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The Data Center Rundown

Jan 7, 2026

Hi there. Tough couple days for our article discovery service. Sorry content was thin Monday and Tuesday - should be back in business today. 

I did ship some other improvements over the break, including a trending topics page.

I'm interested in your feedback on the content we're featuring and how it's presented. Just reply to any issue to sound off.

Thanks,
Eliot

 
Data center expansion and financing

JLL projects that global data center investment is entering a 'supercycle,' with overall capacity projected to approach 200 Gigawatts by 2030 due to transformative demand shifts caused by artificial intelligence.

Read at Data Center Knowledge→

DataBank CFO Kevin Ooley discussed how disciplined development strategy, capital structure, and lender confidence are guiding the operator's expansion trajectory within the current AI-driven market.

Read at Data Center Frontier  →

Prologis is proposing the development of a substantial 600-acre data center campus located in Indiana.

Read at Bisnow→

 

Should local governments fast-track approvals for massive 600-acre data center campuses?

 
Data center sustainability challenges

As artificial intelligence workloads scale beyond initial trials into full production environments, industry experts forecast that 2026 will severely test the existing limits of data center energy supply, operational capacity, and sustainability metrics.

Read at Data Center Knowledge→

Fredrik Forslund advises that as AI drives continuous growth in data center operations, facility managers must prioritize sustainability efforts across energy consumption, infrastructure, and electronic waste management.

Read at Data Center Knowledge→

 
Data center power strategies

The exponential surge in AI-driven electricity requirements is spurring the decentralization of energy infrastructure, leading developers to adopt unconventional and flexible power solutions, such as aeroderivative turbines, to guarantee necessary capacity.

Read at Data Center Knowledge→

The escalating AI infrastructure demands are driving major capacity expansions, evidenced by Google parent Alphabet acquiring the energy business Intersect and Elon Musk's xAI planning further development of its substantial Tennessee data center complex.

Read at The Register→

 

dram price spike

Memory prices are projected to surge significantly in early 2026, with analysts predicting a high double-digit jump, as chip manufacturers continue to prioritize AI server production over fulfilling demand for consumer electronics and smartphones.

Read at The Register→

 

AI Infrastructure Backbone

Interconnection and colocation services form the essential foundation necessary to support the rapidly growing demands of AI-ready infrastructure.

Read at Data Center POST→

More coverage at Data Center POST →

 
PC processor market competition

Qualcomm showcased its next-generation Snapdragon X2 Plus chips at CES to challenge Intel and AMD in the laptop processor market, aiming to gain traction despite the slow enterprise adoption of Windows on Arm systems.

Read at The Register→

Intel officially launched its Panther Lake CPUs, branded as Intel Core Ultra Series 3, which are the first chips fabricated on the advanced 18A process, promising improved power efficiency for graphics and AI workloads.

Read at The Register→

 
Chatter
The view from Reddit
“Fed up with the "False Positive" narrative and the reality of modern malware in pirated apps (esp in SMB)”

A frustrated MSP contractor rails against the willful ignorance of small business owners who trust piracy forums over security warnings, ignoring sophisticated malware campaigns that rely on A/B testing and false positive narratives to compromise systems.

Read at r/sysadmin→

 

Should MSPs refuse service to small businesses knowingly using pirated software?

“I interviewed for Level 3 DCT for Microsoft and was offered a Level 4 position. AMA about the interview.”

A candidate who successfully navigated the interview process for a Microsoft Data Center Technician role received an unexpected offer for the next level up, prompting an open invitation for questions about the experience.

Read at r/datacenter→

“Cloudflare is down again. Two outages in two weeks. Anyone else concerned about the dependency chain here?”

Following a second major outage in a fortnight, an IT professional questions the wisdom of centralizing critical infrastructure functions like SSO and AI platforms onto a single, frequently failing edge provider.

Read at r/sysadmin→

 

Should critical SSO services be diversified away from single edge providers like Cloudflare?

 

CRE Stress Tests

Anticipated significant stress tests are scheduled for the global commercial real estate sector in 2026, potentially impacting large loan maturities.

Read at Bisnow→

 

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