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MAINTENANCE WINDOW update 2: I'm rebuilding how stories get chosen for the newsletter. A new scoring system should do a better job of separating real developments from noise. I'm also laying the groundwork for better tracking of storylines that run for weeks or months, such as a power crunch in one market or a developer's multi-site buildout, so each day's headlines can connect to the larger story they belong to. Another change: the Reddit "Chatter" section may go away soon, because Reddit is unfortunately clamping down on syndication. If it does disappear, I'll look for other ways to bring in what people working in the industry are saying beyond the trade news. If you have thoughts or suggestions on the curation, hit reply and let me know. I read em all. Eliot
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Anthropic strategic infrastructure expansion
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Anthropic is acquiring its own data centers to reduce reliance on third-party cloud providers, signaling a strategic shift ahead of its anticipated initial public offering.
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Read at Bisnow→
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Anthropic has filed for an initial public offering, securing significant compute commitments with data center costs projected over the next two decades.
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Read at Data Center Dynamics→
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Anthropic argues that humanity must invest $800 billion in artificial intelligence, deeming it more crucial than spending on hardware, electricity, and internet infrastructure.
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Read at The Register→
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Is an $800B AI investment more critical than infrastructure like electricity and internet?
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Amazon CEO claims AWS capacity is largely sold out through 2027, with a substantial portion of 2028 already pre-sold, excluding EC2 capacity.
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Read at Data Center Dynamics→
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Should businesses rely on AWS given their capacity is largely sold out through 2027?
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NVIDIA's DSX POD aims for two-week deployment of AI factory infrastructure, with partners like Armada and Schneider Electric supporting industrialized data center construction.
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Read at Data Center Frontier  →
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NVIDIA and Megmeet are introducing new hardware at the OCP Summit designed to enable denser power racks through liquid cooling innovations for the power shelf.
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Read at Data Center Richness→
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The article emphasizes the critical role of additive chemistry in coolant performance, corrosion protection, and long-term reliability for modern and future data center liquid cooling systems.
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Read at Data Center Dynamics→
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ZutaCore has introduced a new two-phase boiling technology for liquid-cooled data centers, featuring an ultra-thin cold plate design.
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Read at Data Center Dynamics→
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OpenAI has launched GPT-6.1 Terra, a more affordable AI model that matches pricier alternatives in certain tasks, offered at a tenth of Astra's API cost.
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Read at The Register→
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“PHP2Shell just made the week hell. AI is going to make this our new normal.”
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The recent PHP2Shell vulnerability, exploited by AI, has caused chaos, highlighting how AI can rapidly uncover long-ignored flaws in legacy code, forcing sysadmins into a constant state of emergency patching.
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Read at r/sysadmin→
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Will AI-driven exploits like PHP2Shell become the new normal for cybersecurity?
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“5 Years in Logistics Supporting Data Center Construction. What On-Site Roles Could I Transition Into?”
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With five years of experience in logistics supporting data center construction, including advising on equipment transportation and site needs, an individual seeks to transition into on-site roles and asks for advice on realistically attainable positions given their background.
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Read at r/datacenter→
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“Just got hired as a WBLP DCO for AWS, how should I proceed? What should I focus on to understand the work? Any certifications that would be useful? Advice and tips on what to study and how to last are appreciated.”
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A newly hired WBLP DCO for AWS, with no prior technical experience and feeling overwhelmed by the lack of structured training and available mentors in a new liquid cooling facility, is seeking advice on what to study and how to succeed in the role.
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Read at r/datacenter→
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Former Intel CEO Pat Gelsinger is investing in Nagare Labs, which aims to overcome memory limitations with its Z2RAM technology, though the path is challenging.
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Read at The Register→
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New AI data center projects are being announced at a rapid pace, outstripping those delayed by local opposition, indicating a significant demand surge.
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Read at Data Center Knowledge→
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Ireland's data centers are expanding beyond Dublin, leading to a significant reshaping of the data center and digital infrastructure sector in the region.
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Read at Bisnow→
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UK ministers prioritized meetings with AI datacenter executives over environmental groups, leaving communities excluded from decisions regarding AI Growth Zones.
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Read at The Register→
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Should UK ministers prioritize AI datacenter bosses over environmental groups?
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Data center investments offer economic benefits to smaller markets, but sustainable returns hinge on accurate job projections and mitigating public financial risks.
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Read at Data Center Knowledge→
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Taiwan Semiconductor Manufacturing Co. suppliers are the target occupiers for the $7B Halo Vista mixed-use project, which has secured 10 TSMC suppliers.
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Read at Bisnow→
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Connectivity strategies are advancing globally, extending from subsea cables to data center infrastructure, indicating a significant evolution in network architecture and data flow management.
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Read at Data Center POST→
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