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Emerging topics we picked up on in the 115 Data Center articles we scanned this week: - Operators secure permits for natural gas and nuclear self-generation
- SpaceX files for million-satellite orbital data center constellation
- DRAM prices projected to double as AI demand hits supply limits
Read the full Week in Review →
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PJM Power Shortfall
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A recent report indicates that the PJM interconnection region may face a power supply deficit of up to 60 gigawatts over the next decade, primarily attributed to soaring power demands from new data center facilities.
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Read at Data Center Dynamics→
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big tech ai spending
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The intensifying artificial intelligence competition is driving unprecedented capital expenditures from major technology companies, including Alphabet, Amazon, Meta, and Microsoft, with this year's spending projected to set new records.
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Read at Data Center Knowledge→
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Hyperscaler Capex
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Hyperscalers are significantly increasing capital expenditures for data centers because the escalating demands of artificial intelligence workloads have transformed compute capacity into a constrained resource, prioritizing certainty over capital efficiency.
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Read at Global Data Center Hub→
More coverage at Global Data Center Hub →
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Should hyperscalers prioritize infrastructure certainty over capital efficiency to avoid AI capacity shortages?
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data center spending
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An analysis investigates the divergence in Wall Street's reaction to Amazon's and Google's respective surges in data center expenditures.
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Read at Bisnow→
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Hyperscaler CapEx Surge
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Hyperscalers are planning a substantial increase in capital expenditure for 2026, projecting a 62% surge from 2025's record levels, primarily driven by investments in graphics processing units and data centers dedicated to artificial intelligence.
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Read at Data Center Richness→
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DARPA is offering approximately $35 million in funding to encourage researchers to develop larger-scale photonic circuits capable of performing computations using light to overcome current physical limitations in computing.
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Read at The Register→
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Artificial intelligence inferencing startup Positron AI secured $230 million in funding to develop its Atlas chips, which reportedly offer three times the compute efficiency per watt compared to Nvidia's H100 graphics processing units.
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Read at Data Center Dynamics→
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“Microsoft Support, and the ridiculous way I hacked my way into my own tenant”
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After accidentally locking out the administrative team by enabling restrictive Conditional Access Policies, the poster bypassed the lockout by creating and running a Power Automate flow to modify the exclusion group, all while Microsoft support failed to call back for days.
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Read at r/sysadmin→
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“Does anyone else feel like "Rack and Stack" is becoming the least of our worries?”
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A veteran technician laments the shift in daily responsibilities from traditional IT tasks to complex mechanical, electrical, and plumbing concerns driven by extreme power density and the mandatory adoption of liquid cooling for GPU clusters.
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Read at r/datacenter→
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“Fed up with the "False Positive" narrative and the reality of modern malware in pirated apps (esp in SMB)”
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A frustrated MSP contractor rails against the willful ignorance of small business owners who trust piracy forums over security warnings, ignoring sophisticated malware campaigns that rely on A/B testing and false positive narratives to compromise systems.
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Read at r/sysadmin→
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Should MSPs refuse to service SMBs who knowingly use pirated software?
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Developers are constructing both widely distributed edge deployments and massive gigawatt-scale hyperscale campuses to accommodate expanding sovereign artificial intelligence requirements and regional capacity demands.
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Read at Data Center Frontier  →
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Nvidia, Prologis, EPRI, and InfraPartners are collaborating on a project to pilot five prefabricated data center deployments adjacent to electrical substation sites across the United States scheduled for 2026.
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Read at Data Center Dynamics→
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grid transmission constraints
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The escalating electricity consumption driven by artificial intelligence data center expansion is exposing significant constraints within the United States power grid and transmission infrastructure, as documented by the 2025 ACEG report which warns of regional planning disparities delaying necessary upgrades.
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Read at Data Center Frontier →
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Will insufficient transmission grid upgrades fundamentally halt AI data center expansion in the next five years?
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CoreWeave has launched its Arena offering, a real-world laboratory designed to allow enterprises to validate production-scale artificial intelligence workloads and gain insights into performance, reliability, and cost prior to scaling operations.
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Read at Data Center Knowledge→
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Sailesh Krishnamurthy of Google Cloud posits that achieving success with artificial intelligence is less dependent on model innovation and more reliant on enterprises effectively governing access to structured and unstructured data to deliver reliable, low-latency systems.
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Read at Data Center Frontier →
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Elon Musk has reportedly merged SpaceX and xAI into a single entity now valued at $1.25 trillion, positioning it as the world's most valuable private company ahead of its planned initial public offering.
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Read at Data Center Knowledge→
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Despite a surge in artificial intelligence-generated forgeries, experts suggest the United Kingdom's proposed 'world-first' deepfake detection framework, developed with Microsoft, may prove ineffective at stopping fakes.
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Read at The Register→
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Can any government framework realistically prevent the proliferation of convincing deepfake content?
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Alibaba AI capex
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Alibaba is reportedly planning to significantly increase its capital expenditure on artificial intelligence data centers, reaching an estimated $69 billion over three years, which includes purchasing substantial consumer graphics cards for cluster buildout.
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Read at Data Center Dynamics→
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federal equipment replacement
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CISA has mandated that United States federal agencies must identify and replace all end-of-support network hardware, including firewalls, routers, and VPN gateways, within one year to mitigate security risks.
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Read at The Register→
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AI Inference at Substations
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NVIDIA and Prologis are leading a partnership initiative aimed at deploying artificial intelligence inference capabilities directly at utility substation locations to improve edge processing capabilities.
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Read at Data Center Richness→
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