07/13/2025 What I Read Last Week
#DigitalInfrastructure news: CoreWeave buys Core Scientific, Switch goes smaller and denser, FuelCell and Inuverse partner, advances in space communication, quantum computing
Weekly Edition of curated news about Digital Infrastructure
[Link] CoreWeave to acquire Core Scientific. It finally happened. I’ve been reading about this possibility for a while. And it is another crypto pivot into AI. Through this acquisition, CoreWeave will own approximately 1.3 GW of gross power across Core Scientific's national data center footprint with an incremental 1 GW+ of potential gross power available for expansion. Disclaimer - my tiny position in Core Scientific stock will now convert into a minuscule position in CoreWeave.
[Link] Switch is expanding its Las Vegas data center footprint with smaller, denser facilities. Switch’s Core Campus, located in Las Vegas (and still my favorite data center tour of all time), will have up to 495MW of power upon full build-out.
[Link] BluSky AI announced the acquisition of its first operational site, securing a total of 9.3 MW of power to support its flagship data center project in Central, Utah. The company recently entered into a definitive Acquisition and Power Assignment Agreement with Digital Asset Management, a Wyoming-based infrastructure partner. Under the agreement, DAM assigned to BluSky AI its exclusive right to utilize 9.3 MW of grid-interconnected power.
[Link] UAE hyper-scale digital infrastructure company Khazna Data Centers and Eni, a global energy company headquartered in Italy, have signed a Head of Terms to establish a Joint Venture for the development of an AI Data Center Campus with a total IT capacity of 500 MW in Ferrera Erbognone, Lombardy.
[Link] Starwood Digital Ventures, a subsidiary of Starwood Capital Group, has filed plans to develop a 1.2GW, 11-building data center campus on 580 acres of land in Delaware, which could start construction as soon as Q3 2026 and begin operations in Q2 2028.
[Link] Bitcoin mining and infrastructure provider Compass Mining has announced the energization of a new 4.5MW site in Iowa. Dubbed ‘Pioneer IA5’, the site is being developed in partnership with DIGTB, an industrial developer and manager of real estate assets with energy infrastructure.
[Link] The INNIO Group and Gföllner Group have established a joint venture called IGPS (INNIO Gföllner Power Systems LLC) in the U.S. to address the rapidly growing energy demand with flexible, quickly deployable energy solutions. Production of the container modules with Jenbacher engines is scheduled to begin by the end of 2025. By 2028, the capacity of the containers produced will be capable of delivering well over 1 gigawatt of output annually.
[Link] The Public Utilities Commission of Ohio (PUCO) has approved a landmark tariff structure requiring large new data center customers to pay for a minimum of 85% of their subscribed electricity usage—regardless of actual consumption—for up to 12 years.
[Link] FuelCell Energy and Inuverse have announced a strategic Memorandum of Understanding to explore opportunities to deploy up to 100 megawatts of fuel cell-based power in phased increments starting in 2027 at the AI Daegu Data Center, which Inuverse is in the process of developing, aspiring for it to become Korea’s largest data center.
[Link] Network Innovations U.S. Government has completed deployment of a Multi-Orbit RF Sensing platform in partnership with INTEGRASYS and AvL Technologies to support Space Domain Awareness and SATCOM Situational Awareness services. The platform delivers processed data at the tactical edge and provides AI-driven SATCOM monitoring, interference detection, and geolocation capabilities to military and government customers.
[Link] By watching the company Groq, I discovered a pretty cool list - the NatSec100 is a report that identifies the top 100 venture-backed, dual-use and defense technology companies driving forward U.S. national security. Presented by Silicon Valley Defense Group and J.P. Morgan, the 2025 report ranks Groq #8, and is the only AI chip provider included in the top 10. After viewing the 2025 list of companies, I then spent another hour or more researching what each company does.
[Link] The Korea Institute of Science and Technology Information (KISTI) has secured funding for the National Quantum Center of Excellence and named IonQ as the Primary Quantum Partner. IonQ also recently announced pricing of a $1.0 Billion Equity Offering.
[Link] Europe and Canada join forces for Project Hyperspace: aiming to transmit quantum signals between satellites and ground stations, establishing the foundation for a quantum internet that would be secure by the laws of physics rather than encryption algorithms.
[Link] Fun project title that I am going to pretend to understand, but have AI explain it to me like I’m 5…. Deterministic Entanglement for Photonic Quantum Computing: Atom as Interface. Researchers have developed a new approach to photonic quantum computing that uses atoms as interfaces to create deterministic entanglement between photons, eliminating the probabilistic bottleneck that has limited scalability in quantum computing systems
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No AI was harmed in the making of this post.