230+ Advocacy Groups Petition Congress for Data Center Moratorium
Opposition is moving from local zoning disputes to federal organizing, while BlackRock warns that physical resource constraints (land/power) are now the primary threat to AI growth in the US and Europe.
Bisnow → The Register → The Register → Data Center Knowledge →
Private Equity Giants SoftBank and KKR Target Major Digital Infrastructure Assets
A massive rotation of capital is underway as KKR buys into Compass Datacenters and SoftBank reportedly eyes DigitalBridge, signaling private equity's deepening control over the sector's biggest platforms.
Bisnow → Data Center Knowledge → Bisnow →
Repeated Cloudflare Outages Rattle Confidence in Centralized Edge
Two global outages in two weeks plus a record botnet attack highlight a critical choke point and single point of failure for the industry's reliance on consolidated edge security.
The Register → The Register → r/sysadmin →
Oracle Stock Stumbles as AI Capex Forecast Jumps $15B
Investors are showing the first signs of vertigo as Oracle hikes spending to chase AI demand despite revenue misses, testing the market's patience with the 'build it and they will come' thesis.
The Register → Data Center Knowledge →
Trump Floats 25% "Fee" to Resume Nvidia H200 Sales to China
A potential pivot from strict security bans to transactional tariffs would radically alter the supply chain landscape and revenue projections for AI hardware makers previously locked out of the Chinese market.
Google and NextEra Partner to Build AI-Specific Power Ecosystems
This partnership moves beyond simple PPAs to joint infrastructure development, confirming that hyperscalers must now act as utility co-developers to secure gigawatt-scale capacity.
Manufacturing Giant Flex Launches Prefab AI Data Center Platform
Flex is entering the market with a factory-built, liquid-cooled infrastructure platform, attempting to leverage global manufacturing scale to bypass traditional construction bottlenecks.