{
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  "coverage_start": "2026-10-05",
  "coverage_end": "2026-11-05",
  "note": "Curated news and analysis links, not an exhaustive event database. Supporting-item counts are editorial coverage, not market size or distinct project counts.",
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      "published_at": "2026-11-05T12:00:00+00:00",
      "title": "UK renewable firm Downing expands into data center market with 500MW pipeline",
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      "published_at": "2026-11-05T12:14:41+00:00",
      "title": "Renewable Innovations joins US DOE lab project on fuel cell power for AI data centers",
      "why_it_matters": "Lab participation is a technology-development milestone, not a commercial capacity award.",
      "category": "Power",
      "region": "United States",
      "tags": [
        "power",
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      "published_at": "2026-11-05T13:03:45+00:00",
      "title": "OpenAI promises to drop NDAs and increase community transparency, following anti-data center wave",
      "why_it_matters": "Community disclosure policies should be checked against their stated scope.",
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      "title": "More than half of US hyperscale data center projects face 'regulatory friction' after 2026 midterm elections - report",
      "why_it_matters": "Treat the cited pipeline assessment as a report, not a list of canceled projects.",
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      "kind": "news",
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      "published_at": "2026-11-05T15:29:27+00:00",
      "title": "Microsoft declined option for expanded compute contract in Texas with Nscale",
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      "title": "Lambda to develop four-building data center campus in Lowndes County, Alabama",
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      "published_at": "2026-11-05T17:30:45+00:00",
      "title": "Google to serve as credit backstop for TeraWulf data center in Kentucky",
      "why_it_matters": "Credit support and physical delivery are separate milestones worth tracking.",
      "category": "Finance",
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        "capital-structures"
      ],
      "kind": "news",
      "source": {
        "name": "Data Center Dynamics",
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      "published_at": null,
      "title": "Google contracts fuel-cell generation for its first Wyoming data center",
      "why_it_matters": "The contracted generation figure is not a disclosed campus IT-load figure.",
      "category": "Power",
      "region": "United States",
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      "kind": "news",
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        "name": "Google",
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      "published_at": "2026-11-05T17:40:34+00:00",
      "title": "Chemours releases two fluids for two-phase liquid cooling",
      "why_it_matters": "Coolant selection belongs in the thermal design, not just the procurement spreadsheet.",
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      "published_at": "2026-11-05T13:00:43+00:00",
      "title": "Caterpillar seeking to expand production of large reciprocating engines and turbines to meet huge data center demand",
      "why_it_matters": "Generation manufacturing capacity can be a separate constraint from grid access.",
      "category": "Power",
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    {
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      "published_date": "2026-11-05",
      "published_at": "2026-11-05T17:02:02+00:00",
      "title": "Bank of England queries speculative data center loans tied to projects without tenants",
      "why_it_matters": "Tenant commitments matter when assessing speculative construction financing.",
      "category": "Capacity",
      "region": "Europe",
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      "kind": "news",
      "source": {
        "name": "Data Center Dynamics",
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      "published_at": "2026-11-05T10:00:00+00:00",
      "title": "AI Data Centers Are Fueling a Nuclear Comeback",
      "why_it_matters": "Nuclear supply agreements and actual new generation follow different calendars.",
      "category": "Power",
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      "kind": "news",
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        "name": "Data Center Knowledge",
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        "provenance": "public_rss"
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      "published_at": "2026-11-05T12:02:09+00:00",
      "title": "ABB teams up with Korean shipbuilder Hanwha on power and control systems for offshore data centers",
      "why_it_matters": "Offshore concepts add marine-system integration to ordinary power-system diligence.",
      "category": "Power",
      "region": "Asia Pacific",
      "tags": [
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      "kind": "news",
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      "published_at": "2026-11-05T13:34:36+00:00",
      "title": "21 injured in Mackenzie, B.C., bus crash involving Iren contractor",
      "why_it_matters": "Travel safety and contractor transport belong in the project risk register.",
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      "tags": [
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      "published_date": "2026-11-04",
      "published_at": "2026-11-04T19:47:30+00:00",
      "title": "Modular AI Data Centers Gain Ground as Crusoe Debuts Unit",
      "why_it_matters": "Standardized modules still need a powered site, installation and commissioning.",
      "category": "Technology",
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      "published_at": "2026-11-04T14:00:00+00:00",
      "title": "Liquid Cooling Is Changing What Data Centers Need to Measure",
      "why_it_matters": "Cooling performance needs measurement at the operating-system level.",
      "category": "Technology",
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      "tags": [
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      "kind": "analysis",
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      "published_at": "2026-11-03T17:26:06+00:00",
      "title": "Trump Onsite Power Push Meets AI Data Center Reality",
      "why_it_matters": "Policy support does not eliminate equipment, fuel or permitting constraints.",
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      "published_at": null,
      "title": "Drax partnership targets phased data center capacity in North Yorkshire",
      "why_it_matters": "Existing grid access does not remove planning, network and tenant conditions.",
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      "region": "Europe",
      "tags": [
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        "delivery-risk"
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      "kind": "news",
      "source": {
        "name": "Drax",
        "url": "https://www.drax.com/news/drax-brookfield-and-radiant-announce-20bn-partnership-to-deliver-gw-scale-data-centre-capacity-at-drax-power-station/",
        "provenance": "source_page"
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      "checked_at": "2026-11-05T23:00:39.651370+00:00",
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    {
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      "published_at": "2026-11-03T10:00:00+00:00",
      "title": "Cloud Revenue Hits $168B as AI Capacity Expands",
      "why_it_matters": "Cloud revenue growth is not a direct measurement of delivered data center megawatts.",
      "category": "Capacity",
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      "kind": "news",
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      "published_at": "2026-11-03T14:00:00+00:00",
      "title": "AI’s Expansion Hits the Limits of Local Power",
      "why_it_matters": "National compute demand does not establish local connection availability.",
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      "published_at": "2026-11-02T16:45:17+00:00",
      "title": "Liquid Cooling Retrofits: Hard, but Sometimes Worth It",
      "why_it_matters": "Retrofit feasibility depends on the existing facility, not just cooling efficiency.",
      "category": "Technology",
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      "kind": "analysis",
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      "published_at": null,
      "title": "Alliant expects more supply contracts alongside contracted data center demand",
      "why_it_matters": "Contracted demand, expected future contracts and energized load are different measures.",
      "category": "Power",
      "region": "United States",
      "tags": [
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        "delivery-risk"
      ],
      "kind": "news",
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        "name": "Data Center Dynamics",
        "url": "https://www.datacenterdynamics.com/en/news/wisconsin-utility-alliant-energy-expects-to-sign-1gw-of-data-center-supply-contracts-in-next-six-months/",
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      "published_at": "2026-10-30T09:00:00+00:00",
      "title": "Edge AI May Give Telecoms a Seat at the Table",
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      "kind": "news",
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      "published_date": "2026-10-29",
      "published_at": "2026-10-29T18:35:45+00:00",
      "title": "The Jobs That Actually Exist Inside Data Centers",
      "why_it_matters": "Role-specific skills are more useful to workers than a generic AI hiring narrative.",
      "category": "Construction & labor",
      "region": "Global",
      "tags": [
        "construction-labor"
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      "kind": "news",
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        "url": "https://www.datacenterknowledge.com/data-center-career-development/the-jobs-that-actually-exist-inside-data-centers",
        "provenance": "public_rss"
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      "checked_at": "2026-11-05T23:00:32.848479+00:00",
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    {
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      "published_date": "2026-10-29",
      "published_at": "2026-10-29T09:00:00+00:00",
      "title": "Nvidia, AMD Commit $4B to Meta AI Buildout",
      "why_it_matters": "Supplier investment and hardware procurement deserve separate conflict and financing checks.",
      "category": "Finance",
      "region": "Global",
      "tags": [
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        "capital-structures"
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      "kind": "news",
      "source": {
        "name": "Data Center Knowledge",
        "url": "https://www.datacenterknowledge.com/data-center-chips/nvidia-amd-commit-4b-to-meta-ai-buildout",
        "provenance": "public_rss"
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      "published_date": "2026-10-28",
      "published_at": "2026-10-28T09:00:00+00:00",
      "title": "Where Solid-State Micro-Cooling Fits in Data Centers",
      "why_it_matters": "Component cooling should be evaluated in the context of total system heat removal.",
      "category": "Technology",
      "region": "Global",
      "tags": [
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        "cooling"
      ],
      "kind": "analysis",
      "source": {
        "name": "Data Center Knowledge",
        "url": "https://www.datacenterknowledge.com/cooling/where-solid-state-micro-cooling-fits-in-data-centers",
        "provenance": "public_rss"
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      "checked_at": "2026-11-05T23:00:33.172227+00:00",
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      "published_at": "2026-10-28T14:38:56+00:00",
      "title": "Oracle Cloud to Offer Google TPUs and New AI Chips",
      "why_it_matters": "Changes in accelerator availability can alter rack, cooling and power requirements.",
      "category": "Technology",
      "region": "United States",
      "tags": [
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      ],
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