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The Data Center Rundown

May 29, 2026

 
Investment in power and platforms

Pennsylvania's Governor Shapiro has unveiled new data center standards requiring developers to fully cover their own energy expenses.

Read at Data Center Dynamics→

 

Should Pennsylvania's new data center standards requiring developers to cover their energy expenses be expanded nationwide?

Global data center transactions in April 2026 indicate that power alignment, capital access, and platform execution are key factors in scaling AI infrastructure.

Read at Global Data Center Hub→

DigitalBridge is acquiring energy specialist ArcLight in a $1 billion transaction, signaling a growing intersection between data center development and power infrastructure.

Read at Data Center Richness→

I Squared Capital has acquired 10 data centers with 53MW of capacity from Cogent across multiple US states, intending to establish a new US-based operator for these facilities.

Read at Data Center Dynamics→

 
Shifting enterprise AI workload demands

Snowflake's significant investment in AWS infrastructure signifies a shift towards persistent operational deployments for enterprise artificial intelligence workloads, consequently altering hyperscale compute demands.

Read at Data Center Knowledge→

Meta is considering the offering of cloud computing services, with CEO Mark Zuckerberg indicating it is a possibility.

Read at Data Center Dynamics→

 

Should Meta offer public cloud computing services, potentially competing with AWS and Azure?

Applied Digital has signed a substantial 430MW data center lease with an unnamed hyperscaler and has also completed the spin-out of its cloud business.

Read at Data Center Dynamics→

CoreWeave has launched a new platform that enables continuous learning for artificial intelligence agents by integrating inference, reinforcement learning, and observability to optimize their performance using live production data.

Read at Data Center Knowledge→

 
Scaling data center cooling supply

Modine's significant deal highlights a trend where AI infrastructure developers are securing industrial production capacity for cooling equipment years in advance, rather than merely purchasing it.

Read at Data Center Knowledge→

The global data center chillers market is projected to exceed USD 6.4 billion by 2035, indicating significant growth in cooling solutions for data centers.

Read at Data Center POST→

 

PowerBridge is enhancing its leadership to address the escalating demand for AI infrastructure.

Read at Data Center POST→

 
Strategic land acquisition for infrastructure

The availability of developable land for data center sites is significantly influencing the market, indicating a strong demand within the digital infrastructure industry.

Read at Bisnow→

Developers are actively acquiring land in proximity to TSMC's semiconductor manufacturing facilities.

Read at Bisnow→

 
Chatter
The view from Reddit
“Being sole admin sucks sometimes”

The sole network admin struggles with leadership's fluctuating confidence in the UniFi environment, pressure to adopt AI-driven workflows, and demands for travel, while balancing technical realities with management expectations.

Read at r/sysadmin→

“Microslop 365 Admin Centre - Crashout”

A user is frustrated with the Microsoft 365 Admin Center's broken licensing system, which prevents the removal of unwanted licenses purchased due to a checkout error, and is met with unhelpful AI support and demands for payment to fix Microsoft's own issues.

Read at r/sysadmin→

 

Should Microsoft 365 licensing errors be fixed by AI support, or require human intervention?

“Joining Meta ENS team worth it? AI age..”

A candidate considering a role on Meta's ENS team is concerned about the high-stress, fast-paced environment and hyper-segmented teams, prioritizing stability and work-life balance over high compensation.

Read at r/datacenter→

 

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