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The Data Center Rundown

Jul 17, 2026

 

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 significant $265 billion pledge towards US semiconductor manufacturing facilities outlines a preliminary plan for expansion.

Read at The Register→

TSMC plans an additional $100 billion investment in its Phoenix chipmaking facilities, significantly expanding its manufacturing footprint.

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 anticipated initial public offering signifies the ongoing shift of the data center sector towards greater engagement with 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 costs of their infrastructure requirements onto their customers, who are now bearing the expenses.

Read at The Register→

 

Are AI companies unfairly passing infrastructure costs onto consumers?

 

Data centers are the critical infrastructure powering searches, streams, and artificial intelligence, making them the most contested assets in the current tech landscape.

Read at Global Data Center Hub→

 

An artificial intelligence infrastructure manufacturer is constructing two 400,000 square foot projects in Pearland, indicating substantial growth in AI hardware.

Read at Bisnow→

 

Lightpath is expanding its fiber network in Eastern Pennsylvania to accommodate the increasing demands of next-generation 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 successfully poisoned an open-weight artificial intelligence model for less than one hundred dollars, raising security concerns.

Read at The Register→

 

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

 

The IDCA CEO calls for global policy harmonization for data center development, warning that fragmented national approaches risk hindering artificial intelligence-driven power demand acceleration.

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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