DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Management & Operations Channel, Barney Dixon, DCD Intelligence
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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DCD Intelligence: Data center expansion is outpacing talent
More than two-thirds report staffing below operational requirements
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Russia claims strikes on De Novo data center in Kyiv, Ukraine
Strikes were part of a wider infrastructure attack
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Aon to expand DCLP to offer $10bn in insurance capacity for operational facilities
Designed specifically for projects leaving its construction program
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Virginia state senators call for review into data center groundwater strain and potential state-wide moratorium
Bipartisan movement calls on state governor to act immediately
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Aon adds $5bn in capacity to data center insurance offering, expands integrated risk solutions
As demand for data center insurance rapidly increases
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Strict new data center GRID standards unveiled by Pennsylvania’s Governor Shapiro
Developers to pay entirely for their own energy needs
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English data center planning applications doubled in 2025, FOI requests reveal
Rose from 13 applications in 2024 to 26 in 2025
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Half of planned US data centers “highly exposed” to natural disaster, $800bn in investments at risk - report
Severe convective storms, hurricanes, winterstorms, and earthquakes
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European Commission releases aggregate EED data center data – operators report 6.4GW of installed capacity across the EU
Current data aggregated under the directive, not yet a complete picture
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Savills: European data centers to drive surge in logistics space demand over the next three years
The data center supply chain needs more space
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Global Bitcoin network hashrate drops for first time since 2020 as cryptominers seek to retrofit data centers for AI
First quarter saw a drop of four percent
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AI driving considerable DC development cost increases in Asia Pacific - Cushman & Wakefield
Some markets seeing increases of more than 15 percent
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Schneider Electric announces record revenue and a leadership change
Surpasses €40 billion in revenue as Hilary Maxson stands down as CFO
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Moody’s: Hyperscalers understating risks of short-term AI DC lease agreements, leaving investors in the dark
Official disclosures fail to show the full scale of long-term economic risk
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T5 Data Centers reshuffles organizational structure, splits Services and Properties businesses
Each business will operate as a distinct entity
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Charles Penny to replace Walt Coulston as GreenSquareDC CEO
Coulston will remain a shareholder and become board director
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Virtus appoints Adam Eaton as new CEO
Eaton replaces parent company STT GDC’s Thomas Ee
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Turner Construction doubles data center revenue in 2025 with major AI-infrastructure projects
DC projects make up 40 percent of its $40.3bn order backlog