The Data Center Rundown
Today's top stories in Data Center

The Data Center Rundown

Oct 29, 2026

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Chip partnership and hardware strategies

Oracle Cloud Infrastructure is exploring ways to enhance its offerings, potentially making its storage solutions as appealing as Nvidia's AI hardware.

Read at Data Center Dynamics→

Oracle Cloud Infrastructure is enhancing its AI capabilities by offering Google TPUs and additional chips, alongside a strengthened Nvidia partnership, to provide customers with greater workload flexibility.

Read at Data Center Knowledge→

Nvidia and AMD will invest $4 billion in Meta's artificial intelligence infrastructure, strengthening chip partnerships to support the company's expanding AI compute expenditures.

Read at Data Center Knowledge→

 

Is Nvidia and AMD's $4B commitment to Meta's AI buildout a wise investment?

 

Enphase and Infineon have achieved a "world's first" deployment of 900V Gallium Nitride switches within solid-state transformers specifically designed for artificial intelligence data centers.

Read at Data Center Dynamics→

 

GitHub is significantly expanding its computing resources by adding four million cores to enhance service stability and manage increased demand, especially from AI workloads.

Read at The Register→

 
Renewable energy mandates and procurement

Nxera Singapore and Sembcorp have signed a Memorandum of Understanding to explore low-carbon power supply solutions for data centers in Singapore, including hydrogen and solar.

Read at Data Center Dynamics→

Microsoft has entered into two power purchase agreements with Macquarie-backed Blueleaf Energy in Japan, supporting Blueleaf's 1.2GW solar project portfolio.

Read at Data Center Dynamics→

 

Microsoft shareholders are seeking clarity on the company's emissions reduction strategy, as greenhouse gas output has increased despite a 2030 carbon-negative commitment.

Read at The Register→

 

Should Microsoft shareholders be concerned about rising emissions despite carbon-negative goals?

 

A policy organization alleges Intel receives substantial tax breaks and subsidies for its fabs in Oregon and New Mexico, causing significant revenue loss for local authorities.

Read at The Register→

 
Chatter
The view from Reddit
“Well...time to find a new gig”

A sysadmin is contemplating a job search due to a venture capital firm's refusal to implement basic security best practices, including a demand for simple Wi-Fi passwords, despite the company's high-stakes industry and billions in revenue.

Read at r/sysadmin→

 

Would you quit your job over a firm's refusal to implement basic cybersecurity practices?

“Lansweeper alternative...”

Frustrated by increasing renewal costs for Lansweeper, a user found a cost-effective alternative using Claude for basic asset management and real-time monitoring, which also allows them to decommission their PRTG server.

Read at r/sysadmin→

“Google Data Center Technician II interview next week. 1 year MSP experience. Am I qualified? Any tips?”

A candidate with one year of MSP experience, including hardware setup and troubleshooting, is seeking honest feedback on their qualifications for a Google Data Center Technician II role, asking about the technical and behavioral interview components and how to best prepare.

Read at r/datacenter→

 

Google faces challenges monetizing its AI Mode search feature despite substantial infrastructure investment, necessitating continued reliance on rented compute power for its cloud services.

Read at The Register→

 

BXP executives find building offices offers better returns than purchasing, with three trophy office buildings currently under development in Midtown Manhattan and Washington, D.C.

Read at Bisnow→

 
Grid stability and power technologies

New reliability standards and power technologies are emerging to address the strain AI data centers are placing on power grids, potentially reshaping their operations.

Read at TechRepublic→

 

Microsoft, Coca-Cola, and Amazon are adapting their office spaces to accommodate artificial intelligence, focusing on workspace efficiency.

Read at Bisnow→

 
Regulatory oversight and policy impacts

Georgia's 2026 midterm elections for the utility board could significantly affect the state's energy rates and the future of its nearly 20 gigawatt data center pipeline.

Read at Bisnow→

 

Could Georgia's utility board race significantly impact the state's data center pipeline?

 

JLL reported a significant surge in third-quarter revenue, driven by robust leasing and capital markets activity, with adjusted earnings per share increasing 50% year-over-year.

Read at Bisnow→

 

Hyperscale AI data center construction costs in India exhibit significant differences compared to global benchmarks, primarily due to local factors influencing build expenses.

Read at Data Center POST→

 

Lumen's Q2 2026 capital expenditures of $902 million outpaced operating cash, highlighting the financial pressures of fiber platform upgrades and the refresh cycle.

Read at Global Data Center Hub→

 

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