01/26/25 What I Read Last Week
#DigitalInfrastructure news: Project Stargate, Space, Energy, Quantum Computing
Weekly Edition of curated news about Digital Infrastructure
[Link] The big news last week of course was President Trump announcing project Stargate. This new company intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. The project will begin deploying $100 billion immediately and is funded by SoftBank, OpenAI, Oracle, and MGX. Local news sources quickly pointed out that Abilene, Texas will be the first location selected for the project. I am going to try and do a deep dive on this Lancium/Crusoe project in Abilene…. as I’ve become a big fan of Crusoe and their approach to building data centers.
[Link] Flexential has partnered with Lonestar Data Holdings to support Lonestar's upcoming launch of Freedom, their second data center to the Moon with Intuitive Machines’ on a SpaceX Falcon 9 rocket as a precursor to its extraordinary ambition of building a data center on the Moon. Flexential will offer colocation, interconnection, and professional services to support Lonestar’s mission control platform, providing additional backup and disaster recovery services through its Tampa data center.
Space Capital recently released its Space Investment Quarterly report - which looks at a complete view of private market startup activity and investment trends in the space economy.
[Link] TerraPower and Sabey Data Centers have signed a Memorandum of Understanding (MoU) to explore the development and deployment of TerraPower’s Natrium microreactors into SDC’s current and future data center operations. The Natrium microreactor is a 345MW sodium-cooled fast reactor with an integrated energy storage system.
[Link] Blackstone announced that Blackstone Energy Transition Partners has agreed to acquire Potomac Energy Center, a 774-megawatt natural gas power plant in Loudoun County, Virginia.
[Link] Northpoint Development is set to present plans for Project Hazelnut, a 1,283-acre, 15-building campus in Hazle (Pennsylvania) Township’s 3,000-acre Humboldt North Industrial Park — which is just a few miles away from Amazon’s nuclear data center.
[Link] Interlune's Lunar Mining Plans: Interlune, a Seattle-based company, aims to mine Helium-3 from the moon to support the cooling needs of superconducting quantum computers. Helium-3, a rare isotope essential for cryogenic technology, is scarce on Earth but abundant on the lunar surface due to solar wind accumulation over billions of years.
[Link] Tachyum announced that it has ported all four of the National Institute of Standards and Technology’s (NIST) quantum-safe algorithms across Prodigy software distributions to ensure data center deployments leveraging the company’s universal processor are quantum-resistant and future-proofed for data security.
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