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Despite concerns over unsteady returns and supply chain bottlenecks driving up component costs, analysts project that data center capital expenditure will sustain a 17 percent annual growth rate, reaching $1.6 trillion by 2030.
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Read at The Register→
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Should investors be concerned that AI datacenter capex growth is currently driven by an unsustainable bubble?
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KKR is preparing to allocate billions of dollars toward the portfolio of Compass Datacenters, an entity backed by Brookfield.
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Read at Bisnow→
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The global market for data center racks and enclosures is projected to exceed USD 10.5 billion by the year 2034, indicating sustained growth in physical infrastructure.
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Read at Data Center POST→
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Data center construction regulation
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Over 230 organizations across the United States have signed a letter advocating for an immediate halt to new data center construction, citing significant environmental and social risks associated with the current building surge.
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Read at The Register→
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Should Congress impose a temporary moratorium on new US datacenter construction due to environmental concerns?
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A pivotal shift in Canada's energy policy, influenced by Carney, is opening up new avenues for growth for AI data centers, specifically enabling opportunities for natural gas-fired power plants coupled with carbon capture initiatives.
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Read at Data Center Knowledge→
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The management, consumption, and generation of data center energy underwent significant transformation in 2025 due to the rise of energy-efficient AI, increased adoption of battery storage systems, and renewed exploration of nuclear power sources.
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Read at Data Center Knowledge→
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Artificial intelligence is acting as a primary driver redefining the future landscape of global digital infrastructure, impacting both edge and private cloud environments.
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Read at Data Center POST→
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The piece offers commentary on new perspectives regarding investment strategies and technological innovation within the digital infrastructure sector.
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Read at Data Center POST→
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Driven primarily by enhanced security postures and performance requirements, many enterprises are migrating their information technology workloads away from public cloud environments to private clouds and internal data centers.
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Read at Data Center Knowledge→
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ai chip export controls
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Data center operators must immediately address evolving export control regulations to ensure compliance and secure uninterrupted access to critical hardware technologies required for advanced artificial intelligence computations.
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Read at Data Center Knowledge→
More coverage at The Register →
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Vodacom Google Cloud
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Vodacom's significant investment and partnership with Google Cloud in Africa represents a structural move intended to fundamentally reconfigure the continent's emerging artificial intelligence market for investors.
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Read at Global Data Center Hub→
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“How are you actually managing container vulnerability chaos at scale?”
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Faced with an overwhelming report of hundreds of critical container CVEs, an engineer seeks practical strategies for prioritizing actionable vulnerabilities over theoretical noise while maintaining developer velocity.
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Read at r/sysadmin→
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“I fucked up. I removed ACL inheritance from a folder and broke quickbooks. Windows server 2016.”
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A panicked administrator recounts disabling ACL inheritance on a shared folder containing critical QuickBooks database files, leading to accounting application failures just before a holiday break.
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Read at r/sysadmin→
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“Thinking through why branch deployment is still so painfully slow.”
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The author reflects on the persistent slowness of new branch office rollouts, attributing the delay not just to vendor issues but to the structural reliance on slow MPLS circuits and the complexity introduced by SD-WAN BGP failover configurations.
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Read at r/sysadmin→
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opinion • China AI tech
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US trade policy aimed at restricting China's access to advanced semiconductor technology over the past five years has inadvertently spurred the development of potent homegrown alternatives within China.
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Read at The Register→
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Have US export controls unintentionally accelerated China's domestic AI chip development?
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Nvidia H200 smuggling
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Authorities dismantled a smuggling operation involving three US businessmen accused of attempting to illegally ship hundreds of millions of dollars worth of Nvidia GPUs to China, while contradictory reports suggest political figures may favor such shipments.
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Read at The Register→
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