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The increasing adoption of artificial intelligence by corporations is driving a significant surge in demand for services from the world's largest data center provider.
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Read at Bisnow→
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Cloud spending reached $129 billion in the first quarter of 2026, marking the ninth consecutive period of growth and the highest rate seen since the fourth quarter of 2021, according to Synergy Research.
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Read at Data Center Dynamics→
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Should investors anticipate continued growth in cloud spending?
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Samsung Electronics reported a Q1 2026 operating profit that surpassed its entire FY25 earnings, driven predominantly by strong demand in the memory market.
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Read at Data Center Dynamics→
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Naver is targeting the Saudi Arabian data center market, planning large-scale projects in response to the growing demand for digital infrastructure in the Middle East and emerging markets, as indicated by an agreement with Hanmi Global.
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Read at Data Center Dynamics→
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Hyperscaler dominance poses a significant threat to fiber investor returns through wholesale price collapse, vertical integration, IRU compression, and a focus on route selectivity, leading to emerging market scarcity.
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Read at Global Data Center Hub→
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Microsoft has brought 1GW of data center capacity online in the latest quarter and is on track to double its footprint within two years.
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Read at Data Center Dynamics→
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The infrastructure shift driven by two GPUs, stemming from AlexNet's signal and GPU density as a binding constraint, has led to five years of misallocated capital, fundamentally altering the positioning for early movers in the market.
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Read at Global Data Center Hub→
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Celestica has launched new network switches featuring 64 ports of 1.6 terabits per second Ethernet, designed to meet the demands of high-bandwidth applications and coinciding with the release of Nvidia's 1.6 Tbps ConnectX-9 NICs.
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Read at The Register→
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Anthropic is generating higher revenue from large language models than OpenAI, despite having significantly fewer users, indicating a market division between companies that prioritize user engagement and those that focus on monetization.
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Read at The Register→
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“Don’t make the business’s risk your own.”
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An individual contributor is advised to disengage from business processes they deem flawed after offering expert opinions, as their responsibility ends once advice is given, preventing undue stress and conflict.
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Read at r/sysadmin→
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Should employees disengage from flawed business processes after advising?
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“Has anyone else left the datacenter industry for something else? I did last July and never been happier.”
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A former data center industry professional expresses newfound happiness after leaving the field and seeks to connect with others who have made similar career transitions.
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Read at r/datacenter→
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“SysAdmin can't do his job right.”
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A sysadmin's colleague's abysmal performance, characterized by poor password hygiene, chronic lateness, and a disregard for cybersecurity, is hindering the team's ability to perform their duties.
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Read at r/sysadmin→
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A newly identified China-linked threat group has infiltrated over a dozen critical networks in Poland and Asian countries since December 2024, with activity detected as recently as this month, raising concerns shortly before the Trump-Xi summit.
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Read at The Register→
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Should EU member states adopt open-source age verification for child safety?
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