US Data Center Briefing · January 25, 2026
January 25, 2026
Wisconsin pushback on data centre build-out
European financial-sector resilience and new data centre plans
Long-duration storage positioned for data-centre loads
Server CPU capacity shifting toward AI/data centres
Rising component price pressure (memory/NAND)
Top news (global)
- Policy pushback in the US: Environmental Coalition Calls For Pause In Data Center Development — a Wisconsin coalition is asking for a statewide pause on data centre development until a “10‑point framework” is adopted (clean energy, ratepayer protection, environmental reporting).
- Financial-sector resilience + new capacity plans in Europe: Bundesbank President warns of 5,000 cyberattacks per minute — Deutsche Bundesbank says it repels 5,000+ cyberattacks per minute and confirms plans for three major data centres in France, Italy and Germany.
- Server supply chain tightening: Intel pivots to Xeon for AI, impacting low-end PCs — Intel is shifting manufacturing capacity from client CPUs to Xeon to meet AI/data-centre demand; the article flags knock-on impacts including ~15–20% consumer PC price rises in 2026 and projections for memory prices >65% YoY and NAND up to 25% in 2026.
Key deals & projects
Europe (France/Italy/Germany)
- Bundesbank President warns of 5,000 cyberattacks per minute
- Confirms plans for three major data centres located in France, Italy and Germany (no MW/capex/timelines disclosed).
- Context: the bank frames this within operational resilience (cyber + crisis readiness) and support for a digital euro described as a “digital twin”.
North America (US)
- Eos launches Indensity BESS to boost grid and data centers
- Eos Energy Enterprises launched “Indensity”, a zinc-based battery energy storage system architecture paired with AI-enabled “DawnOS”.
- Positioned for grid reliability and high-demand loads such as data centres, highlighting 4–16+ hour long-duration capability and “expanding U.S. manufacturing capability” (no project pipeline or pricing disclosed).
Power, grid & interconnection highlights
- Long-duration storage as a data-centre adjacency theme: Eos launches Indensity BESS to boost grid and data centers
- The announcement emphasizes multi-hour (4–16+ hour) duration—relevant to grid-constrained markets where firming/peak shaving and resilience are central questions for new large-load interconnections.
Policy & regulation
United States (Wisconsin)
- Environmental Coalition Calls For Pause In Data Center Development
- The Clean Economy Coalition of Wisconsin calls for a statewide pause on data centre development until a “comprehensive, 10‑point framework” is in place.
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The coalition contrasts its proposal with a recently passed Republican-backed Assembly bill that would:
- require on-site renewables, and
- direct the Public Service Commission to limit ratepayer exposure to data-centre infrastructure costs.
Technology, cybersecurity & operations (implications for data-centre investors)
Cyber/operational resilience
Bundesbank President warns of 5,000 cyberattacks per minute
- The bank reports defending against 5,000+ cyberattacks per minute, underscoring the increasing operational-security bar for critical workloads.
Side-channel attacks exploiting Open vSwitch cache hierarchy remotely
- An arXiv paper (submitted 22 Jan 2026) describes three remote side-channel attacks against Open vSwitch (OVS) cache hierarchy: remote covert channels, header recovery, and packet rate monitoring; includes evaluation of mitigation solutions.
Compute supply/demand and pricing signals
- Intel pivots to Xeon for AI, impacting low-end PCs
- Intel is reallocating manufacturing capacity toward server CPUs (Xeon) to meet AI/data-centre demand; the piece expects constrained low-end PC supply in 2026 and flags broader component price pressure (notably memory).
Environmental measurement and reporting signals
- Calculator measures environmental cost of each internet search
- University of Exeter and Madeby.studio released “Digital Impact for Species”, a tool grading websites A+ to F using CO₂, energy, water use and biodiversity effects, based on Google PageSpeed Insights (page weight + hosting energy sources).
- Notes the internet is estimated at 3.7% of global emissions (as stated in the story), adding momentum to measurement-led scrutiny across digital infrastructure.
2-line close
Regulatory scrutiny and stakeholder expectations around large-load growth are broadening, alongside rising focus on operational resilience. Technology and power solutions are converging around higher-density demand and more measurable environmental outcomes.