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Nvidia's networking infrastructure growth
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NVIDIA's $14.8 billion networking line signals a shift for infrastructure investors, highlighting the interconnect's importance from capital formation to physical delivery, and indicating a focus on megawatt constraints and capital return over the next 24 months.
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Read at Global Data Center Hub→
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NVIDIA reported $81.6 billion in quarterly revenue for Q1 FY2027, reclassifying its operations into Data Center and Edge Computing segments, noting a surge in networking revenue and hyperscale segmentation, alongside specific compute guidance for China and an $80 billion buyback authorization.
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Read at Global Data Center Hub→
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Nvidia's latest earnings report indicates a substantial increase in demand for artificial intelligence, driving shifts in data center infrastructure.
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Read at Bisnow→
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Is the AI data center demand surge sustainable for Nvidia?
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Nvidia's earnings report reveals that artificial intelligence infrastructure spending is expanding beyond graphics processing units to include significant growth in networking and new optics partnerships.
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Read at Data Center Knowledge→
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Scott Smyth, Founder & CEO of Soben, part of Accenture, discussed the importance of speed to capacity in the AI era and the competitive advantage of industrialized delivery with Emma Strutton during DCD>Talks.
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Read at Data Center Dynamics→
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Global data center construction capacity reached 31.7GW in 2025, more than doubling the previous year, with Dallas, Texas, emerging as the top location for the first time.
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Read at Data Center Dynamics→
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Stack has completed the structural work on the first of 19 buildings at its 1GW data center campus in Stafford County, Virginia.
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Read at Data Center Dynamics→
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Mathpix's deployment of graphics processing units in Brooklyn illustrates how production artificial intelligence workloads are revitalizing demand for urban colocation infrastructure within metro data centers.
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Read at Data Center Knowledge→
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Hudson IX is continuing the expansion of its 60 Hudson facility with a second 1 megawatt data hall and has future growth plans beyond 10 megawatts.
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Read at Data Center POST→
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The rapid expansion of artificial intelligence is encountering significant constraints related to power availability and heat dissipation, underscoring the critical need for engineering discipline to align with ambitious AI development goals.
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Read at Data Center Dynamics→
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Are power and heat constraints the biggest threat to AI growth?
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The grid serves as the primary gatekeeper for data center development, as interconnection queue attrition, behind-the-meter generation, capacity-price inflation, and the split between powered and paper assets prevent most pipelines from energizing, with emerging markets offering power arbitrage.
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Read at Global Data Center Hub→
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opinion
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MSCI's Chief Real Estate Economist offers an expert perspective on whether the commercial real estate recovery is concluding.
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Read at Bisnow→
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Capital is not the primary bottleneck in AI infrastructure; instead, understanding the underlying constraint signals requires a shift in market orientation to identify the true limiting factors beyond financial headlines.
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Read at Global Data Center Hub→
More coverage at Data Center POST →
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“so to recap this week: two actively exploited Defender zero-days, an unpatched Exchange spoofing vuln, a BitLocker bypass called "YellowKey", AND 137 CVEs from Patch Tuesday. this is not a normal week”
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A sysadmin expresses alarm at the unprecedented volume of critical security vulnerabilities disclosed in a single week, including actively exploited zero-days in Defender, an unpatched Exchange spoofing flaw, a BitLocker bypass, and numerous Patch Tuesday CVEs, questioning how to prioritize and manage the overwhelming situation.
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Read at r/sysadmin→
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Should IT security teams increase proactive vulnerability patching frequency?
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“Had an interview yesterday. . .”
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A candidate recounts an interview where the company misrepresented its IT infrastructure, seeking a 'one-man army' to support 10 locations and 200 users without an IT team, monitoring, or MSP, a situation deemed unsustainable and leading to the candidate's decision to decline any offer.
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Read at r/sysadmin→
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Is it realistic for one person to manage IT for 200 users across 10 locations?
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“It’s harder to come out as measuredly pro data centres than anything else”
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An industry professional expresses the difficulty of advocating for data centers due to prevailing NIMBY sentiment and groupthink, sharing past negative experiences and seeking advice on how to navigate this without doing free PR.
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Read at r/datacenter→
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The increasing computational demands of AI are driving the adoption of advanced power electronics in data centers, enabling them to manage voltage fluctuations and load swings electrically and reducing the reliance on diesel generators to only extreme backup scenarios.
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Read at Data Center Knowledge→
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Organizations relying on extensive IT processes need a strategic approach to selecting automation tools, and should explore nine different platforms to identify the most suitable option for their specific needs in 2026.
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Read at TechTarget IT Infrastructure→
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