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The Data Center Rundown

Jun 24, 2026

 
Taxation and ratepayer protection

Virginia has enacted its first data center power tax, which is projected to generate approximately $600 million annually, applying to both grid-supplied and self-generated electricity.

Read at Data Center Knowledge→

 

Should Virginia's new data center power tax be implemented despite potential economic impacts?

Virginia's budget allocates continued data center tax breaks while introducing a new $600 million energy levy.

Read at Bisnow→

US lawmakers have introduced a bipartisan bill aimed at protecting ratepayers from the energy costs associated with data centers exceeding 100MW capacity.

Read at Data Center Dynamics→

 

Do you support a bipartisan bill to shield ratepayers from data center energy costs?

Microsoft has proposed a ratepayer-protection tariff in Nevada as part of its Community-First Artificial Intelligence Infrastructure initiative.

Read at Data Center Dynamics→

 
Grid capacity and regulatory constraints

The mayors of 40 major global cities, including data center hubs like London, Melbourne, and Phoenix, have signed a pact aimed at mitigating the environmental impact of data centers on local grid and water infrastructure.

Read at Data Center Dynamics→

 

Are you optimistic that a global pact can mitigate data center impacts on city infrastructure?

Governor Abbott is proposing additional measures to regulate the burgeoning data center industry in Texas.

Read at Bisnow→

The Federal Energy Regulatory Commission (FERC) has mandated that US grid operators must either justify their current methods or reform how data centers connect to the national electricity grid.

Read at Data Center Dynamics→

Indonesia's data center market is facing a power ceiling, with announced capacity significantly exceeding deliverable capacity due to transmission bottlenecks and a projected 2030 shortfall, making secured grid access the critical differentiator, as exemplified by BDx's 1.2 GW PLN lock-up.

Read at Global Data Center Hub→

 
Hyperscaler financial and operational models

Comparing Amazon, Google, Microsoft, and Meta's capital structures reveals how owned, leased, or offtake-backed models impact return on invested capital for artificial intelligence infrastructure.

Read at Global Data Center Hub→

Oracle's Q4 FY2026 results showcase the challenges of hyperscaler capital expenditure without a corresponding hyperscaler balance sheet, as negative free cash flow, a BBB rating, and significant capital raises test the limits of its capital structure for AI infrastructure.

Read at Global Data Center Hub→

KKR launches Helix with over $10 billion, tapping former AWS CEO Adam Selipsky to build a hyperscale model addressing AI infrastructure bottlenecks through integrated power and connectivity.

Read at Data Center Frontier  →

 

Oracle significantly restructured its operations in fiscal year 2026, cutting approximately 21,000 jobs to focus on artificial intelligence and cloud infrastructure development.

Read at TechRepublic→

 
Enterprise agentic AI integration

Anthropic has integrated its AI assistant Claude into Slack, presenting it as an always-on, agentic coworker designed to enhance collaboration.

Read at The Register→

SEI's CTO Zach Womack discusses integrating agentic AI with IBM to foster an 'AI-conscious' business strategy and enhance SEI's operations.

Read at TechTarget IT Infrastructure→

 

Japanese telecommunications company KDDI has exposed the managed email credentials of 14.2 million users due to a security lapse.

Read at The Register→

 
Chatter
The view from Reddit
“Is most of IT just… waiting around?”

Reflecting on multiple IT roles, the author questions if a significant portion of IT work involves merely being present and on standby, rather than engaging in consistent, meaningful tasks, and seeks to find a role with a good team and manager.

Read at r/sysadmin→

“Becoming a sysadmin is not worth it anymore”

The author argues that the traditional path to becoming a sysadmin is no longer financially rewarding, citing low pay and slow career progression, and advises aspiring tech professionals to consider other fields like computer science or software engineering.

Read at r/sysadmin→

“Vent post - Got rejected from a senior DevOps position because I apparently failed their leet screening”

A senior DevOps engineer expresses frustration after being rejected for a role due to failing a data structures and algorithms screening, questioning its relevance to practical DevOps work.

Read at r/sysadmin→

 

The G7's initiative on critical minerals scrutinizes AI hardware, chip supply chains, and data center dependencies, aiming to develop alternatives to China-linked supply chains.

Read at TechRepublic→

 

Will the G7's critical minerals push effectively de-risk AI and chip supply chains?

 

The significant dispute between Broadcom and Tesco regarding VMware virtual machines highlights the critical and often contentious nature of enterprise software licensing and infrastructure management in the business world.

Read at The Register→

 

A newly discovered memory leak, dubbed 'Squidbleed,' has been found by Mythos and has remained undetected since the 1990s.

Read at The Register→

 

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