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Emerging topics we picked up in the 102 Data Center articles scanned this past week: - Hyperscalers reset capital expenditure targets toward $650B as underinvestment risk outweighs capital efficiency
- Hyperscalers and model labs pivot to custom silicon to bypass GPU and HBM supply chains
- Grid shortfalls in PJM and TVA trigger new regulatory rate classes and competitive procurement
Read the full Week in Review →
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FTC cloud investigation
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The United States Federal Trade Commission is intensifying its investigation into cloud competition involving Microsoft by issuing civil investigative demands to rival firms.
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Read at Data Center Dynamics→
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Data center developers must prioritize integrating renewable energy sources to ensure the viability of new facility construction projects moving forward.
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Read at Data Center Dynamics→
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The Colorado Senate has proposed legislation that would require all large load data centers, defined as those over 30 megawatts in capacity, to use 100% renewable energy sources.
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Read at Data Center Dynamics→
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Should Colorado mandate 100% renewable energy for all data centers exceeding 30 megawatts?
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Alphabet Infrastructure Reset
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Alphabet's capital expenditure projections for 2026, estimated between $175 and $185 billion, indicate a significant infrastructure reset aimed at establishing artificial intelligence leadership through dominance in power access, silicon sourcing, and operational scale.
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Read at Global Data Center Hub→
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Cloudflare outage • Mid-Atlantic
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Cloudflare experienced an outage at its New Jersey data center, which simultaneously caused issues for users of X and Amazon Web Services.
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Read at Data Center Dynamics→
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Data center Real Estate Investment Trusts like Equinix and Digital Realty are indicating that the artificial intelligence boom is reaching a critical inflection point.
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Read at Bisnow→
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The implementation of artificial intelligence technology poses a significant threat to the business models of traditional brokerages.
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Read at Bisnow→
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Does the current wave of AI implementation present an existential threat to traditional real estate brokerages?
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Flexential Chief Executive Officer Ryan Mallory discussed the adoption of artificial intelligence workloads, inference requirements, and associated network implications within the enterprise data center market.
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Read at Data Center Richness→
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The chief executive of Articul8, Arun Subramaniyan, discussed enterprise artificial intelligence deployment, return on investment calculations, and the operational challenges faced by data centers following the company's 2024 spinout from Intel.
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Read at Data Center Knowledge→
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Global Compute Shifts
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Global artificial intelligence infrastructure is currently being reshaped by major capital allocations, such as Meta's Indiana campus funding and Firmus's significant war chest, alongside sovereign compute initiatives in Saudi Arabia and Vietnam.
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Read at Global Data Center Hub→
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Are global capital investments now shifting dramatically toward sovereign compute capabilities?
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“My Meta Data Center interview experience as a fresh grad, and the final result”
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A recent graduate recounts being surprisingly advanced through Meta's interview stages despite admitting to poor recall of Linux commands, ultimately receiving a non-rejection status that keeps the door open for other site opportunities.
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Read at r/datacenter→
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“How to approach SSL certificate automation in this environment?”
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An overwhelmed administrator details the extreme complexity of automating EV SSL certificate renewals across a heterogeneous, air-gapped fleet where standard ACME challenges are impossible, leading to convoluted centralized server designs.
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Read at r/sysadmin→
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“Sysadmin accidentally broadcast rm -rf to every production server at 2AM using PuTTY. Rebuilt everything before the boss arrived at 7”
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A contractor narrowly averted disaster by frantically restoring all production servers after mistakenly executing a destructive command across the entire environment via a remote terminal session.
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Read at r/sysadmin→
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Regulatory setbacks encountered by the Texas small modular reactor project, involving intervention from the Nuclear Regulatory Commission, underscore the significant financial and licensing hurdles facing such nuclear initiatives.
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Read at Data Center Knowledge→
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Do current regulatory setbacks prove that SMR deployment for data centers faces insurmountable financial hurdles in Texas?
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The deployment of nuclear-powered data centers in the United States is advancing as a consortium prepares to construct proposed facilities for the Department of Energy at the Idaho National Laboratory.
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Read at The Register→
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Amazon-backed startup X-Energy received authorization from the Nuclear Regulatory Commission to begin producing nuclear fuel at a Tennessee facility for its small modular reactors, advancing the prospect of atomic-powered data centers.
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Read at The Register→
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Rethinking DC Construction
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The QTS Experience Podcast discusses necessary adjustments to data center construction methodologies in the era dominated by artificial intelligence demands.
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Read at Data Center POST→
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AI Land Grab
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The global competition for artificial intelligence compute capacity is escalating into a new phase focused on securing land, power, and industrial-scale planning capabilities, exemplified by Meta's $10 billion campus announcement in Indiana and Nebius's 240 megawatt expansion in northern France.
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Read at Data Center Frontier  →
More coverage at Data Center Dynamics →
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The acquisition of LiquidStack by Trane and further expansion by Submer suggest that liquid cooling and integrated thermal management strategies are becoming fundamental components in the next phase of artificial intelligence data center growth required to deploy high-density, AI-scale infrastructure.
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Read at Data Center Frontier →
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Is liquid cooling an absolute requirement for any data center deploying high-density AI hardware today?
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The trend of mergers and acquisitions in liquid cooling continues as Trane Technologies plans to acquire LiquidStack to establish an end-to-end thermal management offering.
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Read at Data Center Richness→
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Pre-Connectorized Fiber
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The adoption of pre-connectorized fiber solutions is being examined for its implications on supporting 400 gigabit and 800 gigabit network upgrades in United States data centers.
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Read at Data Center POST→
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Meta Indiana Groundbreak • Eastern Midwest
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Meta has commenced construction on a ten-billion-dollar data center campus in Indiana, marking one of the company's most substantial infrastructure investments to date, which will be its second facility in the state.
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Read at Data Center Knowledge→
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Meta data center
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Meta has announced extensive plans for the development of a new data center campus estimated to cost $10 billion.
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Read at Bisnow→
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