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The Data Center Rundown

Jul 1, 2026

 
AI data center power and cooling

This article advises on developing a cooling strategy for next-generation artificial intelligence by aligning thermal architecture with future demands in graphics processing unit density and performance.

Read at Data Center Dynamics→

Firmus Technologies is developing a 360MW artificial intelligence data center in Batam, Indonesia, to meet growing demand for AI compute capacity in the Asia-Pacific region.

Read at TechRepublic→

Structure Research forecasts that AI data center capacity will significantly expand, projecting it to reach 150 GW by 2030.

Read at Data Center POST→

 

Will AI data center capacity truly reach 150 GW by 2030?

A new industry coalition has been formed to address the significant power demands of artificial intelligence, aiming to establish a unified strategy for supplying energy to advanced data centers as utility providers face challenges in meeting escalating needs.

Read at Data Center Knowledge→

 

Should industry coalitions prioritize solving data center power bottlenecks for AI?

The construction of data centers for the artificial intelligence era faces significant hurdles related to power, supply chains, and workforce availability, requiring industrialized buildout strategies to overcome these challenges.

Read at Data Center Richness→

 

Digital Realty has acquired Blackstone's stake in three Virginia data centers for $3.5 billion, gaining full ownership of 288MW of capacity leased to three clients.

Read at Data Center Dynamics→

More coverage at Bisnow →

 
AI economic and market risks

This article examines how traditional data center valuation models are insufficient for compute factories, emphasizing offtake duration and GPU hardware cycle risks within a first-principles framework.

Read at Global Data Center Hub→

According to the Bank for International Settlements (BIS), the potential popping of the artificial intelligence bubble could lead to a global economic downturn.

Read at The Register→

The OCI MSA has not effectively addressed the challenges associated with scaling artificial intelligence deployments.

Read at The Register→

LM Funding is planning to repurpose its Bitcoin mining sites in Oklahoma and Mississippi to support artificial intelligence and high-performance computing workloads.

Read at Data Center Dynamics→

 

Should Bitcoin mining sites pivot to AI and HPC workloads?

Artificial intelligence agents are identified as both a cause of database sprawl and a potential solution to the problem.

Read at The Register→

 

Onsemi has acquired Synaptics for $7 billion in an all-stock transaction to accelerate the development of technologies supporting physical artificial intelligence.

Read at Data Center Dynamics→

 

Digital Realty's acquisition of data center stakes from Blackstone for $3.5 billion aligns with the operator's expansion strategy amidst escalating AI-driven demand, potentially indicating Blackstone's pivot towards investments yielding higher returns.

Read at Data Center Knowledge→

More coverage at Data Center Knowledge →  Data Center Knowledge →  Data Center Knowledge →  Data Center Knowledge →  Data Center Knowledge →  Data Center Knowledge →  Data Center Frontier →

 

Researchers have demonstrated that modifying the mathematical underpinnings of artificial intelligence could significantly alleviate the hardware demands.

Read at The Register→

 
Chatter
The view from Reddit
“Business Storage for Thickheads Please help”

A business owner, admitting to being a 'thickhead' regarding data solutions, seeks a simple, reliable server or storage replacement for their glitchy physical server, prioritizing ease of use for opening and saving files.

Read at r/sysadmin→

“What is Google looking for for their data center facilities technicians?”

An experienced critical environment professional with over 10 years in the field, including navy nuke and data center work, is seeking guidance on what Google specifically looks for in data center facilities technician candidates after multiple rejections.

Read at r/datacenter→

“Trying to break into data center work”

A 21-year-old with multiple telecommunications and networking certifications and experience is seeking advice on breaking into data center roles after being rejected by major tech companies, despite living near a proposed data center.

Read at r/datacenter→

 

OpenAI's introduction of its Jalapeño chip signifies a strategic move towards developing its own AI infrastructure, though achieving cost savings and independence from Nvidia hinges on scaling production.

Read at TechRepublic→

 

The increasing demand for hyperscale AI campuses, requiring gigawatt deployments, is making water a critical factor in site selection, cooling, and operational resilience, with partnerships like Emergence Water and Nimbus aiming to treat water as essential infrastructure.

Read at Data Center Frontier  →

 

Is water becoming the next critical constraint for AI infrastructure after power?

 

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