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WHTop → 📋 News → SK Telecom Targets 15GW AI Data Center Capacity Across Korea
SK Telecom Targets 15GW AI Data Center Capacity Across Korea
📅 - SK Telecom said it will pursue up to 15GW of AI data center capacity in South Korea, starting with Ulsan and expanding across regional clusters, a staggering power target that places the carrier at the center of Korea's attempt to turn energy, memory chips and construction discipline into national AI infrastructure leverage from 2029 onward at scale.
For enterprise buyers, cloud operators and governments watching Asia's infrastructure map, the number is the story and also the problem. Fifteen gigawatts is not an ordinary data center expansion plan. It is power system language. Industrial policy language. It puts SKT's telecom roots in a different category, closer to national [...][... Check source for end of article ...]
📅 - Crusoe Eyes $3B Round at Possible $30B Valuation - Crusoe Energy Systems is in talks to raise $3 billion at a valuation that could reach $30 billion, a sharp rerating for a data center operator riding the shortage of AI compute, power access and hyperscale contracts - even as parts of its project pipeline show how fragile the economics can already get under investor scrutiny today.
The reported round, still not closed, would mark one of the larger private financings around AI infrastructure this year. It would also put a fairly young company, founded in 2018, in a different conversation from the commodity colocation market. Crusoe is not selling another chatbot interface. It is selling the thing everyone claims to need before the software [...]
📅 - Bit Origin Buys $11M B300 Servers for Malaysia AI Deployment - Bit Origin, an emerging growth company focused on AI computing infrastructure, digital asset innovation and blockchain-based strategies, is buying roughly $11 million of NVIDIA Blackwell B300 AI servers in a transaction tied to an already contracted deployment in Malaysia, giving the former digital asset infrastructure player a faster route into GPU rental revenue, provided the hardware arrives, customers stay attached, and operating costs do not eat the headline economics first next year.
For enterprise buyers and infrastructure operators, the interesting part is not that another company has found religion in AI compute. Plenty have. It is that Bit Origin says the package already comes [...]
📅 - Wesco Acquires Newark as Data Center Cooling Becomes Critical - Wesco has closed its acquisition of Newark Engineering Group, based in Singapore, adding data center cooling design, installation and lifecycle services as thermal management becomes a harder constraint on AI infrastructure growth. The deal gives Wesco deeper exposure to Southeast Asia's data center buildout and technical role beyond distribution, logistics and supply chain support across the region.
For enterprise buyers, this is not just another bolt on services transaction. Cooling has moved from facilities plumbing to capacity planning. More racks, hotter chips, less patience from customers who want AI capacity yesterday. Operators can buy servers and networking gear, but if heat [...]
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📅 - Vancouver Startup Wafr Raises $100M for AI Data Cooling - Vancouver-based startup Wafr Technologies has raised $100 million from private investors to develop cooling technology for AI data centers, as power-hungry compute sites strain electricity grids and water systems, while the company seeks another $200 million from public and private sources to move a thermal battery concept into commercial infrastructure deals with overseas partners already showing interest.
The Canadian company is working on what it describes as a thermal battery. The idea is simple enough to understand and hard enough to prove: store cooling capacity when grid power is cheaper, then release it when demand and pricing rise.
For AI data center operators, that could [...]
📅 - TeraWulf Signs $19B Anthropic Data Center Lease - TeraWulf has signed a 20-year AI infrastructure lease with Anthropic expected to generate roughly $19 billion in contracted revenue while simultaneously selling its majority stake in a Texas joint venture, reshaping the company's capital strategy around wholly owned AI campuses rather than shared developments as infrastructure financing accelerates across hyperscale computing markets and customer demand.
Two announcements arrived together. They are connected.
One secures a long-term tenant with one of the world's highest-profile AI developers. The other exits a project before it reaches full maturity. Together they say something broader about where AI infrastructure economics appear to [...]