5 Notable Data Center Links, Oct. 25

Investors Remain Keen on Data Centers, Interconnection Initiative Advances

Oct 25, 2025

Dell servers on display at the Open Compute Summit in San Jose, Calif. (Photo: Rich Miller)

Each week I curate 5 links from the data center sector that I find particularly interesting, with my commentary on why they merit your attention.

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5 Notable Links

Fast Track Approvals for Flexible Data Centers - In a filing late Thursday, Energy Secretary Chris Wright directed the Federal Energy Regulatory Commission to expedite the interconnection of large loads (i.e. data centers) that agree to be curtailable. “Large loads, including AI data centers, served by public utilities must be able to connect to the transmission system in a timely, orderly, and non-discriminatory manner,” Wright wrote. This highlights one of the trends I’ve highlighted at Data Center Richness - how data centers could slash “time to power” by agreeing to flexibility (curtailing loads during grid load peaks). This could be a big deal, as studies suggest that this approach could unlock up to 100 gigawatts of capacity without additional transmission or generation.
Georgia Data Center Sells With 300% Gain in 3 Years - This Costar story illustrates why investors are so keen on digital infrastructure. A data center in Alpharetta just sold for $253 million, just three years after it was purchased for $63 million. Principal Asset Management bought the site and upgraded the power, enabling a higher valuation.
Record $38 Billion Debt Sale for Vantage Stargate Projects - Investors also have a healthy appetite for debt to support AI infrastructure, as Bloomberg notes in this story about huge debt offerings coming this week to support the new Vantage Data Centers campuses for Stargate in Texas and Wisconsin, with Oracle and OpenAI as partners. Bloomberg reports that bonds for Meta’s recent debt sale for its Louisiana Hyperion MegaCampus have been trading higher in secondary markets, up as much as 10 percent.
Will Carbon Capture Work for Data Centers? Google Intends to Find Out - Natural gas has a growing role in data center energy as the AI boom accelerates. Meanwhile, all the hyperscale operators have sustainability programs that seek to reduce reliance on fossil fuels. One option Google is pursuing to address this challenge is carbon capture and storage (CCS). Google will support a 400 megawatt gas power plant in Decatur, Illinois that will capture and permanently store approximately 90% of its CO2 emissions. Google will buy power from the Decatur plant for the regional grid that supports its data centers.
Amazon: DNS Automation Bug Caused Outage - AWS has released an incident report on Monday’s major outage, which provides a detailed look at the extraordinary automation powering hyperscale clouds, and the ripple effect when they experiences errors - in this case, a bug in a DNS automation system. It’s interesting reading about all that happens behind the scenes, and kudos to Amazon for the thoroughness of its reporting.