Data Centre World Newsletter - 27 December 2025

Techerati Editorial Theme Announcment - 2025 970x150 (3)

A Message From The Editor

As we head into the new year, this final stretch of December offers a rare chance to look ahead without day‑to‑day delivery pressures. For data centre leaders, 2026 is already taking shape, driven less by ambition than by the hard realities of power, supply and scale.

This week’s stories bring those pressures into sharp focus. Persistent memory shortages signal ongoing strain in the hardware stack, while robust cloud infrastructure spend shows demand isn’t slowing. We also explore how different regions are responding, from major investment plans in Japan to more speculative ideas about future compute locations, and the hard limits those concepts still face.

These questions will shape the months ahead. At Data Centre World London in March, the industry can benchmark strategies, share lessons from recent build cycles, and explore how operators are planning growth within tighter constraints.

We’ll be back in the new year with more coverage as these themes continue to unfold.

See you then!

Rebecca Uffindell

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Microchip and CPU socket on a motherboard representing AI acceleration and data-centre computing

Cloud computing chip embedded in a circuit board, representing secure cloud infrastructure, AI workloads, and scalable digital platforms.

MEMORY SUPPLY WARNING

CLOUD SPEND GROWS

Micron warns supply pressure will extend beyond 2026.

Micron has warned that global memory shortages are likely to persist past 2026, driven by sustained AI demand and the long timelines required to bring new fabrication capacity online.

The outlook raises ongoing concerns around pricing stability, procurement planning and long-term supply assurance.

Infrastructure investment reaches £75.9 billion.

Spend hit £75.9 billion in the latest quarter, fuelled by hyperscaler investment in AI-optimised compute, high-density storage and networking.

This signals ongoing capacity expansion from the largest cloud providers even as enterprise budgets tighten, widening the gap between hyperscale build-out and the constraints facing colocation operators and their supply chains.

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Japanese flag on a map of Asia, representing Japan’s role in global technology and geopolitics

JAPAN EXPANDS

DATA CENTRES IN SPACE

3.1GW hub planned in Nanto City.

Japan has unveiled plans for a 3.1GW data centre hub in Nanto City, reflecting growing regional investment in digital infrastructure to support cloud and AI growth.

The project highlights how national and local governments are increasingly positioning data centres as strategic economic assets.

Big ambition meets practical limits.

Proposals to move data centres into orbit promise access to solar energy and reduced cooling challenges, but face major obstacles, from latency and maintenance to launch costs and regulation.

The story explores why space-based compute remains a long-term idea rather than a near-term solution.

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