Melissa Palmer
ASMLAI InfrastructureChinaChipsSovereign AIStar Signal
China’s EUV progress accelerates true bifurcation of global AI chip supply
China’s Secret EUV Breakthrough Pulls Forward AI Chip Sovereignty Timeline China has built and is testing a homegrown extreme ultraviolet...
Data CenterMichigan
Local resistance reshapes Michigan’s AI data center expansion plans
Developers just walked away from a $1 billion Howell Township data center after months of community pushback, and the same...
Constellation WireData CenterKentucky
Louisville demolition signals next major Midwest AI data center hub
Louisville is quietly prepping a large greenfield site for demolition, a classic early signal a hyperscale or large colocation data...
Constellation WireData CenterIndiana
Rising local pushback shows hyperscale AI campuses face growing community limits in indiana
Indiana’s early enthusiasm for an $11 billion Amazon hyperscale campus has flipped as residents now push back hard on new...
Data CenterConstellation WireGeorgiaPower
Massive Georgia Power gas build tests AI data center assumptions
Georgia Power just secured a tentative deal to massively expand generation capacity, mostly gas, driven largely by projected AI and...
AI InfrastructureNebiusNeocloudNVIDIAStar Signal
Nebius brings NVIDIA Blackwell Ultra to production with hard guarantees on GPU capacity
Nebius released AI Cloud 3.1, putting NVIDIA Blackwell Ultra systems (GB300 NVL72 and HGX B300) into production and adding real-time,...
AI InfrastructureConstellation WireDellEquinix
Dell and Equinix Pitch Cloud Adjacent colocation
Dell and Equinix are pitching cloud adjacent colocation as the new default for placing high-value, latency-sensitive data close to hyperscaler...
Constellation WireData CenterMichigan
AI data centers reshape Michigan as tax breaks spark contested buildout
Michigan is emerging as a Midwest AI data center hotspot, with at least 16 sites in play across 10 counties,...
Constellation WireData CenterMichigan
massive Southfield AI data center despite neighborhood concerns
Southfield just cleared a $1.5 billion, two‑story data center near I‑696, which is big money and a big regional footprint...
Constellation WireData CenterDelaware
Local zoning shifts quietly steer two warehouse projects to data centers
Developers in New Castle County, Delaware are quietly pivoting two large industrial projects toward potential data center use, signaling more...
