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The Data Center Rundown

Jan 23, 2026

 
AI chip supply chain dynamics

Intel is reallocating its foundry capacity away from client chips toward meeting surging demand for Xeon processors utilized in artificial intelligence servers, a shift that Chief Financial Officer David Zinsner expects to improve capacity starting in the second quarter.

Read at The Register→

 

Should Intel prioritize Xeon production over consumer chips if it means higher device prices for customers this quarter?

Micron has commenced construction on a major fabrication facility in New York, which is expected to significantly expand domestic DRAM production capacity, driven by continuous demand from the ongoing artificial intelligence expansion.

Read at The Register→

SambaNova is reportedly seeking $500 million in new funding following the breakdown of acquisition discussions with Intel, which had previously considered a $1.6 billion purchase.

Read at Data Center Dynamics→

The intense proliferation of artificial intelligence data centers and the resulting competition for advanced microchips, particularly memory components, threatens to disrupt global automotive manufacturing supply chains reliant on these sophisticated electronics.

Read at Data Center Knowledge→

 
Data center power and grid

OpenAI has committed to covering the substantial power generation costs associated with its planned Stargate data centers.

Read at Bisnow→

Masdar and Octopus signed Memoranda of Understanding to leverage underutilized UK distribution network capacity and develop on-site energy systems to facilitate data center growth and expand clean energy initiatives in Africa.

Read at Data Center Dynamics→

Global Switch secured an eight-year Power Purchase Agreement (PPA) with RWE, committing to source electricity from an onshore wind project in Wales to power its London Docklands data center.

Read at Data Center Dynamics→

Equinix has opened a new data center in San Jose, California, which is the first facility in the area to be powered under a specific partnership with PG&E.

Read at Data Center Dynamics→

 
UK public and financial cybersecurity

The Bank of England's annual cybersecurity review for 2025 indicates that financial sector organizations are repeatedly failing to implement basic security controls, highlighting persistent vulnerabilities despite years of regulatory guidance.

Read at The Register→

 

Should the Bank of England impose stricter, measurable penalties on firms ignoring basic cybersecurity requirements?

Several London boroughs are slowly restoring essential services, such as council tax billing and direct debit processing, months after a significant cyberattack disrupted operations across multiple municipal councils.

Read at The Register→

 
Chatter
The view from Reddit
“The "Green Dashboard" is gaslighting my entire department”

A frontline IT staffer details the stress of managing user panic during a widespread service disruption while the vendor's official health dashboard deceptively reports everything as operational.

Read at r/sysadmin→

“"Just connect the LLM to internal data" - senior leadership said”

The author recounts how their initial warnings about overly permissive access led to an LLM inadvertently exposing sensitive legal matters to a developer who only asked a general query, sparking widespread internal discussion about the risks of unsecured data integration.

Read at r/sysadmin→

 

Should internal data governance policies automatically restrict LLM access to unstructured legal documents?

“I Feel Like Nobody Knows Anything Anymore”

A recently promoted administrator expresses deep career disillusionment, citing the proliferation of poorly documented AI features, unreliable vendor tools, and pervasive service instability as evidence that fundamental technical competence is vanishing.

Read at r/sysadmin→

 

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