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The Data Center Rundown

November 24, 2025

 

tmi restart funding

The Trump administration is offering a $1 billion loan guarantee to Constellation Energy to facilitate the restart of the Three Mile Island nuclear facility to secure additional power capacity for the rapidly growing demands of AI data centers.

Read at The Register→

More coverage at The Register →

 

Should the government offer massive loans to restart aging nuclear plants solely for AI datacenter power?

 

AI Infrastructure Winners

The third-quarter financial results from Equinix and Digital Realty provided definitive evidence that control over power-ready land and dense interconnection capabilities, rather than capital expenditure totals, now determines leadership in the artificial intelligence infrastructure sector.

Read at Global Data Center Hub→

More coverage at Global Data Center Hub →  Global Data Center Hub →

 

Brookfield Nvidia AI

Global AI infrastructure development is undergoing rapid transformation driven by major capital deployments from Brookfield and NVIDIA, alongside Microsoft's expansion, focusing on underlying shifts in power dynamics, financing, and national sovereignty.

Read at Global Data Center Hub→

More coverage at Global Data Center Hub →

 

nvidia ai boom analysis

Nvidia's latest earnings confirm the strong continuation of the artificial intelligence boom but also leave unresolved questions regarding potential market bubble concerns.

Read at Bisnow→

 

Microsoft AI Strategy

Microsoft CEO Satya Nadella is detailing engineering strategies focused on developing flexible, sovereign-ready artificial intelligence infrastructure designed to mitigate the risk of incurring substantial stranded capital expenditures.

Read at Global Data Center Hub→

More coverage at Global Data Center Hub →

 

brookfield ai bet

Brookfield's substantial hundred-billion-dollar commitment to artificial intelligence is igniting Europe's race to establish sovereign compute capabilities.

Read at Global Data Center Hub→

More coverage at Bisnow →

 
Chatter
The view from Reddit
“Yesterday’s Cloudflare outage exposed a huge blind spot in our monitoring stack”

The recent edge service failure triggered numerous false alarms across the monitoring stack, revealing a critical inability of current tools to differentiate between origin infrastructure failure and external CDN/edge service degradation.

Read at r/sysadmin→

“Spent 5 hours debugging AWS Elastic Beanstalk… turns out my client just hadn’t paid the bills.”

After spending half a day troubleshooting cryptic errors across Elastic Beanstalk, scaling limits, and logs, the engineer discovered the entire infrastructure was silently suspended due to the client's overdue cloud service invoices.

Read at r/sysadmin→

“Is anyone else's browser security strategy just... hope?”

A concerned administrator questions the perceived lack of concrete strategy around browser security, expressing anxiety over the lack of visibility into user activity across multiple logged-in accounts despite having standard endpoint and network protections in place.

Read at r/sysadmin→

 

world energy outlook

The International Energy Agency's 2025 outlook warns that the escalating power demands driven by the artificial intelligence boom are creating significant strain and potential geopolitical risks to global energy grids.

Read at Data Center Knowledge→

More coverage at Data Center Knowledge →

 

Should governments immediately intervene to slow data center construction before grids collapse?

 

Google Texas data center

Google has initiated a significant $40 billion expansion project for its data center infrastructure located in Texas.

Read at Bisnow→

 

microsoft in-chip cooling

Microsoft introduced an in-chip microfluidic cooling system that uses etched pathways within the silicon to remove heat up to three times more effectively than standard cold plates, promising denser and more cost-efficient AI hardware.

Read at Data Center Frontier  →

More coverage at Data Center Knowledge →

 

Would you adopt Microsoft's in-chip microfluidics if performance gains outweighed upfront hardware costs?

 

rrpt hydro power

RRPT Hydro is proposing a novel, dam-less hydropower system utilizing pistons driven by gravity and buoyancy in sealed cylinders to generate scalable, predictable, and zero-emission electricity for behind-the-meter data center use.

Read at Data Center Frontier  →

More coverage at Data Center Frontier →

 

big tech power strain

Despite substantial investments in renewable energy purchasing, the projected need for an additional 362 GW of power by 2035 for AI operations significantly exceeds the currently available renewable capacity, pressuring corporate climate strategists.

Read at Data Center Knowledge→

More coverage at Data Center Knowledge →

 

AI Compute Electrical Needs

The massive power requirements of advanced artificial intelligence computing workloads necessitate careful consideration of electrical infrastructure design and capacity planning within data centers.

Read at Uptime Institute Blog→

 

Rethink Data Center Power

Experts contend that the rapid surge in artificial intelligence computing needs necessitates an immediate and complete overhaul in the fundamental design and power strategy for data centers, shifting thinking from megawatt to gigawatt scales.

Read at Data Center Knowledge→

More coverage at Global Data Center Hub →

 

meta louisiana campus • Southern US

Meta's $27 billion Hyperion campus in Louisiana represents a new strategic AI expansion phase utilizing a joint-venture model with Blue Owl that integrates private-credit financing and long-lived energy infrastructure.

Read at Data Center Frontier  →

More coverage at Data Center Frontier →

 

gpu repurposing strategies

Strategic repurposing of existing GPU infrastructure is necessary to convert potentially stranded capital assets into ongoing revenue streams.

Read at Data Center Knowledge→

 

AI Fiber Costs

The massive fiber optic network expansion required to support Big Tech's artificial intelligence initiatives is facing challenges due to disagreements over who should bear the substantial capital costs.

Read at Bisnow→

More coverage at Global Data Center Hub →

 

Should Big Tech absorb the entire cost of the necessary fiber network expansion alone?

 

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