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The Data Center Rundown

Feb 17, 2026

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 →

 

The United States Federal Trade Commission is intensifying its investigation into cloud competition involving Microsoft by issuing civil investigative demands to rival firms.

Read at Data Center Dynamics→

 
Renewable energy requirements for facilities

Data center developers must prioritize integrating renewable energy sources to ensure the viability of new facility construction projects moving forward.

Read at Data Center Dynamics→

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.

Read at Data Center Dynamics→

 

Should Colorado mandate 100% renewable energy for all data centers exceeding 30 megawatts?

 

Alphabet's capital expenditure forecast of $175 to $185 billion for 2026, revealed during its Q4 2025 earnings, redefines artificial intelligence leadership around the key pillars of power access, silicon availability, and operational scale.

Read at Global Data Center Hub→

 

Mid-Atlantic

Cloudflare experienced an outage at its New Jersey data center, which simultaneously caused issues for users of X and Amazon Web Services.

Read at Data Center Dynamics→

 
Enterprise AI adoption and impact

Data center Real Estate Investment Trusts like Equinix and Digital Realty are indicating that the artificial intelligence boom is reaching a critical inflection point.

Read at Bisnow→

The implementation of artificial intelligence technology poses a significant threat to the business models of traditional brokerages.

Read at Bisnow→

 

Does the current wave of AI implementation present an existential threat to traditional real estate brokerages?

Flexential Chief Executive Officer Ryan Mallory shared insights regarding the current state of the enterprise data center market, focusing on the adoption rates of artificial intelligence for both training and inference workloads and associated networking requirements.

Read at Data Center Richness→

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.

Read at Data Center Knowledge→

 

This week's infrastructure developments are characterized by Meta's large Indiana campus, significant funding secured by Firmus for artificial intelligence initiatives, and sovereign commitments from Saudi Arabia and Vietnam to establish compute hubs.

Read at Global Data Center Hub→

 

Are global capital investments now shifting dramatically toward sovereign compute capabilities?

 
Chatter
The view from Reddit
“My Meta Data Center interview experience as a fresh grad, and the final result”

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.

Read at r/datacenter→

“How to approach SSL certificate automation in this environment?”

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.

Read at r/sysadmin→

“Sysadmin accidentally broadcast rm -rf to every production server at 2AM using PuTTY. Rebuilt everything before the boss arrived at 7”

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.

Read at r/sysadmin→

 
Nuclear power for data centers

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.

Read at Data Center Knowledge→

 

Do current regulatory setbacks prove that SMR deployment for data centers faces insurmountable financial hurdles in Texas?

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.

Read at The Register→

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.

Read at The Register→

 

This podcast episode from the QTS Experience features a discussion on rethinking data center construction methodologies to align with the requirements of the artificial intelligence era.

Read at Data Center POST→

 

The recurring feature 'Land and Expand' reviews major land deals and campus expansions, noting that early 2026 megaprojects reflect a power-centric strategy where developers prioritize securing land and necessary energy resources ahead of anticipated artificial intelligence era growth.

Read at Data Center Frontier  →

More coverage at Data Center Dynamics →

 
Liquid cooling industry consolidation

A flurry of 2026 announcements regarding thermal management, including HRL's single-phase cooling breakthrough and new high-density chillers from Carrier and Modine, indicates the industry is shifting focus from the air versus liquid debate to developing integrated thermal architectures.

Read at Data Center Frontier  →

 

Is liquid cooling an absolute requirement for any data center deploying high-density AI hardware today?

The trend of mergers and acquisitions in the liquid cooling sector continues as Trane Technologies announces its plan to purchase LiquidStack to establish a comprehensive thermal management offering.

Read at Data Center Richness→

 

The implementation of pre-connectorized fiber optic cabling capable of supporting four hundred gigabit and eight hundred gigabit speeds carries significant implications for United States data centers.

Read at Data Center POST→

 

Eastern Midwest

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.

Read at Data Center Knowledge→

 

Meta has announced extensive plans for the development of a new data center campus estimated to cost $10 billion.

Read at Bisnow→

 

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