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Dell

Data center news, project activity, and monthly briefings for Dell.

Recent news

  • Volt teams up with NorthC to launch Dutch AI cloud

    Volt has announced a new Dutch AI Cloud with Dell Technologies and NorthC, intended as the first operational step toward a future AI gigafactory in Rotterdam.

    • The cloud will go live in October 2026 and initially run from a NorthC data center in the Netherlands, with capacity later transferring to Volt’s planned AI gigafactory.
    • Volt says the Rotterdam gigafactory is part of the European Commission’s €20 billion ($23bn) program to build AI data centers; the site is a brownfield location at the Port of Rotterdam with an existing high-voltage grid connection and potential future wind energy supply from the North Sea.
    • The platform is designed for sectors including financial services, healthcare, and defense, and users will be able to buy compute by the hour, reserve GPU capacity for a fixed monthly fee, or use managed/customized AI environments.
  • French city of Pau plans 1MW data center to boost digital sovereignty

    The City of Pau and Pau Béarn Pyrénées Agglomeration (CAPBP) have announced construction of a new 1MW data center in Pau, France, to be operated by Axione and used by local businesses and government agencies.

    • The project will cost €3 million ($3.4m), be housed in a 450 sqm building, and provide space for up to 44 racks; work is already underway and completion is planned for October 2027.
    • CAPBP says the facility will support data hosting services for government agencies and local partners, with a focus on local data sovereignty; the design includes free cooling and a maximum PUE of 1.4.
    • The article also notes that Pau already has a small server setup at town hall with space for 14 racks, and references a separate May announcement that TotalEnergies signed a deal with Dell Technologies and Nvidia for a €100 million ($117.4m) HPC system at the Jean Féger Scientific and Technical Center.
  • Large data center campus planned in Pindamonhangaba, Brazil

    RiverHook Village has announced the development of a hyperscale data centre campus in Pindamonhangaba, São Paulo, with staged capacity and multi-billion‑reais investment commitments.

    • Main announcement: RiverHook Village 18 will be built on more than 500,000 m² (5.38m sq ft) along Via Estrutural, with an initial installed capacity of 150MW (expandable to up to 300MW) and investment starting at 5 billion reais (could reach 10 billion reais in later phases). The announcement was formalised on 28 April 2026 during the launch of the Investe Pinda platform.
    • Background & implementation details: Partners include consulting firms Indo-Bras United and LetsGoFusion (owned by Fabio Gordon); negotiations with the city began in August 2025, the company was incorporated in November 2025, and the project timeline states construction start October 2026 and operational June 2028. The city’s Department of Economic Development (headed by Marcelo Martuscelli) cited energy availability and approved an additional 150MW dedicated to the campus; the design calls for waterless cooling to minimise regional water use.

    Event details (announcement event):

    • Date: 28 April 2026
    • Time: not specified in article
    • Location: Intercity Hotel, Pindamonhangaba
    • Agenda / subject: launch of the Investe Pinda platform and formal announcement of RiverHook Village 18
  • Nvidia unveils Vera Rubin platform targeting AI, HPC infrastructure

    Nvidia has launched the Vera Rubin rack-scale CPU+GPU supercomputer platform at ISC High Performance 2026 in Hamburg.

    • Main announcement: Nvidia unveiled the Vera Rubin platform combining Vera CPUs, Rubin GPUs, NVLink-C2C interconnects, ConnectX-9 SuperNICs, and BlueField-4 DPUs in a rack-scale system with direct liquid cooling, supporting up to 144 GPUs per rack and claiming >7 exaflops AI and 5 petaflops FP64 performance; the launch was made public at the ISC High Performance 2026 conference in Hamburg.
    • Deployment and partners: Several research centers announced plans to deploy Vera Rubin: LRZ will use it in the Blue Lion exascale-class HPE Cray system (entering service in 2027, ~30x current LRZ compute), NERSC will use Vera Rubin tech in Doudna (built by Dell Technologies at Lawrence Berkeley National Laboratory), and Los Alamos National Laboratory selected Vera Rubin for three systems (Mission, Vision, Veritas); Dell and Super Micro announced NVL4-based Vera Rubin systems at the event.
  • New Data Center Developments: June 2026

    Data Center Knowledge has published a monthly roundup of global data center developments.

    • Highlights include: CloudBurst breaking ground on a 1.2 GW flagship campus in Central Texas; Nvidia partnering with IREN to deploy up to 5 GW of global AI infrastructure with Texas’ Sweetwater as a flagship site; Prime Data Centers breaking ground on SMF02 (150,000 sq.ft, 18 MW IT load) in Sacramento; Applied Digital planning Delta Forge 1 — $3.6 billion, 300-acre AI campus in Boyce, Louisiana; Hive Digital/Buzz HPC planning an ~320 MW AI facility in the Greater Toronto Area.
    • Additional concrete items and timelines: SoftBank plans up to €75 billion to develop 5 GW in France (targeting 3.1 GW by 2031); Ardian & Verne’s €5 billion digital campus (500 MW, with 200+ MW by 2030); TotalEnergies’ €100 million Pangea 5 supercomputer investment; Arcem’s Joroinen site delivering 60 MW by 2027 and 100 MW by 2029; CDC Data Centres’ 555 MW contract to be delivered with operations commencing in FY28 and FY29. All items are factual summaries from the article.
  • AI Server Market Update: Vendors Shift from Silicon to Services

    Data Center Knowledge reports that server vendors are shifting toward software, professional services, and AIOps to win enterprise AI customers.

    • Main announcement: Vendors including Dell, HPE, Lenovo, and Supermicro are emphasizing software management, professional services, AIOps, and liquid-cooling/packaged rack solutions to capture enterprise AI demand; IDC projects AI infrastructure spending to reach $487 billion in 2026 and surpass $1 trillion by 2029, while suppliers report large backlogs (e.g., Dell $43 billion AI backlog, HPE $5 billion AI systems backlog, Lenovo $15.5 billion AI server pipeline).
    • Background & details: The article is an industry analysis citing interviews and earnings: IDC reported the global server market at $444 billion (2025); vendors report specific results such as Dell $9 billion AI-optimized server revenue (Q4 FY2027) and Supermicro $10.2 billion sales (FYQ3 FY2026); it highlights enterprise skill gaps, GPU/memory supply constraints, and differentiation via integration, delivery speed, power & cooling, and services.
  • Supermicro’s New AI Campus Embodies the Industrialization of AI Infrastructure

    Supermicro announced the opening of its largest U.S. Data Center Building Block Solutions (DCBBS) campus near its San Jose headquarters on April 27, 2026.

    • Main announcement: The new DCBBS campus spans ~32.8 acres and more than 714,000 square feet, becomes Supermicro’s fourth Bay Area location, expands the company’s regional footprint to nearly 4 million square feet, and will support advanced system design, domestic manufacturing, testing, service, and global distribution for Supermicro’s AI infrastructure portfolio. The facility includes 10 MW of on‑campus power capacity and is positioned as a rack‑scale, liquid‑cooled AI integration and validation hub.
    • Background and related details: Supermicro frames this as a move from server manufacturing to rack-scale DCBBS integration, part of a global footprint spanning Taiwan, Malaysia, and the Netherlands; the company reported fiscal 2025 net sales of $22 billion (up from $15 billion the prior year), projected fiscal 2026 revenue of at least $33 billion, and in early May projected quarterly revenue of $11–$12.5 billion. On May 6, Supermicro signed a non-binding MOU with NANO Nuclear to explore pairing microreactor generation (KRONOS platform) with Supermicro’s liquid‑cooled AI systems (no commercial deployment timeline announced).
  • Data centre market set to hit USD $1.08 trillion by 2034

    Polaris Market Research projects the global data centre market will reach USD $1,084.16 billion by 2034.

    • Main announcement: Polaris Market Research forecasts the global data centre market will grow from USD $354.75 billion in 2024 to USD $1,084.16 billion by 2034, implying a CAGR of 11.50% from 2025 to 2034; key growth drivers named are cloud adoption, artificial intelligence, and edge technologies.
    • Background & details: The report highlights hyperscale and edge expansion, increased demand from sectors such as banking, healthcare, technology, telecoms and government, a regional split with North America leading and Asia Pacific (India, China, Singapore, Australia) fastest-growing, and notes operational risks including high operating costs and supply chain constraints; named market participants include Amazon Web Services, Microsoft, Google, Cisco Systems, Dell Technologies, Equinix, NTT Global Data Centres, Schneider Electric.
  • Nutanix adds AI & cloud tools amid infrastructure push

    Nutanix has announced additions to the Nutanix Cloud Platform including new AI, Kubernetes on bare-metal, expanded storage and cloud management capabilities.

    • Main announcement: Nutanix introduced Agentic AI (early access) and NKP Metal (early access), made Unified Storage 5.3 and Data Lens 2.0generally available, and released Nutanix Cloud Manager 2.0 GA; it also launched a Foundation Central appliance to simplify AHV deployment on servers from Cisco, Dell, Fujitsu, HPE and Lenovo and expanded synchronous DR support for Dell PowerFlex and integration for Everpure //c FlashArray. These features target AI workloads, bare-metal Kubernetes, air-gapped on-prem deployments, and multisite/multidomain cluster management.

    • Background and details: The updates address server and storage supply constraints and aim to broaden deployment options (on-premise, edge, public cloud) including AWS GovCloud support; other planned ecosystem support includes AMD GPU-accelerated servers, Dell PowerStore, NetApp ONTAP, Lenovo ThinkSystem, additional Cisco integrations, zero-copy migrations from VMware vSphere Virtual Volumes to AHV vDisks, and a certified integration between Nutanix Database Service and MongoDB Ops Manager.

  • Vertiv Targets AI Cooling Bottleneck with ThermoKey Deal

    Vertiv has announced plans to acquire Italy-based heat-exchanger specialist ThermoKey.

    • Main announcement: Vertiv announced plans to acquire ThermoKey, an Italy-based heat-exchanger specialist founded in 1991, to extend control across the full “thermal chain” (chip-level cooling through facility-level heat rejection). The company said the transaction is expected to close in the second quarter of 2026, subject to regulatory approvals.
    • Background and details: ThermoKey brings dry coolers and microchannel heat exchangers, an active manufacturing footprint in EMEA, and OEM/system-integrator deployments; Vertiv frames the deal as expanding customer optionality for integrated liquid/air cooling and heat-rejection strategies, particularly in Europe where regulatory pressure on refrigerants and thermal approaches is intensifying.
  • Vertiv Targets AI Cooling Bottleneck with ThermoKey Deal

    Vertiv has announced plans to acquire Italy-based ThermoKey.

    • Main announcement: Vertiv will acquire ThermoKey, an Italy-based heat-exchanger specialist founded in 1991, to extend control across the full thermal chain (chip-level cooling through facility-level heat rejection); the transaction is expected to close in the second quarter of 2026, subject to regulatory approvals. The deal adds ThermoKey’s portfolio of dry coolers and microchannel heat exchangers and manufacturing capacity (EMEA-focused) to Vertiv’s offerings.
    • Context and details: The move targets a growing heat-rejection bottleneck as AI workloads raise rack power densities; liquid cooling concentrates heat at the rack and shifts the burden to facility-level systems. Vertiv frames the acquisition around customer optionality, greater flexibility in refrigerant strategies and heat-rejection approaches, and responding to surging demand and tightening thermal-infrastructure supply, particularly in Europe.

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