11.3.2025: This Week in Data Center News

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This week in data center news, the relentless demand for AI infrastructure is fundamentally reshaping the market, driving massive investments, key acquisitions, and unprecedented technological shifts for developers.
The necessity of advanced cooling and power took center stage: Eaton Corp's nearly $10 billion acquisition of Boyd Thermal signals a major consolidation around liquid cooling solutions. Simultaneously, the urgent need for high-density power is being met by innovative solutions like SuperX's 800VDC architecture, which supports up to 3.6 MW per rack and offers critical retrofit options for existing facilities.

Meanwhile, hyperscalers are securing capacity and future-proofing their AI strategies through massive deals and buildouts. Microsoft locked in a $9.7 billion partnership with IREN for access to chips and AI-ready capacity, while the $7 billion OpenAI/Oracle "Stargate" campus in Michigan highlights a significant investment trend into the American Midwest, emphasizing gigawatt-scale capacity and renewable energy commitment.