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The Data Center Rundown

May 15, 2026

 
Institutional investment in digital infrastructure

Blackstone's data center real estate investment trust has successfully met its initial fundraising target of $1.75 billion during its debut.

Read at Bisnow→

 

Has Blackstone's successful data center REIT fundraising signaled a robust investor appetite for AI infrastructure?

Moody's forecasts indicate that hyperscaler capital expenditures are expected to increase by $85 billion, nearing $1 trillion by 2027, with projected spending of $785 billion in 2026.

Read at Data Center Dynamics→

Investment firm Snowhawk has closed its first digital opportunities fund, garnering $1.3 billion in commitments for Fund I and co-investments.

Read at Data Center Dynamics→

Goldman Sachs has acquired QScale, a Canadian data center firm, following a strategic review of the company.

Read at Data Center Dynamics→

 
AI-driven data center design evolution

The proliferation of dense GPU clusters driven by artificial intelligence is fundamentally altering data center designs, creating a distinct divide between specialized AI facilities and traditional enterprise data centers.

Read at Data Center Knowledge→

 

Are data centers designed for AI's power and cooling needs fundamentally different from traditional ones?

During a DCD>Talks session, Vertiv's Maurizio Frizziero discussed how increasing chip temperatures affect global cooling infrastructure and identified three key pillars for advancing the AI transformation.

Read at Data Center Dynamics→

 
Mitigating risks to infrastructure resiliency

Despite a general decline in data center outages, the burgeoning demand from artificial intelligence facilities poses a significant threat to recent resiliency gains, according to research by the Uptime Institute.

Read at Data Center Knowledge→

 

Does the AI boom pose a significant risk to recent data center resiliency gains?

Federation architecture offers a secure approach to integrating IT and OT systems, enabling centralized insights and mitigating AI-related risks, according to Davoud Shahlaei.

Read at Data Center Knowledge→

 
Pivot from crypto mining to AI

A significant shift from cryptocurrency mining to artificial intelligence is underway as former mining specialists seek to capitalize on the immense demand for hyperscale data center capacity.

Read at Data Center Richness→

CoreWeave distinguishes itself as a specialized compute factory rather than a traditional cloud provider, addressing the unique demands of AI workloads that hyperscalers are not ideally positioned to meet and establishing a new offtake structure as a core business model for this emerging operator category.

Read at Global Data Center Hub→

Nscale's recent $790 million financing for its Norway campus highlights the increasing competition for energy capacity, industrial capital, and grid access driven by AI infrastructure demands.

Read at Data Center Knowledge→

 
Chatter
The view from Reddit
“Advice for getting into data center work?”

An aspiring data center technician in the St. Louis area, with only PC building experience, seeks advice on essential qualifications for entry-level roles, the value of college versus certifications, and the potential benefit of a home lab.

Read at r/datacenter→

“Advice on new role as a Data Center Controls tech”

A professional transitioning from an oil refinery background to a Google data center controls technician role is seeking advice and resources to quickly acquire necessary skills, particularly in PLC and networking, given their limited direct experience in data center controls.

Read at r/datacenter→

“Heads up: new Google support scam uses a REAL email from Google”

A user details a sophisticated Google support scam where a scammer spoofed their email to trigger a legitimate-looking Google email, using it as 'proof' while employing aggressive tactics and threats.

Read at r/sysadmin→

 

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