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Nvidia's networking infrastructure growth
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NVIDIA's significant investment in its networking line signals shifts in infrastructure investment, driven by capital formation, physical delivery, demand depth, and megawatt constraints over the next 24 months.
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Read at Global Data Center Hub→
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NVIDIA announced $81.6 billion in Q1 FY2027 results, introducing a new reporting structure that splits the company into Data Center and Edge Computing platforms, driven by a surge in networking revenue and segmented by Hyperscale and ACIE, while also authorizing an $80 billion buyback
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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 AI infrastructure spending is expanding beyond GPUs 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 GPUs in Brooklyn demonstrates how production AI workloads are driving renewed demand for colocation infrastructure within metropolitan areas.
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Read at Data Center Knowledge→
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Hudson IX is expanding its 60 Hudson facility with a second 1 MW data hall and has plans for further growth exceeding 10 MW.
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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 acts as a primary bottleneck for data center development, with factors like interconnection queue attrition, generation capacity, price inflation, and asset splits hindering project energization.
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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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“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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Advanced power electronics are reducing generator run times in AI-scale data centers by managing voltage fluctuations and load swings, making diesel generators a backup for extreme conditions.
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Read at Data Center Knowledge→
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Organizations heavily reliant on large-scale IT processes must strategically select their automation tools, with a review of nine platforms offered to guide enterprises in choosing the most suitable option for 2026.
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Read at TechTarget IT Infrastructure→
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