Data Center Industry Update: July 26, 2026
AWS's Bahrain region remains offline as renewed US-Iran hostilities put data center infrastructure squarely in the conflict zone, while a volatile week of trading saw Alphabet raise its 2026 capex guidance to as much as $205 billion and chip stocks swing sharply on earnings and geopolitics. IREN locked in $2.8 billion in new AI cloud contracts, Intel confirmed cuts inside its own Data Center Group, and the Trump administration expanded its push to keep AI's power costs off ratepayers' bills. For job seekers, the through-line is the same as it's been all year: capital and capacity are racing ahead of the workforce that has to build, power, and secure it.