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• Jun 15, 2026

  Adani Group Partners With Jabil To Build AI Data Infrastructure

  Adani Group has partnered with US-based Jabil Inc to build vertically-integrated AI and data centre manufacturing capacity in India.

  • Partnership announcement: Adani Group and Jabil Inc will set up multi-gigawatt manufacturing capacity in India to produce AI-ready hardware (liquid-cooled AI racks, servers, storage, networking) and supporting infrastructure components (power distribution units, coolant distribution units, transformers, switchgears, thermal management). The companies are finalising operational frameworks and formal documentation, with no definitive timeline announced.
  • Background and related commitments: Adani previously committed $100 Bn to develop renewable-energy-powered hyperscale AI-ready data centres by 2035. The article also cites a projected $3 Tn global AI compute infrastructure market over the next seven years, Amazon’s $12.7 Bn cloud investment in India by 2030, Reliance–Meta’s 168 MW AI-enabled data centre in Gujarat within two years, OpenAI’s planned 1 GW data centre in partnership with TCS, and an Uber–Adani data centre expected to become operational later this year.
• Jun 15, 2026

  APAC data centres risk a fossil fuel dependency long-duration energy storage can help end

  Pavina Adunratanasee of ArkTerra Partners argues APAC’s AI data centre buildout risks locking the region into long-term coal and gas dependency without long-duration energy storage solutions.

  • Main announcement/argument: ArkTerra Partners warns that 24.2GW of announced data centre capacity (2025–2030) across nine APAC markets could drive ~166 million tonnes CO2e/year by 2030 on a business-as-usual grid; cites hyperscaler commitments including Microsoft’s A$25 billion (US$18 billion) pledge to Australia through 2029 and Amazon’s A$20 billion commitment, and highlights recent deals (Meta–Noon: up to 1GW/100GWh with a 25MW pilot by 2028; Bloom–Oracle: up to 2.8GW on-site fuel cells with 1.2GW deployed; Google–Voltus: 100MW BYOC VPP over three years).
  • Background and concrete constraints: Points to regulatory and resource risks (Johor state deferring water-cooled approvals until mid-2027; ~9GW AI-ready capacity with legacy cooling could use ~18 billion litres/year), explains that gas peakers (~US$30/MWh marginal cost) and long coal retirements extend fossil lock-in, and concludes the core barrier is a project development capital gap at pre-feasibility for first-of-a-kind storage projects.
• Jun 12, 2026

  Amazon claims its data centers are 7x more water-efficient than the industry average

  Amazon has published new water-efficiency figures for its global data center operations, positioning the company ahead of rivals on WUE and disclosing methods and regional practices.

  • Main announcement: Amazon says it achieved a 52% improvement in water efficiency over the last 5 years, reporting a WUE of 0.12 L/kWh in 2025 (compared with an industry average of 0.84 L/kWh), claims its data centers are 7x more water-efficient than the industry average, and reports returning 3 US gallons to communities for every 4 gallons used, stating it is 75% of the way to a water-positive 2030 goal. It attributes gains to free air cooling (~90% of the time), evaporative cooling, raised operating temperature thresholds (85° F), and use of reclaimed water across 130 facilities (26 using reclaimed water exclusively).
  • Context and background: The figures were published amid increased disclosure pressure and two days after Seattle imposed a one-year freeze on new large data centers citing water concerns; the article references competitor WUE figures (Microsoft 0.27 L/kWh in 2025, Google ~1.15 L/kWh, Meta ~0.20 L/kWh) and highlights industry discussion on metrics (WUE, PUE ~1.15 for Amazon), regional disclosure commitments, and emerging dynamics due to AI infrastructure and location-specific water constraints.
• Jun 11, 2026

  Meta Announces PPA With RWE for 298-MW Texas Solar Power Project

  Meta has announced a long-term corporate PPA with RWE for the 298-MW Rabbit’s Foot Solar project in Bowie County, Texas.

  • Main announcement: Meta signed a long-term corporate power purchase agreement (PPA) with RWE for the 298-MW Rabbit’s Foot Solar installation in Bowie County, Texas; the project began onsite construction earlier in 2026 and is expected online by year-end 2027, intended to support Meta’s goal of matching its operations with 100% clean energy. This is the fourth PPA between Meta and RWE since 2024 and brings their combined agreements to 872 MW (previous projects: 274-MW Emily Solar, 100-MW Lafitte Solar, 200-MW Waterloo Solar).
  • Background and implementation details: RWE estimates the project will create approximately 200 local construction jobs and generate long-term tax revenue for local services (schools, technical education programs, emergency services, road maintenance); RWE reports 13 GW of U.S. generation capacity in operation across 27 states and plans to add 9 GW of net new capacity by 2031.
• Jun 11, 2026

  Google Cloud outage after Delhi facility fire raises questions about India’s digital resilience

  Google Cloud reported service disruptions across parts of India following a fire at a third-party facility that forced an emergency power shutdown.

  • Main action: According to Google Cloud’s incident report, the disruption began on June 9, 2026 at 11:22 PDT (23:52 IST) after a fire at a third-party facility forced an emergency power shutdown, isolating a non-compute local Point of Presence (PoP) in Delhi, reducing local network capacity, and causing elevated latency and packet loss across Delhi, Mumbai, and Chennai; Google implemented traffic mitigation and Internet Edge peering augmentation and reported “There is currently no available workaround.”
  • Background & context: The article highlights India’s accelerating data centre expansion (installed capacity ~1.5 GW today, projected 6.5 GW by 2030), projected ~0.5% national electricity consumption and 150 billion litres of water use annually, concerns about geographic concentration in water-stressed regions, scrutiny of a hyperscale Google site in Tarluvada, Andhra Pradesh (Human Rights Forum requested suspension of its environmental clearance), and the DPDP Act implementation phased through 2026 and 2027 with unresolved data localisation and infrastructure-resilience gaps.
• Jun 11, 2026

  Will Co-Packaged Optics Transform Data Centers?

  This article explains co-packaged optics and assesses practicality and adoption timelines.

  • Explains CPO and current status: The piece describes Co-packaged optics (CPO) as the integration of optical transceivers with processors in very close proximity, and cites claimed benefits of up to 350% power-efficiency gains and up to 1,000% bandwidth increases. It notes that Broadcom has made CPO-capable switches available, hyperscalers like Meta have run experiments, and Nvidia is working on processor-integrated optics (technology still in development).
  • Limitations and implementation details: The article highlights concrete constraints: limited CPO hardware availability, a shortage of lasers affecting production, thermal management challenges from higher power density, maintenance limitations due to integrated transceivers, and proprietary transceiver ecosystems that hinder third-party interchangeability. No firm industry-wide deployment timeline is announced; examples cited are vendor products and hyperscaler experiments.
• Jun 11, 2026

  China, US To Control 69% Of Global Data Center Capacity By 2030, Forecasts GlobalData

  GlobalData forecasts that China and the United States will together account for about 69% of global data centre capacity by 2030, based on its latest market report.

  • Main announcement: GlobalData’s report titled “Powering Data Centers Market Report: Power Consumption, Capacity, PUE and Project Pipeline Analysis and Country Ranking Forecast to 2030” projects global data centre power consumption to triple between 2024 and 2030 at a CAGR of 21.1%, with China’s installed share rising (e.g., 27% to 35% in installed capacity) and the US share falling (e.g., 42% to 34% in installed capacity), resulting in China + US ≈ 69% of capacity by 2030.
  • Background and details: The report cites drivers such as AI-driven high-density GPU workloads, cloud and hybrid adoption, and hyperscale/colocation expansion; it gives 2024 power-consumption shares of US 38% and China 24.2%, and forecasts China’s power share to ~30.1% (rising toward 33.6% by decade end). It references policy actions (US Executive Order, July 2025; China national strategy, Feb 2022) and highlights growth markets including India, Russia, Japan, South Korea, and Australia.
• Jun 10, 2026

  Roundup: Small business owners / Elevated car prices / Teacher bonuses

  Richland Parish School District has distributed unusually large one-time end-of-year “13th checks” to some certified teachers, funded by a surge in local sales tax revenue tied to the Meta data center project.

  • Main announcement: Some Richland Parish certified staff received nearly $51,000 as full-share, one-time end-of-year ‘13th checks’, with payouts varying by employment status and years of service; the payments were distributed by the school district as an annual one-time payout.
  • Background/details: The checks are funded by a surge in local sales tax revenue tied to construction and economic activity from the Meta data center project in Richland Parish; the story was reported by KNOE and the bulletin also references related reporting by Inc. and CNBC on separate topics (small business creators and car prices).
• Jun 10, 2026

  US ROUNDUP: EDP 800MWh Arizona project, Pathway targets SPP & MISO, Waymo second-life partnership

  EDP Renewables North America announced the completion of the 200MW/800MWh Flatland Energy Storage project in Coolidge, Arizona on 9 June.

  • Project completion: EDPR NA and Salt River Project completed the 200MW / 800MWh Flatland Energy Storage BESS co-located with the 200MW Brittlebush Solar Park in Coolidge, Pinal County, Arizona; the facility uses Tesla lithium-ion technology and can charge from the grid or on-site solar and was commissioned on 9 June.
  • Additional deals and financing:Pathway Power closed a US$150 million senior-secured facility from funds managed by AB CarVal (part of AllianceBernstein) to support late-stage development across a ~3.2GWac pipeline targeting SPP and MISO; B2U Storage Solutions signed a strategic supply agreement with Waymo to repurpose retired EV battery packs into grid-scale BESS (B2U has four operational BESS and three sites due online this year).
• Jun 10, 2026

  Reliance partners with Meta to build a 168 MW data center in Gujarat

  Meta has announced a partnership with Reliance to build and lease an AI-enabled data center in Jamnagar, Gujarat.

  • Main announcement: Meta and Reliance will build an AI-enabled data center in Jamnagar, Gujarat with 168 MW capacity; Meta will cover the full cost of the energy and water supporting the facility and the site is claimed to be powered by renewable energy and to use desalinated seawater as a coolant. As described in the announcement, Reliance will build the data center and Meta will lease it, with options to scale, but the press release does not specify what exactly is being leased, the leased capacity share, or lease duration/term.
  • Background and related details:
    • Project Waterworth: Meta ties the site to its global AI infrastructure, including the Project Waterworth subsea cable system spanning 50,000+ km across multiple continents (U.S., India, Brazil, South Africa, etc.).
    • Reliance / India AI context: Reliance (Mukesh Ambani) announced Rs. 10 trillion planned AI investment at the India AI Impact Summit (2026); Reliance incorporated Reliance Intelligence Limited in Sept 2025 and has said Reliance Intelligence is not looking to build its own LLMs at this time. For comparison, Google + Adani are developing a 1 GW AI data center in Andhra Pradesh with a $15 billion investment planned for 2026–2030. The government’s IndiaAI mission budget is Rs. 10,372 crores, of which only ~Rs. 400 crore has been utilised (breakdown: 2024–25: Rs. 21.79 crore released; 2025–26 (as of Feb 9, 2026): Rs. 379.15 crore released; 2026–27: no funds released yet).
• Jun 10, 2026

  Green Stocks June 10- CleanMax Rides Meta Deal In Slippery Market

  CleanMax Enviro has been highlighted after securing another data centre deal with Meta and other firms.

  • Main action: CleanMax Enviro saw its shares jump +8.37% to a closing price of Rs 1,335.50 on June 10, 2026, after the report that it secured another data centre deal with Meta and other firms. The company has traded in a listing range of Rs 700 to Rs 1,400 since listing earlier in the year.
  • Context and background: The article reports broader market headwinds including tensions in West Asia and an US interest rate hike, lists closing prices for 21 green energy companies on June 10, 2026, and notes sector-specific pressures (solar manufacturing valuation divergence, weak solar water pump stocks) with Q1 FY27 nearing close and Q2 monsoon seasonality noted.
• Jun 10, 2026

  Meta Nears 1 GW Renewable Energy Capacity With Reliance AI Data Center Deal

  Meta and Reliance Industries have agreed to develop and lease a 168 MW AI-enabled data center in Jamnagar, India.

  • Main announcement: Meta and Reliance Industries will build and lease a 168 MW AI-enabled data center in Jamnagar; Meta will cover the full cost of the energy and water required, the facility will be cooled using desalinated seawater, and the project includes an option to scale further and will be supported by Meta’s network investments including Project Waterworth (a long subsea cable system).
  • Background and related agreements: Meta has contracted 837 MW of solar and wind projects with CleanMax (Rajasthan & Karnataka) and 88 MW with Fourth Partner Energy (Tamil Nadu, Karnataka, Maharashtra, Uttar Pradesh), taking contracted renewable capacity in India to ~925 MW (near 1 GW); Meta previously invested $5.7 billion in Jio Platforms in 2020.
• Jun 10, 2026

  Reliance, Meta partner to build 168 MW AI-enabled data centre in Jamnagar

  Reliance Industries has announced a partnership with Meta Platforms to develop an AI-enabled data centre in Jamnagar, Gujarat.

  • Main announcement: Reliance Industries will develop an AI-enabled data centre in Jamnagar, Gujarat with an initial capacity of 168 MW, to be developed within two years, with an option to scale capacity further; Meta will lease capacity from the facility to support its global infrastructure and AI compute requirements.
  • Background and details: This will be Meta’s first built-to-suit data centre in India; Reliance will provide end-to-end services (design, construction, utility management, renewable power supply, network connectivity, operational services); the site offers access to renewable energy and water, proximity to western submarine cable landing stations, connectivity via Jio’s fibre network, and the facility will be powered by renewable energy and cooled using desalinated seawater; the project is stated to align with the Government of India’s policy framework for global AI infrastructure investment.
• Jun 8, 2026

  Will the EU’s Data Center Efficiency Rules Undermine Its AI Ambitions?

  The European Commission has introduced the European Technological Sovereignty Package.

  • Main announcement: The European Commission introduced the European Technological Sovereignty Package, including Chips Act 2.0, the Cloud and AI Development Act, and a Strategic Roadmap for Digitalization and AI in the Energy Sector; the package includes a data centre rating scheme covering energy and water efficiency, clean energy use, waste heat reuse and compliance with minimum EU energy performance standards. Adoption and timelines: the rating scheme was adopted in 2026, with first labels in 2027 and minimum EU energy performance standards in 2027, and 14 EU industry associations signed a declaration of intent alongside the roadmap.

  • Context and industry response: Data centre industry groups led by the European Data Centre Association (EUDCA) voiced concerns that efficiency reporting, labeling and prescriptive targets could raise costs and deter AI/digital investment; reporting requirements build on the European Energy Directive (EED) (which mandates PUE and WUE reporting).

    • Event: Datacloud Global Congress 2026 — held in Cannes, France (2026); included presentations from Meta and Microsoft, panels with EUDCA and industry experts where these concerns were discussed.
    • Industry actions: the sector attempted self-regulation via the Climate Neutral Data Centre Pact but acknowledged it did not prevent upcoming regulation.