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The Data Center Rundown

Jul 16, 2026

Hi everyone. Yesterday's issue was a bit of a mess organizationally due to a bug. (Sordid details: I switched to OpenRouter to enable experimentation with different LLMs. It has some different conventions for entity extraction, causing failure in the IDF clustering heuristic.) Apologies; hoping we're back on top today. -Eliot

 
Data center expansion and grid impact

Blackstone is investing $5.34 billion in Williams' natural gas power projects, totaling 2.6GW, specifically for the data center sector.

Read at Data Center Dynamics→

 

Should data centers prioritize behind-the-meter natural gas power for energy needs?

Australia's booming data center sector is creating significant behind-the-meter energy gaps, raising questions about post-commissioning hardware and power demands.

Read at Data Center Dynamics→

Meta is expanding its data center campus in Richland Parish, Louisiana, to 5 gigawatts and investing an additional $1 billion in local infrastructure improvements.

Read at Data Center Dynamics→

Microsoft will utilize capacity at a Pure DC data center in Finland, contributing to a total site investment expected to reach $8.55 billion.

Read at Data Center Dynamics→

New York has enacted a one-year moratorium on new hyperscale data centers to study grid capacity, water usage, ratepayer impacts, and community concerns.

Read at TechRepublic→

 

Is a one-year moratorium the right approach to assess data center impacts in New York?

 

Tenant concentration, lease-debt duration mismatches, and single-tenant REIT exposure are creating a credit divide that is repricing risk within the data center sector.

Read at Global Data Center Hub→

 

The largest US grid operator reports a 60% surge in power costs, primarily driven by the escalating demands of data center development across the nation.

Read at Bisnow→

 

Should data center development be paused until grid power costs stabilize?

 

opinion

Calculating the true cost of artificial intelligence must consider task completion rates, not solely token costs, as a more accurate metric for resource allocation and efficiency.

Read at The Register→

 

New York has paused permits for new data centers exceeding 50 MW through an executive order while developing regulations for grid costs, water usage, and community impact.

Read at Data Center Knowledge→

 

India’s technology services firm HCL is expanding into the artificial intelligence data center business sector.

Read at The Register→

 
Chatter
The view from Reddit
“Got the job!!!”

Following up on a previous post about a tech cheat sheet, an individual joyfully announces securing a job at AWS and is now navigating the logistics of relocating ten hours away.

Read at r/datacenter→

“Needing Help with an Amazon Recruiter”

An applicant for an AWS Data Center Technician role, who received a verbal offer for an L3 position but no start date, is seeking to reconnect with a recruiter after theirs left the company, while also awaiting news from a Google interview.

Read at r/datacenter→

“CDCP certifications”

An IT professional with experience in bitcoin farming is questioning the necessity and high cost of the CDCP certification for transitioning into the data center industry, despite already holding CCNA and A+ certifications.

Read at r/datacenter→

 

A lawsuit alleges that Amazon Web Services' claims regarding its environmental sustainability practices are unsubstantiated and inaccurate.

Read at The Register→

 

Should AWS face legal action over its sustainability claims?

 

Building community trust through alignment with local priorities on jobs, culture, and sustainability is becoming essential for data center developers to secure capacity.

Read at Data Center Knowledge→

 

LegacyHive, a zero-day vulnerability, has been described as less impactful than anticipated, despite originating from a frequent source of Microsoft exploits.

Read at The Register→

 

Given grid capacity and political constraints, a distributed edge and regional architecture is proposed as AI's most feasible strategy to mitigate hyperscale challenges and satisfy cluster demands.

Read at Data Center Frontier  →

 

Artificial intelligence investment is driving significant changes in logistics and infrastructure strategy, impacting operational planning and execution.

Read at Data Center POST→

 

Modular data centers significantly accelerate deployment timelines, cutting project durations by up to 50% and enabling faster market entry.

Read at Data Center POST→

 

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