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The Data Center Rundown

Oct 28, 2026

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Eliot

 
Hyperscaler TPU hardware adoption

Broadcom arranged a $63 billion financing deal with major financial institutions to purchase Google TPUs for Anthropic, under Project North Star.

Read at Data Center Dynamics→

 

Should Broadcom leverage significant debt to fund AI chip purchases for Anthropic?

Oracle's cloud infrastructure will offer Google's TPU AI chips, marking the first hyperscaler to provide this technology outside of Google's own ecosystem.

Read at Data Center Dynamics→

Oracle is integrating Google's TPUs and Nvidia hardware with OpenAI services to support AI workloads for its customers.

Read at The Register→

 
Nvidia hardware ecosystem expansion

Nvidia plans to invest $3 billion in Meta's equity offering as the social media company intends to deploy more Nvidia hardware, particularly for its Muse AI agents.

Read at Data Center Dynamics→

 

Is Nvidia's $3bn investment in Meta a strategic bet on future AI hardware demand?

Meta's revenue grew significantly, but free cash flow turned negative, necessitating a substantial stock sale and a planned Class C program to fund its AI initiatives.

Read at Global Data Center Hub→

Oracle now offers Nvidia's Vera Rubin and Vera CPUs, expanding AI hardware availability on its cloud infrastructure and preparing for future deployments.

Read at Data Center Dynamics→

 

Microsoft CEO Satya Nadella's pay increased 6% during a record year, marked by revenue growth, increased Copilot adoption, data center expansion, and substantial shareholder returns.

Read at The Register→

 
Sustainable infrastructure growth challenges

7x24 Exchange's Fall 2026 Conference explored how AI infrastructure's demands test traditional data center practices regarding power, grid reliability, and community acceptance.

Read at Data Center Frontier  →

 

Are current data center power and grid reliability solutions adequate for AI growth?

Responsible artificial intelligence infrastructure growth requires a new strategic approach, focusing on sustainable development and ethical considerations to manage the increasing demands of AI workloads.

Read at Data Center POST→

The digital infrastructure sector, encompassing data centers and related technologies, faces critical challenges and requires a pragmatic reassessment beyond mere expansion to ensure long-term viability and responsible growth.

Read at Data Center POST→

 

SK Hynix forecasts that memory chip shortages will continue until 2030, impacting the PC and smartphone markets despite potentially benefiting the company's revenue.

Read at The Register→

 

Will memory chip shortages persist until 2030, impacting tech markets?

 

Global data center and AI infrastructure deals reached 122 transactions in September 2026, highlighting significant investment trends in the burgeoning AI sector.

Read at Global Data Center Hub→

 
Chatter
The view from Reddit
“Having problems with DC lead”

A data center technician recounts a harrowing experience with a hostile lead who engaged in physical aggression, verbal abuse, and discriminatory language, leading to significant client server misdeliveries and a pattern of tolerated misconduct despite HR involvement.

Read at r/datacenter→

“Searched the sub, didn’t see this asked specifically.How safe and secure do you feel “data center tech jobs” are currently?”

A 37-year-old IT professional with a background in security and system administration, recently hired as an AWS tech, questions the job security of data center roles amidst widespread layoffs and downsizing, reflecting on their own recent job search challenges.

Read at r/datacenter→

“Moving to Hamlet, NC for an Amazon Data Center Job — Looking for Advice on Housing, Commute, Work.”

A new Network Technician at an Amazon data center in Hamlet, NC, is seeking advice on housing, community integration, commute options, and the day-to-day aspects of the role, including shift work and job demands.

Read at r/datacenter→

 
Infrastructure for agentic AI

Neocloud anticipates that artificial intelligence agents, rather than human users, will become its primary customers as it develops APIs for autonomous agent access.

Read at The Register→

 
Advanced thermal management solutions

PBMC technology enhances liquid-cooled server efficiency by enabling higher flow rates in compact designs and simplifying installation and maintenance through improved alignment accommodation.

Read at Data Center Knowledge→

Solid-state micro-cooling technology offers a solution to address localized hot spots within data center subsystems like SSDs, extending beyond the capabilities of traditional liquid cooling and fans.

Read at Data Center Knowledge→

 

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