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The Data Center Rundown

December 10, 2025

 
Data center infrastructure investment

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.

Read at The Register→

 

Should investors be concerned that AI datacenter capex growth is currently driven by an unsustainable bubble?

KKR is preparing to allocate billions of dollars toward the portfolio of Compass Datacenters, an entity backed by Brookfield.

Read at Bisnow→

Projections indicate that the global market for data center racks and enclosures is set to exceed USD 10.5 billion by the year 2034.

Read at Data Center POST→

 
Data center construction regulation

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.

Read at The Register→

 

Should Congress impose a temporary moratorium on new US datacenter construction due to environmental concerns?

A significant alteration in Canada's energy policy framework is opening new avenues for development in AI data centers, facilitating growth opportunities for both natural gas-fired power facilities and associated carbon capture projects.

Read at Data Center Knowledge→

 
AI driven infrastructure shifts

The dynamics of energy generation, consumption, and management within data centers have been fundamentally altered by the integration of energy-efficient AI infrastructure, advanced battery storage systems, and renewed strategic consideration of nuclear power sources throughout 2025.

Read at Data Center Knowledge→

Artificial intelligence is fundamentally redefining the landscape of global infrastructure, significantly altering established market expansion patterns.

Read at Data Center POST→

 
Digital infrastructure strategy shifts

This discussion focuses on the evolving nature of investment strategies and innovation within the digital infrastructure sector.

Read at Data Center POST→

Driven primarily by enhanced security requirements and performance optimization goals, organizations are increasingly migrating their computing workloads away from public cloud environments toward private and sovereign cloud infrastructures.

Read at Data Center Knowledge→

 

ai chip export controls

Data center operators must proactively implement compliance strategies immediately to ensure uninterrupted access to critical artificial intelligence chip technology amidst the backdrop of continually shifting international export control regulations.

Read at Data Center Knowledge→

More coverage at The Register →

 

vodacom google cloud

Vodacom's substantial partnership with Google Cloud signals a structural bet intended to redefine the African artificial intelligence market for investors.

Read at Global Data Center Hub→

 
Chatter
The view from Reddit
“How are you actually managing container vulnerability chaos at scale?”

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.

Read at r/sysadmin→

“I fucked up. I removed ACL inheritance from a folder and broke quickbooks. Windows server 2016.”

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.

Read at r/sysadmin→

“Thinking through why branch deployment is still so painfully slow.”

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.

Read at r/sysadmin→

 

opinion • China AI tech

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.

Read at The Register→

 

Have US export controls unintentionally accelerated China's domestic AI chip development?

 

Nvidia H200 smuggling

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.

Read at The Register→

 

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