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The Data Center Rundown

Jan 21, 2026

 
Scaling global AI infrastructure

Moody’s analysts forecast that global data center investments will reach $3 trillion by 2030, a projection heavily influenced by anticipated strategic adjustments driven by intensifying power availability limitations.

Read at Data Center Knowledge→

Insights from the second half of 2025, featuring a $600 billion buildout in North America and $100 billion execution in the Middle East and Africa, illuminate the regional dynamics that will shape the coming decade of data center infrastructure development.

Read at Global Data Center Hub→

Elon Musk's xAI is rapidly developing massive 'AI factories,' ranging from a facility in Memphis to a proposed two-gigawatt campus in Mississippi, pushing the boundaries of data center scale amid intense competition involving compute, power availability, water resources, and political factors.

Read at Data Center Frontier  →

 

Should regional governments prioritize power access for massive AI factories over other energy consumers?

Meta is reportedly shifting toward nuclear energy sources for its operations while BlackRock is advancing a $30 billion initiative for artificial intelligence, coinciding with Thailand's approval of $3.1 billion in new data center projects.

Read at Global Data Center Hub→

 
Data center power procurement

Due to superior power availability, Texas is becoming the leading US market for data centers, leading to projections that one-third of all data center campuses will require entirely onsite power generation by 2030.

Read at The Register→

Meta is establishing a robust, long-term power supply chain for the artificial intelligence era by combining agreements for long-term power offtake, deploying advanced nuclear reactors, and utilizing novel financing structures to counteract tightening grid capacity limitations.

Read at Data Center Frontier  →

The implementation of new large-load rate classes in Virginia and explicit risk-transfer mandates in Georgia are restructuring hyperscale data center development by demanding more financially structured growth and greater clarity regarding financial responsibility for power forecast deviations.

Read at Data Center Frontier  →

 

ai roi disappointment

A PwC survey of over 4,400 business leaders indicates that more than half of CEOs have not seen corresponding increases in revenue or cost savings despite significant investments in artificial intelligence technology.

Read at The Register→

 

PTP Data Center Time

Data centers are transitioning from Network Time Protocol to Precision Time Protocol for precise time synchronization, a shift that enables real-time workloads but necessitates complex hardware and network infrastructure upgrades.

Read at Data Center Knowledge→

 

Data Center Management Guide

This guide outlines common operational challenges faced by data centers and provides management strategies for successfully navigating and resolving these issues.

Read at Data Center POST→

 

h200 china export

Anthropic CEO Dario Amodei strongly criticized the US decision to permit Nvidia to sell H200 GPUs to Chinese entities, comparing the action to supplying nuclear weapons to an adversary.

Read at The Register→

 

Should the US government restrict the sale of high-end AI chips to China entirely due to national security?

 
Chatter
The view from Reddit
“Weekly Updates for servers”

A veteran infrastructure engineer vents extreme frustration over a manager mandating weekly, uncontrolled firmware, driver, and OS updates across thousands of critical systems, including domain controllers and hypervisors, based on cyber insurance demands.

Read at r/sysadmin→

“Lack of motivation when working for a company that seems not to care”

A system administrator details a two-year struggle against systemic chaos—from broken onboarding processes and ignored security policies to outdated hardware—which has culminated in career stagnation and a doctor-prescribed need for medication, prompting a serious look at an MSP opportunity.

Read at r/sysadmin→

 

Is the chaos in your current workplace environment causing you to actively seek an exit strategy?

“Processing long Teams meeting transcripts locally without cloud tools or copy-paste”

The author shares a breakthrough in workflow design, realizing that large text analysis requires breaking down massive transcripts into manageable chunks processed sequentially by small local models, rather than relying on a single, large cloud-based summarization step.

Read at r/sysadmin→

 

nvidia fp64 emulation

Nvidia is leveraging emulation techniques to boost double precision (FP64) performance for High-Performance Computing applications, challenging AMD's traditional hardware advantage in this critical computational domain.

Read at The Register→

 

Hyperconverged infrastructure

Hyperconverged infrastructure is undergoing rapid evolution, with projections indicating significant growth potential for the technology over the next couple of years.

Read at TechTarget DC Tips & Advice→

 

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