Billions in Data Centers and the First Global AI Agent Vulnerability — This Week's Roundup

01 · Data Center

Poland's Data Center Market Is Growing Faster Than Ever

Let's start with some impressive numbers. According to CRN Polska [1], spending on data center infrastructure in Poland jumped 92% year over year in the second quarter of 2026. This growth isn't being driven by a single factor — several trends are converging at once. First, prices for GPU-equipped servers have soared by 43.6%, which alone significantly inflates the value of investments being made. Second, a new generation of hardware — Nvidia Blackwell Ultra — is hitting the market, and data center operators are deploying it to keep up with growing demand for AI computing power.

This trend isn't limited to Poland, either. Dell'Oro Group, an analyst firm tracking the global infrastructure market, has raised its forecast for data center spending through 2030 from $1.7 trillion to over $3 trillion. Doubling that forecast in such a short time shows just how much the growth of artificial intelligence and big data is reshaping investment priorities across the entire IT industry — from cloud operators to hardware vendors to companies building their own compute resources to power their own models and services.

It's worth noting that this surge in spending isn't just good news for hardware vendors — it's also a signal to companies planning their own AI deployments that computing costs could keep rising over the coming quarters, and availability of the latest hardware will likely remain limited.