US Data Center News & Briefings
Power, grid, permits & projects across every US county — verified, cited, updated daily.
Company

IBM

Data center news, project activity, and monthly briefings for IBM.

Recent news

  • Why a network digital twin is the missing piece for AI-era operations

    Forward has published an e-book arguing that network digital twins are a prerequisite for autonomous network operations in the AI era.

    • The article explains that Forward’s guide, The Network Digital Twin Guide, promotes a software-based replica and deterministic mathematical model of the production network to verify changes before they reach production.
    • It cites external data and estimates, including Verizon’s 2025 DBIR (vulnerability exploitation rising from 3% to 22% of breaches), Gartner’s estimate of more than $500,000 per hour for an unplanned production network outage, and IBM/Ponemon data showing more than $10 million per U.S. data breach.
    • The piece is a commentary / analysis article, not a first-time corporate announcement, and it argues for pre-change verification, deterministic AI, and integration with ITSM, automation, and CI/CD workflows.
  • Andhra's 23-cluster strategy spans quantum, horticulture, rare earths: Nara Lokesh

    Andhra Pradesh has announced a 23-cluster strategy spanning emerging technologies and traditional industries to attract investment, build skills, and generate employment.

    • The clusters cover quantum technology, horticulture, rare earth minerals, biomedicine, pharmaceuticals, artificial intelligence, data centres, cement, and automotive, according to IT Minister Nara Lokesh.
    • The state will launch its Horticulture Mission on October 2 with close to Rs 1 lakh crore planned for research, and it plans an Indian School of Agriculture modelled on the Indian School of Business in Hyderabad; Lokesh also said Andhra Pradesh has brought the first 150-qubit quantum computer from IBM to Amaravati and cited further Google investment and later data-centre investments.
  • Datacentres: are we frogs in a digital pot?

    East Anglia Bylines has published an opinion article arguing that AI is worsening datacentre energy and resource use, while the broader growth of cloud computing predates AI.

    • The piece explains that cloud services run on datacentre hardware, and says repatriating systems is costly; one project reportedly saved over 60% by bringing systems back in house, but it took three years.
    • It cites AWS as generating well over half of Amazon’s operating income in 2024, notes AWS’s 28% share of the worldwide cloud infrastructure market, and says server prices are up by a third or more year-on-year as AI demand lifts costs.
  • AI data boom gives tape storage a new lease on life

    Network World has published commentary on LTO tape storage demand, citing 2025 shipment data and a 2026 first-quarter surge.

    • LTO says the industry shipped 160.3 exabytes of compressed tape capacity in 2025, down 9% from 176.5 exabytes in 2024, while Q1 2026 shipments rose 57% year over year.
    • The article attributes the rebound to AI-generated data growth, archival storage demand, and offline backups; it also explains tape’s low power use, high capacity, and air-gap security benefits.
    • This is a commentary article, not a first-time product or company announcement, although it quotes Hugues Meyrath, CEO of Quantum, on the strategic role of tape in data infrastructure.
  • HPE’s record Q3: AI infrastructure, networking demand drives growth, but supply constraints tap the brakes

    HPE reported a record third-quarter result driven by AI, networking, and server demand.

    • HPE revenue reached $12.2 billion, up 34% year over year; CEO Antonio Neri said the company booked more orders than any prior quarter and set a record backlog.
    • HPE said AI systems orders of $2.4 billion rose over 30% sequentially; CFO Marie Myers said HPE expects networking revenue to grow 13%-17% and cloud and AI revenue to grow 14%-18% in fiscal 2027.
    • Neri said routing and data center switching demand accelerated, while supply constraints in DDR5, DDR4, NAND, and high-bandwidth memory continue to limit fulfillment; HPE is seeking multi-year supply agreements and offering alternative configurations.
  • VMware by Broadcom: Product, service and support news

    Broadcom has announced multiple VMware-related product and support changes, including a new AI infrastructure stack and a slower release cadence.

    • At VMware Explore in Las Vegas on Aug. 31, 2026, Broadcom announced the VMware AI Factory, a new packaged AI infrastructure stack, plus a new agent governance platform and an open-source security portfolio.
    • Broadcom also said enterprises will be able to run production AI on-premises with VMware Private AI Cloud; separately, VMware’s release cycle is shifting from 2 years to 3 years, and VCF 9.0 support is being extended to 6 years instead of 5.
    • The article is a timeline and analysis of Broadcom’s VMware strategy since the May 2022 acquisition announcement; it also references earlier deals, lawsuits, licensing changes, layoffs, and other market reactions.
  • TIDAL PWR, BTQ Develop Blueprint for Quantum-Ready Data Centers

    TIDAL PWR and BTQ Technologies have announced a pre-customer, pre-deployment collaboration to develop a planning blueprint for quantum-ready data center architecture.

    • The initial 90-day workstream will produce a written report with a preliminary reference architecture, recommended priorities, and a roadmap for next steps for developers, facilities and power engineers, security teams, and procurement teams.
    • The scope covers quantum data center design principles, trusted supply chain and vendor/device procurement standards, post-quantum cryptographic security, and integration with AI, HPC, and enterprise environments; TIDAL PWR says its Texas pipeline includes seven sites totaling 9.87 GW with 4.8 GW grid capacity and 5.07 GW behind-the-meter generation.
    • The collaboration was unveiled on July 20 and remains pre-customer and pre-deployment, with no named customers, LOIs, or pilot deployments announced; any public update depends on the parties’ discretion.
  • AI Rack Density’s Real Limits: Power, Cooling, Failure Risk

    The article analyzes how AI is pushing data center rack density higher and argues that cooling, power delivery, and grid access now set the main limits on AI rack design.

    • It cites Uptime Institute data showing modal rack density rose to 11 kW in 2026 from 9 kW in 2025, while Nvidia GB300 NVL72 reaches up to 142 kW per rack and Rubin Ultra NVL576 “Kyber” is specified at roughly 600 kW for H2 2027.
    • It says direct-to-chip liquid cooling now handles 100-150 kW per rack and is the dominant liquid method; 800 VDC is shipping with Vera Rubin NVL72, and vendors including Vertiv, Schneider Electric, Eaton, and Delta have commercial 800 VDC offerings slated for H2 2026. It also references Foxconn’s 40 MW Kaohsiung-1 facility in Taiwan, the Open Compute Project Mount Diablo specification finalized in March 2026, and Microsoft/Meta hardware demonstrations in July 2026.
  • IBM unveils dual-architecture processor to run Arm-native apps on Z mainframes

    IBM has announced its first dual-architecture mainframe processor for IBM Z and LinuxONE, designed to let enterprises run Arm-native Linux environments alongside z/OS and existing Linux applications. The processor was introduced at Hot Chips 2026.

    • The 11-core, 5.7 GHz chip integrates the Arm Instruction Set Architecture (ISA) directly into mainframe cores, with each core able to execute Arm and IBM Z or Arm and LinuxONE instructions concurrently.
    • IBM said the chip has 3.5 GB of cache and includes an on-chip data processing unit for IO acceleration, plus dedicated accelerators for AI, data compression, cryptography, and data sorting; it follows the companies’ April collaboration announcement.
  • India’s Data Centre Boom Has A Security Blind Spot

    Inc42 has published an analysis of rising cybersecurity, physical and geopolitical risks facing India’s expanding data centre sector.

    • The article cites an alleged Kudankulam Nuclear Power Plant-linked breach, Yotta Data Services’ response to suspicious activity on May 29, and broader security concerns as India’s data centres draw $1.56 Bn in foreign investment in H1 2026.
    • It also references IBM’s 2026 Cost of a Data Breach Report (average cost of ₹25.5 Cr in India), alongside earlier incidents involving AWS facilities in the UAE and Bahrain, and fires at STT Global Data Centres India and Reliance Jio facilities.
  • Data Center Hardware Highlights: August 2026

    Data Center Knowledge has highlighted a shift in AI hardware coverage from GPUs toward infrastructure-first constraints across energy, minerals, grid access, and networking.

    • The roundup says AI buildouts are increasingly limited by power, copper, grid interconnects, transformers, turbines, and permitting, while rack-scale integration and the network supercycle are becoming more important.
    • The article also references several reported developments, including Nvidia’s $500B infrastructure bet, TSMC’s $265B Arizona campus expansion, and AMD’s Helios rack-scale AI system; it is commentary and synthesis rather than a single first-time corporate announcement.
  • Oracle expands Cloud@Customer with new database service for mid-sized workloads

    Oracle has announced Base Database Cloud@Customer, a managed database offering for running databases, applications, VMs, and AI agents in customers’ own data centers.

    • The new hybrid cloud service combines Base Database Service and Data Infrastructure Cloud@Customer X11; Oracle says it is now generally available and is aimed at enterprises that need data residency, regulatory compliance, and low latency.
    • The platform uses two Oracle X11 compute servers with shared all-flash storage, offering up to 60 usable processor cores, 660 GB memory per server, 47.2 TB storage, and 10/25 GbE networking; Oracle did not provide pricing.
    • The article frames the launch as especially relevant for regulated industries and for private AI behind the firewall, while noting that analysts expect adoption mainly among existing Oracle customers.
  • Patented: Cardio Voyage Innovations’ Dual Heart Valve Device and 172 More Inventions Across North Texas

    Dallas Innovates reports that Dallas-Fort Worth ranked No. 8 in U.S. patent production for the week of June 23, 2026, with 173 patents granted.

    • 173 patents granted across the Dallas-Fort Worth-Arlington metro area; the region ranked No. 8 among 250 metros for the week of June 23, 2026.
    • The article is a news roundup/commentary on granted patents, not a first-time product or funding announcement; it highlights patents spanning medical devices, AI, transportation, energy, HVAC, networking, and manufacturing.
    • No contact emails or phone numbers are provided in the text.
    • The story references multiple local inventors and assignees, including Cardio Voyage Innovations, DFW International Airport Board, BNSF Railway, Texas Instruments, Toyota, Halliburton, and Lennox.
  • New York State just hit pause on the AI data center boom

    New York State has announced a one-year moratorium on new hyperscale data centers while it develops a regulatory framework for permitting, community impacts, and grid protection.

    • Governor Kathy Hochul signed an Executive Order described as the “nation’s first moratorium” on new hyperscale data centers, with the state halting environmental permits for up to one year.
    • New York will create a Generic Environmental Impact Statement (GEIS) and a Community Investment Framework (CIF) within 60 days; the article also says the state is considering a fund tied to aging grid infrastructure and clean energy procurement.
    • The proposed community contribution is $1 million per megawatt (MW) of anticipated utility demand per project, implying $50 million for 50 MW and $400 million for 400 MW.
    • The piece is a news analysis/commentary article about policy and industry impacts, not a first-hand company announcement; it references prior and current policy moves in New York and quotes analysts on likely market effects.

Tracking IBM's competitors too?

Book a 20-min call