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WHTop → 📋 News → Schneider Electric Powers $290M TeraWulf AI Campus Buildout
Schneider Electric Powers $290M TeraWulf AI Campus Buildout
📅 - Schneider Electric says it has delivered more than $290 million in AI data center infrastructure for TeraWulf's Lake Mariner campus in upstate New York, as the Google-backed site races to turn legacy industrial power assets into capacity for cloud, HPC and AI workloads using Schneider power systems and Motivair liquid cooling technology over phased deployments already underway.
The headline number is supplier revenue, but the more interesting figure may be 750 MW. That is the projected power demand when Lake Mariner is fully built out. In the current AI infrastructure market, that puts the site in the language of industrial energy planning rather than conventional colocation.
Power [...][... Check source for end of article ...]
📅 - NordLayer: 82% of IT Teams Report Web-Based Incident in 2026 - NordLayer says 82% of surveyed U.S. IT professionals reported a web-based security incident in the past year, with half describing the impact as moderate or severe. The findings put fresh numbers behind a familiar problem: corporate work has moved into SaaS tabs, remote sessions and personal devices, and attackers are already operating there at scale now.
The report is vendor research, so it needs the usual discount. NordLayer sells business network security. It has a commercial reason to make the browser look urgent. Still, the direction is hard to dismiss. The browser has become the operating layer for large parts of the enterprise, and security architecture has not caught up [...]
📅 - Amazon Reworks AWS Data Center Networks for Speed and Cost - AWS has started replacing parts of its data center network with a quasi-random architecture designed to move traffic faster while using less hardware and power, a shift already under deployment in Europe and expected to reach most facilities in 2026. The company claims throughput gains of about one-third and network power savings of 40%.
The numbers are the kind that get noticed outside the network engineering group. A third faster, if sustained across real production workloads, changes how cloud capacity is modeled. A 40% reduction in networking electricity consumption changes how data center power budgets are argued internally. Billions in hardware savings, Amazon says. Not small money, [...]
📅 - KPN Teams With Schwarz Digits on Dutch Sovereign Cloud - Dutch telecom firm KPN and Schwarz Digits, the digital arm of Lidl supermarket conglomerate parent Schwarz Group, are preparing a sovereign cloud region in the Netherlands for mid-2027, targeting Dutch organizations uneasy about foreign-controlled infrastructure. The service will run from KPN data centers, rely on STACKIT's European cloud stack, and be sold through KPN and its partners locally.
The immediate read is simple enough. Dutch buyers get another place to put sensitive workloads without sending procurement teams straight back to Microsoft, Amazon, or Google. The less simple read is more interesting: a national telecom operator and a retail conglomerate are trying to turn European [...]
📅 - SoftBank Plans €75bn AI Data Center Buildout in France - SoftBank said it will invest up to €75bn to build 5GW of AI data center capacity in France, starting with €45bn and 3.1GW in Hauts-de-France by 2031. The plan, unveiled around Choose France, pairs massive compute demand with French power, industrial land and a Schneider Electric manufacturing partnership in Dunkirk to localize core infrastructure for Europe buyers.
This is a huge number, even in the inflated arithmetic of AI infrastructure. Five gigawatts is not a campus. It is a national-scale energy and industrial planning question dressed as a data center program.
France wants the project read as proof that it can host AI infrastructure without becoming merely another customer market [...]
📅 - Gartner Warns AI Agent Governance Failures Ahead by 2027 - Gartner is warning that enterprises are setting themselves up for a second wave of AI agent disappointment, not because the technology cannot act, but because companies are granting and restricting that action badly. The firm expects 40% of enterprises to demote or decommission autonomous agents by 2027 after governance failures surface in production environments.
The message is pointed because it lands in the middle of a spending cycle where "agentic AI" has become the default answer to every board-level productivity question. Automate the workflow. Let the agent take action. Remove friction. Cut process time. Sounds clean in a vendor demo.
Then the agent touches a live [...]
📅 - SIA-Deloitte Report Puts Chips at Center of AI Buildout - A new SIA-Deloitte report says semiconductors make up more than 95% of the content value inside a leading AI server rack, recasting the data center boom as a chip supply contest rather than a software story. The study projects AI data center chip revenue could reach $1.2tn by 2028, intensifying policy and procurement pressure globally this year.
The report is useful because it drags the AI conversation down from model announcements and benchmark theater into the rack. That is where the money is going. Accelerators, memory, networking silicon, power chips, controllers, sensors, transceivers. Thousands of packaged chips doing unglamorous work so the glamorous systems can run.
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