Meteorologists are surprised that the weather model that did the best job forecasting hurricanes this year was a new one, introduced by Google. AI may be the beginning of a new era of forecasting. n.pr/49MFa1M

5 Notable Data Center Links: CME Data Center Cooling Outage Disrupts Futures Markets, AWS Invests $15 Billion in Indiana, Dominion Creates New Utility Rate Class for Virginia Data Centers. open.substack.com/pub/datacent...

One of the big data center stories of 2025 is the big shift of capacity from crypto to AI computing. Applied Digital CEO Wes Cummins provides an insider’s view on the journey from crypto to AI, and how Applied Digital made North Dakota a hyperscale data center market. youtu.be/P7yQmM1wG9Q?...

Schneider Electric just locked in $2.3B in U.S. #datacenter deals with Switch + Digital Realty. A big signal for the #AIfactory era: #power + #cooling are now strategic, long-term contracted resources. It's not just about #GPUs anymore. #AI #colocation www.datacenterfrontier.com/machine-lear...

NVIDIA will introduce liquid-cooled busbars into the racks for its Vera Rubin platform, part of a broader evolution of data center racks and power design to support more powerful AI computing. open.substack.com/pub/datacent...

This week's 5 Notable Data Center Links: datacenterrichness.substack.com/p/5-notable-...

Global investment giant Brookfield is launching an AI fund that will seek to acquire up to $100 billion of infrastructure assets "across every stage of the value chain—from energy and land to data centers and compute." bam.brookfield.com/press-releas...

If you have a mini rack at your booth at #SC25, let me know. I'm on a scavenger hunt!

CNBC: Cloudflare "root cause"... an automatically generated configuration file used to manage threat traffic "grew beyond an expected size of entries" triggered a crash in the software that handles traffic for several services hardly the first time log overflow has blown up a server!

Two of the largest data center players are teaming up to enable customers to deploy energy generation on their campuses. The Vertiv and Caterpillar partnership reflects growing demand for on-site power to route around delays in grid connections. datacenterrichness.substack.com/p/data-cente...

Announcements of billion-dollar projects and gigawatt-scale campuses have become regular events. How does the digital infrastructure sector navigate this AI boom? Some thoughts on growth, innovation and tracking an era of transformation for energy and data: open.substack.com/pub/datacent...

5 Notable Data Center Links: Google announces $40 BILLION Texas build out, trends in data center construction costs, Microsoft’s data center strategy and OpenAI. open.substack.com/pub/datacent...

With AI hardware boosting rack density, Schneider Electric acquired liquid cooling specialist Motivair to manage these new workloads. Here's a closer look at Motivair's liquid cooling tech, including CDUs and rear-door heat exchangers. youtu.be/_uPj295skyQ?...

It’s been a busy day on the AI infrastructure front, with two major announcements: - Anthropic will invest $50 billion in new data centers in the U.S., working with Fluidstack. - Microsoft unveiled a massive new Fairwater AI campus outside Atlanta. datacenterrichness.substack.com/p/massive-ex...

Racks filled with GPUs and liquid cooling gear can now weigh 6,000 pounds or more, requiring new approaches to address human safety and investment protection. Google, Meta, and Microsoft are turning to robotics to safely move these huge racks. open.substack.com/pub/datacent...

5 Notable Data Center Links: Google goes to space, AWS goes subsea, and land MegaDeals in Northern Virginia. open.substack.com/pub/datacent...

A growing number of data centers facing delays in utility connections are opting to build their own on-site power generation. On the podcast, I speak with data center energy expert KC Mares about the rise of on-site power, and the road ahead. youtu.be/Yx7QGNQsJaQ?...

There’s been a flurry of M&A activity in the data center sector driven by the growing appetite for liquid cooling. As AI continues to reshape digital infrastructure, these deals bolster data center players' cooling portfolios. Read more: datacenterrichness.substack.com/p/liquid-coo...

More Stargate. Equinix Goes Big. An AI-Powered SRE? Each week I curate 5 links from the data center sector that I find particularly interesting, with my commentary on why they merit your attention. Here's this week's 5 Notable Data Center Links: datacenterrichness.substack.com/p/5-notable-...

The largest hyperscale operators say demand for AI services is filling data centers as fast as they can build them, with several saying they are compute-constrained. As a result, they expect to build even more data center space in 2026. datacenterrichness.substack.com/p/hyperscale...

On the Data Center Richness podcast, we share a behind-the-scenes look at how investors and developers work together to bring a data center project from concept to reality. youtu.be/tp9tzLjurms?...

In a bold move to accelerate the deployment of AI infrastructure, NVIDIA has unveiled a digital blueprint for AI data centers, with more than 20 of the industry’s leading builders and vendors aligning behind the initiative. #NVIDIAGTC #GTCDC open.substack.com/pub/datacent...

As AI creates unprecedented rack power densities, liquid cooling specialist Colovore is expanding beyond Silicon Valley and preparing to bring high-density cooling to enterprise customers in business markets around the U.S. open.substack.com/pub/datacent...

Today marks the “official” launch of the Data Center Richness Substack. This is a new chapter in my journey, and a way to support my mission to help folks understand how digital infrastructure is changing our world and our work. open.substack.com/pub/datacent...

In this week's 5 Notable Data Center Links, some data points on why investors like the data center sector, a federal interconnection order that advances flexibility as a "time to power" accelerant, and the incident report for the AWS outage. datacenterrichness.substack.com/p/5-notable-...

By using a combination of battery storage and grid flexibility, Aligned Data Centers is demonstrating the viability of energy storage as a “time to power” strategy. datacenterrichness.substack.com/p/aligned-ta...

At the OCP Summit 2025, vendors showed off new designs for servers, racks and CDUs (coolant distribution units) for hyperscale and AI data centers. Here’s a closer look at some of the most interesting new gear. open.substack.com/pub/datacent...

Some wild leading data from TD Cowen. Not just OpenAI-Iracle, either, as "there was significantly increased activity from Google, Meta, Microsoft, Amazon, and Anthropic."

Tech companies want bigger, faster AI data center capacity. One answer is factory-built data centers. Schneider Electric & Compass Datacenters created a prefab modular data center they say can deploy AI capacity 3 months sooner at lower cost. youtu.be/hZ6vuoDJ8Nc

With the AWS outage, now‘s as good a time as any to post this old strip.

It's always DNS. Except when it's AWS. (In this case, it was both.)

The demands of AI are creating new rack form factors. Here’s a closer look at the “double wide" designs unveiled by Meta and AMD at the OCP Summit, what’s driving this trend, and what it means for data center operations. open.substack.com/pub/datacent...

🏢 Pennsylvania's $70 Billion Race for America's Data Centers www.datacenterknowledge.com/energy-power...

TSMC CEO says AI demand is "stronger than" they thought three months ago. Given how strong it was three months ago, that's remarkable. Then he literally says today the growth is "insane"

Generative AI video is compute-intensive, so Sora 2 offering slightly longer videos likely means OpenAI has brought a new batch of data center capacity online.

A group of global investors has acquired developer Aligned Data Centers in a deal valued at $40 billion. The buyer group includes The Artificial Intelligence Infrastructure Partnership (AIP), MGX, and BlackRock’s Global Infrastructure Partners (GIP). datacenterrichness.substack.com/p/aligned-da...

📊 Enterprise cloud spending hit $99B in Q2 2025 – up 25% YoY according to Synergy Research Group data. Read more ➡️ www.datacenterknowledge.com/cloud/global...

NVIDIA and 20 of its largest customers are preparing to r change how they power GPU clusters, enabling more efficient & powerful AI factories. At OCP, NVIDIA says CoreWeave, Lambda, Nebius and Oracle are now designing for 800 VDC data centers. datacenterrichness.substack.com/p/ai-factori...

Feliz Día de España! #DYK Spain hosts ✅MareNostrum 5 one of @eurohpc-ju.bsky.social pre exascale #supercomputers @bsc-cns.bsky.social#DYK#supercomputers✅BSC AI factory that offers #AI optimised services ✅ the newly announced 1HealthAI Factory! Happy national day, #Spain! 🎉 #NationalDay #EuroHPC #AIFactories

Each week I curate 5 links from the data center sector that I find particularly interesting, with my commentary on why they merit your attention. This week: Data centers and GDP, State of AI Report, Software-Defined Construction. Read more: datacenterrichness.substack.com/p/5-notable-...

Google plans to invest $10B to build a new 1GW data center cluster near Visakhapatnam in Andhra Pradesh, India, with operations expected to begin by July 2028 (Shashank Pathak/Entrackr) Main Link | Techmeme Permalink

Sources: Microsoft's US data center crunch will last through H1 2026, longer than previously outlined, as the company restricts new Azure cloud subscriptions (Brody Ford/Bloomberg) Main Link | Techmeme Permalink

Microsoft just announced a 64-rack (4608-GPU) NVIDIA GB300 NVL72 inferencing cluster for OpenAI (azure.microsoft.com/en-us/blog/m...). It discloses that OpenAI is serving “multitrillion-parameter models.” Interesting.

Onsite generation is the future of data center power, says Jeff Barber of Bloom Energy. “That’s just math,” says Barber, citing long lead times for new transmission. “The future is distributed generation, and solving our own problem.” youtube.com/shorts/ZrMz8...