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Financing and real estate transactions
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CoreWeave anticipates doubling its capital expenditure in 2026 while setting a goal to increase its data center capacity by an additional five gigawatts by the year 2030, based on strong financial results.
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Read at Data Center Dynamics→
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The sustainability of $121.9 billion in committed lending for artificial intelligence infrastructure depends critically on power certainty, disciplined capital structure, and the scale of the sponsoring entities.
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Read at Global Data Center Hub→
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Following growth observed at QTS Data Centers, Blackstone is reportedly preparing to launch a publicly traded company specifically focused on acquiring artificial intelligence data centers.
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Read at Data Center Dynamics→
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Will a publicly traded Blackstone entity dedicated to AI data centers outperform current REIT structures?
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Harrison Street has reportedly sold two powered shell data center sites located in Maryland, which were leased to hyperscalers, to GI Partners.
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Read at Data Center Dynamics→
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Microsoft's commitment of $50 billion towards its strategy in the Global South, centered in India, is poised to significantly alter capital allocation patterns for artificial intelligence infrastructure and data center investments in emerging regions.
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Read at Global Data Center Hub→
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Telenor and Red Hat are initiating a sovereign Artificial Intelligence Factory in Norway, establishing a governance-first alternative to standard hyperscaler artificial intelligence regions, announced in connection with Mobile World Congress 2026.
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Read at Data Center Knowledge→
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Does a sovereign AI factory approach provide a more secure long-term solution than relying on global hyperscalers?
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Amazon has committed to an investment of 33.7 billion euros toward data center infrastructure in Aragon, Spain, which will encompass facilities for server manufacturing, assembly, storage, and recycling.
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Read at Data Center Dynamics→
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cloud inquiry chair quits
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The chair of the Competition and Markets Authority's cloud inquiry resigned early, citing the slow implementation of recommendations made in the 2025 report aimed at improving market dynamics in the British cloud computing sector, which involved AWS and Microsoft.
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Read at The Register→
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Nvidia invested $2 billion each in Coherent and Lumentum, committing significant capital to secure the supply chain for their respective silicon photonics technologies necessary for manufacturing.
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Read at The Register→
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Ayar Labs, a silicon photonics startup supported by Nvidia, has successfully secured significant funding to scale up mass production of its chiplets intended to create more efficient connections between tens of thousands of graphics processing units for artificial intelligence training and inference.
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Read at The Register→
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Iranian drone attack
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Data center facilities operated by Amazon sustained damage as a result of drone strikes launched from Iran.
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Read at Bisnow→
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Implementing an enterprise-aligned edge computing strategy requires input and vision, incorporating essential elements like risk management, defined standards, and dedicated cross-functional teams for successful scaling.
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Read at Data Center Knowledge→
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AMD is refreshing its edge-focused Epyc processors, codenamed Sorano and likely representing the final iteration of the Zen 5 architecture, by introducing an 8005-series chip featuring 84 cores aimed at telecommunications and edge computing deployments.
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Read at The Register→
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“Windows sucks at Automatic Time Zones.”
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A detailed technical investigation reveals that erratic time zone switching on Windows laptops is caused by Microsoft's reliance on undocumented Wi-Fi geolocation databases, leading the author to develop a custom monitoring script while awaiting vendor resolution.
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Read at r/sysadmin→
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“Post-mortem sanity check: how do you handle “un-scannable” expiries (API keys, internal certs) without spreadsheets?”
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Following an outage caused by an expired third-party API key that was poorly tracked in a forgotten spreadsheet, the author seeks proven, automated methods for managing the lifecycle of non-public digital secrets like signing keys and internal certificates.
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Read at r/sysadmin→
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Can effective, non-spreadsheet automation replace manual tracking for managing internal digital certificate lifecycles?
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“follow up re: Microsoft has gotten too big to fail”
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Following up on a previous support ordeal, the user recounts how Microsoft escalation engineers, after weeks of silence, demanded a phone call only to inform them that the existing ticket was out of scope and required opening an entirely new incident.
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Read at r/sysadmin→
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Does Microsoft's support escalation process confirm that the company is genuinely too large to serve small enterprise needs efficiently?
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data center acquisition
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Equinix and CPP Investments have confirmed a collective $4 billion transaction to acquire atNorth, a move intended to accelerate the target company's expansion to satisfy surging demand for data center capacity driven by artificial intelligence workloads across the Nordic region.
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Read at Data Center Knowledge→
More coverage at Data Center Dynamics →
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atnorth acquisition
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Reports indicate that a consortium of financial entities is finalizing the acquisition of data center provider atNorth in a transaction valued at approximately $4 billion.
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Read at Data Center Knowledge→
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