Rich Miller
@techjournalism.bsky.social
📤 3705
📥 311
📝 422
I write about the infrastructure powering the digital world. Cloud, data centers and AI.
pinned post!
Hello, Bluesky! I'm all about data centers and the digital infrastructure driving the AI and cloud boom. I've been covering this sector full-time for 24 years. If you're into tech, AI, cloud or data centers, please follow along!
over 1 year ago
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reposted by
Rich Miller
Data Center Knowledge
about 13 hours ago
🏢 Pennsylvania's $70 Billion Race for America's Data Centers
www.datacenterknowledge.com/energy-power...
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Pennsylvania’s $70B Race for America’s Data Centers
The state is banking on massive natural gas reserves to attract AI data centers. Learn more about recent data center investments.
https://www.datacenterknowledge.com/energy-power-supply/pennsylvania-s-70-billion-race-for-america-s-data-centers
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reposted by
Rich Miller
Tae Kim
about 15 hours ago
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"
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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.
add a skeleton here at some point
about 14 hours ago
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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...
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Aligned Data Centers Acquired for $40 Billion
Buying Investor Group Includes Blackrock, Microsoft, NVIDIA and MGX
https://datacenterrichness.substack.com/p/aligned-data-centers-acquired-for
1 day ago
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reposted by
Rich Miller
DatacenterDynamics
3 days ago
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Galaxy Digital secures $460 million investment
Company to use funds from unnamed investor for Helios campus build-out
http://dlvr.it/TNgMk8
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reposted by
Rich Miller
Data Center Knowledge
3 days ago
📊 Enterprise cloud spending hit $99B in Q2 2025 – up 25% YoY according to Synergy Research Group data. Read more ➡️
www.datacenterknowledge.com/cloud/global...
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Global Cloud Market Nears $100B
Global cloud spending hit $99 billion in Q2, as AI-fueled demand drives double-digit growth, according to a new report.
https://www.datacenterknowledge.com/cloud/global-cloud-market-nears-100b-neoclouds-surge-200-yoy
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reposted by
Rich Miller
DatacenterDynamics
3 days ago
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Neoclouds see revenue grow 200 percent YoY - Synergy Research
Research group expects revenue to reach $180bn in 2030
http://dlvr.it/TNg9xM
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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...
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AI Factories Prepare for 800 VDC Power
NVIDIA working with Neocloud Providers on Blueprint for Power-Intense Racks
https://datacenterrichness.substack.com/p/ai-factories-prepare-for-800-vdc
4 days ago
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reposted by
Rich Miller
EuroHPC Joint Undertaking
5 days ago
Feliz DĂa de España! #DYK Spain hosts âś…MareNostrum 5 one of
@eurohpc-ju.bsky.social
pre exascale #supercomputers
@bsc-cns.bsky.social
#DYK
#supercomputers
âś…BSC AI factory that offers
#AI
optimised services âś… the newly announced 1HealthAI Factory! Happy national day,
#Spain
! 🎉
#NationalDay
#EuroHPC
#AIFactories
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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-...
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5 Notable Data Center Links , Oct. 12
Data centers and GDP, State of AI Report, Software-Defined Construction
https://datacenterrichness.substack.com/p/5-notable-data-center-links-oct-12
5 days ago
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reposted by
Rich Miller
Techmeme
6 days ago
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
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Techmeme Permalink
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reposted by
Rich Miller
Techmeme
6 days ago
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
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Techmeme Permalink
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reposted by
Rich Miller
Glenn K. Lockwood
7 days ago
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.
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NVIDIA GB300 NVL72: Next-generation AI infrastructure at scale | Microsoft Azure Blog
Explore how the NVIDIA GB300 NVL72 delivers high-performance AI infrastructure, global availability, and faster model training on Azure.
https://azure.microsoft.com/en-us/blog/microsoft-azure-delivers-the-first-large-scale-cluster-with-nvidia-gb300-nvl72-for-openai-workloads/?msockid=0ea7e7fbd8266ed43724f2a7d9066ff2
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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...
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The Future is Onsite Power #ai #datacenter #energy
YouTube video by Data Center Richness
https://youtube.com/shorts/ZrMz8PtqT4M?si=Rg4ix-7TUJ6A8PwP
8 days ago
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reposted by
Rich Miller
Data Center Frontier
8 days ago
#Blackstone
is building the
#power
backbone of the
#AI
era. From its $1.6B Shermco deal to
#power
plants,
#datacenters
& AI storage, the firm is vertically integrating every layer of
#digitalinfrastructure
from generation to compute.
#hyperscale
#cloud
#IT
www.datacenterfrontier.com/energy/artic...
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Inside Blackstone’s Electrification Push: From Shermco to the Power Backbone of AI Data Centers
Blackstone’s $1.6 billion purchase of Shermco marks the foundation of a broader strategy to control every layer of the AI infrastructure stack, from grid-level power generation...
https://www.datacenterfrontier.com/energy/article/55321638/inside-blackstones-electrification-push-from-shermco-to-the-power-backbone-of-ai-data-centers
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Understanding the finer points of power has never been more important. On the podcast, Legend Energy CEO Dan Crosby shares insights in the current power constraints, the growing profile of natural gas, and deploying onsite power at data centers.
youtu.be/GJiBqvUl5rU?...
9 days ago
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reposted by
Rich Miller
DatacenterDynamics
10 days ago
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Nortek announces 5MW CDU for liquid cooling
Company says units can be interconnected for cooling above 10MW
http://dlvr.it/TNX8ts
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reposted by
Rich Miller
Data Center Frontier
9 days ago
The Great
#Power
Reckoning: Utilities are rewriting the rules for the
#AI
data center era.
#CAPEX
surges,
#tariffs
evolve, and flexibility becomes law as the grid strains to meet
#hyperscale
demand.
www.datacenterfrontier.com/energy/artic...
#DataCenters
#AIPower
#GridModernization
#EnergyTransition
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Utilities Race to Meet Surging Data Center Demand With New Power Models
The rapid rise of AI data centers is testing the limits of the power grid, driving utilities to boost capital spending, overhaul tariffs, and build new flexibility into their ...
https://www.datacenterfrontier.com/energy/article/55317213/utilities-race-to-meet-surging-data-center-demand-with-new-power-models
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reposted by
Rich Miller
Tyler Norris
9 days ago
NextEra SVP Petter Skantze says battery storage is now “the cheapest form of new capacity” in the US w/ “order of magnitude” faster deployment than gas w/ more modularity & flexible siting to enable higher system utilization & large load integration —Â
#GridFWD
in Monterey, CA 🔌💡
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Technology moves fast. But investors should remain focused on real estate fundamentals and development models that build long-term value, says Michael Hochanadel of Harrison Street.
youtube.com/shorts/KdYfn...
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Data Center Investing: Risk vs Reward #ai #datacenter
YouTube video by Data Center Richness
https://youtube.com/shorts/KdYfnKWtVrg?si=pMAEk1XtbY_mF2v6
10 days ago
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Legrand is keeping busy on the M&A front. Avtron makes load banks, which enable data centers to test desings without introducing actual racks and servers into a data hall during commissioning.
add a skeleton here at some point
10 days ago
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Yikes.
add a skeleton here at some point
10 days ago
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The current AI boom has boosted investment in data center cooling. That trend continues with news that Johnson Controls has made a multi-million dollar investment in Accelsius, a leader in two-phase, direct-to-chip liquid cooling for data centers.
datacenterrichness.substack.com/p/johnson-co...
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Johnson Controls Invests in a Two-Phase Future
Makes Strategic Investment in Liquid Cooling Specialist Accelsius
https://datacenterrichness.substack.com/p/johnson-controls-invests-in-a-two
11 days ago
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Data centers can build new kinds of relationships with utilities, says Compass Datacenters CEO Chris Crosby, shifting from a “will serve” model to a more collaborative “co-serve” approach.
youtube.com/shorts/qgLSn...
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Utilities, Data Centers and the Co-Serve Model #ai #energy #datacenter
YouTube video by Data Center Richness
https://youtube.com/shorts/qgLSn_P9U4s?si=3H9DhddRuuo0ShyC
12 days ago
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A $40 billion data center acquisition? Also, quantum campuses and GPU futures. This week’s 5 notable Links …
open.substack.com/pub/datacent...
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5 Notable Data Center Links, Oct. 4
A $40 Billion Acquisition? Plus Quantum Campuses and GPU Futures
https://open.substack.com/pub/datacenterrichness/p/5-notable-data-center-links-oct-4?utm_source=share&utm_medium=android&r=5q9v
13 days ago
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Crusoe has been following the power since the day it launched, and has lofty ambitions to power the world’s digital infrastructure with clean energy, enabling new technologies along the way.
open.substack.com/pub/datacent...
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Crusoe’s Velocity Play: 'Speed is the Only Moat'
How Vertical Integration Delivered the Stargate Abilene AI Hub in Record Time
https://open.substack.com/pub/datacenterrichness/p/crusoes-velocity-play-speed-is-the?r=5q9v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
15 days ago
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Yikes. Four workers arrested in the wake of a fire at a South Korean government data center. The fire involved lithium ion batteries, and took many government services offline.
www.datacenterdynamics.com/en/news/four...
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Four arrests over South Korea data center fire
Police investigate possible professional negligence
https://www.datacenterdynamics.com/en/news/four-arrests-over-south-korea-data-center-fire/
16 days ago
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Rich Miller 2m A glowing modular data center stole the show at the recent Yotta 2025 expo, illuminating the racks and cooling infrastructure to support AI infrastructure.
youtu.be/NH9QJKgQDFo?...
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Intelllflex Unveils Stunning AI Data Center Design
YouTube video by Data Center Richness
https://youtu.be/NH9QJKgQDFo?si=pBSAQJxiRKnmSUZz
17 days ago
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reposted by
Rich Miller
Techmeme
17 days ago
Financial disclosures to investors suggest OpenAI generated ~$4.3B in revenue in H1 2025, 16% more than all of 2024, and burned $2.5B, largely due to R&D costs (The Information)
Main Link
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Techmeme Permalink
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reposted by
Rich Miller
Data Center Knowledge
17 days ago
The US nuclear sector is poised for a revival as AI data centers drive electricity demand, with capacity projected to surge 63% by 2050. Read more ▶️
www.datacenterknowledge.com/energy-power...
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US to See $350B Nuclear Boom to Power AI, Report Says
The US nuclear sector is poised for a revival as AI data centers drive electricity demand, with capacity projected to surge 63% by 2050.
https://www.datacenterknowledge.com/energy-power-supply/us-to-see-350b-nuclear-boom-to-power-ai-report-says
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Utilities can no longer keep up with massive power demand for AI infrastructure, says Jeff Barber of Bloom Energy, creating a “tipping point” for fuel cells and other onsite power alternatives. Bloom was “built for this moment,” says Barber.
youtube.com/shorts/kJjyA...
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The Case for Fuel Cells #datacenter #ai #energy
YouTube video by Data Center Richness
https://youtube.com/shorts/kJjyAYfVXQ8
17 days ago
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Is hyperscale spending still rational? Plus the Stargate expansion boosts data center developers, and funding for a microfluidics cooling startup. All that and more on this week's 5 Links roundup:
datacenterrichness.substack.com/p/5-notable-...
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5 Notable Data Center Links, Sept. 27
Stargate win for STACK, the microfluidics startup working with Microsoft
https://datacenterrichness.substack.com/p/5-notable-data-center-links-sept-64a
20 days ago
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We continue our series on data centers and community engagement with Ilissa Miller, the CEO of iMiller Public Relations (iMPR), who has deep experience communicating the benefits of digital infrastructure.
youtu.be/DPHklA9k4s8?...
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What Every Local Official Should Know About Data Centers
YouTube video by Data Center Richness
https://youtu.be/DPHklA9k4s8?si=8ytd2vnul9Wl-2bO
22 days ago
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Microsoft says it has successfully developed an in-chip microfluidics cooling system for servers, a proof of concept for a technology that could support significantly higher densities in the company’s data centers.
datacenterrichness.substack.com/p/microsoft-...
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Microsoft Brings Liquid Cooling Onto the Chip
Microfluidics on Silicon Could Offer 3X the Cooling Effectiveness of Cold Plates
https://substack.com/home/post/p-174378605
23 days ago
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reposted by
Rich Miller
DatacenterDynamics
24 days ago
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Meta to add two more buildings to Alabama campus in Montgomery
New buildings to bring site to 1.3 million sq ft across four buildings
http://dlvr.it/TNFNnV
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NVIDIA will invest up to $100 billion in OpenAI as it deploys up to 10 gigawatts of data center capacity, the two companies said today. The deal will boost OpenAI's recently-announced plans to build its own data center infrastructure.
nvidianews.nvidia.com/news/openai-...
24 days ago
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Liquid cooling for network gear, NVIDIA gains traction in Ethernet, Microsoft’s AI powerhouse and more…
open.substack.com/pub/datacent...
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5 Notable Data Center Links, Sept. 20
Liquid Cooling Comes to the Network, NVIDIA’s Ethernet traction and more
https://open.substack.com/pub/datacenterrichness/p/5-notable-data-center-links-sept-a0d?utm_source=share&utm_medium=android&r=5q9v
27 days ago
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reposted by
Rich Miller
Ethan Mollick
29 days ago
A third of American adults interact with AI “many times a day to almost constantly” & another third several times a week. I can’t usefully add much to discussions of possible valuation bubbles, but if “bubble” means a disappointing technology that is overhyped & not useful, that doesn’t match data
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reposted by
Rich Miller
DatacenterDynamics
30 days ago
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Oracle establishes UK Sovereign Cloud as part of $5bn investment plan
Company announces "step forward" in its commitment to the UK earlier this year
http://dlvr.it/TN7Jq6
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Community resistance to data centers has escalated rapidly in recent months, with a number of projects being canceled amid community outcry. On the podcast, I speak with Adam Waitkinas about why we're seeing more controversies, and what happens next.
youtu.be/syRpAj9aCSg?...
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Data Centers and Community Controversies
YouTube video by Data Center Richness
https://youtu.be/syRpAj9aCSg?si=ZcYdQHRbvN5_6Hyn
30 days ago
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reposted by
Rich Miller
Andrew Jones (hpcnotes)
about 1 month ago
Microsoft announces $30B investment in UK, including 23,000
#GPUs
of
#supercomputers
for
#AI
blogs.microsoft.com/on-the-issue...
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Microsoft invests $30 billion in UK to power AI future
The relationship between the United Kingdom and the United States has long been more than a matter of diplomacy — it’s a friendship rooted in shared ideals and mutual ambition. Across generations,…
https://blogs.microsoft.com/on-the-issues/2025/09/16/microsoft-30-billion-uk-ai-future/
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reposted by
Rich Miller
Data Center Knowledge
about 1 month ago
🏠Ireland’s policy shift allowing data centers to connect to fossil fuel plants highlights the growing tension between tech expansion and climate commitments. 🔗
www.datacenterknowledge.com/energy-power...
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Ireland to Allow Data Centers to Use Fossil Fuel Plants
Ireland's policy shift highlights the growing tension between tech expansion and climate commitments.
https://www.datacenterknowledge.com/energy-power-supply/ireland-to-allow-data-centers-to-link-up-to-fossil-fuel-plants
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1
1
reposted by
Rich Miller
DatacenterDynamics
30 days ago
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Microsoft to build UK's largest supercomputer as part of $15bn AI infrastructure push
Will feature more than 23,000 Nvidia GPUs
http://dlvr.it/TN702D
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reposted by
Rich Miller
DatacenterDynamics
30 days ago
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CoreWeave plans ÂŁ1.5bn UK AI data center investment, will deploy Nvidia GPUs at Scotland's DataVita data center
As part of week of UK data center announcements
http://dlvr.it/TN6vDr
0
0
1
reposted by
Rich Miller
Data Center Frontier
about 1 month ago
Google inks its first utility demand-response deals with AEP + TVA, pausing some AI workloads to ease grid strain. This could set a precedent for hyperscale energy flexibility and speed interconnections. Full story:
www.datacenterfrontier.com/energy/artic...
#AI
#ML
#Hyperscale
#DataCenter
#Energy
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Google Partners With Utilities to Ease AI Data Center Grid Strain
Google will partner with Indiana and Tennessee utilities to reduce data center power use during peak demand, easing grid strain while maintaining critical services.
https://www.datacenterfrontier.com/energy/article/55316600/google-partners-with-utilities-to-ease-ai-data-center-grid-strain
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Meta has emptied out 5 production data centers to create a massive AI cluster of 129,000 NVIDIA GPUs. The operation, which involved the relocation of thousands of production racks, highlights the Meta push to create more capacity for AI capacity.
datacenterrichness.substack.com/p/meta-empti...
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Meta Empties 5 Data Centers to Create Giant AI Cluster
Custom Robots Power Massive Campus-Wide Forklift Upgrade
https://datacenterrichness.substack.com/p/meta-empties-5-data-centers-to-create?triedRedirect=true
about 1 month ago
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With so many announcements of data center projects, how are we not in an AI capacity bubble? It’s because power availability is limiting the number of data centers that can be built, explains Michael Hochanadel of Harrison Street, effectively preventing oversupply.
youtube.com/shorts/-YJc1...
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Power Availability as an AI Bubble Stopper
YouTube video by Data Center Richness
https://youtube.com/shorts/-YJc1eJWpAY?si=mvFoABRnwEHUtjbl
about 1 month ago
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reposted by
Rich Miller
Tae Kim
about 1 month ago
The most important takeaway this week is what CoreWeave and Oracle said about AI inference demand: it’s off the charts.
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OpenAI will begin building its own data centers as it continues to expand its high-performance computing infrastructure. The company may also explore new designs for data center racks.
open.substack.com/pub/datacent...
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OpenAI Will Begin Building Its Own Data Centers
AI specialist may also explore new designs for data center equipment racks
https://open.substack.com/pub/datacenterrichness/p/openai-will-begin-building-its-own?utm_source=share&utm_medium=android&r=5q9v
about 1 month ago
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The growth of data center facilities creates an opportunity to rethink how data centers are designed, says Nelson Abramson, CEO of Verrus. Massive scale offers an opportunity to rethink data centers as energy assets, enabling new strategies for power and performance.
youtube.com/shorts/JfWxq...
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Data Centers as Energy Assets
YouTube video by Data Center Richness
https://youtube.com/shorts/JfWxqUuoMFA?si=DTj5f5t5G5lMIxdV
about 1 month ago
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