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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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South America transitioned from ambitious announcements to tangible execution of AI infrastructure in the second half of 2025, with project viability now determined by power availability, permitting success, and capital discipline.
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Read at Global Data Center Hub→
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Significant shifts in power access, capital deployment strategies, and regulatory environments are currently dictating the worldwide scale and structure of AI infrastructure.
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Read at Global Data Center Hub→
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The projected expansion of AI data centers remains strong entering 2026, though the underlying assumptions driving this growth are facing subtle but increasing pressures.
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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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AI-driven memory market constraints
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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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Forecasting the data center industry into 2026, AI is driving fundamental shifts in power needs, cooling methods, site selection criteria, and public scrutiny, necessitating a transition toward durability and capital discipline.
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Read at Data Center Frontier →
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The Editor-at-Large provides an informed forecast detailing the critical trends expected to shape the data center industry throughout the upcoming year.
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Read at Data Center Frontier →
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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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ai transformation
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Despite significant investment, many IT organizations are currently failing to realize returns from their artificial intelligence initiatives, suggesting a critical strategic shift is necessary to overcome stagnation.
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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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