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Amazon
Data center news, project activity, and monthly briefings for Amazon.
Amazon · Construction & power moves · 2
full tracker →Where Amazon is securing land and power — each traced to primary filings.
Editor's picks
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Cross Connect Services: Enhancing Data Center Connectivity
This article is an explanatory overview of data center cross connects and interconnects, not a first-time announcement or a report of a specific deal.
- It explains that cross connects are physical cable links inside a data center that enable private, secure, low-latency connections between networks, servers, and external networks.
- It contrasts cross connects with interconnects, noting that interconnects can span multiple data centers and may use services such as AWS Direct Connect; it also outlines common cabling types including SMF, MMF, and CAT5 Ethernet.
- The piece is educational and contains no project, contract, investment, or pricing announcement.
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Financial Stability Report - July 2026
The Bank of England has published its July 2026 Financial Stability Report, warning that AI-related valuations, leverage, private credit risks and frontier AI cyber threats are increasing financial stability risks.
- The report says vulnerabilities in risky asset valuations, sovereign debt markets, private credit, and equity leverage remain, while frontier AI is creating new cyber and operational resilience risks.
- It also announces proposed reforms to the UK capital framework, including making buffers more releasable and consulting on changes to the leverage ratio; the report references earlier announcements and ongoing consultations rather than a single new deal.
- The report includes a system-wide exploratory scenario on private markets, states the UK has the largest data centre pipeline in Europe, and notes that AI data centre build-out will require significant investment and financing.
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South Africa is building a secure and inclusive digital future
President Cyril Ramaphosa has highlighted Google’s cloud and AI-related investments in South Africa and cited prior cloud infrastructure commitments by other major technology firms.
- Google announced projects under its “Building for Africa” initiative, including a Digital Exchange Port in the Eastern Cape, a R3 million digital innovation centre at South West Gauteng TVET College in Soweto, and the opening of applications later in 2026 for the Google for Startups Accelerator South African cohort.
- Ramaphosa said Amazon Web Services pledged R30.4 billion in 2023 for South Africa’s cloud infrastructure, Microsoft committed R5.4 billion last year for hyperscale cloud and AI infrastructure, and Mastercard launched an Africa Cybersecurity Centre of Excellence rolling out in South Africa and Nigeria.
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The Data Center Water Problem Is Soluble
ITIF has published a policy report arguing that data center water use can be managed through state-led regulation, standardized disclosure, watershed-based review, and targeted federal support.
- The report says states should require facility-level water disclosures, use watershed-specific performance standards, and establish joint water-energy review for large data center loads.
- It also recommends federal action on standardized metrics, procurement, and R&D rather than a national water mandate; examples cited include Nvidia Rubin liquid cooling and Microsoft zero-water cooling designs.
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Data Centers in Loudoun: A Primer
PEC is calling for reforms to Loudoun County’s data center policy and describing the county’s long-running data center buildout and upcoming 2026 planning decisions.
- The article urges a statewide moratorium, stronger county oversight, more transparency, and resident protections for data centers, including updated noise rules, screening and setbacks, limits on onsite generation, public inventories, and fair cost allocation for transmission and generation.
- It says Loudoun County has already begun a two-phase Data Center Standards & Locations process; phase one ended by-right approvals in March 2025, and phase two is ongoing. It also lists upcoming Planning Commission and Board actions in July and October 2026 for specific proposals.
- The piece provides historical context for Loudoun’s data center growth, citing the 1993 MAE-East hub, 1997 first data center, 2008 sales tax exemption, and county demand reaching 5.33 GW by 2025. It also says data centers generated 38% of General Fund revenue and that the state tax exemption cost $1.9 billion this past year.
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Cloud Hidden, Rationale Unknown: The DMA’s Foggy Attack on AWS and Azure
The article is an opinion/commentary criticizing the European Commission’s preliminary decision to designate AWS and Azure under the Digital Markets Act.
- The author argues the Commission’s preliminary decision would extend the DMA to cloud computing services offered by Amazon’s AWS and Microsoft’s Azure, despite the services not meeting the statute’s quantitative thresholds.
- It says the DMA’s thresholds include €7.5 billion in EU revenue or €75 billion market capitalization for gatekeepers, and 45 million monthly active end users plus 10,000 yearly active business users for core platform services; it also compares AWS and Azure with Spotify and SAP as examples of EU firms allegedly overlooked.
Recent news
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Google Cloud names Hussein Shell to lead oil & gas unit
Google Cloud has announced that Hussein Shell will lead its global oil and gas strategy from Houston, Texas.
- Shell moved from Amazon Web Services (AWS), where he was chief technologist for just under four years working on cloud migration and technology innovation for energy and utility companies.
- He previously served as CTO of energy and resources at Microsoft and spent nine years at Chevron; he said the energy sector needs next-generation solutions using AI, machine learning, and data analytics. The article also notes Google Cloud has partnered with SLB, TotalEnergies, Aker BP, Chevron, and more recently Baker Hughes on AI tools for data center power optimization and sustainability.
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NSF’s $20M Quantum Push: What It Could Mean for Future Data Centers
The US National Science Foundation (NSF) has announced $20 million in additional funding for five quantum research teams as part of its National Quantum Virtual Laboratory program.
- NSF selected five additional teams to join the National Quantum Virtual Laboratory, with each team receiving $4 million over two years to refine development plans for fault-tolerant computing, quantum networking, and next-generation sensing.
- The program expands to nine design projects total, involves researchers across 20 US states and partners including NASA, NIST, Department of Energy national laboratories, and industry participants such as Nvidia, Honeywell, IonQ, and Quantinuum; it also supports the White House executive order on quantum innovation.
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Amazon sees $25bn raise in bond sale
Amazon has announced plans to raise up to $25 billion in a US bond sale to support general corporate purposes, including capital expenditures and investments in subsidiaries.
- The offering is split into eight tranches: $750 million floating-rate notes due 2029; $3.5 billion fixed-rate notes due 2029; $4.25 billion due 2031; $3 billion due 2033; $4.5 billion due 2036; $2.75 billion due 2046; $4 billion due 2056; and $2.25 billion due 2066.
- Amazon expects to invest about $200 billion in 2026, with most of that going to AWS AI and data center buildout; the company reported $143 billion in cash and securities as of March 31, 2026. Bloomberg said initial demand reached $62 billion before being reduced to about $41 billion.
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AWS files for $1.2bn data center campus outside Houston, Texas
Amazon Web Services has filed plans for a new four-building data center campus, Project Eagle, in Boling, Wharton County, outside Houston.
- Through Amazon Data Services, AWS filed four separate TDLR applications for identical buildings of 189,060 sq ft each, with $300 million listed for each building.
- Construction is set to start on August 1, 2026; the first three buildings are scheduled for completion in early January 2027, and the fourth in August 2027. The campus is planned for roughly 2,700 acres near FM 1301 and FM 442 at 240, 244, and 258 Eaglewood Road.
- The article also notes AWS’s broader Texas footprint, including a 1,300-acre land acquisition near Cedar Creek in Bastrop County in May 2026, plus prior filings in San Antonio, DeSoto, and near Vistra’s Comanche nuclear plant outside Fort Worth.
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GridMarket, Deployable Energy partner to deploy microreactors for data centers
GridMarket and Deployable Energy have announced a partnership to support advanced nuclear power development for the data center sector.
- The companies are targeting deployment of 500MW per year from 2030 to 2035 and say the partnership could support more than 3GW of capacity through 2035.
- GridMarket will connect its customer pipeline and deployment-ready sites to Deployable Energy’s Unity Nuclear Battery, a 1MWe gas-cooled microreactor designed to fit inside a 20 ft container and be deployed in arrays.
- Deployable Energy was selected for the Nuclear Energy Launch Pad and says its test reactor reached criticality earlier this month; the company is based in Houston, Texas. The article also notes that the parties will pursue customer engagements and an initial pilot project, with no further pilot details provided.
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SpaceXAI wants to compete on AI infrastructure, not just AI models
SpaceXAI has announced a new unified company strategy combining SpaceX and xAI to pursue orbital AI infrastructure.
- The company said it will combine Grok models, Colossus GPU clusters, Starlink networks, and SpaceX launch capabilities to build data centers in space powered by solar energy.
- It said it will deploy AI compute satellites as early as 2028 and begin work on the 11-million-square-foot Gigasat factory as soon as late 2027; the article also cites $55 billion for that factory investment.
- The article references prior disclosures that SpaceX spent $12.7 billion on AI in 2025 and that Anthropic and Google signed access deals worth $1.25 billion per month and $920 million per month respectively for Colossus.
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Roundup: New Fiat EV / Microsoft using its own AI / Workforce housing
Microsoft has announced that it is replacing some OpenAI and Anthropic models with its own in-house MAI models in selected apps.
- Microsoft is already using its MAI models to handle tens of thousands of AI prompts each week in some apps, including Excel and Outlook, while routing more complex requests to external models when needed.
- Separately, Fiat Topolino is launching in the U.S. at $13,995 for use in private communities, resorts, and golf courses; Caddo Parish commissioners also halted a proposed temporary workforce housing ordinance tied to projects such as the Amazon data center.
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Data center opened inside the UAE’s 'Innovation City’
Siada has launched a data center inside Innovation City in Ras Al Khaimah, UAE, to provide sovereign cloud and GPU capacity for AI users.
- The facility lets users rent Nvidia B200s “by the hour” inside the UAE, with residency tracked “down to the moment you were billed.”
- Innovation City says founders and enterprises can access capacity by the hour, reserve long-term capacity, or deploy fully managed on-premises environments; additional sites are planned across the UAE and wider region.
- The article notes the size and capacity were not disclosed and places the launch in the context of other UAE data center activity, including Pure DC’s planned expansion from 41MW to 48MW and Asprofin’s proposed program of up to $12 billion.
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Orbital files for 100,000 space data satellites for 10GW compute constellation
Orbital Compute Inc. has filed with U.S. regulators to launch up to 100,000 orbital data center satellites and build a space-based computing constellation.
- The company filed with the FCC for up to 100,000 ODC satellites, claiming 10GW of cumulative computing power and 100kW compute per satellite in low Earth orbit at 500–850 km altitude.
- Orbital said the constellation would rely on Starlink and Amazon for data relays, with a 2027 pathfinder demonstrator planned using Nvidia’s Blackwell chip; it also cited a $5 million pre-seed round and an ODAR committing to derelict disposal within five years and a 0.001% explosion/conjunction probability.
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Anthropic signs $19bn, 20-year lease for Kentucky data center with TeraWulf
TeraWulf has announced a long-term lease with Anthropic for its Justified Data campus in Hawesville, Kentucky, and separately said it is selling its 50.1% ownership interest in the Abernathy Joint Venture.
- Anthropic lease: the agreement runs for 20 years and is expected to generate about $19 billion in revenue for TeraWulf; the campus is planned for up to 401MW of IT capacity, with initial capacity in the second half of 2027 and full operations by early 2028.
- Abernathy JV sale: TeraWulf said it is divesting its entire 50.1% ownership in the JV with Fluidstack in Abernathy, Texas; the JV was formed in October 2025 for a 168MW data center on a 120-acre campus, and TeraWulf said the deal helps it realize value from its $450m investment.
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Amazon's data center arm expands land lease by four acres in Mumbai, India
Amazon Data Services has announced an additional lease of four acres in Powai, Mumbai, expanding its data center land holdings at the site to 13.5 acres.
- The new lease is a 17-year agreement with Larsen & Toubro Ltd valued at Rs 650 crore ($68.13m).
- Amazon first leased 5.5 acres in August 2022 and another 4 acres in August 2023; the site was said to be for a data center. The article also references Amazon/AWS broader India and Mumbai-region investment plans, including $3.7bn spent between 2016 and 2022, $8.3bn planned for AWS Asia-Pacific (Mumbai), $429.8 million for a Navi Mumbai data center, $35 billion committed in India, and $7bn for Hyderabad expansion.
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Amazon pens battery storage PPA for 220MWh solar-plus-storage site in Australia
Amazon and European Energy have announced an expanded power purchase agreement for the Winton North solar-plus-storage project in northeast Victoria, Australia.
- Amazon Web Services’ head of infrastructure policy for Australia and New Zealand, Matt O’Rourke, said Amazon is expanding its partnership with European Energy by signing a new battery storage agreement alongside its existing solar PPA for Winton North.
- European Energy said the project reached financial close with debt financing from Commerzbank AG’s Singapore branch and Société Générale; the project includes 130MW solar PV, 100MW/220MWh BESS, is under construction, and is expected to be completed in 2026.
- The site is a 256-hectare project expected to generate 227GWh of clean energy annually and connect to AusNet’s transmission network at Glenrowan Terminal Station via approximately 5km of electrical line.
- The article also references Amazon’s broader AU$20 billion commitment to expand Australia’s data centre infrastructure using utility-scale solar power.
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Why India’s AI Boom Is Running On A Waiting List
The article analyzes how AI chip shortages and supply-chain constraints are reshaping how India’s cloud providers and startups source and use compute, rather than announcing a new deal.
- GPU delivery timelines have shifted from weeks to months, with large deployments historically taking 6-15 months in 2024 and dedicated cluster setups now taking about 4 months; lead times for next-generation enterprise AI GPUs are said to be 36-52 weeks.
- Supply bottlenecks extend beyond chips to CoWoS packaging, HBM memory, and networking components; the article also cites 2027-2028 as the expected period when new memory factory capacity from SK Hynix, Samsung, and Micron may materially improve supply.
- The story highlights how firms such as Murf.AI, Nurix, and CoRover are reserving capacity in advance, using mixed hardware fleets, and optimizing workloads to cope with scarcity, while IndiaAI-related sourcing is mentioned as part of the broader compute ecosystem.
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AI needs datacentres consuming water and energy – can we resist?
A Manchester conference titled “This Is Not Inevitable: Standing up to AI and Big Tech” brought together campaigners, unionists, and citizens to criticise the energy, labour, and ethical impacts of AI and data centres.
- Speakers said 140 proposed UK data centres had applied for grid connections and would require 50 gigawatts; Owen Espley said the biggest tech companies may spend around $7 trillion by 2030.
- The conference also highlighted concerns over fossil-fuel power, cobalt sourcing from the Democratic Republic of Congo, AI in war and surveillance, and workplace monitoring, while urging a UK moratorium on data centres until national limits are set.