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The Data Center Rundown

Jul 6, 2026

 
Data center power and infrastructure

CPP Investments is injecting $1.75 billion into EQT and EdgeConneX for their artificial intelligence data center build-out, with EdgeConneX reporting a substantial 10-gigawatt development pipeline.

Read at Data Center Dynamics→

Digital Realty acquired 288 MW of hyperscale capacity in Northern Virginia from Blackstone for $3.5 billion, consolidating the joint venture's infrastructure under full ownership.

Read at Global Data Center Hub→

A startup is proposing an innovative solution for data centers by developing a 3D-printed nuclear reactor module for power generation.

Read at The Register→

 

Are 3D-printed nuclear reactors a viable and safe solution for powering data centers?

May 2026 data center deals show how power and sovereign capital are reshaping the artificial intelligence compute map, distinguishing future hubs from mere announcement sites.

Read at Global Data Center Hub→

A significant regulatory order may alleviate the persistent power supply constraints impacting the data center industry.

Read at Bisnow→

 
AI infrastructure and workloads

Capital, power, and policy shifts are actively reshaping global AI infrastructure, with major customers now influencing the supply side.

Read at Global Data Center Hub→

Generative artificial intelligence workloads are fundamentally challenging traditional data center planning models, necessitating new approaches to design and capacity management.

Read at Data Center POST→

DriveNets has introduced high-capacity artificial intelligence fabric platforms powered by Broadcom silicon, capable of connecting thousands of XPUs to reduce network latency for AI workloads with a 1.6 terabit offering.

Read at Data Center Dynamics→

AI workloads are outpacing network capabilities, a problem Mark Rushworth identifies as the switch bottleneck, hindering expensive chip performance and requiring immediate solutions.

Read at Data Center Knowledge→

 

Are network switches the primary bottleneck for AI infrastructure growth?

As artificial intelligence becomes ubiquitous, context will emerge as the critical factor in future vulnerability management, requiring sophisticated analysis to ensure security.

Read at Data Center POST→

 

FERC filings reveal a convergence between artificial intelligence developers and grid operators on stricter readiness rules. This aims to differentiate actual power demand from speculative projects.

Read at Data Center Knowledge→

 

Should AI developers face stricter readiness rules for power demand?

 

The CEO of Compass Datacenters suggests that politicians should actively seek input from the data center industry to better understand its needs and challenges.

Read at Bisnow→

 

Oracle has outlined various scenarios where its significant investments in artificial intelligence could potentially result in substantial losses.

Read at The Register→

 

Nvidia is proposing a financing model for data centers that involves multiple revenue streams, aiming to support the industry's growth.

Read at The Register→

 
Chatter
The view from Reddit
“linux guy being asked to do windows entraid stuff with hybrid setup”

A Linux and DevOps specialist is tasked with migrating a small company's infrastructure, including a problematic '.lan' domain and outdated functional levels, to Azure and Office 365, encountering significant technical hurdles.

Read at r/sysadmin→

“My unseething hatred for WindowsApps”

A sysadmin expresses profound frustration with the convoluted and non-standard installation and uninstallation processes of WindowsApps, lamenting the design choices that complicate management.

Read at r/sysadmin→

“1 year as a DCT, hitting a wall with skill development”

A data center technician with one year of experience feels their technical growth has stalled due to a focus on KPIs over complex troubleshooting and a lack of engineering mentorship, seeking guidance on advancing their skills, particularly in hardware and physical networking, amidst a push towards AI development.

Read at r/datacenter→

 

This article offers insights for data center owners on navigating power quality, cooling, and backup energy challenges to effectively support the increasing demands of artificial intelligence workloads.

Read at Data Center Dynamics→

 
Data center sustainability and emissions

Amazon's carbon emissions increased by 16 percent in 2025 due to record data center capacity additions, with the company acknowledging that rising demand may hinder its net-zero goals by 2040.

Read at Data Center Dynamics→

In a world marked by instability, maintaining a consistent sustainability policy is presented as a crucial strategy for businesses.

Read at The Register→

The environmental impact of data centers on air quality depends significantly on their power sources, the regional grid mix, and the utilization of on-site power generation.

Read at Data Center Knowledge→

 

NERC's 2026 report highlights AI data centers' grid risks; gigawatt-scale campuses threaten stability, requiring new modeling, coordination, and regulatory standards.

Read at Data Center Knowledge→

 

Does the NERC report accurately reflect the grid stability risks posed by AI data centers?

 

Two-phase cooling is attracting investment as a successor to water cold plates, indicating a shift in data center thermal management strategies.

Read at Uptime Institute Blog→

 

Blackstone's subsidiary QTS has withdrawn its Digital Gateway project and concluded its legal dispute.

Read at Bisnow→

 

Major technology companies have indicated that data centers must adapt to address and overcome local opposition.

Read at Bisnow→

 

Must data centers fundamentally change to gain local community acceptance?

 

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