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Schneider Electric

Data center news, project activity, and monthly briefings for Schneider Electric.

Schneider Electric · Construction & power moves · 1

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Recent news

  • TeraWulf’s $19B Anthropic Lease Puts Its Brownfield AI Strategy to the Test

    TeraWulf has announced a 20-year, $19 billion lease with Anthropic for approximately 401 MW of critical IT capacity at its Justified Data campus in Hawesville, Kentucky, while also agreeing to sell its 50.1% interest in the 168-MW Abernathy data center joint venture in Texas.

    • Anthropic lease: TeraWulf says the agreement is expected to generate about $19 billion in contracted revenue over 20 years; initial capacity is slated for 2H 2027 and the full 401 MW ramp by early 2028.
    • Abernathy sale and site details: TeraWulf will sell its 50.1% interest in Abernathy for about $530 million, paid in three installments through April 2027; the Hawesville site includes 250+ buildable acres, multiple high-voltage transmission lines, an energized substation, and direct transmission access.
  • Quantum Meets the Data Center: Hybrid Systems Take Off

    The article explains a shift in quantum computing toward hybrid quantum-classical infrastructure and cites policy support, vendor roadmaps, and conference remarks rather than a single standalone company announcement.

    • The U.S. Department of Commerce announced more than $2 billion in incentives in May 2026 to accelerate quantum commercialization, including quantum manufacturing and utility-scale, fault-tolerant systems; the White House followed with a June 2026 Executive Order on the Next Frontier of Quantum Innovation.
    • The piece also cites vendor and industry developments: IBM outlined quantum-centric supercomputing in March 2026; Nvidia launched NVQLink at GTC 2026; HPE said in June 2026 it is working with multiple partners on hybrid quantum configurations; and AMD said it is working with OQC and JPMorgan Chase on quantum, AI, and HPC workloads.
  • 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.
  • Schneider expands its remote-service EcoCare plan to mission-critical systems

    Schneider Electric has announced an expansion of its EcoCare remote monitoring service to support customers’ three-phase UPS systems in mission-critical facilities.

    • The expanded service uses AI-powered condition-based maintenance to monitor UPS components, analyze wear, aging, temperature, and maintenance history, and help reduce interventions and cost while protecting uptime.
    • Schneider says the offering can deliver a 70% reduction in electrical failure risk, up to 50% fewer on-site interventions, and up to 20% operating expense savings; it also cites a 2025 audit and customer examples including Compass Datacenters.
    • Schneider says its technicians provide remote or onsite break-fix corrective action, backed by a service level agreement and technical support.
    • The article references broader industry context, including a Korn Ferry estimate of an 85.2 million worker global talent shortage by 2030 and Uptime Institute findings on outages and data center power issues.
  • Data center planned for Rhondda Cyon Taf, Wales

    Maska Group has submitted a planning application to Rhondda Cynon Taf Borough Council for a new data centre at Mwyndy Cross, Miskin.

    • Application details: The proposal is for a single two-storey data centre building measuring 18,220 sqm (196,140 sq ft), plus a three-storey office block, a “servicing/energy plant”, and chillers; the application was filed with Rhondda Cynon Taf (RCT) Borough Council and consultation runs until Monday, July 13.
    • Background and gaps: The announcement notes Maska Group (offices in London and Manchester) as the applicant — it appears not to have previously built data centres; the submission does not specify proposed IT capacity or how the site will be powered. Also referenced are other South Wales developments (Newport modular site, Vantage Bridgend campus) and that South Wales is designated an AI Growth Zone by the UK government.
  • Data Center Insights 2026 Brings Industry Leaders Together for a Two-Day Look at the AI Infrastructure Era

    Endeavor B2B’s Data Center Frontier and partners announced Data Center Insights 2026, a two-day virtual event on July 15–16, 2026 focused on AI-driven demands for data center power, cooling, connectivity, and resilience.

    • Main announcement: Data Center Insights 2026 is a two-day virtual event (July 15–16, 2026) produced by Endeavor B2B with partners Data Center Frontier, Cabling Installation & Maintenance, ISE, Lightwave, and SecurityInfoWatch; sessions feature named speakers (e.g., Steven Carlini, Mike Tu, Tom Carroll) and cover AI infrastructure, liquid cooling (1P vs 2P), 800VDC / high-voltage DC, behind-the-meter power strategies, prefabrication, and fiber/400G+ testing.
    • Background & program details: The program is organized as cross-functional tracks on cooling, power distribution, connectivity, modular design, and operations; concrete session titles and speakers include “Expert Roundup: The State of the Data Center Industry” (Steven Carlini, Schneider Electric), “Rethinking Data Center Power Distribution: Safe, High-Power DC with Digital Electricity” (Stanley J. Mlyniec, VoltServer), and “Powering the Megawatt Era: The Role of 800VDC in the Future of Data Center Energy” (Mike Tu, NVIDIA; Jim Simonelli, Schneider Electric). The event is virtual (online); registration URL and event program pages are provided in the article.
  • Foxconn, Schneider Electric partner to develop next-generation AI data center infrastructure

    Foxconn and Schneider Electric have announced a strategic collaboration to co-develop integrated solutions and next-generation reference architectures for AI data centers; production is expected to begin later this year.

    • Co-development: Foxconn and Schneider Electric will co-develop next-generation reference architectures for AI data centers and jointly explore closed-loop energy optimization, modular power and cooling skids, and standardized design frameworks to create repeatable, high-performance blueprints. Production start: expected later this year.
    • Roles and background:Foxconn contributes advanced compute platforms, AI rack integration, and global manufacturing; Schneider Electric contributes power systems, cooling, and energy management. Leadership statements from Young Liu and Olivier Blum were included in the companies’ separate statements.
  • California City Approves First Voter-Enacted Data Center Ban

    Monterey Park has approved a voter-enacted prohibition on data centers (Measure NDC).

    • Measure NDC passed with roughly 86% support, amends the city’s land-use framework to prohibit data centers citywide unless voters later repeal the restriction; the ballot text cites protecting air quality, drinking water resources, public health, and utility rates.
    • Background: The vote followed opposition to a proposed 247,000-square-foot data center backed by Australian firm HMC StratCap planned on a 15.8-acre site in Saturn Business Park that would have required about 50 MW peak power; the developer withdrew the project in March after the city imposed and extended moratoriums and moved the permanent ban to the June ballot.
  • California City Approves First Voter-Enacted Data Center Ban

    Monterey Park voters approved Measure NDC, enacting a citywide prohibition on data centers by roughly 86% support.

    • Main action: The measure prohibits data centers citywide unless repealed by a subsequent citywide vote; it passed with ~86% support and was placed on the June ballot after the City Council imposed and extended a moratorium. The ballot language cites protection of air quality, drinking water resources, public health, and utility rates. The specific proposed project that sparked the fight was a 247,000-square-foot facility on a 15.8-acre site in Saturn Business Park, backed by Australian firm HMC StratCap, which would have been located less than 500 feet from the nearest home and required about 50 MW of peak power; the developer withdrew the project in March as opposition mounted.

    • Context and background: The council first approved a 45-day moratorium before advancing a permanent ban and opting for a ballot measure (argued to be harder to reverse than an ordinance). Local concerns included power demand, diesel backup generators, noise, air quality, water use, electricity costs, and property values. The vote reflects a broader national trend of organized local opposition to data center and AI infrastructure expansion, noted by commentators and industry representatives such as Schneider Electric, University of Texas law professor David Spence, and J.Gold Associates.

  • 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.
  • DOE’s Agora Simulates AI Data Center Power Challenges on the Grid

    The US Department of Energy has launched the Agora test platform to simulate the electrical behavior of hyperscale AI data centers and study their impacts on grid stability.

    • Main announcement: DOE launched Agora, a first-of-its-kind large-load grid integration test bed that replicates AI data center electrical behavior to provide insights for grid stability and resilience; the article situates this alongside ERCOT’s dedicated modeling work and Texas A&M’s 105-page dynamic modeling manual.
    • Background and details: Utilities and vendors (notably ERCOT, Texas A&M, and Schneider Electric) have spent roughly two years focused on supply-side capacity; the new work shifts emphasis to fault ride-through, reconnection behavior, fast ramping, and multi-gigawatt demand dynamics, and cites ERCOT/Texas A&M goals to study disturbance ride-through, post-fault recovery, and transient stability.
  • How a Coal Plant in Buffalo Became TeraWulf’s 500 MW AI Campus

    TeraWulf is developing the Lake Mariner “AI factory” campus on a retired coal plant site near Buffalo, delivering 500 MW today and planning to scale to 750 MW.

    • Main announcement: TeraWulf is building the Lake Mariner AI factory across roughly 180 acres of the former coal plant site, currently delivering 500 MW across four data halls with plans to scale to 750 MW; tenants include Core42 and Fluidstack (the latter hosts compute tied to Google AI workloads), and the fourth hall CB4 is expected to be energized by July 2026.
    • Background and technical details:Schneider Electric and Motivair have deployed more than $290 million in AI infrastructure and liquid-cooling systems at the site; the campus uses closed-loop glycol cooling with 144 RDHx units in one section and outdoor spray cooling used <5% of the year; legacy intake to Lake Ontario capacity is ~275 million gallons; electrical architecture includes 450 UPS systems (1–1.5 MW each) and reliance on Niagara hydropower (~90% zero-carbon).
  • TeraWulf’s Lake Mariner Campus: How a Retired Coal Plant Became an AI Factory Prototype

    TeraWulf has announced the rapid deployment and integration of power-and-cooling infrastructure at its Lake Mariner campus in Barker, New York.

    • Main announcement: TeraWulf, in partnership with Schneider Electric and Motivair, compressed deployment of over $290 million in mission-critical power and cooling infrastructure into a twelve-month window to repurpose the retired Lake Mariner coal plant into an AI/HPC campus designed to support up to 750 MW of future load; deployments include Galaxy VX UPS systems, lithium-ion battery systems, Motivair CDUs (105 kW to 2.5 MW MCDU-70), ChilledDoor rear-door heat exchangers, NetShelter racks, and EcoStruxure IT monitoring.
    • Background and specifics: The project leverages existing industrial transmission assets (dual 345-kV lines, nearby Niagara hydroelectric and imported Quebec hydropower), long-term tenant commitments from Core42 and Fluidstack (backed by Google), and a brownfield, energy-first strategy focused on sites with pre-existing transmission/substation infrastructure to avoid multiyear interconnection timelines.
  • Q1 earnings: No slowdown for building system companies, real estate firms

    Real estate management companies reported strong Q1 2026 results driven by a recovery in leasing activity and rising demand for data center services.

    • Q1 2026 earnings summary: CBRE reported building operations revenue up 19% year over year and data center and other critical infrastructure services up 71%; JLL reported a 17% increase in North America industrial leasing revenue with meaningful contributions from data centers (CFO Kelly Howe); Cushman & Wakefield saw a 17% jump in leasing across segments, particularly in Americas office and industrial. These figures are reported in companies’ first-quarter 2026 earnings disclosures and covered by Facilities Dive.
    • Background and sector detail: Building controls, energy-management and thermal-management firms are benefiting: Johnson Controls saw data center cooling drive sales up 8%, Schneider Electric increased its energy management segment nearly 13%, and companies named include Honeywell and Trane. CBRE CEO Bob Sulentic made remarks on the company’s April 23 earnings call about moving into critical infrastructure and data center services. This article summarizes Q1 earnings reporting rather than announcing a new standalone initiative.

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