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The Data Center Rundown

Feb 10, 2026

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 →

 
Feasibility of orbital data centers

While some analysts deem the concept of orbital data centers achievable, SpaceX's ambitious proposal, requiring the deployment of one million satellites, faces substantial technical, operational, and financial obstacles.

Read at Data Center Knowledge→

As part of its space-plus initiative, China is planning to construct data centers in orbit within the next few years, indicating a significant strategic shift toward digital infrastructure deployment beyond Earth's atmosphere.

Read at TechRepublic→

The Federal Communications Commission is soliciting public comments for a period of one month regarding SpaceX's proposal for a million orbital data centers.

Read at Data Center Dynamics→

 

Do you plan to submit feedback to the FCC regarding SpaceX's orbital data center proposal?

 
Financing massive AI infrastructure projects

Accelerating investments in artificial intelligence capital expenditure by Amazon, coupled with power shortages and shifting geopolitical policies, are fundamentally redefining the global data center infrastructure map.

Read at Global Data Center Hub→

The Vice President of Network Engineering at AWS, Matt Rehder, highlighted the cloud provider's strategic focus on artificial intelligence infrastructure innovations, including hollow-core fiber, as the company plans an additional two hundred billion dollars in capital expenditure for 2026.

Read at Data Center Knowledge→

Firmus secured a $10 billion debt financing facility, led by Blackstone and Coatue, to support the rollout of its Project Southgate artificial intelligence factory infrastructure.

Read at Data Center Dynamics→

Riley Thompson advises that chief financial officers must revise their capital efficiency and compute scaling strategies because the landscape of artificial intelligence infrastructure financing is rapidly transforming.

Read at Data Center Knowledge→

 
Global AI chip manufacturing competition

Cisco introduced the Silicon One G300, a new 102.4 terabits per second ASIC, aiming to compete with Broadcom's Tomahawk 6 and Nvidia's Spectrum-X Ethernet Photonics by leveraging P4 programmability for large-scale artificial intelligence network clusters.

Read at The Register→

Taiwan's vice-premier has publicly stated that relocating forty percent of the nation's semiconductor manufacturing capacity to the United States, a goal set by the Trump administration, is geographically and logistically unfeasible.

Read at The Register→

 

Should the US continue pushing for significant semiconductor manufacturing relocation out of Taiwan?

The European Union has initiated the NanoIC pilot line, jointly funded by the EU, national governments, and ASML, to oversee the development of sub-2 nanometer chips within the continent.

Read at Data Center Dynamics→

TSMC has reversed its prior plan for its second fabrication plant in Kumamoto, Japan, opting instead to produce three-nanometer artificial intelligence chips rather than the previously planned seven-nanometer components.

Read at Data Center Dynamics→

 
Structural shifts in European markets

The European data center market is entering a crucial period characterized by structural difficulties, as indicated by the EUDCA's recent report highlighting the rapid geographic decentralization away from traditional metropolitan hubs.

Read at Data Center Knowledge→

VIRTUS provides insights into their approach for redefining and managing data center expansion strategies across the European market.

Read at Data Center POST→

 
AI governance and regulatory compliance

Brussels has accused Meta of violating European Union competition regulations by preventing rival artificial intelligence assistants from accessing WhatsApp, prompting consideration of emergency measures to mandate competitor access.

Read at The Register→

 

Should Brussels use emergency powers to force Meta to open WhatsApp data access for AI competitors?

To manage surging rack densities caused by artificial intelligence workloads, operators are upgrading cooling solutions from simple row-level coolant distribution units to facility-scale platforms offered by DCX, enabling chillerless, warm-water architectures for hyperscale needs.

Read at Data Center Frontier  →

 
Chatter
The view from Reddit
“Did an ex-manager pull a really elaborate prank regarding alarm recording.”

The poster is driven to distraction manually transcribing hundreds of daily BMS alarms into an Excel spreadsheet, suspecting a decade-old policy mandated by a former manager is an absurd, non-standard prank that prevents automation.

Read at r/datacenter→

“Windows Server 2025 DCs: Defender not starting, PDQ Inventory scans hanging, Splashtop failing”

A critical boot-time regression on Windows Server 2025 Domain Controllers causes Microsoft Defender to fail initialization because it starts before the Group Policy hive is ready, a problem exacerbated by Splashtop, leaving servers potentially unprotected.

Read at r/sysadmin→

 

Should Microsoft prioritize a hotfix for the Defender/GPO conflict in Windows Server 2025 immediately?

“Unlabelled SMR hard drives are a cancer”

A technician recounts a month-long debugging saga involving inconsistent RAID performance, ultimately tracing the issue to secretly installed, unadvertised SMR drives from Seagate that were likely donated by an unaware previous owner.

Read at r/sysadmin→

 

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