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Mike Santos
Hardware & Infrastructure Reporter

Data centers, networking gear, and the physical layer of the internet. Previously covered telecom infrastructure at Light Reading.

Latest

Fermi, the AI data-center power startup co-founded by Rick Perry, signed its first customer lease with TensorWave and named Lee McIntire as CEO.

Fermi signs first lease, names new CEO as stock jumps 23%

Fermi, the AI data-center power startup co-founded by former Energy Secretary Rick Perry, has signed its first customer and named a new chief executive after months of governance turmoil.

FingerMotion agreed to acquire a 9.9% stake in Lyken AI Computing for $500,000 in stock, marking its entry into the enterprise GPU and cloud compute market.

FingerMotion buys 9.9% of Lyken AI for $500,000 in stock

**FingerMotion is paying $500,000 in stock for a 9.9% stake in Lyken AI Computing, its first step into the enterprise GPU compute market.**

Amazon's Region Flex initiative spreads e-commerce workloads across more AWS cloud regions in response to an industrywide power crunch, cutting Dublin's infrastructure footprint by 40 percent.

Amazon's Region Flex cuts Dublin footprint 40% as power crunch hits

**Amazon is spreading its e-commerce workloads across more AWS regions as an industrywide power crunch forces the hyperscaler to rethink its cloud architecture.**

Bernstein warns a skilled-labor shortage could cap US data center capacity additions at 35 GW annually through 2030, favoring turbine suppliers like Siemens Energy.

Skilled labor shortage caps US data center buildout at 35 GW

**The biggest constraint on America's AI data center boom isn't chips or power — it's the welders, electricians, and pipefitters needed to build them.**

SpaceX launched 24 Starlink satellites from Vandenberg on Tuesday night, extending a West Coast surge with three Falcon 9 missions in seven days.

SpaceX launches 24 Starlink satellites as Vandenberg cadence accelerates in August

**Key Takeaways:** - SpaceX launched 24 Starlink satellites from Vandenberg on Tuesday night, the 71st operational Starlink delivery of 2026 - Constellation now at 12,692 launched, 10,939 in orbit, and 10,923 working satellites - Three Falcon 9 missions are scheduled from Vandenberg in seven days, including USSF-366 for the U.S. Space Force

Fermi Inc. signed a $6.5 billion, 15-year lease with AI cloud provider TensorWave for 222 megawatts at its Project Matador data center campus in Texas.

Fermi lands $6.5 billion TensorWave lease for Texas AI data center

**Key Takeaways:** - Fermi signed a $6.5 billion, 15-year lease with AI cloud provider TensorWave for 222 megawatts at its Texas campus. - The deal is expandable to more than 650 megawatts across three phases, with delivery starting in the second half of 2027. - Shares jumped 35% after-hours as the agreement gave Fermi its first contracted revenue after a turbulent year.

HD Hyundai Heavy Industries signs $673.8 million contract with Corban Energy Group to supply 1,000 MW power generation systems for U.S. data centers.

HD Hyundai Heavy wins $674M U.S. data center power deal

**HD Hyundai Heavy Industries has secured its largest-ever power generation engine order — a $673.8 million contract to supply 1,000 megawatts of capacity to U.S. data centers.**

Space debris removal is emerging as a commercial market as nearly 30,000 trackable objects crowd low-Earth orbit, with startups Astroscale and ClearSpace betting on in-orbit servicing.

Space debris cleanup becomes commercial market as 30,000 objects crowd orbit

**Key Takeaways:** Nearly 30,000 objects now crowd low-Earth orbit, and a wave of startups is betting that cleaning them up becomes a commercial business.

Permian Basin landholding firms Texas Pacific Land, LandBridge and EagleRock are pivoting from oil royalties to leasing land and selling water to AI data centers.

Permian land firms chase AI data centers across 1.4 million acres

**Permian Basin landowners are betting the AI data-center boom will turn oil-patch acreage into a new revenue engine.**

Alphabet's cloud division posted 82 percent year-over-year revenue growth to $24.8 billion, backed by a $514 billion contracted backlog and heavy AI infrastructure spending.

Alphabet cloud revenue jumps 82% as $514 billion backlog builds

**Key Takeaways:** Alphabet's cloud division grew revenue 82% last quarter, and a $514 billion contracted backlog suggests the acceleration has room to run.

SpaceX plans to build more than 10 gigawatts of AI compute by 2027, a buildout that could drive $300 billion in annual recurring revenue, with Microsoft as a potential major offtaker.

SpaceX targets 10GW AI compute by 2027, Microsoft weighs $150B deal

**Key Takeaways:** SpaceX aims to build more than 10 gigawatts of AI compute by 2027, a pace that could push its annual recurring revenue toward $300 billion.

SpaceX CEO Elon Musk says Starlink V3 satellites will deliver 100 times the bandwidth of the V2 system, targeting $20 billion in annual recurring revenue this year.

Starlink V3 satellites deliver 100x bandwidth as Musk targets $20B ARR

SpaceX's Starlink V3 satellites will deliver 100 times the bandwidth of the current V2 system, a leap that CEO Elon Musk says could capture a majority of global internet traffic.

Nebius Group shares fell 31 percent in July after the AI cloud provider announced a $775 million debt raise to fund its data center expansion.

Nebius shares fall 31% in July as AI cloud costs mount

**Key Takeaways:** Nebius Group shares fell 31 percent in July, yet the AI cloud provider still trades 125 percent higher for the year as investors weigh explosive revenue growth against a costly capacity buildout.

Amazon confirmed it acquired the GW Ranch site in West Texas for a 7.65 GW natural gas plant to power its first off-grid AI data center, potentially the most polluting power source in the US.

Amazon backs 7.65 GW Texas gas plant, most polluting in US

**Amazon's first off-grid data center in West Texas will be powered by a 7.65 GW gas plant, potentially the most polluting in the US.**

Amazon quietly built a $2 billion data center in Gilroy, California, triggering resident backlash after construction began without public knowledge.

Amazon's $2 billion Gilroy data center draws backlash from residents

**Amazon spent years quietly negotiating a $2 billion data center in Gilroy, California — and residents only learned about it after construction began.**

Falls Township, Pennsylvania, is rewriting its zoning code after residents pushed back on Amazon Web Services' data center over water use and backup generators.

Falls Township rewrites zoning after Amazon's $20B data center backlash

**A Pennsylvania township that approved Amazon's data center with empty meeting rooms is rewriting its zoning code after residents packed hearings over the facility's water and power demands.**

Cisco Systems raised its fiscal 2026 AI infrastructure order target from hyperscalers to about $9 billion, nearly double its prior $5 billion forecast, and expects to recognize about $4 billion of AI infrastructure revenue.

Cisco lifts AI order target to $9 billion on networking demand

**Key Takeaways:** Cisco Systems now expects about $9 billion of AI infrastructure orders from hyperscalers in fiscal 2026, nearly double its prior $5 billion forecast.

Lumilens, a two-year-old San Jose startup, raised more than $700 million at a $5.5 billion valuation to replace copper wiring in AI data centers with optical interconnects.

Lumilens raises $700 million to replace data-center copper with light

**Lumilens, a two-year-old startup, has raised more than $700 million at a $5.5 billion valuation to replace copper wiring in AI data centers with optical connections.**

AI data centers are damaging critical power equipment due to millisecond-scale GPU demand swings, cutting some facility uptime to 80 percent and prompting NERC regulatory action.

AI data center power swings break equipment, cutting uptime to 80%

**AI data centers are breaking their own power equipment as GPU clusters surge and collapse in milliseconds, threatening the economics of hundreds of billions in infrastructure spending.**

SpaceX plans to recover both Starship V3 stages this year and launch the first operational batch of Starlink V3 satellites with ten times V2 capacity.

SpaceX targets Starship V3 recovery as Starlink V3 satellites scale 10x

**SpaceX aims to recover both Starship V3 stages this year and fly the first operational batch of ten-times-faster Starlink V3 satellites.**

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