Amazon plans to spend $12bn on Louisiana data center campuses, developed by Stack Infrastructure
Meta to deploy 366MW of modular gas units to power 1GW data center in El Paso, Texas
Meta plans to power its 1GW data center under construction in El Paso, Texas, with 366MW of behind-the-meter modular natural gas generators. The project will use 813 gas units, expected to cost around $473 million and come online by 2027. Meta will cover the full cost of the generation during an initial five-year bridge period, while the campus remains disconnected from the grid. The development represents a $1.5 billion first phase, with the broader site potentially expanding across multiple phases.
The proposal has sparked opposition from the El Paso City Council and local environmental groups, who are concerned about fossil fuel use and the possibility that costs could eventually impact ratepayers. Community advocates argue the project contradicts expectations of renewable-powered operations. The campus, designed to support both current servers and future AI hardware using closed-loop liquid cooling, would become Meta’s third data center site in Texas, despite El Paso not traditionally being a major data center hub within the state.
Australia’s Goodman Group adds 1GW to power bank for data center projects
Goodman Group has increased its global data center power bank by 1GW over the past six months, bringing its total available capacity to 6GW. The update came alongside half-year results showing AU$1.2 billion in operating profit and a projected AU$18 billion in work in progress by mid-2026, with data centers accounting for roughly 73 percent of that pipeline. Most of the additional power capacity is tied to projects in Australia and Europe, reinforcing the company’s shift toward digital infrastructure.
CEO Greg Goodman said access to construction-ready powered land will be a key growth driver, as demand for low-latency, high-connectivity facilities continues to outpace supply. Traditionally focused on logistics and industrial real estate, Goodman now has data center developments across Asia-Pacific, Europe, and the US, and believes its metropolitan land bank and secured power position it to capitalize on sustained hyperscale and AI-driven expansion.
atNorth announces plans for 300MW data center campus
atNorth has announced plans to develop a 300MW data center campus in Sollefteå Municipality, Sweden, on a 50-hectare site at Hamre Industrial Park in Långsele. The new campus, known as SWE04, is expected to be operational in the first half of 2028 and will support high-density workloads with direct liquid cooling and rack densities of up to 1MW. The company said it will also pursue heat reuse partnerships as part of its sustainability strategy.
The development expands atNorth’s Nordic footprint, where it already operates facilities across Sweden, Iceland, and Finland, with additional projects underway in multiple countries. The Sollefteå campus marks a significant scale-up compared to its existing Swedish site in Kista and reflects growing demand for AI and high-performance computing infrastructure in the region, as well as Sweden’s continued appeal for energy-efficient digital infrastructure.
Amazon looks to build large-scale data center campus next to nuclear plant in Texas
Amazon is exploring plans to build a large-scale data center campus in Somervell County, Texas, adjacent to Vistra’s Comanche Peak nuclear power plant. The proposed development, known as Project Spectrum, could span around 435 acres with up to 18 two-story buildings and represent an investment of roughly $5 billion. A development agreement under consideration includes milestone payments to the county, and construction could begin as early as 2027.
The site’s proximity to the 2.4GW Comanche Peak nuclear facility reflects growing interest from hyperscalers in colocating with reliable, large-scale power sources. Amazon is also reportedly working with neighboring Hood County on related developments near the plant, as Texas continues to attract major data center proposals amid debates over incentives, infrastructure impact, and local regulatory authority.
Lenders committed $121bn to US data center construction in 2025
Lenders committed $121 billion in credit to US data center construction in 2025, up roughly $30 billion year-on-year, according to S&P Global. Despite a 32 percent drop in the total number of loans, the surge in capital reflects a wave of large, high-value financing deals tied to hyperscale and AI-driven developments. Funding has been structured through syndicated loans, credit facilities, asset-backed securities, and other vehicles, allowing both large and smaller banks to participate while spreading risk across multiple lenders.
Geographically, capital is shifting toward frontier markets with better access to land, power, and tax incentives. Arizona led with more than $41 billion in loans, followed by Illinois and Texas, while New Mexico also saw strong inflows. In contrast, Virginia—still the world’s largest data center market—recorded just $3 billion in loans, reflecting power constraints and increasing regulatory scrutiny. As infrastructure pressures mount, frontier regions are capturing a growing share of AI-era construction activity.
Google to develop ‘clean energy’ colocated data center in Wilbarger County, Texas
Google has announced plans to develop a new data center in Wilbarger County, Texas, colocated with onsite clean energy generation developed by AES. Under a “power first” approach, the facility will be built alongside new clean power plants to ensure energy infrastructure comes online in parallel with the data center, reducing strain on the local grid. AES has secured the land and interconnection agreements and will own and operate the generation assets under long-term power purchase agreements, while also providing energy management services.
The campus will use advanced air-cooling technology to eliminate operational water use beyond essential services, and Google has committed to replenishing more water than it consumes in the state. The project expands Google’s growing footprint in Texas, where it already operates multiple campuses and has pledged $40 billion in investment through 2027, reinforcing the state’s position as a major hub for AI and cloud infrastructure.
500MW data center campus planned for Bełchatów, Poland
A 500MW hyperscale data center campus is being planned in Domiechowice, within Bełchatów Commune in central Poland, as part of a broader industrial zone development. The proposed 50-hectare site, currently referred to as Hyperscale Data Center Bełchatów, could become one of the largest facilities in Eastern Europe. Local authorities confirmed that advanced discussions are underway with a prospective investor, and planning work has begun, including road connectivity and preparatory zoning measures.
The facility is expected to support large-scale AI and high-performance data processing workloads and may draw power from the nearby Bełchatów coal-fired power station. Poland’s data center market has been growing rapidly in recent years, with strong investment activity across multiple cities, positioning the country as an emerging hub for digital infrastructure in Central and Eastern Europe.
700MW data center could be built at Port of Dunkirk, northern France
A 700MW AI-focused data center campus could be developed at the Port of Dunkirk in northern France, after the port authority issued a call for expressions of interest for a 21-hectare brownfield site in its Large Industry Zone. The land, formerly home to a refinery, offers access to between 400MW and 700MW of power via a new substation under construction three kilometres away. Developers securing the site will need to build a dedicated transformer substation, with grid capacity expected to be available within three to four years once agreements are finalized.
The project aligns with France’s broader push to accelerate large-scale AI data center development, particularly on former industrial sites in northern regions. To qualify for priority grid access, the facility must consume at least 400MW, underscoring its hyperscale ambitions. While Dunkirk is not yet a major data center hub, the availability of high-capacity power and industrial land positions it as a potential new entrant in France’s expanding digital infrastructure landscape.
PJM approves $11.8bn transmission expansion plan amid data center boom
PJM Interconnection has approved an $11.8 billion transmission expansion plan to address surging load growth driven largely by data center demand across its 15-state footprint. Of the total, about $4.8 billion is tied to projects in Virginia, including Dominion Energy’s proposed $2.3 billion, 525kV underground transmission “backbone” line designed to deliver roughly 3GW of power into Northern Virginia’s data center hub. The broader plan also includes major projects in Pennsylvania and Ohio, along with hundreds of millions in upgrades by regional utilities, reflecting accelerating infrastructure needs.
The expansion comes as PJM faces mounting reliability concerns, including recent capacity shortfalls and warnings of potential future supply gaps. Rapid data center growth in the Mid-Atlantic, particularly around Loudoun County, has intensified pressure on the grid, prompting both regulatory scrutiny and political debate. The scale of the 2025 plan far exceeds prior years’ approvals, underscoring how AI and hyperscale development are reshaping transmission investment priorities across the eastern United States.
Vantage and Altarea plan 400MW data center in Bordeaux, France
Vantage Data Centers and French investment firm Altarea are partnering to develop a 400MW data center campus in Bordeaux, marking Vantage’s first expansion into France. The site, on land owned by Altarea, already has a secured 400MW power connection and is expected to rank among the largest data center developments in the country. While specific timelines and the exact location have not been disclosed, the project signals strong confidence in France’s accelerating AI infrastructure build-out.
The collaboration combines Vantage’s hyperscale development expertise across EMEA with Altarea’s local market knowledge and permitting capabilities. As France positions itself as a major European AI hub, the Bordeaux campus is aimed at meeting rising demand from hyperscale and AI-driven workloads, reinforcing the country’s push to strengthen domestic digital infrastructure and competitiveness.
