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Hello there, and thanks for being among the first few subscribers to TDCR. We've been up and running for about a week, and it's been fun to see opens and clicks after working on the product for several months. If you have any positive or negative thoughts on what you've received - format, curation, or summaries - I'd appreciate it if you'd reply to this email and let me know. I'm dedicated to making the product as useful as it can be. If you are finding the newsletter valuable, please forward to your friends in the industry! Thanks for your time. Eliot Shepard, Rundown Club
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Spurred by escalating energy demands from AI ambitions and industrial electrification, the UK government is establishing a task force to radically reset regulations and fast-track new nuclear power development, acknowledging current high construction costs.
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Read at The Register→
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The Trump administration is offering a $1 billion loan guarantee to Constellation Energy to facilitate the restart of the Three Mile Island nuclear facility to secure additional power capacity for the rapidly growing demands of AI data centers.
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Read at The Register→
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Google and Westinghouse Electric claim that employing AI-powered digital twin technology for scheduling can significantly reduce construction costs and timelines for ten planned new US nuclear reactors intended to meet increased energy demands from AI workloads.
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Read at The Register→
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Will AI-powered digital twins substantially lower construction costs for new US nuclear reactors?
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Exploring the potential application of nuclear insurance policies could provide a framework for underwriting the massive risks associated with next-generation data centers.
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Read at Data Center POST→
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nvidia ai boom analysis
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Nvidia's latest earnings confirm the strong continuation of the artificial intelligence boom but also leave unresolved questions regarding potential market bubble concerns.
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Read at Bisnow→
More coverage at Data Center Knowledge →
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OpenAI's massive capital expenditure, spanning a $1.4 trillion plan involving Foxconn for hardware manufacturing and the Stargate data center buildout, is prompting increased scrutiny regarding potential risks associated with the AI investment bubble.
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Read at TechRepublic→
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Meta's projected $600 billion investment in U.S. data centers is establishing a new, elevated benchmark for the necessary scale of power, land acquisition, and compute resources required for the ongoing artificial intelligence competition.
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Read at Global Data Center Hub→
More coverage at Global Data Center Hub →
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Anthropic is allocating $50 billion toward establishing dedicated artificial intelligence data centers in Texas and New York through a partnership with Fluidstack to expand domestic computing capacity.
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Read at TechRepublic→
More coverage at TechRepublic →
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The structured capital deal involving Microsoft, NVIDIA, and Anthropic is transforming artificial intelligence from a cloud service into a gigawatt-scale industrial system, forcing a strategic reassessment of future US data center locations.
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Read at Global Data Center Hub→
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Google has initiated a significant $40 billion expansion project for its data center infrastructure located in Texas.
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Read at Bisnow→
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AI company Anthropic plans to allocate $50 billion toward the construction of new data centers across the United States.
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Read at Bisnow→
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Microsoft's massive $34.9 billion capital expenditure in the first fiscal quarter of 2026 signifies a structural shift away from software margins toward establishing physical scale in building the 'AI factory' that will dominate global compute capacity.
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Read at Global Data Center Hub→
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Does Microsoft's $35B CapEx signal the end of high software margins in favor of physical AI scale?
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Meta's $27 billion Hyperion campus in Louisiana represents a new strategic AI expansion phase utilizing a joint-venture model with Blue Owl that integrates private-credit financing and long-lived energy infrastructure.
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Read at Data Center Frontier  →
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Meta has announced a $600 billion commitment to expand its US data center footprint to support burgeoning artificial intelligence growth, simultaneously raising concerns about the ensuing strain on power grids and supporting infrastructure.
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Read at TechRepublic→
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Should Meta proceed with a $600B investment despite immediate strain on existing power grids?
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AI Workload Domination
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A recent industry report forecasts that within the next two years, AI-intensive data centers are expected to account for more than half of all operational workloads among surveyed entities.
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Read at Data Center Knowledge→
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Brookfield has launched a substantial $10 billion fund in partnership with Nvidia specifically to target investments in AI infrastructure.
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Read at Bisnow→
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Brookfield's substantial hundred-billion-dollar commitment to artificial intelligence is igniting Europe's race to establish sovereign compute capabilities.
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Read at Global Data Center Hub→
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meta power trading
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Meta is engaging in power trading activities as a strategy to secure the long-term energy commitments necessary to fund new clean energy investments required to support its growing artificial intelligence infrastructure.
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Read at Data Center Knowledge→
More coverage at TechRepublic →
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“Yesterday’s Cloudflare outage exposed a huge blind spot in our monitoring stack”
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The recent edge service failure triggered numerous false alarms across the monitoring stack, revealing a critical inability of current tools to differentiate between origin infrastructure failure and external CDN/edge service degradation.
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Read at r/sysadmin→
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“Spent 5 hours debugging AWS Elastic Beanstalk… turns out my client just hadn’t paid the bills.”
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After spending half a day troubleshooting cryptic errors across Elastic Beanstalk, scaling limits, and logs, the engineer discovered the entire infrastructure was silently suspended due to the client's overdue cloud service invoices.
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Read at r/sysadmin→
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“Is anyone else's browser security strategy just... hope?”
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A concerned administrator questions the perceived lack of concrete strategy around browser security, expressing anxiety over the lack of visibility into user activity across multiple logged-in accounts despite having standard endpoint and network protections in place.
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Read at r/sysadmin→
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Evolving Infrastructure Models
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The next phase of digital infrastructure development will be defined by evolving pre-development strategies and novel operational models.
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Read at Data Center POST→
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AI Era Data Center
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The specialized demands imposed by Artificial Intelligence workloads are driving the emergence of novel architectural designs for data center white space.
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Read at Data Center POST→
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Cloud Price Increase
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OVH CEO Octave Klaba forecasts that the cost for certain cloud services will likely increase by five to ten percent by mid-2026, or potentially sooner, driven largely by soaring storage requirements associated with AI workloads.
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Read at The Register→
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Will escalating AI storage costs force cloud providers to increase general service prices by 5-10% by mid-2026?
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microsoft in-chip cooling
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Microsoft introduced an in-chip microfluidic cooling system that uses etched pathways within the silicon to remove heat up to three times more effectively than standard cold plates, promising denser and more cost-efficient AI hardware.
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Read at Data Center Frontier →
More coverage at Data Center Knowledge →
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Could Microsoft's in-chip microfluidic cooling solve the heat limitations for future dense AI hardware?
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rrpt hydro power
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RRPT Hydro is proposing a novel, dam-less hydropower system utilizing pistons driven by gravity and buoyancy in sealed cylinders to generate scalable, predictable, and zero-emission electricity for behind-the-meter data center use.
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Read at Data Center Frontier →
More coverage at Data Center Frontier →
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