The Data Center Rundown
Today's top stories in Data Center

The Data Center Rundown

Aug 27, 2026

 

Nvidia's revenue has doubled year-over-year, with the company forecasting continued record growth and increased profitability per gigawatt of data center capacity.

Read at Data Center Dynamics→

 
Custom AI Silicon Development

OpenAI has unveiled its first custom AI chip, Jalapeño, featuring a 700W TDP, at the Hot Chips conference, marking its entry into hardware development.

Read at Data Center Dynamics→

 

Is OpenAI's entry into AI chip development a threat to established hardware manufacturers?

Arm is developing its own silicon for artificial intelligence data centers, signaling a strategic move into advanced computing hardware.

Read at Data Center Dynamics→

Meta's new MTIA 400 chip is designed for both artificial intelligence training and ad serving, reflecting a dual-purpose hardware strategy.

Read at The Register→

 

Should AI chips be optimized for both training and ad serving, or specialized?

 

Key trends in data center development are shaping the industry from initial AI ambitions to the execution of infrastructure requirements.

Read at Data Center POST→

 

Anthropic has reportedly secured $45 billion in compute capacity from Nscale, involving 460MW at Nscale's West Virginia data center campus.

Read at Data Center Dynamics→

 

Nutanix has invested $20 million in an AI cluster to decrease reliance on tools like Copilot and Claude, anticipating a one-year return on investment.

Read at The Register→

 

Chief information officers are advised that vSphere 8 will reach its end of support in October 2027, necessitating upgrade planning.

Read at The Register→

 
Chatter
The view from Reddit
“Server Prices are insane now - 128k for a decwnt VM host.”

A long-time university IT buyer is astonished by a sixfold price increase for a VM host, rendering on-premise servers financially unviable and forcing a shift to subscription-based cloud services.

Read at r/sysadmin→

 

Are server prices so high that on-premise infrastructure is no longer a viable option for most organizations?

“Feeling defeated today after a Google data center technician rejection despite grinding through my degrees”

A cybersecurity graduate expresses deep disappointment after receiving a rejection from Google for a data center technician role, despite significant educational and extracurricular achievements.

Read at r/datacenter→

“Universal ZTNA sounded simple until it had to cover contractors, unmanaged laptops and everything that is not a normal employee.”

Implementing universal Zero Trust Network Access (ZTNA) proved more complex than anticipated when extending it beyond standard employees to include contractors, unmanaged devices, and legacy systems, creating a fragmented access management landscape.

Read at r/sysadmin→

 

Cloud operators may be compelled to allocate a substantial 68% of capital expenditure towards DRAM and NAND memory due to market shortages.

Read at The Register→

 

OpenAI is integrating energy-technology expertise to manage flexible load, generation, and storage strategies across its expanding AI data center portfolio.

Read at Data Center Knowledge→

 
Grid Capacity and Constraints

Fiber scarcity is forcing data center investment into secondary markets with land and grid capacity but limited fiber routes, highlighting strand density and right-of-way delays.

Read at Global Data Center Hub→

PJM's power shortfall, highlighted by a lack of consensus in its initial large load process, requires an accelerated procurement to address a significant 6.8 GW capacity deficit.

Read at Data Center Knowledge→

 

Industry leaders like Digital Realty, AWS, DPR Construction, and Schneider Electric are implementing artificial intelligence to enhance data center efficiency and operational intelligence.

Read at Data Center Knowledge→

 

Ilkari's vision focuses on fostering a more resilient and open future within the technology sector.

Read at Data Center POST→

 

Data centers are under increased examination for their contribution to the urban heat island effect, highlighting environmental concerns associated with large-scale digital infrastructure.

Read at Uptime Institute Blog→

 

Should data centers be held more accountable for their contribution to the urban heat island effect?

 

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