE.
• Sep 2, 2026

  Could Fiber Be the Next Big Bottleneck in Data Center Growth?

  This article is commentary and analysis about fiber connectivity as a data center infrastructure constraint, not a first-time announcement by a specific company.

  • It argues that enterprise-grade fiber is becoming as important as power and water for data center growth, citing Zayo’s 2025 Bandwidth Report and noting data center bandwidth purchased grew about 330% in the early 2020s.
  • It suggests operators prioritize fiber availability, map competitive demand, and use incentives with carriers; it also mentions AWS SiteLink and Azure ExpressRoute Global Reach as alternative connectivity options.
• Sep 1, 2026

  Oracle To Lay Off Another 3,000 Employees In India: Report

  Oracle reportedly plans another round of layoffs in India. - Times of India reported that Oracle plans to cut nearly 3,000 jobs in India, with layoffs potentially starting September 1; Moneycontrol said the cuts could begin mid-September.

  • The report says this could eliminate up to 10% of Oracle’s 30,000-strong India workforce; Oracle has also previously downsized its India staff by nearly 12,000 in March citing AI-led automation.
  • The article adds that Oracle spent $55.7 Bn on capex in FY26, up from $21.2 Bn in FY25, to build data centres and server capacity for AI clients such as OpenAI and NVIDIA.
• Sep 1, 2026

  Roundup: $499 toothbrush / Quicker delivery decisions / US job openings

  OneRail has announced the launch of OmniStar, an AI-powered delivery platform built with Nvidia technology to help retailers choose more efficient and cost-effective delivery options.

  • The platform uses OneRail’s data from millions of drivers and logistics partners and can reduce routing decisions from about 20 minutes to about 2 minutes.
  • OneRail says OmniStar is designed to help smaller retailers cut costs and improve delivery competitiveness against Amazon and Walmart.
  • This is a new product announcement referenced in a CNBC story, not a detailed customer deal or contract disclosure.
• Sep 1, 2026

  Meeting AI Demand: Alternate Power, Design, and Site Strategy

  The article discusses how AI is reshaping data center design, site selection, and power strategy; it is an explanatory industry article, not a first-time company announcement.

  • It says AI data center power demand in the United States could grow more than thirtyfold by 2035, reaching up to 123 GW, and cites Deloitte’s 2025 AI Infrastructure Survey.
  • It describes design and siting strategies including on-site generation, small modular reactors (SMRs), fuel cells, batteries, renewable energy, and off-grid or behind-the-meter power arrangements for hyperscale clients such as Amazon, Meta, Microsoft, and Google.
  • Quotes are attributed to Chris Hastings of Vanderweil Engineers, Dutch Wickes of Ci Design, Inc., and Mason McPike of Provident Data Centers.