Data Centers Begin 'Hoarding' Grid Power to Block Rivals
Uptime Institute reports a shift from just-in-time capacity to defensive power reservation, a predatory behavior that will likely accelerate regulatory crackdowns and exacerbate the physical constraints warned of by BlackRock.
Data Center Knowledge → The Register → The Register → Data Center Knowledge →
TikTok Commits $37B to Brazil, Reshaping South American Compute
A capital injection of this magnitude creates a new hyperscale gravity well in South America, challenging the dominance of Northern Virginia and Europe while navigating data sovereignty friction.
Global Data Center Hub → TechRepublic → Data Center Knowledge →
CME Outage and Vertiv's $1B Bet Highlight Thermal Fragility
A global trading halt caused by cooling failure, combined with Vertiv's aggressive $1B investment in PurgeRite, confirms that thermal management has graduated from operational overhead to a systemic risk factor.
TechRepublic → Data Center Knowledge →
Chip Geopolitics: Trump Floats Nvidia Tariffs as Production Shifts to India
The supply chain is fracturing further as the US proposes revenue-sharing tariffs on China sales, while Intel and Digital Connexion pivot aggressively to establish India as a manufacturing and hosting alternative.
IBM Acquires Confluent for $11B to Own Data Streaming
IBM is moving to control the 'nervous system' of hybrid cloud infrastructure, betting that real-time data streaming will be as critical as storage for enterprise AI deployment.
Data Center Knowledge → Data Center Knowledge →
Hyperscale Walls Crack: AWS/Google Link Up and Anthropic Diversifies
User demand for AI resilience is forcing fierce rivals to build interoperability fixes they previously claimed were impossible, while major AI labs like Anthropic effectively break vendor lock-in by spanning clouds.