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Data center news, project activity, and monthly briefings for Google.
Google · Construction & power moves · 20
full tracker →Where Google is securing land and power — each traced to primary filings.
Editor's picks
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Southeast Asia’s digital economy to hit $368 billion
Google, Temasek, and Bain & Company have published the 11th edition of the annual e-Conomy SEA report, saying generative AI is already widely used across Southeast Asia and will reshape the region’s digital economy.
- The report says generative AI is used by 243 million people (58% of the working population) and forecasts regional digital economy GMV of $368 billion in 2026, with a path to $1 trillion by 2035.
- It also says AI adoption will require a ~3x expansion in data center capacity over the next five years, alongside Singapore PUE rules, Malaysia’s CRESS, and the ASEAN DEFA pact in November 2026.
- This is a report / commentary and analysis article, not a project announcement; it summarizes findings from Google and partners rather than announcing a new deal or investment.
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llm-d 1.0 Advances Open, Cost-Efficient AI Inference for Production Scale
llm-d contributors announced the release of llm-d 1.0, a major milestone for the open source distributed inference project now governed by the CNCF.
- The release adds multi-tenant QoS, zero-downtime operations, a stable v1 configuration API, and agent-aware serving for production AI workloads.
- The announcement also cites ecosystem adoption and benchmarks, including IBM Research’s 11.5x lower inference cost use case and a separate demo showing 3,000 concurrent coding agents and 6.6 million output tokens per minute at peak.
- The article includes supporting quotes from leaders at CNCF, Red Hat, IBM, Google Cloud, CoreWeave, NVIDIA, AMD, Cohere, DigitalOcean, JetBrains, Mistral, and Roblox.
- This is a first-time product release announcement, not a retrospective report; it references prior use cases and integrations rather than announcing a priced commercial deal.
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Partnering to strengthen the grid and support local communities in Arkansas
Google has announced the first $1.25 million in grants from its $25 million West Memphis Energy Impact Fund and said it is continuing work with Entergy Arkansas on new energy and grid infrastructure.
- The grants will support 10 local nonprofit and municipal organizations in West Memphis, Arkansas and nearby communities, with projects focused on clean energy access, home utility cost reduction, and workforce development.
- Google says the funding is guided by its local Community Advisory Council and includes programs such as energy-efficiency upgrades, HVAC modernizations, weatherization, renewable energy upgrades, and career training; it also references ongoing partnership work with Entergy Arkansas.
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CMA takes first steps to ensure choice in business software
The Competition and Markets Authority (CMA) has proposed designating Microsoft with strategic market status in its business software ecosystem and has opened consultation before making a final decision.
- The CMA says it will gather further evidence on bundling, Copilot/AI choice, security product integration, and cloud licensing, with a roadmap of possible interventions aimed at improving choice for UK businesses and public sector organisations.
- The CMA also provided an update on its cloud services engagement with Microsoft and AWS, saying both companies have made material steps including removing or reducing data transfer fees, enabling interoperability requests, and rolling out AI tools to support cloud switching; a further update is due in Spring 2027.
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Grid Forward Releases 100th GridPulse Podcast Episode Tackling the Big Questions for Today’s Electric Grid
Grid Forward has announced the release of the 100th episode of its GridPulse podcast.
- The episode, titled “Our Big 100th Episode Tackles the Big Questions for Today’s Grid,” features Jigar Shah, Audrey Zibelman, and Herman Trabish, with Bryce Yonker guiding the discussion over a 50-minute episode.
- The podcast launched in May 2020 and the episode covers AI and distributed energy resources, grid planning, rate structures, public trust, and domestic energy supply chains; the release also notes sponsors and past guests across utilities, technology firms, data center developers, universities, and government organizations.
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Research@ 2026: Novel capabilities and intelligence
Google Research has announced a roundup of its latest AI and research milestones, highlighting new capabilities across health, public health, scientific review, and space-oriented hardware research.
- The post says these updates were shared at Research@ in Mountain View and include Deep Review, Google Earth AI, AMIE, and Project Suncatcher.
- It also notes that Deep Review has already been used in 15,000+ submissions at STOC, ICML, NeurIPS, and ICLR, and that Project Suncatcher is testing hardware survival for space and cooling systems for AI chips.
- The article is a company blog roundup/commentary rather than a single standalone product launch, and it links out to several related Google Research and Google Blog posts.
Recent news
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US targets $500 bn bilateral trade with India in three years, says Ambassador Sergio Gor
The United States has announced an ambitious goal to double bilateral trade with India to more than $500 billion within three years, as described by US Ambassador to India Sergio Gor at the Freedom 250 reception in Mumbai.
- Ambassador Gor said President Donald Trump sent him to India with a clear mandate to deliver results, and said recent Trump-Modi discussions reaffirmed the trade commitment.
- He said current bilateral trade has reached over $240 billion and cited expansion across semiconductors, critical minerals, energy, defence, and superintelligence; the article also notes an interim trade agreement framework announced in February covering textiles, leather, engineering goods, and pharmaceuticals.
- The piece also quotes US Secretary of State Marco Rubio on the broader strategic partnership and says India and the US have yet to announce the final terms or implementation timeline for the proposed trade agreement.
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SONiC momentum continues at OCP Global Summit
Network World published a commentary-style roundup of SONiC-related announcements and session highlights from last week’s OCP Global Summit.
- Cisco said Cisco-validated SONiC is available on its N9000 Series and N9100 Series, and that it is extending SONiC to the Cisco Silicon One ASIC–powered N9000 Series; Cisco also said this will complete SONiC integration across its multi-silicon Nexus switching portfolio.
- Microsoft and Nokia hosted a technical session on route programming for SONiC, while the SONiC Foundation said it added Lenovo, NADDOD and Zhanwang (NEXAI) to its member group and described their planned contributions across telemetry, BGP EVPN, RoCE, RDMA, PFC, SRv6 and observability.
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Another Data Center IPO Fizzles as Investor Appetite Wanes
Elice has completed its IPO and reported a weak first-day trading performance, while the article also cites broader investor caution across AI/data-center listings.
- Elice raised 201 billion Korean won (US$150 million) in its debut and fell 32% on its first day of trading before closing slightly higher.
- The company said IPO proceeds will fund data centers in South Korea and possible expansion to the US, Japan, and Singapore; the article also references other delayed or withdrawn listings including Firmus ($5 billion IPO), PLDT’s data center REIT IPO, and AirTrunk’s $1.5 billion Singapore REIT.
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UK banking disruption as Google Cloud outage takes down Revolut, Lloyds Bank and HSBC
ChronicleLive is reporting on a Google Cloud outage that disrupted Revolut, Lloyds Bank, HSBC and other UK services; it is a news report about an ongoing incident, not a first-time company announcement.
- Google Cloud reported difficulties in the Europe-west2 region, thought to be London, with cloud services experiencing errors and intermittent network failures.
- Revolut said the outage affected card payments, transfers, cash withdrawals and account sign-ins; Emma, Halifax, and other services also reported disruption, with complaints tracked on Downdetector.
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Google data center wins final approval in Wayne County: What residents need to know
Van Buren Township has approved the final site plans for Google’s 1-gigawatt data center project, also known as Project Cannoli, and its accompanying electrical substation on 282 acres north of I-94.
- The Planning Commission granted site plan approval for the project, which is expected to use 2 to 3.6 million gallons of water per day, employ 50 to 200 workers, and begin service in December 2027 before reaching maximum load in December 2028.
- The article also reports DTE Energy contract approval by the Michigan Public Service Commission, including requirements for up to 1,600 MW of renewable energy and 480 MW of battery storage, alongside discussion of projected noise, wetlands impacts, and proposed gas plants.
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Powering the Digital Revolution Through Renewable Energy in India – EQ
This article is an analysis/commentary piece about how India’s data centre expansion is increasing demand for renewable electricity; it does not announce a new deal for the first time, but references existing corporate renewable energy agreements and research estimates.
- The article says Google, Amazon, Meta and Apple are driving demand for clean power as India’s data centres expand, with renewables, storage and grid infrastructure becoming more important for serving those loads.
- It cites Anand Rathi research projecting renewable capacity needed for data centres in India to rise from 16.1 GW in 2026 to 32.4 GW by 2030, and data centre IT load from 2.7 GW to 5.4 GW over the same period.
- It also references existing agreements: Meta covering nearly 1 GW of renewable energy, including 837 MW with CleanMax and 88 MW with Fourth Partner Energy; Amazon signing 199 MW of wind PPAs with CleanMax and BluPine Energy; and Google supporting a 150 MW solar project in Rajasthan.
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US reviving shuttered nuclear plants to meet growing electricity demand and to power data centres
The United States Department of Energy is supporting the restart of three shuttered nuclear plants to add power for rising demand, including data centres.
- The Energy Department is lending up to USD 4.4 billion to restart Palisades in Michigan, Crane Clean Energy Centre at Three Mile Island in Pennsylvania, and Duane Arnold in Iowa, for a combined 2.25 gigawatts of electricity.
- The article says Palisades could be the first nuclear plant in the world to resume generating power after entering decommissioning; Holtec says Palisades must be in service by March 2027, Google is collaborating on Duane Arnold, and Constellation announced a USD 1.6 billion restart plan for Three Mile Island under a 20-year agreement with Microsoft.
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India’s clean power firms prepare for an AI-fuelled data center demand surge
CleanMax Enviro Energy Solutions founder Kuldeep Jain said India’s renewable energy market is set to benefit from rising demand from data centers and AI hyperscalers.
- Jain said 5 GW of data center capacity in India would require 30-40 GW of renewable power, and that powering a 1 GW AI data center with 75% renewables would need about 3 GW solar, 3 GW wind, and 3 GWh storage.
- CleanMax is adding about 1.5 GW of solar and wind capacity per year with annual capex of up to Rs 9,000 crore ($950 million), and Jain said the company has already signed supply deals with Meta, Google, Apple, and Amazon totaling 1.8 GW in India.
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Could the Societal Value of Workloads Shape Data Center Policy?
The article discusses a policy debate about whether data centers or their workloads could face future regulation based on societal value, rather than announcing a new project or rule.
- A panel at Informa’s Data Center Europe event in Vienna (Oct. 13-15) said workload-based scrutiny may emerge, citing Finland’s grid connection rules that prioritize data centers under 1 MW.
- Speakers from ADVANT d.o.o., ITIC, and the European Data Centre Association said current European regulation does not differentiate by workload type; the article frames the issue as speculative for now.
- Background references include AI-driven growth, Goldman Sachs forecasts, and public criticism over power demand, water use, land consumption, and grid impact.
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Instagram account of ‘Fridays For Future India’ blocked in India
Instagram has restricted access to the Fridays For Future India account in India, with no explanation yet from the government or Meta.
- The article says the account is currently inaccessible in India under India’s intermediary rules, but it is not established whether the block is linked to FFF India’s data-centre-related posts.
- It also summarizes related enforcement actions against data-centre critics in Andhra Pradesh, including Instagram restrictions on Environmental Reporting Collective and Human Rights Forum content, plus prior legal disputes involving blocking orders and platform removals.
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Haryana’s Parallel Power Licence Row Puts Distribution Competition Under Scrutiny
Haryana’s power regulator is considering Eleven Power Private Limited’s application for a parallel distribution licence for Gurugram and Nuh. - HERC concluded hearings on September 29 and reserved its order, with an expert committee recommending the licence may be considered subject to conditions.
- Eleven Power has proposed ₹4,716 crore capex over FY27-FY31, while DHBVN says ₹11,397 crore would be needed for universal service; the article also references related distribution-licence cases in Uttar Pradesh, Andhra Pradesh, and Mumbai.
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Google data center secures Van Buren Township approval, with startup expected in late 2027
Van Buren Township has approved the final site plan for Google’s proposed 1-gigawatt hyperscale data center near Detroit Metro Airport, clearing the way for construction of Michigan’s second hyperscale facility.
- The Planning Commission voted 5-1 after nearly an hour of public comment; Google says Project Cannoli should begin drawing power by late 2027 / December 2027 and ramp to 1 GW within a year.
- Google secured electricity through a 20-year contract with DTE Energy; regulators approved special contracts on Oct. 1, and environmental regulators approved wetland permits in August.
- The contract commits Google to fund 480 MW of energy storage, 1.6 GW of renewable energy, and 300 MW of other power capacity; it also requires payment for at least 80% of claimed power and includes penalties for early termination.
- Local incentives include an estimated $125 million in tax relief over 12 years and a separate $15.4 million payment to the township for infrastructure projects, in exchange for at least 51 full-time jobs.
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Facilities could benefit as on-site energy matures: attorney
This article is commentary based on an interview with David Streier of Fredrikson & Byron about the growing attractiveness of on-site power and storage for building owners.
- Streier said building owners are increasingly adding on-site generation and energy storage as part of new construction, renovation, or expansion projects, describing it as an incremental budget item that can produce energy savings and an eventual return on investment.
- He cited state and federal incentives as having reduced renewable and storage costs, noted that lithium-ion remains the most common battery technology, and pointed to emerging options such as iron-air batteries and graphite-block thermal storage; he also referenced Form Energy’s August deal with Google and Xcel Energy to provide 30 gigawatt-hours of battery energy to one of Google’s data centers.
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India’s Biggest IPO, Groww’s Q2 Profit Run & More
Jio Platforms has announced its IPO filing with SEBI, setting up a ₹30,213 Cr public issue in what is presented as India’s biggest IPO so far.
- The issue is a fresh issue of 27 Cr equity shares, with subscription opening on October 21 and closing on October 23; the price band is ₹1,065–₹1,119 per share.
- Jio Platforms is 66.43% owned by Reliance Industries, while Meta and Google hold 9.98% and 7.73% respectively; ₹27,500 Cr of proceeds will repay borrowings and ₹2,713 Cr will go toward corporate purposes, growth, capex, working capital and marketing.