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• Jun 10, 2026 · GeoExPro

  “Running a company is like having a long-term relationship – you have to give and take, but always carry on”

  Rock Flow Dynamics has opened a new data processing centre in Serbia and previously received a $2M investment from Intel Capital which the company later bought out.

  • Main announcement: Rock Flow Dynamics opened a data processing centre in Serbia, reducing regression-test time from up to three days to eleven hours, and continues to run four major releases per year with about 10 minor releases between them.
  • Background and other details:Intel Capital invested $2 M in the company’s early years (the founders later bought Intel out), the company expanded offices to the USA (Houston) and sold first to an exploration company in Dallas; RFD has ~10 M lines of code, and is diversifying into mining, geothermal and lithium sectors.
• Jun 5, 2026

  🇫🇷 French Tech Wire: Helium Crisis Bursts Europe's Fragile Sovereignty Balloon 🎈

  The French Tech Journal published a deep dive by Samuel Hodman revealing a largely hidden global helium crisis and arguing it exposes limits to Europe’s tech sovereignty.

  • Main announcement: The newsletter highlights a Samuel Hodman feature on a global helium crisis that threatens supply chains underpinning European tech sovereignty; the piece frames helium as a critical resource risk for sectors from semiconductors to quantum computing. It also flags Brussels’ emerging sovereignty policy push (preferencing European AI/cloud providers) and the defense tradeshow Eurosatory 2026 partnership.
  • Background and related developments:Quobly raised €115 million in a Series A to industrialize silicon-based quantum computers (aiming for a first commercial system in 2026); Apple set aside €212 million to settle a French tax dispute; funding rounds include Sêmeia €21M and Innovorder €20M, while May startup fundraising in France totaled €392M across 34 deals.
    • Event: Eurosatory 2026
      • Date: June 15–19, 2026
      • Panel: June 17, 4 p.m., Delta | Hall 4
      • Agenda: defense investment scaling, private capital and non-traditional suppliers, interoperability and sovereignty (panel partners include BSV Ventures and JOIN Capital).
• May 13, 2026

  CleanMax PAT Jumps 4.4x in FY26 as Data Centre Demand Fuels Growth, Margins Face Execution Test

  CleanMax reported FY26 financial results showing sharp profitability gains driven by capacity additions and strong demand from data centres and hyperscalers.

  • Key announcement: CleanMax reported consolidated revenue of Rs 1,913 crore for FY26 (up 28% YoY) and PAT of Rs 85.6 crore (up 340% YoY); the company commissioned ~1.4 GW in FY26, has 2.6 GW under execution, and guided annual commissioning >1.5 GW in FY27.
  • Background & specifics: CleanMax’s operational portfolio rose to 3.1 GW and contracted portfolio to 5.7 GW as of March 2026; capacity tied to data centres grew from 254 MW in FY24 to 2,380 MW in FY26; the company announced a co-investment with Apple of ~Rs 104 crore for a 150 MW portfolio and reported an FX gain of Rs 70 crore (offset by an Rs 63 crore FX expense); net debt-to-adjusted EBITDA ~4.75x.
• Apr 26, 2026

  ESG Today: Week in Review

  ISSB (IFRS Foundation) has decided to develop non-mandatory nature-related reporting requirements.

  • ISSB decision: The ISSB will develop non-mandatory nature-related reporting requirements, with ISSB staff recommending a non-mandatory practice statement rather than a standalone standard as the preferred approach. This announcement is presented as a formal ISSB decision reported by ESG Today.
  • Other highlights:bp shareholders defeated a resolution aimed at reducing climate disclosures; the EU unveiled an ambitious electrification target to accelerate the transition away from fossil fuels; Shell faces a new climate lawsuit over drilling and emissions; GM achieved 100% renewable electricity in the U.S.;Meta signed a 1 GW energy storage deal to power data centers; Amazon signed a 685,000-ton carbon credit deal for rice farming in India; Delta confirmed commitment to 10% SAF by 2030; multiple capital raises reported including X-Energy (over $1 billion IPO), Lime Rock New Energy ($640 million), Decade Energy (€22 million), Exergy3 ($13.5 million), Renewable Metals ($12 million); Watershed launched AI agents to clean sustainability data; and exec moves include appointments at Accenture, Heineken, and DBS.
• Apr 21, 2026

  Apple accelerates environmental progress with recycled material in its products

  Apple has announced that 30 percent of material across all products shipped in 2025 came from recycled content, and detailed progress across packaging, batteries, renewable energy, water stewardship, and waste diversion.

  • Main announcement: Apple achieved 30% recycled content across all products shipped in 2025, uses 100% recycled cobalt in Apple‑designed batteries and 100% recycled rare earth elements in all magnets, and completed transition to 100% fiber‑based packaging (goal targeted for 2025). The announcement is presented in Apple’s annual Environmental Progress Report and marked as progress toward Apple 2030.
  • Additional details & background: Apple launched Cora, an electronics‑recycling line at the Advanced Recovery Center (designed and built in the U.S.), and developed A.R.I.S., a machine‑learning detection system run on Mac mini to aid recyclers; Apple reported suppliers procured >20 GW of renewable energy and Apple procured 1.8 GW for offices, stores, and data centers. Apple also reported >15,000 metric tons of plastic avoided over five years and replenished more than half of corporate water use in 2025.
• Apr 17, 2026

  How Big Tech wrote secrecy into EU law to hide data centres’ environmental toll

  Data centre operators successfully lobbied the European Commission to amend EU transparency rules, resulting in classification of individual data centre environmental data as confidential.

  • Main action: The European Commission added an article (Article 5) to the revised Energy Efficiency Directive text—language copied almost word-for-word from industry submissions—stating that “Such information shall be considered confidential information affecting the commercial interests of operators and owners of data centres,” effectively preventing public access to environmental metrics for individual data centres.
  • Background & details: The EED revision (in force 2023) requires monitoring/reporting of energy, water and other KPIs; the Commission told national authorities they were “obliged to keep confidential all information and key performance indicators for individual data centres.” Legal experts (incl. Luc Lavrysen) say the clause violates EU transparency rules and the Aarhus Convention. Ireland has missed the first two national reporting deadlines and is likely to miss the next deadline of 15 May 2026; only 38% of eligible data centres (~770) have reported so far and only 18 Irish data centres provided data.
• Apr 14, 2026 · IT Brief Asia

  Blackmagic expands Resolve with new Photo page & cameras

  Blackmagic Design has announced DaVinci Resolve 21 with a new Photo page, Fairlight Live (beta), and a broad lineup of 100G SMPTE ST 2110-capable cameras and IP production hardware.

  • Software and workflow: DaVinci Resolve 21 adds a Photo page (tethered capture support for Sony and Canon, DaVinci colour toolset, reframing at source resolution, album management, LightBox) and ships with Fairlight Live (beta) for live/immersive audio; the update includes AI-based tools, motion graphics, collaborative workflow updates and integration with Blackmagic Cloud.
  • Hardware, pricing and timing: New cameras and IP production devices emphasize SMPTE ST 2110 over 100G Ethernet. Key items: URSA Cine 12K LF 100G due Q3 at USD $8,995; URSA Cine Immersive 100G due Q3 at USD $26,495. Multiple IP products are due in June with listed prices (see article for full list and specs).
• Apr 13, 2026

  Hyperscale Growth Shifts Inland as AI Drives Power Demand

  Synergy Research Group reports US hyperscale data center expansion is shifting inland as AI-driven power needs prioritize Texas and the Midwest.

  • Shift details: Synergy finds Texas and the Midwest currently account for about one-third of US hyperscale capacity but are expected to capture more than half of new development; there were 580 operational US hyperscale data centers (end of 2025) and 437 additional US data centers in the pipeline (out of 803 planned globally), with the average capacity of new data centers over the next three years almost double that of currently operational facilities.
  • Context and drivers:Power availability has become the dominant site-selection criterion, alongside land, network access, incentives, and permitting; Texas is identified as the most active market, Northern Virginia remains the largest cluster (but not the primary expansion focus), and Midwestern states named include Wisconsin, Indiana, Michigan, and Missouri; market concentration remains high with Amazon, Microsoft, and Google holding 58% of global capacity.
• Apr 8, 2026 · IT Brief Asia

  Iran threat puts Stargate UAE data centre in focus

  The Islamic Revolutionary Guard Corps has publicly named OpenAI’s Stargate UAE campus as a potential target.

  • Main announcement: The IRGC, via Brigadier General Ebrahim Zolfaghari, issued a video statement explicitly naming the Stargate UAE campus (an OpenAI-backed AI infrastructure project) as a potential target and warning that “All power plants, energy infrastructure, and information and communications technology … with American shareholders, shall face complete and utter annihilation.” The threat is framed as conditional on further US military action against Iranian energy infrastructure.
  • Background and project details: The article reports this is the first time the IRGC has identified a specific facility rather than listing companies generically; the Stargate project is estimated to cost USD $30 billion, aims for up to one gigawatt of compute with a 200-megawatt first-phase cluster due by the end of 2026, and is backed by OpenAI, SoftBank, Oracle, MGX with construction led by G42. The piece is a news report documenting the statement and related regional incidents (including strikes on AWS availability zones and a claimed Oracle data centre strike).
• Apr 2, 2026

  Amazon Middle East datacenter suffers second drone hit as Iran steps up attacks

  John E. Dunn reports that Iranian drones struck Amazon’s ME-SOUTH-1 (Bahrain) datacenter on April 1, causing a fire and AWS service impacts; this is the second attack in a month and is framed as part of IRGC threats against US tech firms.

  • Main announcement: The ME-SOUTH-1 (Bahrain) AWS site, operated by Batelco, was hit on April 1, causing a fire and AWS services to be marked as “impacted” on the AWS Service Health page; this follows a March 1 attack on ME-SOUTH-1 and ME-CENTRAL-1 (UAE). Amazon advised customers to enact disaster recovery plans and shift workloads to other Regions.
  • Background and specifics: The attacks are linked to IRGC-aligned channels that have threatened at least 18 US companies (including Microsoft, Google, Nvidia, Apple); the weapon cited is the Shaheed 136 drone (noted as low-cost and used en masse). Amazon has an announced $5.3 billion datacenter investment in Saudi Arabia due in 2026, a concrete project potentially affected.
• Mar 24, 2026

  Superconducting the AI Era: Rethinking Power Delivery for Gigawatt Data Centers

  MetOx CEO Bud Vos outlined the company’s high-temperature superconducting (HTS) approach for moving large amounts of power across gigawatt-scale AI data center campuses on the Data Center Frontier Show podcast (published March 24, 2026).

  • Main announcement/action: Bud Vos (CEO, MetOx) described HTS as a practical alternative to copper for campus and in-hall power delivery, claiming ~10x power density vs copper, the ability to replace dozens of conductors with a few superconducting cables, and that MetOx is “deploying, testing, and then innovating on top of that.” The episode was published on March 24, 2026 on the Data Center Frontier Show podcast.
  • Background and other details: The piece notes HTS requires liquid nitrogen cooling, has utility deployment track records, can reduce physical footprint and permitting impacts, uses ~99% less copper, and aligns with trends in behind-the-meter generation, multi-building campus transmission, and liquid-cooling architectures. No specific contract values or timelines beyond ongoing deployment/testing were provided.
• Mar 19, 2026

  Tariffs Add Cost, but Component Shortages Dictate Data Center Timelines

  The article reports on fluctuating US tariffs and persistent component shortages affecting data center construction.

  • Key developments on tariffs (main announcement): The US Supreme Court in February 2026 invalidated portions of certain tariff measures, prompting the Trump administration to issue revised tariff measures while legal challenges continue; affected companies are suing to recover duties paid and litigation remains ongoing, creating uncertainty over import costs and duty recoveries.
  • Supply-chain and project-level details:DRAM and HBM are reported sold out through 2028, SSD and HDD availability is constrained (Western Digital capacity tight into 2027), and Micron has announced a planned $100 billion fabrication plant in New York; hyperscalers are absorbing most available accelerators and memory, and owners are shifting procurement (increase in OFCI — owner-furnished, contractor-installed) to manage extreme lead times.
• Mar 17, 2026 · IT Brief Asia

  Amazon leads concentrated global hyperscale market

  The Business Research Company reported that Amazon led the global hyperscale data centre market in 2024.

  • Main finding: The report states the top 10 providers captured 46% of global hyperscale data centre revenue in 2024, and notes Amazon held a 9% global market share in 2024 (the report’s regional breakdown later allocates 10% to Amazon); the top-10 list includes Amazon, Microsoft, Alphabet, Oracle, Meta, Apple, Alibaba, Equinix, Huawei and Tencent.
  • Report details and technology priorities: The sector is shaped by rapid capacity expansion for cloud and AI workloads, investment in higher-density designs, liquid cooling, modular builds and energy efficiency, plus power procurement deals and partnerships; the report highlights AI-driven operations (“autonomous intelligence“, “self-healing cybersecurity frameworks“) and cites Adani Group’s plan to develop renewable-energy-powered, hyperscale, AI-ready data centres targeting 2035 as a “sovereign energy-compute platform“. Regional leader examples (North America, Asia Pacific, Western/Eastern Europe, South America) and institutional investors (e.g., Canada Pension Plan Investment Board, Crow Holdings Capital Partners) are listed.
• Mar 13, 2026

  Preparing Enterprise Data Centers for AI Adoption

  The article provides analysis and planning guidance for enterprises on corporate data centre strategies to support AI and traditional computing.

  • Main analysis/action: The piece recommends that enterprises adopt a hybrid cloud/colocation/on-premises strategy and future-proof facilities (supporting air-cooled cabinets up to 35 kW and liquid cooling piping to enable 70–160 kW per cabinet later). It cites specific forecasts including a 2025 McKinsey report projecting almost $7 trillion in AI-related IT infrastructure spending through 2030 (broken into $3 trillion for data centers and $4 trillion for computing and telecom hardware).
  • Background and evidence: The article references surveys and reports (Uptime Institute 2025, BCG AI Radar 2026, Flexera 2025, AFCOM 2026, Cisco 2025) and provides concrete capacity/telecom considerations: AI training workloads often require 80–160 kW per cabinet and are sited in large, high-power campuses (sometimes remote, e.g., rural North Dakota), while AI inference typically needs 25–70 kW per cabinet and favors low-latency, high-reliability sites near corporate data and users. It recommends concrete planning steps (multi-disciplinary teams, third-party consultants, scoped milestones, cloud readiness analysis, and capex vs occupancy cost comparisons).