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2 articles

AirTrunk Makes India a Bigger Test Case for AI Data Center Buildouts

AirTrunk said it would invest $30 billion in India by 2030 to develop 5GW of new AI data center capacity. Bernstein’s forecast puts the country’s data center market at up to 8GW in 2030, compared with about 1.5GW today. The practical test is whether land, power and water availability can support the proposed buildout.

#cloud data centers #india #ai infrastructure

June 5, 2026Read More →

Iren Plans 800MW Australia AI Data Center Campus as Power Becomes the Capacity Gate

Cloud & Data CentersNews

CAPACITY TEST:

Iren Plans 800MW Australia AI Data Center Campus as Power Becomes the Capacity Gate

Iren signed a transmission connection agreement for a planned 800MW data center campus in Bundey, South Australia. The project is Iren's first Australian foray and is expected to be energized in 2028 as the company shifts more cash flow toward AI cloud infrastructure. The practical test is whether Iren can turn grid-connected power, financing and GPU capacity into energized AI cloud campuses on the announced timelines.

#cloud data centers #Iren #AI cloud

June 5, 2026Read More →