Energy & cooling · Page 2
Mining news and original analysis with dated primary sources.
Shell announces NVIDIA DSX Ready qualification for its direct liquid cooling fluid
The October 8 supplier announcement concerns direct liquid cooling. It does not certify the fluid for every hydro ASIC or establish measured energy savings at a mining farm.
Duke Energy proposes broader cost protections for North Carolina large loads
The October 7 settlement would extend protections to qualifying 50 MW loads. Regulatory approval is pending; upfront connection costs and energy charges need separate planning.
DCX will showcase liquid cooling with LITEON at OCP Summit 2026
DCX’s October 8 announcement confirms a joint presence at LITEON’s booth in San Jose. We examine the cooling questions that matter to high-density computing and hydro-cooled mining.
Wärtsilä books 282 MW onsite power order for a U.S. data center
The October 5 announcement covers fifteen 50SG engines, with deliveries planned for 2028 and full operation expected in 2029. Capacity sold is distinct from generation already available to computing operators.
Valeo reports aluminum heat-exchanger tests ahead of OCP 2026
The October 7 announcement reports 38% more cooling capacity and 25% lower fan electricity use in the stated comparison. These are supplier validation claims, not a measured reduction in an entire mining farm’s bill.
McKinsey scenario projects 24% annual growth in data-center electricity demand to 2030
The September 30 Global Energy Perspective report is receiving fresh coverage this week. Its Continued Momentum growth estimate is a scenario, while grid readiness remains a separate constraint.
PowerCompute raises Columbus contracted demand to 11 MW under data-center tariff
The Mississippi contract adds 2.5 MW. PowerCompute says no capacity commitment charge was assessed and a $300,000 deposit is being replaced by a utility bond.
Karman and Legrand plan embedded rack-power control for mid-2027 products
The partnership targets intelligent AC PDUs and DC power shelves. Karman’s estimate of additional AI output depends on each installation; it is not a demonstrated increase in ASIC hashrate.
Google and Constellation plan 890 MW of nuclear uprates for PJM
The October 6 agreement supports upgrades at existing nuclear units, with the first increase expected by 2028. A separate 2,700 MW supply contract covers existing generation.
LG and AIR sign chiller supply agreement for AI projects exceeding 5 GW
LG’s October 5 announcement covers a multiyear North American cooling program. The 5 GW figure describes supported data-centre projects; contract value, equipment quantities and delivery dates are not disclosed.
Orcadian ends offshore compute agreement; Earlham concept remains under review
The October 5 announcement ends one partner agreement over deployment timing. Orcadian retains the P2680 licence and continues partner discussions; the offshore compute concept still requires validation.
Oracle proposes to absorb $300 million in Point Beach energy costs
Oracle says a planned subscription to part of the Wisconsin nuclear plant’s output could save more than one million utility customers about $300 million. The arrangement still requires state regulatory approval.