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<title>Mission Critical Research</title>
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<description>The physical layer of AI infrastructure: power, cooling, data-centre builds, supply chain, models and commissioning.</description>
<language>en</language>
<lastBuildDate>Sun, 15 Nov 2026 09:52:40 GMT</lastBuildDate>
<item><title>Elice Group tests cooling Nvidia B300 servers with hot water and outside air</title><link>https://research.missioncriticalengineers.com/news/elice-hot-water-gpu-pilot</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/elice-hot-water-gpu-pilot</guid><pubDate>Sat, 14 Nov 2026 22:00:00 GMT</pubDate><category>Cooling</category><description>Liquid above 40°C draws heat from the GPUs and outside air cools it, Seoul Economic Daily reports; Elice says it aims for a PUE no higher than 1.1.</description></item>
<item><title>ReNew plans 1 GW hyperscale data centre at Anakapalli in Andhra Pradesh</title><link>https://research.missioncriticalengineers.com/news/renew-anakapalli-1gw-data-centre</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/renew-anakapalli-1gw-data-centre</guid><pubDate>Sat, 14 Nov 2026 17:00:00 GMT</pubDate><category>Data Centres</category><description>ReNew puts its investment at about INR 67,000 crore and says it plans to power the site with renewable energy.</description></item>
<item><title>SoftBank says a unit revised its US power equipment purchases for AI data centres</title><link>https://research.missioncriticalengineers.com/news/softbank-sb7-power-equipment</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/softbank-sb7-power-equipment</guid><pubDate>Sat, 14 Nov 2026 17:00:00 GMT</pubDate><category>Power</category><description>SoftBank says most of the unit's equipment payments now go to the power generation project at its 8 GW PORTS-Pike campus in Ohio and to other sites.</description></item>
<item><title>Drogue plans floating data centres run on ocean thermal energy, TechCrunch reports</title><link>https://research.missioncriticalengineers.com/news/drogue-ocean-heat-data-centres</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/drogue-ocean-heat-data-centres</guid><pubDate>Sat, 14 Nov 2026 12:00:00 GMT</pubDate><category>Startups</category><description>TechCrunch reports the Washington, D.C. startup, founded six months ago, aims to put a multi-megawatt prototype to sea on a ship in early 2028.</description></item>
<item><title>Bethlehem Planning Commission approves 120 MW data centre plan, WFMZ reports</title><link>https://research.missioncriticalengineers.com/news/bethlehem-data-centre-approval</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/bethlehem-data-centre-approval</guid><pubDate>Sat, 14 Nov 2026 12:00:00 GMT</pubDate><category>Data Centres</category><description>WFMZ says three natural gas generators in the basement would supply 20 per cent of the power for the two-storey building, planned by applicant Boyle Construction.</description></item>
<item><title>Digi Power X expects Cerebras access and commissioning start in Alabama on 15 December</title><link>https://research.missioncriticalengineers.com/news/digipowerx-phase1-commissioning</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/digipowerx-phase1-commissioning</guid><pubDate>Sat, 14 Nov 2026 12:00:00 GMT</pubDate><category>Commissioning</category><description>The company says the 15 MW first phase of its Columbiana campus remains on schedule, with liquid-cooling and power commissioning to begin when the tenant gets access.</description></item>
<item><title>Vertiv introduces remote power panel for AI racks above 100 kW</title><link>https://research.missioncriticalengineers.com/news/vertiv-high-density-rpp</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/vertiv-high-density-rpp</guid><pubDate>Sat, 14 Nov 2026 12:00:00 GMT</pubDate><category>Power</category><description>Vertiv says its PowerStation 3100 RPP, on sale in North America, comes in 600 A to 1,200 A versions and lets leak detection cut power to one rack.</description></item>
<item><title>NRC approves construction permit for Dow and X-energy's four-reactor Long Mott plant in Texas</title><link>https://research.missioncriticalengineers.com/news/xenergy-dow-construction-permit</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/xenergy-dow-construction-permit</guid><pubDate>Fri, 13 Nov 2026 22:00:00 GMT</pubDate><category>Power</category><description>DOE says the permit covers four Xe-100 reactors that would supply electricity and steam to Dow's Seadrift Operations, with an operating licence application still to be prepared.</description></item>
<item><title>China's 2026-2030 storage plan sets 300 GW goal and encourages storage at data centres</title><link>https://research.missioncriticalengineers.com/news/china-new-storage-plan</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/china-new-storage-plan</guid><pubDate>Fri, 13 Nov 2026 15:35:00 GMT</pubDate><category>Power</category><description>The NDRC and National Energy Administration plan also provides for storage stations, suited to local conditions, at China's eight national computing hubs and in computing-electricity coordination zones.</description></item>
<item><title>3.6 GW data centre proposed on Pembina-linked land near Meta's campus, The Logic reports</title><link>https://research.missioncriticalengineers.com/news/pembina-sturgeon-dc</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/pembina-sturgeon-dc</guid><pubDate>Thu, 12 Nov 2026 22:00:00 GMT</pubDate><category>Data Centres</category><description>Filings with Alberta's grid operator describe a data centre and two gas plants on Sturgeon County land a Pembina-linked company bought in October, The Logic says.</description></item>
<item><title>ERock starts building 366 MW gas plant for Meta's El Paso data centre</title><link>https://research.missioncriticalengineers.com/news/erock-el-paso-meta</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/erock-el-paso-meta</guid><pubDate>Thu, 12 Nov 2026 22:00:00 GMT</pubDate><category>Power</category><description>ERock says work began on schedule at El Paso Electric's McCloud plant, which the utility says will first serve only Meta's data centre in northeast El Paso.</description></item>
<item><title>Armada and Johnson Controls start Leviathan production at Dublin factory</title><link>https://research.missioncriticalengineers.com/news/armada-jci-dublin</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/armada-jci-dublin</guid><pubDate>Thu, 12 Nov 2026 22:00:00 GMT</pubDate><category>Supply chain</category><description>The companies say their Dublin plant, Galleon Forge Two, has entered continuous production and finished its first Leviathan modular data centre, bound for Fossefall in Norway.</description></item>
<item><title>Amazon plans Texas data centre campus on Vistra land beside Comanche Peak nuclear plant</title><link>https://research.missioncriticalengineers.com/news/amazon-somervell-campus</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/amazon-somervell-campus</guid><pubDate>Thu, 12 Nov 2026 22:00:00 GMT</pubDate><category>Data Centres</category><description>Amazon says site work has begun on a staged campus near Glen Rose, powered directly from the nuclear plant, with 550 or more full-time jobs expected.</description></item>
<item><title>Google releases Gemini 4 Hydrogen, built for fast coding and agent tasks</title><link>https://research.missioncriticalengineers.com/news/gemini-4-hydrogen</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/gemini-4-hydrogen</guid><pubDate>Thu, 12 Nov 2026 22:00:00 GMT</pubDate><category>Models</category><description>Google's new model has a context window of 1 million tokens, at $1.50 for each million tokens of input and $7.50 for each million of output.</description></item>
<item><title>Equinix opens SG6, its sixth Singapore data centre, with 8 MW and liquid cooling</title><link>https://research.missioncriticalengineers.com/news/equinix-sg6-singapore</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/equinix-sg6-singapore</guid><pubDate>Thu, 12 Nov 2026 22:00:00 GMT</pubDate><category>Data Centres</category><description>Equinix says SG6 starts with 8 MW and about 1,550 cabinets, can grow to 20 MW, and is built for GPU loads with a design PUE of 1.20.</description></item>
<item><title>AirTrunk proposes air-cooled data centre campus at Mickleham in Melbourne's north</title><link>https://research.missioncriticalengineers.com/news/airtrunk-mickleham</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/airtrunk-mickleham</guid><pubDate>Thu, 12 Nov 2026 22:00:00 GMT</pubDate><category>Data Centres</category><description>AirTrunk has set out plans for a data centre campus at Mickleham, with public consultation in November and planning and environmental approvals still required.</description></item>
<item><title>X-energy picks Fluor for nuclear-island engineering at Energy Northwest's Cascade SMR project</title><link>https://research.missioncriticalengineers.com/news/xenergy-fluor-cascade</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/xenergy-fluor-cascade</guid><pubDate>Thu, 12 Nov 2026 17:00:00 GMT</pubDate><category>Power</category><description>X-energy says Fluor will provide engineering and design for the reactor areas of the proposed Xe-100 plant near Richland, Washington, the first project in its Amazon collaboration.</description></item>
<item><title>Oklo signs multi-year HALEU fuel contracts with Centrus for Ohio Aurora powerhouses</title><link>https://research.missioncriticalengineers.com/news/oklo-centrus-haleu-ohio</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/oklo-centrus-haleu-ohio</guid><pubDate>Thu, 12 Nov 2026 17:00:00 GMT</pubDate><category>Power</category><description>Oklo says the agreements cover enough fuel for as many as five Aurora powerhouses, with deliveries from Centrus's Pike County, Ohio, plant due from 2029.</description></item>
<item><title>New Era signs 20-year power deal for up to 207 MW at Texas campus</title><link>https://research.missioncriticalengineers.com/news/newera-tcdc-odessa-power</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/newera-tcdc-odessa-power</guid><pubDate>Thu, 12 Nov 2026 17:00:00 GMT</pubDate><category>Power</category><description>New Era Energy &amp; Digital says a Vistra affiliate will supply Phase 1 of its Ector County campus, with power expected in Q3 2027.</description></item>
<item><title>Munters, Lordan to make cooling coils in Texas; Munters to expand Italian chiller plant</title><link>https://research.missioncriticalengineers.com/news/munters-lordan-coil-jv</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/munters-lordan-coil-jv</guid><pubDate>Thu, 12 Nov 2026 17:00:00 GMT</pubDate><category>Supply chain</category><description>Munters says a Lordan-run plant near Selma, Texas will make coils for its CRAHs and fan walls, and its Italian chiller site will add lines, R&amp;D and testing.</description></item>
<item><title>MiniMax releases open-weight H3-Image model for 4K image generation</title><link>https://research.missioncriticalengineers.com/news/minimax-h3-image</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/minimax-h3-image</guid><pubDate>Thu, 12 Nov 2026 17:00:00 GMT</pubDate><category>Models</category><description>MiniMax says H3-Image can produce a 4096 by 4096 pixel image in less than 10 seconds and is available as open weights and through its API.</description></item>
<item><title>Meta signs multi-year cement and steel certificate deals tied to data centre construction</title><link>https://research.missioncriticalengineers.com/news/meta-materials-supply</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/meta-materials-supply</guid><pubDate>Thu, 12 Nov 2026 17:00:00 GMT</pubDate><category>Supply chain</category><description>Meta says long-term agreements will buy environmental certificates from lower-carbon cement and steel makers, a recycled-plastic plant and an electric trucking carrier, with priority access to some materials.</description></item>
<item><title>Fermi America signs $200 million prepayment with hyperscaler for 600 MW at Project Matador</title><link>https://research.missioncriticalengineers.com/news/fermi-matador-hyperscaler-600mw</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/fermi-matador-hyperscaler-600mw</guid><pubDate>Thu, 12 Nov 2026 17:00:00 GMT</pubDate><category>Data Centres</category><description>Fermi says an undisclosed investment-grade hyperscaler has agreed a $200 million prepayment and a $15 million site agreement, while no definitive lease is signed yet.</description></item>
<item><title>Vertiv launches PowerNexus MV UPS, an outdoor medium-voltage system for AI data centres</title><link>https://research.missioncriticalengineers.com/news/vertiv-powernexus-mv-ups</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/vertiv-powernexus-mv-ups</guid><pubDate>Thu, 12 Nov 2026 17:00:00 GMT</pubDate><category>Power</category><description>Vertiv says the outdoor-rated skid pairs a medium-voltage UPS with AI load smoothing and fault ride-through; it plans shipments from mid-2027 and has run proof-of-concept tests in Bologna.</description></item>
<item><title>Siemens adds stainless steel Intelligent Valve to its direct-to-chip liquid cooling range</title><link>https://research.missioncriticalengineers.com/news/siemens-dtc-stainless-valve</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/siemens-dtc-stainless-valve</guid><pubDate>Thu, 12 Nov 2026 17:00:00 GMT</pubDate><category>Cooling</category><description>Siemens says the steel valve, built for rack cooling loops in AI data centres, meets stricter requirements from chipmakers and hyperscalers for materials that touch the coolant.</description></item>
<item><title>Riot says commissioning under way on AMD's 25 MW expansion in Rockdale, Texas</title><link>https://research.missioncriticalengineers.com/news/riot-rockdale-amd-commissioning</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/riot-rockdale-amd-commissioning</guid><pubDate>Thu, 12 Nov 2026 17:00:00 GMT</pubDate><category>Commissioning</category><description>Riot Platforms says commissioning began in October on AMD's second 25 MW at Rockdale, with 35 MW targeted for November and the full 50 MW for May 2027.</description></item>
<item><title>FuelCell Energy to build Connecticut fuel-cell testbed for AI data centre power</title><link>https://research.missioncriticalengineers.com/news/fuelcell-stabilitymax-testbed</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/fuelcell-stabilitymax-testbed</guid><pubDate>Thu, 12 Nov 2026 12:00:00 GMT</pubDate><category>Power</category><description>FuelCell Energy will host a national-laboratory testbed in Connecticut for StabilityMax, a three-year project testing fuel cells, batteries and power electronics together as AI data-centre power.</description></item>
<item><title>Tapestry says HyperQ screened PJM's Cycle 1 site-control documents in under a day</title><link>https://research.missioncriticalengineers.com/news/tapestry-hyperq-pjm-cycle1</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/tapestry-hyperq-pjm-cycle1</guid><pubDate>Thu, 12 Nov 2026 12:00:00 GMT</pubDate><category>Power</category><description>Tapestry says its AI tool checked the land-rights papers of 811 PJM applications, about 220 GW, in under 24 hours, against two months by hand.</description></item>
<item><title>Atomarine raises $19 million seed round for floating data centres with ship-borne power</title><link>https://research.missioncriticalengineers.com/news/atomarine-floating-nuclear-dc</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/atomarine-floating-nuclear-dc</guid><pubDate>Thu, 12 Nov 2026 12:00:00 GMT</pubDate><category>Startups</category><description>Atomarine says ships moored beside its offshore data-centre barges will run on gas turbines first and marine reactors later, with a gas-powered pilot due by 2028.</description></item>
<item><title>Meta introduces Muse Ember, a small, low-cost model for repeated agent tasks</title><link>https://research.missioncriticalengineers.com/news/meta-muse-ember</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/meta-muse-ember</guid><pubDate>Thu, 12 Nov 2026 12:00:00 GMT</pubDate><category>Models</category><description>Meta prices Muse Ember at $0.10 per million input tokens and says it matches Claude Haiku 5.5's best index score at roughly one-third the cost.</description></item>
<item><title>SpaceX plans $24 billion compute site and gas-fired power plant at Starbase</title><link>https://research.missioncriticalengineers.com/news/spacex-starbase-power-compute</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/spacex-starbase-power-compute</guid><pubDate>Wed, 11 Nov 2026 22:00:00 GMT</pubDate><category>Data Centres</category><description>A City of Starbase notice says SpaceX seeks a tax abatement for the 444-acre project east of Brownsville, Texas, with a public hearing on 9 December.</description></item>
<item><title>Anthropic IPO filing lists $900.9 billion of compute and infrastructure commitments</title><link>https://research.missioncriticalengineers.com/news/anthropic-compute-commitments</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/anthropic-compute-commitments</guid><pubDate>Wed, 11 Nov 2026 22:00:00 GMT</pubDate><category>Supply chain</category><description>Anthropic expects to incur about $451.6 billion of the total before 31 December 2030, and describes leased accelerators, a Fluidstack agreement and behind-the-meter power.</description></item>
<item><title>Anthropic buys 1.7 GW of gas generators for about $3.4 billion, FT reports</title><link>https://research.missioncriticalengineers.com/news/anthropic-caterpillar-generators</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/anthropic-caterpillar-generators</guid><pubDate>Wed, 11 Nov 2026 22:00:00 GMT</pubDate><category>Power</category><description>CNBC and TechCrunch differ on whether Anthropic bought the units from OnePWR or from Caterpillar; Anthropic's latest filing says some planned data centres rely on on-site gas generation.</description></item>
<item><title>Staera launches with $4.6 million to link AI chiplets with light instead of copper</title><link>https://research.missioncriticalengineers.com/news/staera-optical-chiplets</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/staera-optical-chiplets</guid><pubDate>Wed, 11 Nov 2026 22:00:00 GMT</pubDate><category>Startups</category><description>San Francisco startup Staera Semiconductor says its Lightwire optical links, built into the chip, will move data between chiplets faster and with less power than copper.</description></item>
<item><title>Modine's Airedale starts producing 2 MW and 3 MW data-centre chillers in Texas</title><link>https://research.missioncriticalengineers.com/news/modine-airedale-texas-chillers</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/modine-airedale-texas-chillers</guid><pubDate>Wed, 11 Nov 2026 22:00:00 GMT</pubDate><category>Cooling</category><description>Modine says its Airedale brand has begun commercial production at a new 682,000 sq ft plant in Grand Prairie, Texas, with one shift running and three planned.</description></item>
<item><title>Daikin Applied unveils 60 MW AI factory cooling design built on NVIDIA's DSX platform</title><link>https://research.missioncriticalengineers.com/news/daikin-60mw-ai-factory-cooling</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/daikin-60mw-ai-factory-cooling</guid><pubDate>Wed, 11 Nov 2026 22:00:00 GMT</pubDate><category>Cooling</category><description>Daikin Applied says its D60-W design cools a 60 MW IT load, 92% by liquid, with chillers of up to 10 MW and dry coolers, not cooling towers.</description></item>
<item><title>Venture Global weighs off-grid data-centre power; frame deals cover up to 16 power islands</title><link>https://research.missioncriticalengineers.com/news/venture-global-power-islands</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/venture-global-power-islands</guid><pubDate>Wed, 11 Nov 2026 12:00:00 GMT</pubDate><category>Power</category><description>The LNG producer says it could supply island-mode power, land, water and gas to data centres, citing frame agreements with GE Vernova and Baker Hughes.</description></item>
<item><title>OPC Energy power contract could reach 460 MW for Israeli data centres</title><link>https://research.missioncriticalengineers.com/news/opc-energy-data-centre-ppa</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/opc-energy-data-centre-ppa</guid><pubDate>Wed, 11 Nov 2026 12:00:00 GMT</pubDate><category>Power</category><description>OPC Energy says it extended a supply contract with a customer active in Israeli data centres, and is developing a 120-200 MW data-centre site.</description></item>
<item><title>NVIDIA contributes OpenShell agent-security runtime to CNCF, adds three Kubernetes tools to DSX</title><link>https://research.missioncriticalengineers.com/news/nvidia-openshell-cncf</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/nvidia-openshell-cncf</guid><pubDate>Wed, 11 Nov 2026 12:00:00 GMT</pubDate><category>Models</category><description>NVIDIA says it is giving its OpenShell agent-security runtime to the CNCF and releasing three open source Kubernetes components for its DSX AI Factory Platform.</description></item>
<item><title>Marvell agrees to acquire Lumentum, joining chip and optical technology for AI connectivity</title><link>https://research.missioncriticalengineers.com/news/marvell-lumentum</link><guid isPermaLink="true">https://research.missioncriticalengineers.com/news/marvell-lumentum</guid><pubDate>Wed, 11 Nov 2026 12:00:00 GMT</pubDate><category>Supply chain</category><description>Marvell and Lumentum say they have signed a definitive agreement under which Marvell will buy Lumentum, with closing expected in the first six months of 2028.</description></item>
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