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Development in Top 10 DC Companies in the World

  • Equinix

    • Equinix signs second PPA in Singapore with Sembcorp. [DCD-20241203]
      • "Equinix has signed a Power Purchase Agreement (PPA) with Sembcorp Power for 58.5MW of power from a solar project in Singapore."
      • "The solar energy will be delivered from a solar installation on 60 hectares of vacant land and the rooftops of five JTC Corporation buildings, including the Jurong Rock Caverns above-ground facilities and Jurong Island Checkpoint. The project is projected to start generating power in 2029."
    • Equinix partners GIC, Canada pension fund to expand data centre portfolio via US$15 billion joint venture. [BT-20241002]
      • "Equinix expects to use capital the JV raises to buy land and to build new facilities on multiple greater-than-100-megawatt (MW) campuses in the US. Eventually, this will add more than 1.5 gigawatts of new capacity for hyperscale customers, it added."
      • "Today, the global footprint of Platform Equinix spans 268 data centers across 73 metros and 34 countries. In Asia-Pacific, Equinix currently operates 59 data centers in 15 key metros across Australia, China*, Hong Kong, India, Japan, Korea, Malaysia and Singapore. The company also announced its market entry in Indonesia, the Philippines and Thailand."  [EDB-20241119]

    • Amazon Web Services

      • AWS added 3.8GW of data center capacity in the last year
        • "With this increasing demand, AWS has been building out its data center capacity rapidly. According to Jassy, the company has added 3.8GW of power in the last 12 months. "To put that in perspective, we're now double the power capacity that AWS was in 2022, and we are on track to double again by 2027," Jassy said." [DCD-20251031]
      • AWS plans $2bn data center campus in Sunbury, Ohio. [DCD-20241122]
        • "The cloud company said that the new development in Delaware County will bring its data center investment in the state to $10bn."
      • AWS expects $110bn in annualized revenue run rate for 2024. [DCD-20241101]
        • "The company's capex remains high, with CFO Brian Olsavsky predicting $75 billion in capex for the whole year with the majority of that spend going to "technology infrastructure."
      • Amazon to invest $10.5 Billion in UK for Cloud, AI Infrastructure. [WSJ-20240911]

    • Meta

      • Meta to spend $600bn on US data centers by 2028
        • "Meta claims it will spend $600 billion on digital infrastructure in the US over the next three years." [DCD - 20251110]
      • Meta plans "notably larger" capex spend on AI data centers in 2026, compute expectations already higher than last quarter prediction
        • "Alongside its own gigawatt data center construction projects, Meta reportedly signed a $10bn+ cloud deal with Google in August, followed by a $14.2bn CoreWeave deal this September, and is in talks with Oracle for a $20bn contract." [DCD-20251030]
      • Meta breaks ground on 1GW data center campus in El Paso, Texas
        • "Company starts work on third campus in Lone Star State" [DCD - 20251016]


      • Meta plans $5bn data center campus in Louisiana [DCD-20241120]
        • “Project Sucre linked to Entergy's proposed gas plants".
      • Meta plans $800m data center campus in Aiken County, South Carolina [DCD-20240830]
        • “We are excited to announce that Aiken County, South Carolina, will be home to Meta’s newest data center - our 22nd data center in the US and 26th in the world,” the company announced on Facebook this week.
      • How Meta redesigned its data centers for the AI era

        • A look at Meta’s next-generation data centers. [DCD - 20231128]

    • Microsoft Azure

      • Infinite scale: The architecture behind the Azure AI superfactory
        • "Today, we are unveiling the next Fairwater site of Azure AI datacenters in Atlanta, Georgia. This purpose-built datacenter is connected to our first Fairwater site in Wisconsin, prior generations of AI supercomputers and the broader Azure global datacenter footprint to create the world’s first planet-scale AI superfactory. By packing computing power more densely than ever before, each Fairwater site is built to efficiently meet unprecedented demand for AI compute, push the frontiers of model intelligence and empower every person and organization on the planet to achieve more." [Microsoft - 20251112]



      • Microsoft Azure delivers the first large scale cluster with NVIDIA GB300 NVL72 for OpenAI workloads [Microsoft - 20251009]
        • "Microsoft delivers the first at-scale production cluster with more than 4,600 NVIDIA GB300 NVL72, featuring NVIDIA Blackwell Ultra GPUs connected through the next-generation NVIDIA InfiniBand network."


      • Microsoft and Abu Dhabi's MGX to back $30bn BlackRock AI infrastructure fund. [DCD - 20240918]

      • San Antonio, Texas

        • Microsoft plans $482m data center in San Antonio, Texas. Hyperscaler continues to grow its presence in the city. [DCD - 20240731]

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