Dell’Oro Group VP of research Baron Fung told RCRTech that accelerated servers equipped with AI accelerators are expected to account for roughly 40% of the $3 trillion in DC capital expenditure forecast In sum – what to know: AI drives spending – Accelerated servers with AI accelerators are expected to …

Nebius raised its year-end contracted power target to 5GW and said its future capacity pipeline puts it among a small number of companies able to build more than 1GW of new capacity per year In sum – what to know: 2027 capacity – Nebius says it could sell its entire …

Synergy Research Group said the increase will be driven primarily by aggressive build-outs from hyperscale operators, whose owned data center capacity is expected to double within two years In sum – what to know: Capacity growth – Synergy expects U.S. data center capacity to double over the next three years, …

Consider brownfield locations when possible, abandon isolated real estate transaction models for ecosystem-shaping models, and engage communities early on In sum, what to know: When it comes to data center siting and approval, local opposition to data centers is becoming a major constraint, cutting across political parties and demographics, especially …