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Hottest topics from the 85 articles we scanned this week: - Local opposition and municipal moratoriums threaten half of planned mega data center projects
- Hyperscalers and operators shift toward on-site generation to bypass grid delays and stability risks
- Capital outlays reach 'sovereign' levels as Amazon eyes $50B OpenAI stake and Meta secures $6B fiber supply
Read the full Week in Review →
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AI-driven semiconductor market dynamics
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Demand from artificial intelligence-focused hyperscalers and cloud service providers is projected to strain supply chains, leading to an expected doubling of DRAM prices and a 55 to 60 percent surge in NAND flash prices during the first quarter of 2026.
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Read at The Register→
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Nvidia is making its Vera central processing unit available as a standalone product, with CoreWeave announced as the initial customer gaining access to the technology previously bundled in the Vera Rubin Superchip.
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Read at Data Center Dynamics→
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Should Nvidia offer its Vera CPU as a standalone product instead of bundling it with its GPUs?
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Micron is expanding its manufacturing capacity by commencing work on a $24 billion fabrication plant in Singapore dedicated to producing NAND storage chips, though production output is not expected until 2028.
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Read at The Register→
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China has reportedly approved the purchase of Nvidia H200 graphic processing units by major technology firms like ByteDance, Alibaba, and Tencent, while the government assesses potential conditions for further sales.
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Read at Data Center Dynamics→
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Nvidia CoreWeave Blueprint
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Nvidia's substantial financial commitment to CoreWeave is establishing a financing framework for artificial intelligence infrastructure that recategorizes these facilities as industrial assets rather than purely digital real estate holdings in the United States.
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Read at Global Data Center Hub→
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Is Nvidia's CoreWeave investment the correct blueprint for future US AI infrastructure financing?
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Elon Musk's SpaceX is planning to enter the data center market by deploying a constellation of potentially one million satellites intended to function as orbital data centers.
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Read at Data Center Knowledge→
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The United Kingdom has deployed its most powerful artificial intelligence supercomputer, leveraging a modular design approach to facilitate the rapid rollout of this ultra-efficient, liquid-cooled system.
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Read at Data Center Richness→
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An affiliate of Hillwood has filed plans to develop the 75 South campus, a significant 2.2 million square foot data center project adjacent to other developments in Spalding County, Georgia, near Atlanta.
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Read at Data Center Dynamics→
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A new entity, Synapse, founded by a co-founder of Roots Data Center, is proposing the development of a 1-gigawatt data center campus in Alberta, Canada.
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Read at Data Center Dynamics→
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oracle funding ai
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Oracle is seeking a fifty billion dollar capital injection in 2026 to finance increasing cloud capacity driven by substantial demand from major clients such as OpenAI, Nvidia, Meta, AMD, TikTok, and xAI.
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Read at TechRepublic→
More coverage at Data Center Dynamics →
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oracle cloud infrastructure
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Oracle intends to raise $50 billion through a combination of debt and equity offerings in 2026 to finance its historically large buildout of cloud infrastructure dedicated to artificial intelligence.
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Read at Data Center Knowledge→
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oracle datacenter outage
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United States services for TikTok were restored after winter storms caused an outage at an Oracle datacenter, infrastructure previously touted by Larry Ellison as virtually immune to failure.
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Read at The Register→
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Should TikTok seek cloud redundancy outside of Oracle after the recent US service interruption?
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“22m college senior question”
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A recent college graduate, disillusioned by the saturated cybersecurity market, is contemplating a pivot toward the seemingly less hyped, yet mission-critical, world of data center operations, seeking validation on its long-term viability.
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Read at r/datacenter→
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“5 years in datacenter ops and I need to get out”
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After five years of graveyard shifts in data center operations ruined their health, an employee feels trapped, realizing their maintenance experience lacks the design skills needed to pivot into cybersecurity or DevOps, and seeks alternative exit strategies.
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Read at r/datacenter→
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“I can't take it anymore guys”
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A deeply frustrated system administrator vents about the constant, maddening user experience issues caused by opaque error messages, slow interfaces, forced feature adoption, and unsolicited AI integrations in modern software, particularly from Microsoft.
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Read at r/sysadmin→
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wes cummins execution
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Applied Digital CEO Wes Cummins emphasizes that successful scaling of artificial intelligence data centers hinges on superior execution, detailing how flexible designs, secured supply chains, and direct-to-chip liquid cooling are enabling the company’s rapid expansion toward 700+ megawatts under construction.
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Read at Data Center Frontier  →
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Is direct-to-chip liquid cooling essential for success in the current AI data center build-out race?
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Intel Workstation Refresh
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Intel has launched a refresh of its workstation processor lineup with the Xeon 600-series, featuring up to 86 cores and support for 4 terabytes of DDR5 memory and 128 lanes of Peripheral Component Interconnect express 5, amidst challenging memory market conditions.
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Read at The Register→
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Corning Expands With Meta
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Corning is significantly increasing its operational footprint in North Carolina through a substantial $6 billion agreement with Meta.
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Read at Bisnow→
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photonic data centers
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Although fully operational photonic systems are not yet available, ongoing research suggests that their practical implementation may soon surpass quantum computing advancements in the evolution of data centers.
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Read at Data Center Knowledge→
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