Susana Schwartz
Data center-driven electricity woes drive legislation
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Cisco Silicon One G300: Cisco wants to bring efficiency gains to hyperscalers with its Silicon One G300, an AI chip offering 1.6 Tbps per port across 64 ports. It’s set to power the company’s new N9000 and 8000 series systems when it ships this year.
AI Today: What You Need to Know
Bipartisan legislation: Republican Josh Hawley and Democrat Richard Blumenthal’s Guaranteeing Rate Insulation Act seeks to make DC operators power structures via off-grid sources, with a 10-year off-ramp for existing data centers.
Data center impact on electricity: Electricity prices are rising by double the rate of inflation, with a 6.9% jump 2025 YoY, according to Goldman Sachs, which points out that’s more than double the headline inflation rate of 2.9%.
Oracle in action suit: AI infrastructure disclosures and financing risks are the focus of a securities fraud class action lawsuit against Oracle, which could trigger changes in how the company discusses capital allocation, DC execution, and risk factors.
Meta DC in Lebanon, IN: Meta is breaking ground on what it says is “one of its largest infrastructure investments to date,” with a state-of-the-art 1GW campus in Lebanon, Indiana, with more than $10 billion in infrastructure planned.
Texas county rejects DC moratorium: Hood County commissioners rejected residents’ calls for a moratorium on DC development, with a 3-2 vote and strong backing from state and national Republican leaders. Four DCs are planned.
