US Data Center News & Briefings
Power, grid, permits & projects across every US county — verified, cited, updated daily.
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Lambda

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

Recent news

  • CoreWeave Targets Enterprises with Forge Platform

    CoreWeave has announced CoreWeave Forge, an integrated software platform for organizations to develop, run, and continuously improve AI models and agents.

    • The platform was announced Sept. 30 during CoreWeave’s Fully Connected event in San Francisco and is available today in Free, Pro, and Enterprise editions.
    • CoreWeave said Forge unifies existing products with new software for training, inference, evaluation, observability, and agent development; it also launched a partner network with VAST Data, CrowdStrike, and ClickHouse.
    • The company also said Nvidia Vera CPU access is in early phases, Vera Rubin NVL72 is now available on its cloud platform, and Cognition is the first customer running workloads on the hardware platform.
    • CoreWeave Aria is now available after being previously in preview; the AI research assistant helps customers analyze data and recommend improvements.
  • QumulusAI Scales GPUs, but Powered Capacity Sets the Pace

    QumulusAI reported its second-quarter results and said it signed $169.7 million in new customer agreements while more than tripling its deployed GPU fleet.

    • Deployed GPUs rose to 3,088 at the end of June from 952 three months earlier; the company signed 21 new direct AI compute contracts and brought cumulative signed customer contract value to $282.5 million across 40 multiyear agreements.
    • QumulusAI ended the quarter with 8 MW of HPC capacity under executed lease and colocation agreements, all committed to customers, and has contracted for up to 3.75 MW in metropolitan Atlanta for expected service in the fourth quarter; it also purchased 1,632 Nvidia Blackwell B300 GPUs during the quarter.
  • DCF Trends Summit 2026: Execution Took the Stage in Reston

    Data Center Frontier has published a recap of the 2026 Data Center Frontier Trends Summit, highlighting the industry’s shift from projection to execution.

    • The article says the summit in Reston focused on converting announced megawatts into energized capacity, with sessions on power, land, transmission, permitting, cooling, density, and social license.
    • It also notes that the summit will move west to Glendale, Arizona, in May 2027, alongside the Microgrid Knowledge Conference. The piece is a conference recap and commentary, not a new corporate deal announcement.
  • ECL, PowerCell partner to deploy hydrogen fuel cell power systems across US data centers

    ECL has announced a partnership with PowerCell Group to support hydrogen-powered data centers across the US.

    • The deal includes a firm purchase order for PowerCell PS190 fuel cell systems and a non-binding MoU for about 300MW of additional hydrogen fuel cell capacity across ECL’s data center portfolio.
    • First deployments will begin at ECL’s 35MW CSC-1 campus in Santa Clara, California, using PowerCell’s containerized systems within ECL’s FlexGrid microgrid architecture with grid power, natural gas, and battery storage; the partners have also already deployed fuel cells at ECL’s MV-1 facility in Mountain View, California.
  • Data Center Frontier Trends Summit 2026 Preview

    Data Center Frontier has announced a preview of the Data Center Frontier Trends Summit 2026, a conference focused on AI infrastructure execution, taking place August 4–6 in Reston, Virginia.

    • The episode features Matt Vincent speaking with Bill Kleyman of Apolo to preview the summit and its themes, including power-first site selection, liquid cooling, behind-the-meter generation, supply chain execution, and community acceptance.
    • The article says the industry has shifted from projection to execution and that announced megawatts are not the same as energized megawatts; it also highlights summit sessions and keynotes involving Rich Miller, Lee Kestler, NVIDIA, Meta, and the Open Compute Project.
    • The content is a podcast/article preview and commentary, not a new project announcement; it references the summit agenda and speakers, with the conference set for August 4–6, 2026 in Reston, Virginia.

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