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WHTop → 📋 News → JLL: North American Data Center Demand Hits 25 GW as Vacancy Stays at 1%
JLL: North American Data Center Demand Hits 25 GW as Vacancy [...]
JLL: North American Data Center Demand Hits 25 GW as Vacancy Stays at 1%
📅 - North American data center demand hit 25 GW in the first half of 2026, according to JLL, doubling year over year even as vacancy stayed near 1%. The boom is pulling capital, power and construction into markets, but the constraint is shifting. Capacity can be financed. Community approval, grid access and tolerance may prove harder to secure.
The numbers are large enough to change how infrastructure buyers should read the market. JLL says 66 GW is under construction across North America and 95% of that capacity is already committed. Tenants signing today are often buying delivery years out, including for 2028. That is not a normal procurement cycle for many enterprise IT teams, which still [...][... Check source for end of article ...]
📅 - Blacksmith Raises $45M for Cloud Infrastructure Behind AI Coding - Blacksmith has raised $45 million at a $550 million valuation as AI coding agents drive sharply higher demand for continuous integration infrastructure. The company plans to spend most of the Series B on compute, expanding a fleet already spanning hundreds of thousands of cores as software teams discover that generating code faster also means validating far more changes safely.
The Series B, led by Peak XV Partners with participation from existing investors Y Combinator and GV, arrives at an interesting point in the AI coding cycle. Much of the attention around developer AI has centered on how quickly models can produce software. Blacksmith is building around the less glamorous [...]
📅 - Oracle Adds Quantinuum Quantum Hardware to OCI Infrastructure - Quantinuum and Oracle have agreed a multi-year partnership that will place Quantinuum's Helios quantum computer inside Oracle Cloud Infrastructure, giving OCI customers cloud access alongside existing GPU and high-performance computing resources. The arrangement moves quantum hardware closer to conventional enterprise infrastructure, although meaningful commercial adoption will depend on whether hybrid workloads can demonstrate advantages beyond controlled experiments.
For enterprise infrastructure teams, the interesting part is not simply that another quantum computer will become accessible through a cloud platform. Quantum hardware has been remotely accessible for years. Oracle and [...]
📅 - Taiwan Expansion Gives Compal More Integrated AI Server Rack Capacity - Taiwanese electronics manufacturer Compal has opened an AI server manufacturing center in Daxi, adding rack-level integration and liquid-cooling capabilities as suppliers race to industrialize increasingly dense AI infrastructure. The NT$4.03 billion investment is expected to double Compal's AI server system capacity, with the site scheduled to begin contributing revenue progressively during the fourth quarter of 2026 thereafter.
The expansion is notable less for another factory coming online than for what Compal intends to manufacture inside it. The Daxi operation will handle L10 AI server systems and L11 rack-level solutions, moving the company further from assembling individual servers [...]
📅 - Eaton Wins $7M US Air Force Contract for Quantum Grid Threat Research - Eaton has secured a $7 million, 24 month U.S. Air Force Research Laboratory contract to test whether quantum computing, machine learning and visualization can help grid operators identify and respond to simultaneous physical and cyber threats. Working with Infleqtion and Penn State, Eaton will develop hybrid quantum classical methods aimed at a difficult power system contingency problem.
The research targets a computational problem that becomes substantially harder as the number of possible failures increases. North American Electric Reliability Corporation requirements currently call for transmission systems to withstand two sequential failures, described as N-2. Eaton's AFRL-funded work [...]
📅 - Lenovo Server Business Surges on Cloud and AI Infrastructure - Lenovo's infrastructure business nearly doubled quarterly revenue as demand from cloud providers and enterprises drove server sales sharply higher, giving the Chinese technology group a larger role in an AI infrastructure market still constrained by power, accelerators and capital. The company reported $8.5 billion in infrastructure revenue for its fiscal first quarter, up 98% from last year.
For cloud operators and data center buyers, the more interesting number sits elsewhere in Lenovo's results. Its AI server pipeline has reached $54 billion, an increase of 157% from the previous quarter. Pipeline is not revenue, and Lenovo does not disclose how much of that figure represents firm [...]
📅 - Modern Firewall Architecture Moves Beyond the Network Edge - A firewall used to have an obvious address in the network: somewhere between the company and the Internet. That model is increasingly inadequate for hosting providers, cloud operators and enterprises running distributed infrastructure. Traffic now moves between applications, racks, data centers, clouds and management systems, making firewall placement, policy ownership and internal segmentation as important as whatever happens at the external perimeter.
The basic function has not changed much. A firewall observes network traffic and decides whether to permit or block it according to policy. What has changed is the network around it.
A server may accept connections from customers, [...]