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Emerging topics we picked up on in the 60 Data Center articles we scanned this week: - xAI, GridFree, and SoftBank accelerate plans for multi-gigawatt power sites and infrastructure portfolios
- JLL projects $3 trillion investment supercycle with global capacity hitting 200GW by 2030
- Vertiv commits $1B to liquid cooling through PurgeRite acquisition as AI heat loads stress traditional envelopes
Read the full Week in Review →
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The second half of 2025 marked a critical transition for South America's $60 billion-plus artificial intelligence buildout, where factors such as power access, permitting efficiency, and capital discipline began to differentiate viable campuses from stalled projects.
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Read at Global Data Center Hub→
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Global portfolio-scale artificial intelligence infrastructure deployment is currently being propelled by Meta's focus on nuclear energy solutions, KKR's two-billion-dollar platform investment, and the launch of a 480-megawatt facility in Saudi Arabia, all driven by power, capital, and policy considerations.
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Read at Global Data Center Hub→
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As 2026 approaches, the momentum of the artificial intelligence data center boom appears sustained, although the underlying assumptions driving this expansion are experiencing a subtle but noticeable increase in pressure.
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Read at Data Center Frontier  →
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Will SoftBank's acquisition of DigitalBridge accelerate multi-gigawatt AI capacity securing in the US?
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Geopolitical instability and severe component price inflation are creating extreme volatility in the digital technology market, suggesting that current favorable conditions for hardware purchasing may be rapidly drawing to a close.
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Read at The Register→
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The intense demand for memory components driven by the lucrative AI infrastructure market is projected to divert supply away from consumer devices, resulting in a likely stagnation or decline in global PC shipments by 2026.
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Read at The Register→
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While end-users face sharply rising memory costs projected to increase further, Samsung forecasts its fourth-quarter operating profit will nearly triple, capitalizing on strong demand driven by the artificial intelligence sector.
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Read at The Register→
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JLL forecasts that global data center capacity is set to double by 2030, driven by a projected $3 trillion investment supercycle.
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Read at Bisnow→
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As the data center industry approaches 2026, artificial intelligence is fundamentally transforming site selection, cooling methodologies, and power dynamics, requiring a shift toward durable execution where capital discipline and utility partnerships redefine industry scale.
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Read at Data Center Frontier →
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Data Center Frontier Editor-at-Large Melissa Reali provides her expert forecast detailing the key trends expected to shape the data center industry throughout the coming year, 2026.
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Read at Data Center Frontier →
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Large-scale data infrastructure projects
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Nvidia and Eli Lilly are committing a combined $1 billion toward establishing a new artificial intelligence laboratory facility in Silicon Valley.
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Read at Bisnow→
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Elon Musk's xAI company has unveiled plans for a $20 billion expansion of its supercomputer infrastructure located in Mississippi.
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Read at Bisnow→
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Microsoft is proceeding with plans to construct a $400 million data center within the rapidly expanding economic center of San Antonio.
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Read at Bisnow→
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Fujitsu framework win
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Fujitsu secured a position on a £984 million UK government framework despite previously pledging to withhold bids for public sector contracts during the Post Office Horizon scandal investigation.
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Read at The Register→
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Should Fujitsu have abstained entirely from all UK government bidding during the scandal inquiry?
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escape ai stagnation
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Many organizations are failing to realize returns from initial artificial intelligence investments, suggesting a critical transformation is needed in 2026 to finally realize the technology's business potential.
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Read at TechTarget IT Infrastructure→
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“Change to a DC career at 45?”
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A seasoned professional, weary of sedentary governance work, contemplates a significant pay cut to transition into a hands-on data center technician role at age 45, primarily concerned about adapting to shift work at this stage of life.
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Read at r/datacenter→
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“Has anyone else not had any kind of mentorship and not have to scale the different "tiers" their entire career?”
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A highly self-sufficient engineer recounts a career trajectory characterized by constant 'sink or swim' environments, rapidly absorbing diverse responsibilities from help desk to principal engineer without formal mentorship or traditional tiered progression.
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Read at r/sysadmin→
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“Data centers need clean backup power, are hydrogen fuel cell generators actually viable, or still mostly PR?”
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An operator questions the practical viability of modular hydrogen fuel cell generators versus traditional diesel for backup power, seeking insight on procurement hurdles, scale relevance, and remote monitoring utility amidst rising ESG pressures.
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Read at r/datacenter→
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Should your facility invest in hydrogen fuel cells now despite current procurement hurdles?
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