The Data Center Rundown
Today's top stories in Data Center

The Data Center Rundown

Sep 15, 2026

 
Antitrust and Regulatory Oversight

A former FTC official urges government action against AI company leaders, citing historical antitrust precedents.

Read at The Register→

 

Should government agencies regulate AI CEO actions using 1934 antitrust precedents?

Members of the UK Parliament are urging the government to adopt a more defined strategy for artificial intelligence regulation.

Read at The Register→

The Department of Justice is investigating Nvidia's acquihire of Groq, though concerns about competition may be arising too late to prevent integration.

Read at The Register→

 

Is it too late for the DOJ to effectively review Nvidia's Groq acquihire for antitrust concerns?

 
Cooling Reliability and Maintenance

Coolant health is emerging as a critical uptime factor for AI data centers, as subtle changes can serve as early warning signs for potential issues.

Read at Data Center Dynamics→

Data center cooling reliability is increasingly critical for insurers, who are paying close attention to these systems due to their impact on operational continuity and risk.

Read at Data Center Dynamics→

Selecting appropriate hose materials is a critical factor for the successful implementation and long-term reliability of direct-to-chip liquid cooling systems in data centers.

Read at Data Center POST→

 
Large Scale Infrastructure Financing

CoreWeave secured $2.6 billion in GPU-backed debt financing, with a maturity gap and re-lease option impacting its financial structure.

Read at Global Data Center Hub→

Positron AI has raised $875 million at a $5 billion valuation to fund the development of its next-generation hardware, securing significant investment across two funding tranches.

Read at Data Center Dynamics→

SB Energy plans an IPO with significant contracted capacity, while Nvidia provides a $105 billion guarantee, and atNorth secures $4 billion in funding.

Read at Global Data Center Hub→

Nscale is reportedly seeking $3.5 billion in pre-initial public offering funding, with the IPO itself targeting a $3 billion raise.

Read at Data Center Dynamics→

 
Power Grid Capacity Strategies

Microsoft plans to significantly expand its data center capacity from 12 to over 38 gigawatts by 2032, with numerous leases yet to commence.

Read at Global Data Center Hub→

Speed of power delivery is paramount for AI infrastructure, surpassing mere capacity, thus requiring new strategies for site selection and phased, flexible power implementation.

Read at Data Center Knowledge→

DCF polls industry stakeholders on the criteria utilities should use to differentiate credible data center projects from speculative demand amidst large interconnection queues and uncertain load forecasts.

Read at Data Center Frontier  →

 

Should utilities vet AI data center demand more stringently to avoid ghost projects?

 
Retrofitting and Infrastructure Upgrades

The feasibility of advanced nuclear power becoming repeatable infrastructure for artificial intelligence deployment at scale hinges on fuel availability, manufacturing certainty, and reactor testing.

Read at Data Center Frontier  →

Densifying existing data centers can increase capacity without new construction, provided careful management of power, cooling, access, and regulatory factors.

Read at Data Center Knowledge→

 

Teravolt aims to capture market share from established industries to fulfill the immense power demands of artificial intelligence.

Read at The Register→

 
Chatter
The view from Reddit
“After 14 years in IT, I feel like I can’t keep up anymore”

After a year focused on family health crises and the recent passing of his mother, an IT professional with 14 years of experience in DevOps and cloud feels disillusioned by a stagnant salary and a rapidly evolving tech landscape, questioning his place in an industry that seems to demand constant adaptation without commensurate reward.

Read at r/sysadmin→

 

Has the IT industry's rapid evolution outpaced fair compensation for experienced professionals?

“Follow-up: building access controls and logging into the AI automation setup”

An IT professional is developing a product to provide a control and audit layer for AI usage in IT, addressing the risk of technicians pasting unvetted AI-generated scripts into production by offering granular permissions, destructive-action blocking, and full audit trails.

Read at r/sysadmin→

“Server hard-resets every 728.4 minutes ±1 min, 12 times running. No bugcheck, no iDRAC SEL entry, timer survives reboots. I'm out of ideas.”

A sysadmin is baffled by a Dell PowerEdge server that hard-resets precisely every 728.4 minutes without any logged errors, bugchecks, or signs of hardware degradation, leading to speculation about an external power or firmware timer.

Read at r/sysadmin→

 

Careful site selection represents the most critical decision phase in the data center development process, preceding any construction activities.

Read at Data Center POST→

 

Property tax is a significant, often overlooked cost for AI data centers, requiring strategic management from design through operation, not just annual accounting.

Read at Data Center Knowledge→

 
Regional Development and Opposition

California and Southern California are emerging as key markets for data center development as opposition grows in other regions.

Read at Bisnow→

 

Is California becoming a preferred fallback market for data centers due to nationwide opposition?

 

DC Blox CTO Jeff Wabik notes that while connectivity can be built to AI campuses, the greater challenge lies in synchronizing the arrival of fiber, permits, equipment, labor, and community acceptance.

Read at Data Center Frontier  →

 

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