|
|
| |
|
|
|
The third-quarter financial results from Equinix and Digital Realty provided definitive evidence that control over power-ready land and dense interconnection capabilities, rather than capital expenditure totals, now determines leadership in the artificial intelligence infrastructure sector.
|
|
Read at Global Data Center Hub→
|
|
|
|
|
Digital Realty's robust Q3 performance, marked by high revenue and backlog figures, validates its strategy of monetizing scarce, power-ready assets and capitalizing on high-margin interconnection services while preparing for future AI campus deliveries.
|
|
Read at Global Data Center Hub→
|
|
|
|
|
Equinix's strong third quarter results, featuring record bookings, a 50% EBITDA margin, and substantial new capacity additions, confirm its central role as the connective tissue within the global artificial intelligence economy.
|
|
Read at Global Data Center Hub→
|
|
|
|
| |
|
Does Equinix's current performance signal an unbreakable interconnection supercycle?
|
|
|
As AI-driven leasing pushes power scarcity to the forefront, David Guarino of Green Street explains that data centers remain strong commercial real estate assets, predicting sustained elevated rents as power availability redefines market geography.
|
|
Read at Data Center Frontier  →
|
|
|
|
| |
|
ai grid crisis
|
|
A central theme at the supercomputing showcase focused on the impending crisis where the accelerating power demands of artificial intelligence conflict directly with the limitations of the electrical grid.
|
|
Read at Data Center Knowledge→
More coverage at Bisnow →
|
|
|
|
| |
|
|
|
Utilities are prioritizing the massive power demands driven by artificial intelligence over emissions reduction goals, indicating a significant reshaping of industry focus as current capacity strains to keep up.
|
|
Read at Data Center Knowledge→
|
|
|
|
| |
|
Should utilities permanently deprioritize emissions goals to meet urgent AI power needs?
|
|
|
A recent 1.5-gigawatt near-blackout in Virginia exposed the severe hidden threat of grid fragility to AI infrastructure, prompting leading investors to re-engineer deployment strategies around maximum reliability and guaranteed yield.
|
|
Read at Global Data Center Hub→
|
|
|
|
| |
|
Should investors now avoid regions prone to grid fragility when planning AI deployment?
|
|
|
Despite substantial investments in renewable energy purchasing, the projected need for an additional 362 GW of power by 2035 for AI operations significantly exceeds the currently available renewable capacity, pressuring corporate climate strategists.
|
|
Read at Data Center Knowledge→
|
|
|
|
|
The International Energy Agency's 2025 outlook warns that the escalating power demands driven by the artificial intelligence boom are creating significant strain and potential geopolitical risks to global energy grids.
|
|
Read at Data Center Knowledge→
|
|
|
|
| |
|
Cloud Insurance Nuclear
|
|
Exploring the potential application of nuclear insurance policies could provide a framework for underwriting the massive risks associated with next-generation data centers.
|
|
Read at Data Center POST→
|
|
|
|
| |
|
hyperscale ai buildout
|
|
Development tracking for October shows accelerated North American AI buildout, with significant project advancements, land acquisitions, and retrofits underway by major entities like Google, Meta, OpenAI, and Oracle.
|
|
Read at Data Center Frontier →
More coverage at Global Data Center Hub →
|
|
|
|
| |
|
BlackRock Data Center
|
|
BlackRock and ACS have formed a $27 billion partnership specifically for the development of data center assets.
|
|
Read at Bisnow→
More coverage at Data Center Knowledge →
|
|
|
|
| |
|
|
|
“Yesterday’s Cloudflare outage exposed a huge blind spot in our monitoring stack”
|
|
The recent edge service failure triggered numerous false alarms across the monitoring stack, revealing a critical inability of current tools to differentiate between origin infrastructure failure and external CDN/edge service degradation.
|
|
Read at r/sysadmin→
|
|
|
|
|
“Spent 5 hours debugging AWS Elastic Beanstalk… turns out my client just hadn’t paid the bills.”
|
|
After spending half a day troubleshooting cryptic errors across Elastic Beanstalk, scaling limits, and logs, the engineer discovered the entire infrastructure was silently suspended due to the client's overdue cloud service invoices.
|
|
Read at r/sysadmin→
|
|
|
|
|
“Is anyone else's browser security strategy just... hope?”
|
|
A concerned administrator questions the perceived lack of concrete strategy around browser security, expressing anxiety over the lack of visibility into user activity across multiple logged-in accounts despite having standard endpoint and network protections in place.
|
|
Read at r/sysadmin→
|
|
|
|
| |
|
Is relying on standard endpoint protection a sufficient security strategy for complex browser activity?
|
|
| |
|
superconducting power
|
|
Canyon Magnet Energy founder Honghai Song presented superconducting magnet technology at the Data Center Frontier Trends Summit, suggesting that high-temperature superconductors could revolutionize power infrastructure for both fusion energy and AI data centers.
|
|
Read at Data Center Frontier →
|
|
|
|
| |
|
sabey sustainability nuclear
|
|
Sabey Data Centers has published a sustainability report detailing over 25% reduction in carbon emissions and progress on its nuclear energy partnership.
|
|
Read at Data Center POST→
|
|
|
|
| |
|
CoreWeave sell-off
|
|
Delays in data center construction and operational readiness have contributed to a sell-off in shares of the AI cloud firm CoreWeave.
|
|
Read at Bisnow→
|
|
|
|
| |