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Hey there, thanks for being among the first few subscribers to TDCR. We've been up and running for about a week, and it's been fun to see opens and clicks after working on the product for several months. If you have any positive or negative thoughts on what you're getting - format, curation, or summaries - I'd appreciate it if you'd reply to this email and let me know. I'm dedicated to making the newsletter as useful as it can be. If you are finding it valuable, please forward to your friends in the industry! Thanks for your time. ES
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The massive projected growth in U.S. data center power needs, driven by AI workloads, is severely constrained by current grid limitations, necessitating identification of new power sources and corridors to sustain development through the next decade.
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Read at Data Center Frontier  →
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BlackRock's 2026 Investment Outlook identifies that the ambitious artificial intelligence objectives planned for the US and Europe are critically threatened by fundamental limitations in available land and necessary energy capacity.
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Read at Data Center Knowledge→
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Data center operators must develop plans for on-site energy generation to ensure operational viability and competitive pricing, as reliance solely on the public grid will become unsustainable given energy availability constraints.
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Read at The Register→
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Is self-generation of power now the only viable long-term strategy for data center survival?
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According to the campaign group Foxglove, proposed data center projects in Scotland collectively require an estimated 3 GW of power, which equates to approximately 75 percent of the country's current peak electricity demand.
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Read at The Register→
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Surging demand from artificial intelligence deployment is intensifying grid limitations, prompting leading investors to strategically leverage renewable energy disparities to manage both capacity and escalating operational costs.
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Read at Global Data Center Hub→
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hpe morpheus stack
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HPE is promoting its Morpheus stack enhancements within GreenLake to position it as a comprehensive alternative to VMware, unifying Aruba and Juniper networking for AIOps and high-speed AI connectivity.
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Read at The Register→
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Executives at IBM and major credit rating agencies have issued warnings regarding the escalating capital expenditures associated with artificial intelligence driven data center buildouts.
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Read at Bisnow→
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Should rating agencies immediately downgrade the debt stability of firms rapidly over-leveraged in AI buildouts?
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The article examines whether the recent high growth trajectory for data center development in Phoenix, Arizona, is potentially coming to an end.
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Read at Bisnow→
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The strategy of 'icebanking' is being explored as a method to mitigate increasing energy expenses within digital infrastructure operations.
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Read at Bisnow→
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Coolant Health Monitoring
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Effective monitoring of coolant quality is essential for optimizing performance in modern direct-to-chip liquid cooling systems used in data centers.
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Read at Bisnow→
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flex integrated infrastructure
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Executives from Flex detailed how their new integrated platform, combining factory-built modules, higher-voltage DC power, and advanced liquid cooling from JetCool, aims to substantially accelerate deployment schedules for AI-scale infrastructure.
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Read at Data Center Frontier →
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anthropic multi-cloud ai
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Anthropic is securing substantial Tensor Processing Unit capacity from Google Cloud to complement its existing investment in AWS Trainium, signaling a multi-cloud approach aimed at productizing TPUs for external AI model training.
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Read at Data Center Frontier →
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“Our country is down”
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An IT professional recounts the existential dread of discovering that an entire country's top-level domain has vanished due to apparent registrar mismanagement, finding dark humor in the bureaucratic incompetence of customer support when trying to resolve a national infrastructure failure.
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Read at r/sysadmin→
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“How green am I?”
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A self-taught IT generalist at a small hardware startup details an impressive, rapid-fire acquisition of diverse skills—from M365 administration and Proxmox virtualization to network segmentation and security tooling—while questioning where this experience places them professionally.
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Read at r/sysadmin→
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“Anyone else feel like M365 identity is a scavenger hunt that never ends?”
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The struggle is real as one attempts to map administrative authority across disparate Microsoft portals, finding conflicting narratives regarding user access controls.
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Read at r/sysadmin→
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Should Microsoft provide a single, unified administrative portal for all M365 identity controls?
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AI Redefining Infrastructure
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Artificial intelligence is fundamentally redefining the trajectory and structure of global digital infrastructure development.
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Read at Data Center POST→
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data center interconnect growth
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Data center interconnect represents the most rapidly expanding segment of network infrastructure, showing no signs of decelerating growth due to the ongoing expansion of the digital data center ecosystem.
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Read at Data Center Knowledge→
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micron ai pivot
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Driven by the high demand associated with artificial intelligence systems, Micron is discontinuing its consumer memory and storage brand, Crucial, to prioritize the production of enterprise-grade chips.
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Read at The Register→
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Is ditching the Crucial brand a smart, aggressive pivot for Micron's long-term profitability?
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hyperscale ai architectures
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The SC25 conference highlighted a maturation of hyperscale AI development characterized by standardized liquid cooling, integrated power designs, and the emerging use of coherent fabrics combining Arm processors with NVIDIA technology.
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Read at Data Center Frontier →
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Colo Pricing Models
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Determining the appropriate colocation pricing structure, whether retail or wholesale, involves evaluating specific infrastructure and capacity needs.
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Read at Uptime Institute Blog→
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