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

The Data Center Rundown

Nov 3, 2026

 
Grid capacity and constraints

Power shortages and local opposition are significantly hindering data center projects, increasing costs and dependence on scarce grid access for AI expansion.

Read at Data Center Knowledge→

 

Should AI expansion be limited by local power grid capacity?

Data center power demands are escalating rapidly, with grid connection timelines lagging significantly behind AI deployment schedules, creating multi-year delays for new facilities.

Read at Data Center POST→

GE Vernova's order backlog reached $197 billion, driven by significant demand for gas turbines from the data center industry, with an expectation of 130GW in agreements by year-end.

Read at Data Center Dynamics→

 

Are gas turbines the best short-term solution for data center power needs?

 

The data center industry is shifting focus from pure capacity to the cost of artificial intelligence, signaling a new era in infrastructure demands.

Read at Data Center Dynamics→

 
Anthropic financial growth outlook

Anthropic's compute expenses may exceed $1 trillion as third-quarter revenue approaches $17 billion, with revised IPO filings indicating slower future growth.

Read at The Register→

Anthropic's S-1 filing indicates substantial cloud and data center commitments totaling $895.4 billion, despite a recent slowdown in revenue growth.

Read at Data Center Dynamics→

Anthropic's IPO filing reveals significant capital expenditure alongside substantial lease agreements, testing tenant creditworthiness in the AI infrastructure sector.

Read at Global Data Center Hub→

Anthropic's initial public offering prospectus outlines ambitious promises but lacks detailed answers to critical questions, potentially setting a precedent for OpenAI's future financial disclosures.

Read at The Register→

 
Advanced cooling infrastructure innovation

Cooler Master is enhancing its AI cooling solutions, introducing modular liquid cooling systems from cold plates to 2.5 MW CDUs, emphasizing scalability and serviceability for data centers.

Read at Data Center Frontier  →

Retrofitting data centers for liquid cooling offers density and efficiency gains, though cost, downtime, and infrastructure constraints limit its application to specific scenarios.

Read at Data Center Knowledge→

NVent introduces a new rack cooling solution that merges liquid and air cooling for AMD Helios systems, addressing the demand for AI hardware.

Read at Data Center Richness→

New high-performance, scalable, and sustainable cooling platforms are enabling the next generation of mission-critical data center mechanical cooling solutions.

Read at Data Center Dynamics→

 

OpenAI plans to rebrand its data centers as "compute campuses" to mitigate public opposition to its AI projects.

Read at Bisnow→

 

Should OpenAI rebrand data centers as 'compute campuses' to gain public acceptance?

 

Gartner reports that open-source AI models can perform 90% of agentic tasks at a fraction of the cost of frontier large language models, emphasizing the value of their application harnesses.

Read at The Register→

 

Should businesses rely on open-source models for 90% of agentic AI tasks?

 
Chatter
The view from Reddit
“Data Centre Tech to Cloud Engineering”

A 20-year-old is planning a gap year to transition from a lead loading supervisor role into cloud engineering, aiming to secure a Data Center Technician position at AWS or Microsoft as a stepping stone, prioritizing hands-on learning over a traditional degree.

Read at r/datacenter→

“How much are junior sysadmins actually expected to know?”

A junior sysadmin expresses burnout from the overwhelming pressure to master numerous technologies within their first two years, questioning realistic employer expectations and the feasibility of broad expertise.

Read at r/sysadmin→

“Windows Server RDP issues after Windows Update — disabling WDDM fixed it for me”

A workaround for persistent Remote Desktop Protocol (RDP) issues after a Windows Server update involves disabling the WDDM graphics display driver via Group Policy, reverting to the older XDDM driver.

Read at r/sysadmin→

 

Hyceon introduces a pan-European data center design solution that adapts to local regulations in Germany and Ireland, aiming to streamline approvals and protect asset value amidst evolving requirements.

Read at Data Center POST→

 
Capital expenditure and profitability

Oracle has utilized its $20 billion borrowing limit shortly after establishing it, amidst a significant capital expenditure phase for data centers, with no further borrowing planned until 2030.

Read at The Register→

 

Subscribe

Get The Data Center Rundown delivered to your inbox.

Free. Unsubscribe anytime.

The Data Center Rundown Trending topics Issue archive Companies & orgs About Privacy Terms
© 2026 Rundown Club
For Executives & Investors For IT & Cloud Architects For Infrastructure Engineers For Operators & Facility Managers For Sustainability & Compliance For Vendors & Service Providers