Week in Review, 22 December 2025

Senator Bernie Sanders Calls for National Freeze on Data Center Construction

Escalates political pressure from inquiries into power costs to potential legislative attempts to halt development entirely, threatening pipelines.

Data Center Knowledge → Data Center Knowledge → The Register →

Global Server Spending Hits Record $112B in Q3 Driven by Hyperscalers

Provides hard data confirming the AI hardware supercycle is accelerating, with spend up 61% year-over-year despite power constraints.

The Register → Data Center Knowledge →

SpaceX and Blue Origin Initiate Competition for Orbital Data Center Infrastructure

Signals the entry of aerospace heavyweights into the digital infrastructure market, positioning space as a potential solution for terrestrial energy and cooling limits.

Bisnow → TechRepublic →

2,000 US Power Projects Cancelled This Year Despite Critical Supply Crunch

Highlights a deepening disconnect between generation ambition and regulatory reality, suggesting the power bottleneck will worsen despite capital availability.

Bisnow →

Broadcom CEO Dismisses Near-Term Viability of Silicon Photonics in Data Centers

A major contrarian signal from a leading chip supplier contradicting the industry consensus that optical interconnects are immediately necessary for next-gen AI clusters.

The Register →

India Debuts Domestic RISC-V Processor 'DHRUV64' to Reduce Import Reliance

A tangible step in the 'sovereign AI' trend, showing major markets moving to decouple from Western/Taiwanese semiconductor supply chains.

The Register →