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CoreWeave's potential $8.5 billion deal signifies a pivotal moment for GPU assets, as investment-grade debt, hyperscaler contracts, and power constraints are recasting AI infrastructure into institutional-grade assets.
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Read at Global Data Center Hub→
More coverage at Global Data Center Hub →
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Data center operators are increasingly turning to behind-the-meter power solutions, microgrids, and flexible power strategies to manage grid constraints, community opposition, and the burgeoning demand from artificial intelligence workloads.
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Read at Data Center Knowledge→
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Nebius's ambitious 310-megawatt data center project, alongside agreements with Meta and Nvidia, highlights a significant shift in artificial intelligence compute from on-demand cloud services to reserved capacity.
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Read at Data Center Knowledge→
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Should AI compute increasingly shift from on-demand cloud to reserved capacity solutions?
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The evolution of artificial intelligence necessitates resilient backbone networks capable of supporting both training and inference demands, according to Mattias Fridström, who highlights the critical role these networks play in the expanding AI infrastructure.
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Read at Data Center Knowledge→
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Neocloud reported exceeding $25 billion in revenue for 2025, with the fourth quarter alone generating $9 billion, marking a 223 percent year-over-year increase.
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Read at Data Center Dynamics→
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Sharon AI has entered into a five-year, $1.25 billion cloud capacity agreement with ESDS Software Solutions to expand its offerings.
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Read at Data Center Dynamics→
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Broadcom will develop Google's Tensor Processing Units through 2031, while Anthropic has secured 3.5GW of TPUs from both Broadcom and Google, with financial terms undisclosed.
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Read at Data Center Dynamics→
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While America historically built its internet infrastructure with a deliberate plan, the current development of artificial intelligence infrastructure lacks a similar strategic approach.
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Read at Data Center POST→
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California
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Corning is constructing a new factory in North Carolina to fulfill a $6 billion deal with Meta, underscoring the critical role of fiber optics in the burgeoning AI economy.
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Read at Data Center Richness→
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AT&T experienced over 10,000 incidents of copper theft in the past year, resulting in an estimated $82 million in losses.
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Read at Data Center Dynamics→
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“How are you handling employees using personal ChatGPT accounts at work? We had an incident last week.”
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A sysadmin recounts a concerning incident where a developer pasted internal API code into a personal ChatGPT account to debug a production issue, highlighting a lack of policy enforcement and seeking practical strategies for tracking and managing employee use of AI tools beyond simple firewall blocks.
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Read at r/sysadmin→
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Should companies block employee use of personal ChatGPT accounts for work tasks?
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“Keeper Security - Well this is scary...”
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A user expresses concern over Keeper Security's lax account verification process, where auto-billing cancellation and account deletion can be initiated via a simple web form without logging in, raising significant security red flags.
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Read at r/sysadmin→
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“5 Months in AWS Data Center Tech – Want to Really Understand My Work and Get Better At It”
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A contractor at an AWS data center, despite having no prior tech background and excelling in ticket resolution, seeks guidance on transitioning from following steps to truly understanding their work and improving, with aspirations for network or cloud engineering.
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Read at r/datacenter→
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Southern US
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CDM has acquired a majority stake in R&D Specialties to support the increasing demand for modular data centers driven by AI.
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Read at Data Center POST→
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Oracle is undertaking significant job cuts while simultaneously increasing its investment in artificial intelligence data centers, prompting concerns among investors regarding the associated risks and long-term profitability.
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Read at TechRepublic→
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California • Bay Area
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Anthropic has secured a substantial 240,000 square foot lease on Howard Street, indicating significant expansion for the artificial intelligence company.
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Read at Bisnow→
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Western Midwest
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SoftBank's 10 gigawatt Ohio facility, supported by the Department of Energy and American Electric Power, signifies a new era for artificial intelligence data centers by prioritizing power and infrastructure.
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Read at Data Center Frontier  →
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Data center developers are facing increasing community backlash, forcing them to re-evaluate their engagement strategies and proactively address local concerns to mitigate opposition.
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Read at Bisnow→
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Should data center developers proactively engage communities to mitigate backlash?
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The future of data center development is being significantly shaped by power constraints, necessitating strategic navigation of interconnection processes, exploration of alternative energy solutions, and coordination of various factors to ensure project feasibility and timely operation.
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Read at Data Center Knowledge→
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Schneider Electric executives Marc Garner and Jim Simonelli discussed at NVIDIA GTC 2026 how artificial intelligence infrastructure is necessitating a comprehensive redesign of data centers, encompassing areas like digital twins, liquid cooling, grid integration, onsite power, storage, and the anticipated shift towards higher-density electrical architectures.
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Read at Data Center Frontier →
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Will AI necessitate a complete redesign of data center electrical architectures?
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Related and Oracle are in the final stages of arranging a $16 billion financing deal specifically for data center development.
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Read at Bisnow→
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