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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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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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The intensifying competition within the artificial intelligence sector is compelling Alphabet, Amazon, Meta, and Microsoft to commit to unprecedented levels of capital expenditure this year, setting new spending records for the decade.
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Read at Data Center Knowledge→
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The current strategy by hyperscalers to aggressively increase data center capital expenditure is a direct response to artificial intelligence transforming compute into a constrained resource where certainty of capacity outweighs capital efficiency, making underinvestment the dominant strategic hazard.
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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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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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Hyperscalers are projected to increase capital expenditure by $630 billion in 2026, signifying a 62% surge from the 2025 record, primarily driven by investments in graphics processing units and data centers for artificial intelligence.
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Read at Data Center Richness→
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Next-generation AI chip efficiency
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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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The next generation of digital infrastructure deployment involves a simultaneous push toward building enormous gigawatt-scale hyperscale campuses where power is accessible, alongside expanding edge computing capacity to satisfy demands from sovereign artificial intelligence and regional needs.
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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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Unprecedented electricity demand generated by artificial intelligence data centers is severely exposing grid and transmission limitations across the United States, with the 2025 ACEG report indicating that necessary grid upgrades are lagging far behind AI-driven load growth, potentially jeopardizing future expansion.
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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 introduced its new Arena offering, a real-world laboratory designed to allow enterprises to rigorously test production-scale artificial intelligence workloads to gain performance, reliability, and cost insights before full deployment.
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Read at Data Center Knowledge→
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Sailesh Krishnamurthy of Google Cloud asserts that the long-term success of artificial intelligence initiatives depends less on new model innovations and more on the enterprise capability to govern data access, integrate structured and unstructured data sources, and maintain low-latency systems at scale.
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Read at Data Center Frontier →
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Elon Musk has merged xAI and SpaceX into a single entity reportedly valued at $1.25 trillion, positioning it as the world's most valuable private company ahead of a 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 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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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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NVIDIA and Prologis have initiated a partnership aimed at deploying artificial intelligence inference capabilities directly at utility substations, following power infrastructure closer to the network edge.
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Read at Data Center Richness→
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