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oracle shares drop
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Despite registering strong cloud revenue and infrastructure gains, Oracle experienced its steepest stock decline since 2001 due to mounting skepticism over the scalability and timing of its massive AI-related capital expenditures.
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Read at Data Center Knowledge→
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During the height of the 2025 AI boom, the most crucial hardware components powering data centers were advanced semiconductors, ranging from high-performance GPUs to cutting-edge CPUs and DPUs.
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Read at Data Center Knowledge→
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In 2025, data center operators focused on reducing security risks by integrating physical and cyber defense strategies while simultaneously managing tightened operational budgets amidst emerging AI-driven threats.
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Read at Data Center Knowledge→
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Is integrating cyber and physical security the only viable strategy for mitigating AI-driven data center threats?
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Sovereign Cloud Edge
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National governments, infrastructure operators, and investors are collaboratively redefining digital infrastructure strategy by prioritizing the development of sovereign clouds and geographically distributed edge data centers.
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Read at Global Data Center Hub→
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Regulatory Time Bottleneck
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Intelligent investors are learning to leverage regulatory timelines as a strategic advantage, recognizing that bureaucratic processes, not demand or capital, present the primary bottleneck in fiber-to-the-data-center deployment.
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Read at Global Data Center Hub→
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AI needs people
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Despite rapid automation, the advancement of artificial intelligence fundamentally still requires a dedicated and skilled human workforce to manage and support the underlying infrastructure.
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Read at Data Center POST→
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Nostrum Spain AI
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Nostrum Data Centers plans to deliver 500 MW of sustainable, AI-ready capacity in Spain by the year 2027.
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Read at Data Center POST→
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“The AppStack Was Pirated.”
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A former VDI engineer recounts the chaotic discovery that a perpetually licensed Adobe Pro application stack, distributed across dozens of healthcare users, was operating without valid licenses due to a packaging engineer's circumvention of DRM.
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Read at r/sysadmin→
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“What to do”
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A recent homeowner, having relocated for tranquility, now faces existential dread as the adjacent agricultural land is rezoned and slated for massive digital infrastructure development.
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Read at r/datacenter→
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Should homeowners have veto power over adjacent land rezoning for large-scale digital infrastructure projects?
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“Backhaul Pain + Security Policies… is there a better way?”
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A network engineer expresses deep frustration with the latency and policy enforcement headaches caused by traditional VPN backhauling, questioning whether modern SASE solutions truly solve the architectural problem or just repackage legacy complexity.
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Read at r/sysadmin→
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Nvidia management service
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Nvidia is developing a new, optional paid infrastructure management service that, while not primarily intended for GPU monitoring, possesses the capability to verify the location of customer GPU stockpiles if opted into.
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Read at The Register→
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