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The Data Center Rundown

November 26, 2025

 
Government AI infrastructure contracts

Amazon has revealed a $50 billion initiative aimed at deploying artificial intelligence capabilities across classified United States government network systems.

Read at Bisnow→

Hewlett Packard Enterprise secured a 10-year, $931 million contract with the US Department of Defense to deploy a system that provides public cloud-like conveniences, such as multi-tenancy and unified management, within secure on-premise military data centers.

Read at The Register→

NATO has awarded Google a contract to supply sovereign cloud services and artificial intelligence capabilities designed for completely disconnected, highly secure environments used for training and operational support.

Read at The Register→

 

Is utilizing Google's sovereign cloud appropriate for NATO's highly sensitive, air-gapped environments?

 
Data center operational power risks

Airbus is currently revising its datacenter contingency plans after a ten-hour power failure across Spain and Portugal nearly forced the company to pause manufacturing operations at its facilities.

Read at The Register→

The projected massive growth in AI data center deployment is contingent upon the ability of the existing electrical power grid infrastructure to meet the escalating energy demands.

Read at Data Center POST→

 

Must regulatory bodies intervene now to cap data center power demands before grid collapse?

The growing risk of flooding poses an underappreciated threat to critical data center infrastructure, where such disasters could create significant financial and operational consequences for surrounding communities.

Read at Data Center Knowledge→

To ensure continuity during grid interruptions, data centers rely on backup power systems, primarily utilizing uninterrupted power supply units, diesel generators, or on-site generation capacity.

Read at Data Center Knowledge→

 

AI Infrastructure Economics

Evaluating the true economic impact of artificial intelligence infrastructure requires accurately distinguishing between speculative enthusiasm and quantifiable financial realities.

Read at Data Center POST→

 
Digital infrastructure economic value

New cross-economy research demonstrates that digital infrastructure investments generate quantifiable economic growth that often surpasses traditional GDP metrics, confirming the critical financial contribution of data centers.

Read at Data Center Knowledge→

The financial landscape of digital infrastructure investment is shifting, with power availability emerging as the primary determinant defining the value of compute real estate investment trusts (REITs) over traditional property metrics.

Read at Global Data Center Hub→

 

Should REIT investment focus shift entirely from physical square footage to raw power capacity?

PTC emphasizes its ongoing commitment to fostering industry connections, promoting innovation, and empowering the sector beyond formal conference settings, as articulated by Brian Moon.

Read at Data Center POST→

 
Accelerating AI compute capacity buildout

New compute geographies are emerging in orbit, where uninterrupted solar power utilization offers an alternative to terrestrial constraints like land acquisition, permitting, and utility connections for artificial intelligence deployment.

Read at Global Data Center Hub→

The intensive energy and water consumption required for training and running Large Language Models are raising serious sustainability concerns, necessitating a critical examination of how to mitigate the environmental impact of AI growth.

Read at TechRepublic→

Centersquare announced a self-funded $1 billion expansion across ten facilities, increasing its North American platform footprint to approximately 80 sites to meet the accelerating demand for high-density, AI-capable capacity.

Read at Data Center Frontier  →

 
Data center expansion constraints

The intense period of construction activity for data centers may be reaching a peak or plateau point based on current market indicators.

Read at Bisnow→

Accelerated expansion in the data center sector necessitates a collaborative, team-oriented effort across the entire industry ecosystem.

Read at Bisnow→

Sustainability mandates and protracted permitting procedures have evolved from minor background issues into primary impediments slowing the expansion of critical fiber optic networks supporting digital infrastructure.

Read at Global Data Center Hub→

The actual process of deploying a data center, from initial site selection through to achieving operational status, is fundamentally constrained by complex timelines involving regulatory hurdles and securing guaranteed power connectivity.

Read at Global Data Center Hub→

 
Chatter
The view from Reddit
“Data leakage is happening on every device, managed or unmanaged. What does mobile compliance even mean anymore? Be real, all our sensitive company data and personal info we shouldn’t type into AI tools is already there...”

Despite rigorous mobile device management and warnings, employees are indiscriminately feeding sensitive corporate data into various AI tools, creating an unmonitored, uncontrollable leakage vector.

Read at r/sysadmin→

 

Can organizations realistically secure sensitive corporate data input into public AI tools?

“Entitled/spoiled users rant”

A solo IT professional, who admits to fostering user dependency by immediately addressing every request, is now overwhelmed by entitled user behavior and burnout, recognizing the need to implement a formal ticketing system despite lacking the energy to enforce the change.

Read at r/sysadmin→

“Is it just me or institutional knowledge is no longer valued?”

A long-tenured employee laments that loyalty and deep, specialized technical knowledge, once rewarded with security, are now disregarded by management who expect remaining staff to simply 'figure it out' after layoffs.

Read at r/sysadmin→

 

nvidia forecast calms fears

Nvidia's strong sales forecast for the upcoming quarter, which exceeded analyst expectations, has alleviated concerns regarding potential volatility or a bubble in the artificial intelligence hardware market.

Read at Data Center Knowledge→

More coverage at The Register →

 

Managed Infrastructure Crossroads

The managed infrastructure sector is at a critical juncture, being strongly influenced by a developing power-centric revolution in design and operations.

Read at Data Center POST→

 

6G Spectrum Needs

The GSMA warns that the mobile industry will require up to three times the current spectrum allocated to meet anticipated data demands for 6G networks, anticipating a significant capacity crunch in the 2030s if mid-band airwaves are not expanded.

Read at The Register→

 

Should global regulators prioritize spectrum allocation for future 6G needs over current 5G expansion?

 

Equinix SEC Probe

Equinix announced that the Securities and Exchange Commission has decided not to pursue any enforcement action against the Real Estate Investment Trust following an investigation.

Read at Bisnow→

 

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