PJM Seeks FERC Approval for Conditional Reliability Framework to Accommodate Massive AI Data Center Growth

By Shane Snider | Senior News Writer, Data Center Knowledge Published: August 17, 2026 5-Minute Read Executive Overview In a decisive move with profound implications for the digital infrastructure sector, PJM Interconnection—the largest grid operator in the United States—has formally petitioned the Federal Energy Regulatory Commission (FERC) to establish a conditional reliability framework for major…

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Asia-Pacific Data Center Pipeline Surges to a Record 26.5 GW in H1 2026 Amid Unprecedented AI Demand

By Nathan Eddy Berlin, Germany — Data Center Technology & Infrastructure Desk Executive Overview The Asia-Pacific (APAC) data center development landscape has reached an unprecedented milestone. Driven by an unrelenting wave of investments in generative artificial intelligence (AI) and cloud infrastructure, the region’s total capacity pipeline soared to a historic 26.5 gigawatts (GW) in the…

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Powering the AI Boom: Sunrun and Voltus Partner to Channel Residential Solar Storage to Hyperscale Data Centers

By Shane Snider | Senior News Writer, Data Center Knowledge August 17, 2026 Executive Overview As the explosive growth of artificial intelligence (AI) and cloud computing strains power grids across the United States, major technology companies—known as hyperscalers—are increasingly looking outside traditional utility models to secure electricity. In a strategic development reflecting this paradigm shift,…

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The AI Infrastructure Bottleneck: Why Finding 150 kW Rack Space Has Become a High-Stakes Quest

EXECUTIVE SUMMARY As the artificial intelligence boom accelerates, the digital infrastructure sector faces an unprecedented structural crisis: a severe shortage of data center facilities capable of supporting extreme rack densities. While headline vacancy rates across North America hover at a razor-thin 1%, recent market telemetry reveals a stark reality—the vast majority of available capacity consists…

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Powering the Gigawatt Era: Inside EdgeCore’s Strategy and the High-Stakes Debate Over Data Center Grid Costs

Executive Overview The rapid, artificial intelligence-fueled expansion of hyperscale data centers has thrust the energy grid into uncharted territory. As developers transition from traditional 25-megawatt facilities to massive campuses exceeding 300 megawatts—and in some cases pushing past the 1-gigawatt threshold—the mechanics of powering these digital factories have fundamentally changed. At the center of this transformation…

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Navigating the AI Energy Surge: Inside PJM’s High-Stakes Five-Year Strategy and the Great Data Center Gamble

Executive Overview The rapid, unprecedented expansion of artificial intelligence and cloud computing has upended more than a decade of flat load growth across the United States. At the epicenter of this seismic shift is PJM Interconnection, the nation’s largest regional transmission organization (RTO), managing the grid across 13 states and the District of Columbia. In…

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Fiber as the New Frontier: Zayo and Corning Lock In Multi-Year Supply Deal to Fuel the AI Infrastructure Boom

By Shane Snider Senior News Writer, Data Center Knowledge August 21, 2026 Executive Overview As the artificial intelligence revolution continues to strain the physical limits of global technology infrastructure, telecommunications provider Zayo is taking proactive measures to prevent severe supply bottlenecks. The company has officially reserved a material portion of its anticipated optical fiber manufacturing…

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The $3 Trillion AI Horizon: Inside the Global Infrastructure Boom, Power Bottlenecks, and Economic Realities Shaping the Next Decade

Executive Overview The global data center landscape is undergoing the most aggressive, capital-intensive transformation in technological history. According to a landmark market report released by the Dell’Oro Group, worldwide capital spending (capex) on data centers is projected to skyrocket past $3 trillion by 2030. This staggering figure—which represents a near-doubling of the firm’s previous January…

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Micron’s $10 Billion Bet on the AI Horizon: Reinventing Memory for the Next Decade of Computing

By Shane Snider | August 20, 2026 Executive Overview As the artificial intelligence revolution scales to unprecedented heights, the semiconductor industry faces a foundational reckoning. For years, the narrative of accelerated computing has been dominated by processors—the GPUs and specialized accelerators that chew through massive neural network training runs and complex inference tasks. However, a…

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The 102.4 Tbps Revolution: Why Network Silicon Has Become the Ultimate Bottleneck for AI Supercomputers

Executive Overview Deploying thousands of advanced Graphics Processing Units (GPUs) into a modern data center can easily turn into a multi-billion-dollar miscalculation if the underlying network fabric cannot keep pace. Industry experts often liken this mismatch to pairing a cutting-edge, resource-intensive workstation with a legacy 28k or 56k dial-up modem: the throughput ceilings and persistent…

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