Daily Briefing
Sunday, March 22, 2026
87 articles scanned · 10 sections
New Builds & Expansions
— SoftBank's SB Energy is planning to build a 10GW data center development at the Portsmouth Site in Pike County, Ohio, on federal DOE land, with construction expected to begin this year.
— A Google-affiliated company, Shenandoah Computing LLC, has purchased 430 acres of land near Kansas City International Airport for a data center campus, with current plans including five 500,000 sq ft buildings in phased construction.
— Miami-based Revitalization Unlimited is proposing to demolish a three-story building at 304 W. 10th Street in Kansas City, Missouri and replace it with a 20-story, 30MW, 142,085 sq ft data center with ground-floor retail.
— Duos has deployed a second containerized edge data center module in Amarillo, Texas, on Potter County land adjacent to the largest colocation facility in the Texas Panhandle, with full operations expected in the coming months.
Power & Grid News
— SB Energy, a SoftBank Group company, is planning 10GW of new power generation — including 9.2GW of natural gas generation — to connect to the local grid and power its Ohio data center campus at the Portsmouth Site.
— SB Energy is also investing $4.2 billion with AEP Ohio to upgrade and build grid infrastructure as part of the Ohio project, according to Utility Dive.
— Egypt's Renergy Group is constructing a green hydrogen and solar power plant worth $15 billion across 127 sq km in El-Tor, Sinai, with 15GW of solar capacity intended to operate off-grid and produce around 400,000 tons of liquid green hydrogen annually for export.
Planning & Permits
— Crow Holdings Development and CHI/Acquisitions has officially withdrawn its appeal to build a data center on a 37.4-acre parcel along Highway 85 North in Fayetteville, Georgia, after the Fayetteville planning and zoning commission rejected the site plan in late January.
— Blue Origin has filed an application with the Federal Communications Commission for Project Sunrise, which would consist of up to 51,600 satellites in sun-synchronous orbit to support space-based data centers.
— Egypt's Renergy Group may develop a data center alongside its Sinai energy projects, with an initial footprint of 10,000 sqm and the possibility of expansion up to 500,000 sqm, though capacity estimates were not provided.
Hyperscaler Activity
— A Google-affiliated company, Shenandoah Computing LLC, has acquired 430 acres near Kansas City International Airport for Project Kestrel; the campus has already been awarded a 35-year exemption of real and personal property taxes as well as sales taxes for construction materials.
— Microsoft claimed to be the first hyperscaler to bring an Nvidia Vera Rubin NVL72 system online, while Google has also detailed plans for deployment of the same platform.
Investment & M&A
— Water monitoring and treatment firm Ecolab is set to acquire liquid cooling vendor CoolIT Systems, currently owned by KKR, for $4.75 billion, with the deal expected to close later this year; CoolIT is projected to generate $550 million in sales over the next 12 months.
— Bitcoin mining company Sphere 3D is set to acquire all outstanding shares of crypto mining infrastructure provider Cathedra Bitcoin in an all-stock deal, with Cathedra security holders receiving 49 percent of the combined business; on closing, the merged company is expected to manage 53MW of power capacity across five data centers in Iowa, Kentucky, and Tennessee.
— Supermicro cofounder Yih-Shyan 'Wally' Liaw has resigned from the company's board following a US government indictment alleging that $2.5 billion in servers were illegally shipped to China; company shares fell 33 percent following the indictment.
Policy & Incentives
— The White House released a policy document with suggestions on how Congress should regulate artificial intelligence, following a December executive order instructing officials to craft a national AI policy framework.
— Google's Project Kestrel campus in Kansas City has been awarded a 35-year exemption of real and personal property taxes as well as sales taxes for construction materials, a deal that Platt County presiding commissioner Scott Fricker publicly opposed in November 2025.
— The US DOE and Department of Commerce announced a public-private partnership with SoftBank and AEP Ohio to redevelop DOE land at the Portsmouth Gaseous Diffusion Plant in Pike County, Ohio, for power generation and a data center campus.
AI & HPC Infrastructure
— Nvidia updated its data center product roadmap through 2028 at GTC 2026, announcing the Groq 3 LPU for release in the second half of 2026 in liquid-cooled LPX racks featuring 256 LPUs with 128GB of on-chip SRAM and 640 TBps of scale-up bandwidth, alongside the Vera Rubin platform comprising Vera CPUs and Rubin GPUs.
— Saudi Arabia's Edarat Group has been awarded a $19.17 million contract from Al Moammar Information Systems Company (MIS) to design and provide supervision services for the establishment of an AI data center.
— Sphere 3D and Cathedra Bitcoin stated that their merged company will assess opportunities in high-performance compute and AI infrastructure, with a pipeline of more than 100MW of potential expansion opportunities.
Cooling & Sustainability
— Ecolab's $4.75 billion acquisition of CoolIT Systems is expected to double Ecolab's addressable market in the cooling space from $5 billion to $10 billion, as stated by the company.
— Google's Project Kestrel campus in Kansas City is planned to use at least 50 percent of its energy from carbon-neutral sources.
Connectivity & Networking
— DHL is expanding its North American data center logistics infrastructure with ten warehouse sites set to go live this year, totaling more than 7 million sq ft of space, offering white-glove handling, rack configuration services, and specialized warehouse-to-site transportation.
— Boosteroid has expanded server capacity in France, Poland, and the Czech Republic, with capacity increasing two to three times at each location; when DCD last spoke with the company, it had an estimated 13MW of capacity up and running.
Colocation & Leasing
— Saudi Arabia's Edarat Group has secured a colocation services contract from Banque Saudi Fransi (BSF), with the contract value stated to be worth more than five percent of BSF's 2025 total revenue including VAT; the contract is expected to be signed on April 10.