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The Data Center Rundown

Jul 17, 2026

 

Mountain US

TSMC announced a substantial additional investment of $100 billion in Arizona, projecting the construction of four more fabs in the US state, alongside reporting $40.2 billion revenue for the second quarter of 2026.

Read at Data Center Dynamics→

More coverage at Data Center Knowledge →

 

Should TSMC's massive US investment be seen as a strategic win for American semiconductor independence?

 
TSMC US semiconductor investment expansion

TSMC's pledge of $265 billion for US semiconductor manufacturing facilities is being characterized as a preliminary concept rather than a fully defined plan.

Read at The Register→

TSMC plans to invest an additional $100 billion in its Phoenix chipmaking facilities, significantly expanding its manufacturing capacity in Arizona.

Read at Bisnow→

 
Data center financing and partnerships

BlackRock's GIP and ACS have launched their data center joint venture named Coravel, appointing former DXC president Howard Boville as its leader and securing a customer in Texas.

Read at Data Center Dynamics→

Switch's planned initial public offering signifies a broader trend of the data center sector increasingly engaging with public financial markets on Wall Street.

Read at Bisnow→

Crusoe is establishing a 1.4 GW data center campus in Childress, Texas, through a renewed partnership with Lancium.

Read at Data Center Dynamics→

QTS will construct 11 data centers on Lancium's campus in Hall County, Texas, as Lancium secures a customer for its second Clean Campus initiative.

Read at Data Center Dynamics→

Artificial intelligence vendors are shifting the burden of escalating infrastructure costs onto their customers, indicating a new financial model for AI deployment.

Read at The Register→

 

Are AI companies unfairly passing infrastructure costs onto consumers?

 

The AI boom fuels demand for data centers, the critical infrastructure housing the computing power essential for modern digital services. These facilities are now the most contested infrastructure globally.

Read at Global Data Center Hub→

 

Houston

An AI infrastructure manufacturer is undertaking the construction of 400,000 square foot projects in Pearland, Texas, indicating substantial growth in AI hardware development.

Read at Bisnow→

 

Mid-Atlantic

Lightpath is extending its fiber network across eastern Pennsylvania, enhancing capacity and connectivity to accommodate the growing requirements of artificial intelligence infrastructure.

Read at Data Center POST→

 
Chatter
The view from Reddit
“i have full admin access, tons of downtime but i'm not a sysadmin, at least I don't feel like one, what can i do?”

An IT support professional with extensive admin access and downtime seeks advice on projects to develop hard sysadmin skills and strengthen their resume for a career transition within the next year.

Read at r/sysadmin→

“How to combat email hoarding? Nightmare...”

An on-site IT person struggles with persistent email hoarding among a small team, despite failed educational attempts and the owner's own problematic habits, necessitating a heavy-handed approach to storage management.

Read at r/sysadmin→

“How do you handle non-tech users complaining about lack of support?”

An IT professional expresses frustration with non-technical users and management who misunderstand IT issues, often misinterpreting simple fixes like reboots as systemic problems and leading to blame.

Read at r/sysadmin→

 

A researcher has reportedly poisoned an open-weight AI model for less than $100, demonstrating a low-cost method to disrupt or compromise artificial intelligence systems.

Read at The Register→

 

Does the low cost of poisoning AI models signal an imminent security crisis?

 

The IDCA CEO urges global consensus on data center development as AI's accelerating power demand strains national policies, risking slower progress without a unified framework.

Read at Data Center Knowledge→

 

Amazon Web Services CloudFront experienced an outage, causing widespread errors and preventing websites from being accessed by users.

Read at The Register→

 

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