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The Data Center Rundown

Jun 29, 2026

 
Transition to off-grid power

Chevron and Microsoft have entered into a significant $9 billion power-and-compute agreement in West Texas, which includes Project Kilby, a 2.67 GW behind-the-meter gas power plant with a 20-year power purchase agreement, and an equity option from Engine No. 1.

Read at Global Data Center Hub→

Capital has shifted to securing dedicated, off-grid power through long-term contracts, decoupling real capacity from an $850 billion demand surge.

Read at Global Data Center Hub→

 

Is securing dedicated, off-grid power the best strategy to meet data center energy demand?

FuelCell Energy has entered into a supply agreement with Fit Energy for up to 380MW of fuel cells to power data center operations, with the initial 30MW deployment expected this year.

Read at Data Center Dynamics→

EdgeMode is partnering with Bloom to develop a 300MW natural gas-powered data center campus in Toledo, Spain.

Read at Data Center Dynamics→

 
China's AI infrastructure landscape

The first artificial intelligence-powered 10 gigabit per second all-optical campus network has been successfully launched at Southeast University in China's Jiangsu province.

Read at The Register→

Despite China's substantial sovereign funding for AI infrastructure, a significant supply gap exists for the necessary chips due to domestic fabrication limitations and packaging yield issues, posing a risk to carrier-operator idle capacity.

Read at Global Data Center Hub→

The LineShine supercomputer, an all-CPU system built using Huawei gear, has been recognized as the world's most powerful with a performance of 2.198 exaflops.

Read at Data Center Dynamics→

 
AI-driven cybersecurity threats

A malicious campaign named 'Miasma' has compromised over twenty npm packages, intending to steal sensitive developer information.

Read at The Register→

 

Are you concerned about the security risks of open-source package supply chains?

A vulnerability in Amazon Q allowed malicious Git repositories to execute code and steal cloud credentials.

Read at The Register→

Security teams are anticipating a challenging summer as artificial intelligence is revealing numerous previously undetected vulnerabilities.

Read at The Register→

 
Advancements in transistor architecture

IBM's new NanoStack transistor platform is poised to advance chip scaling beyond current technologies, offering enhanced AI performance, greater memory density, and improved energy efficiency.

Read at Data Center Knowledge→

IBM has announced a significant chip advancement with its new sub-1nm 'nanostack' 3D architecture, promising up to 50 percent more performance or 70 percent greater energy efficiency.

Read at Data Center Dynamics→

Qualcomm, OpenAI, and IBM are developing new chip designs and transistors to improve the efficiency of AI infrastructure, but widespread adoption by enterprise buyers will take time.

Read at TechTarget IT Infrastructure→

 

Western Midwest

Microsoft's new data center campus in Mount Pleasant, Wisconsin, is now fully operational, representing a significant step in converting large-scale artificial intelligence infrastructure investments into tangible operational capacity.

Read at Data Center Knowledge→

 

Apple has increased prices for its Macs and iPads due to rising memory chip costs, driven by the escalating demand from artificial intelligence data centers.

Read at TechRepublic→

 

Are rising AI data center demands causing unsustainable memory chip price increases for consumers?

 
Chatter
The view from Reddit
“the power of custom silicon in datacenters”

A post highlights the significant impact of custom silicon (ASICs) on modern data center hardware performance, efficiency, and the consolidation of AI infrastructure solutions.

Read at r/datacenter→

“Dev connected our ChatGPT tennant to AD...”

A sysadmin voices concern over a developer connecting a corporate ChatGPT tenant with API access to Active Directory, fearing potential security risks and data integrity issues due to unauthorized access and modification capabilities.

Read at r/sysadmin→

 

Should developers be prohibited from connecting corporate ChatGPT tenants to Active Directory?

“Back again with a quick and dirty regulatory overview for our favorite mission-critical vertical: cooling.”

A professional is developing a training program on refrigerant regulatory and lifecycle management for data center facilities, operations, and ESG leaders, highlighting the upcoming HFC phasedown and seeking input on useful topics.

Read at r/datacenter→

 

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