
We explore the latest data center hardware and infrastructure developments from the last month, spanning networking, memory, CPUs, orchestration software, and chip design.
Data Center Knowledge's monthly hardware roundup from June 2026 highlights developments across networking, memory, CPUs, orchestration software, and chip design for AI infrastructure. The coverage shows that AI data centers are moving beyond a focus on accelerators alone, with vendors now investing across multiple technology layers to improve utilization and remove performance bottlenecks. This shift matters because memory, networking, and orchestration are emerging as critical factors alongside GPU performance in determining whether expensive AI hardware clusters remain economically efficient. The broader context reflects intensifying competition among both established players and newcomers to power the next generation of AI data centers.

IBM said customers shifted spending to secure supply-constrained infrastructure, delaying software deals and driving shares down 23%.

New hyperscale data centers can't set up shop in New York for up to a year now that Governor Kathy Hochul (D) has signed the nation's first statewide moratorium. But a bill passed by the state legislature that could restrict even more developments still awaits her signature. The order blocks new environmental permits for data centers over 50 megawatts, which the governor's office says will give the state time to come up with the regulations needed to protect residents from risi

Meta’s Louisiana AI campus grows to 5 GW, a scale analysts say could influence generation, transmission, and utility planning across the region.
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