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Beneath the surface of the current hyperscale boom lies inherent risk stemming from market consolidation, increasing pricing power, and intensifying policy pressures globally.
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Read at Global Data Center Hub→
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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.
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Read at The Register→
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The structure of lease agreements is proving crucial for maintaining liquidity as investors continue to demonstrate strong interest in data center assets.
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Read at Bisnow→
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Are you prioritizing shorter, more liquid lease terms over longer, stable commitments for data center assets?
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National supercomputing expansion
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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.
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Read at The Register→
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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.
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Read at The Register→
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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.
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Read at Data Center Knowledge→
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Will the US power crunch force AI scaling priorities to shift internationally within two years?
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Data center developers are demonstrating a readiness to absorb higher power expenses as various states increase the cost of electricity for these facilities.
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Read at Bisnow→
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The Global Energy Transition Outlook report by DuckerCarlisle analyzes how evolving worldwide energy policies will significantly influence the future operational landscape for data centers.
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Read at Data Center Knowledge→
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Alternative cloud providers are setting new benchmarks for scale, data sovereignty, and the performance capabilities required for artificial intelligence workloads.
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Read at Data Center POST→
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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.
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Read at The Register→
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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.
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Read at Data Center Knowledge→
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Should hardware manufacturers prioritize open standards adoption to break Nvidia's current AI chip dominance?
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modular data centers
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Modular design principles are rapidly becoming the new industrial standard for deploying artificial intelligence-scale data center infrastructure.
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Read at Global Data Center Hub→
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echelon iberdrola madrid
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Echelon and Iberdrola Digital Infra will invest $2.3 billion to develop new data centers in Spain, commencing with the Madrid Sur complex designed to deliver 144 MW of processing power.
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Read at TechRepublic→
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“follow up re: Microsoft has gotten too big to fail”
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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.
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Read at r/sysadmin→
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“I Warned them and they didn't Listen!”
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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.
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Read at r/sysadmin→
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Would proactive contract renegotiation have mitigated the massive VMware licensing cost shock?
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“Is the pace of delivery getting this bad at other places?”
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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.
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Read at r/datacenter→
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microsoft distributed ai • Atlanta
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Microsoft's second Fairwater facility in Atlanta represents a novel infrastructure strategy, linking multiple large sites to create a unified, high-performance supercomputer spanning hundreds of miles for AI model training and serving.
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Read at Data Center Frontier  →
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openai foxconn partnership
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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.
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Read at Data Center Knowledge→
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opinion • Linneman CRE Narratives
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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.
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Read at Bisnow→
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