Home AI Infrastructure NewsletteriMasons talks GWs of global capacity, sustainability

iMasons talks GWs of global capacity, sustainability

by Susana SchwartzSusana Schwartz
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iMasons talks GWs of global capacity, sustainability

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With 373 GW of global capacity, and 22 GW under construction, “Global AI demand is driving more infrastructure build in 3 years than in the past 30,” said Dean Nelson founder and chairman of iMasons, who spoke at DCD>Connect in New York City about the impact of approximately 11,800 data centers worldwide:
  • 71 GW of active capacity
  • 280 GW in the development pipeline
  • 228 GW in the U.S.
  • 30 GW in China with 400 GW of spare grid capacity planned by 2030

With that, sustainability has to become a design principle – something iMasons’ Climate Accord (iCA) members focus on. During a morning session at DCD>Connect, iCA’s LEED Fellow Miranda G. Gardiner talked with Bloomberg sustainability experts, Simone Kramer and Dave Wildman about the evolution toward “audit-ready” metrics as regulatory requirements for carbon and ESG reporting become more stringent. Check out the story here, and look at our “Top Stories” and “What You Need to Know,” below.

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Susana Schwartz
Technology Editor
RCRTech

AI Infrastructure Top Stories

iMasons Climate Accord: During DCD>Connect in New York, iMasons’ day-one morning session focused on a shift in mandate as an independent professional association’ and a fireside chat with Bloomberg on sustainability in DC design.

Up, out, and across: At OFC 2026, focus shifted to three AI scaling models – scale-up, scale-out and emerging scale-across – highlighting the need for new optical interconnects linking GPUs within and across data centers.

Australia sets AI rules: Australia has introduced expectations for data center and AI infrastructure projects, linking approvals to national interest, energy use, water efficiency, and local economic contributions as demand for AI capacity grows.

AI Today: What You Need to Know

432MW DC in VA: In Virginia, Ashburn’s Regency residents are being offered more than $4 million per acre to sell their properties to data center developers. According to a DCD report, developers are hoping to build six data centers in the community.

SK Hynix – ASML deal:  SK Hynix Inc. plans to spend 11.9 trillion won ($7.9 billion) on cutting-edge extreme ultraviolet lithography chipmaking tools from ASML Holding NV, deepening a push into next-generation memory.

Ultra-Cold AlloysResearchers in China have developed a new alloy capable of reaching near absolute zero (-273°C) without using helium. This could revolutionize cooling for superconducting quantum chips and military hardware.

Thailand expansion push: Bridge Data Centres is seeking up to $6 billion in financing for Thailand expansion, highlighting intensifying competition to scale AI-ready data center capacity across Southeast Asia.

AI meets the gridNvidia and Emerald AI are working with energy firms to develop flexible AI factories that integrate compute with power systems, aiming to speed deployment and support grid stability.

10GW power expansion: NextEra Energy received approval to develop up to 10 GW of gas-fired power in the U.S., supporting rising electricity demand from data centers and industrial infrastructure.

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