| |
|
|
|
The rapid expansion of hyperscale operations is accompanied by inherent risks related to market consolidation, the strategic exercise of pricing power, and increasing regulatory scrutiny on a global level.
|
|
Read at Global Data Center Hub→
|
|
|
|
|
Digital Realty and a consortium that includes Equinix are reportedly competing to acquire atNorth, a Scandinavian data center operator, due to the attractiveness of its climate-controlled facilities amid high demand driven by AI workloads.
|
|
Read at The Register→
|
|
|
|
|
The structure of lease agreements is proving crucial for maintaining liquidity as investors continue to demonstrate strong interest in data center assets.
|
|
Read at Bisnow→
|
|
|
|
| |
|
Are you prioritizing shorter, more liquid lease terms over longer, stable commitments for data center assets?
|
|
| |
National supercomputing expansion
|
|
The United States is undertaking a major strategic effort to dramatically expand its supercomputing capabilities through nine new exascale-class machines to maintain supremacy in areas ranging from scientific research to national security.
|
|
Read at The Register→
|
|
|
|
|
While India has successfully deployed 37 supercomputers under its National Supercomputing Mission, achieving substantial aggregate computational power, the ambition to become a major player in semiconductor technology and indigenous hardware development remains largely unfulfilled.
|
|
Read at The Register→
|
|
|
|
| |
|
|
|
Schneider Electric warns that without immediate implementation of grid-enhancing technologies and advanced energy storage solutions, the impending US power shortage will severely limit AI capabilities and diminish global competitiveness.
|
|
Read at Data Center Knowledge→
|
|
|
|
| |
|
Will the US power crunch force AI scaling priorities to shift internationally within two years?
|
|
|
Data center developers are demonstrating a readiness to absorb higher power expenses as various states increase the cost of electricity for these facilities.
|
|
Read at Bisnow→
|
|
|
|
|
The Global Energy Transition Outlook report by DuckerCarlisle analyzes how evolving worldwide energy policies will significantly influence the future operational landscape for data centers.
|
|
Read at Data Center Knowledge→
|
|
|
|
| |
|
|
|
Alternative cloud providers are setting new benchmarks for scale, data sovereignty, and the performance capabilities required for artificial intelligence workloads.
|
|
Read at Data Center POST→
|
|
|
|
|
HSBC Global Investment Research estimates that OpenAI will require a massive $207 billion in new financing by 2030 to achieve its expansion goals, a financing gap that poses significant implications for its infrastructure partners like Microsoft, Amazon, and Oracle.
|
|
Read at The Register→
|
|
|
|
|
The competition in AI chips is intensifying, with reports suggesting Meta may engage with Google, potentially bolstering Google's long-term prospects to challenge Nvidia's current market leadership.
|
|
Read at Data Center Knowledge→
|
|
|
|
| |
|
Should hardware manufacturers prioritize open standards adoption to break Nvidia's current AI chip dominance?
|
|
| |
|
modular design baseline
|
|
Modular construction methods are rapidly becoming the established industrial baseline required to facilitate the immense scale of upcoming artificial intelligence data center deployments.
|
|
Read at Global Data Center Hub→
|
|
|
|
| |
|
echelon iberdrola spain
|
|
Echelon and Iberdrola Digital Infra will jointly invest $2.3 billion in Spanish data centers, with their initial project in Madrid designed to deliver 144 MW of processing capacity.
|
|
Read at TechRepublic→
|
|
|
|
| |
|
|
|
“follow up re: Microsoft has gotten too big to fail”
|
|
Following up on a previous support ordeal, the user recounts how Microsoft escalation engineers, after weeks of silence, demanded a phone call only to inform them that the existing ticket was out of scope and required opening an entirely new incident.
|
|
Read at r/sysadmin→
|
|
|
|
|
“I Warned them and they didn't Listen!”
|
|
The author vents frustration after management ignored explicit warnings about impending VMware licensing cost hikes following the Broadcom acquisition, only to balk at the resulting massive renewal quote.
|
|
Read at r/sysadmin→
|
|
|
|
| |
|
Would proactive contract renegotiation have mitigated the massive VMware licensing cost shock?
|
|
|
“Is the pace of delivery getting this bad at other places?”
|
|
A design/construction administrator at a hyperscaler expresses dismay that leadership's relentless push for faster delivery, without adding staff, is causing critical engineering reviews and submittals to be dangerously overlooked.
|
|
Read at r/datacenter→
|
|
|
|
| |
|
microsoft distributed ai • Atlanta
|
|
Microsoft's Fairwater campus expansion in Atlanta demonstrates a novel AI infrastructure model where multiple large sites are integrated to function as a unified, high-performance supercomputer capable of executing frontier model training and serving workloads across a wide geographic area.
|
|
Read at Data Center Frontier  →
|
|
|
|
| |
|
openai foxconn partnership
|
|
OpenAI has partnered with Foxconn to collaborate on developing multiple generations of data center hardware kits designed to keep pace with the accelerating computational demands of advanced artificial intelligence models.
|
|
Read at Data Center Knowledge→
|
|
|
|
| |
|
opinion • Linneman CRE Narratives
|
|
During a live session, Peter Linneman provided an expert breakdown, clarifying and challenging several widely accepted but inaccurate narratives dominating the commercial real estate landscape.
|
|
Read at Bisnow→
|
|
|
|
| |