Rich Miller

If the headline poses a question, the answer is no, or at least "not yet." It's a structure to create intrigue without saying that something has actually happened already.

But that's old school. Today it's "You'll never believe this amazeballs thing that happened (click click click me)"

YouTube video by Data Center Richness The Future of Data Center Cooling

A high density cooling journey, from air cooling 50 kW a rack to direct liquid cooling, via Phill Lawson-Shanks from Aligned.
youtube.com/shorts/DudY9...

5 Notable Data Center Links, Feb. 14 CoreSite Pays $100M for Santa Clara Site, Corn Fields vs Stargate on Water Value Prop

5 Notable Data Center Links for this week:

- CoreSite Pays $100M for Santa Clara Site
- Corn Fields vs Stargate on Water Value
- Meta’s $10 Billion Indiana Project

And much more …

open.substack.com/pub/datacent...

I got to visit the early access system for NERSC’s upcoming Doudna supercomputer. A TALL order of GB200s. Surprisingly noisy.

#HPC

YouTube video by Data Center Richness 8,000 Pound Server Racks

How we woud up with 8,000 pound racks, and how to manage them.
youtube.com/shorts/1Iqdm...

Reflections on a Boom Nat Bullard reflects on the scale of today’s AI investment surge, placing hyperscaler capex in historical context and exploring what tends to endure after major capital booms.

Reflections on a Boom hubs.la/Q042JDJ70

Vertiv Shares Soar on Blockbuster Earnings Data Center Infrastructure Firm Reports Huge 4Q Orders, $15 Billion Backlog

Shares of data center infrastructure specialist Vertiv soared 25% Wednesday on an earnings beat, buoyed by large orders from data center customers.

Here’s a look at how Vertiv is capitalizing on two key trends: modular design and the rise of liquid cooling.

open.substack.com/pub/datacent...

The Liquid Cooling M&A Spree Continues Trane Technologies to Acquire LiquidStack for "End-to-End" Thermal Management

The growing appetite for high-density liquid cooling is driving M&A activity in the data center sector.

Trane Technologies plans to acquire liquid cooling specialist LiquidStack to help address the extreme thermal demands of AI hardware.

open.substack.com/pub/datacent...

From NIMBY to YIMBY: A Playbook for Data Center Community Acceptance As community resistance grows, data center developers, operators, and investors must rethink how projects engage with host communities. This briefing examines where opposition...

#Datacenters have hit their #NIMBY moment. The next phase of growth depends on turning #community opposition into partnership. Melissa Reali explores how the industry moves from NIMBY to #YIMBY & why community acceptance is now nearly as key as #power. #AI
www.datacenterfrontier.com/site-selecti...

YouTube video by Data Center Richness Enterprise Data Centers in 2026 (What You Need to Know)

Flexential CEO Ryan Mallory shares his take on the state of the enterprise data center market, how enterprises are adopting AI, and the road ahead for Flexential.
youtu.be/0Y3nUJQVtcY?...

5 Notable Data Center Links, Feb. 7 2026 Neoclouds Reshape Network Traffic, Cerebras Raises $1 Billion, PA Ponders AI Data Centers

Neoclouds Reshape Network Traffic, Cerebras Raises $1 Billion, PA Ponders AI Data Centers.

5 Notable Data Center Links:

open.substack.com/pub/datacent...

Hyperscalers Plan $630 Billion in 2026 CapEx Investment in GPUs, Data Centers for AI Poised to Surge 62% From 2025 Record

Amazon, Google, Meta and Microsoft plan to invest up to $630 BILLION in capital expenditures for 2026, about a 62 percent increase from the record $388 billion in 2025 spending.

Here’s a look at the implications for the digital infrastructure sector.

open.substack.com/pub/datacent...

Cologix Buys Land for New Campus in Ashburn Secures 38 Acres for Future Growth in Heart of Northern Virginia's Data Center Alley

Cologix, Inc. has made a definitive move to secure its long-term future in Northern Virginia. The interconnection and hyperscale edge specialist has acquired 38 acres of land on Beaumeade Circle, right in the heart of “Data Center Alley” in Ashburn.
datacenterrichness.substack.com/p/cologix-bu...

The initiative aims to bypass the primary constraint of the AI era: the lengthening wait for utility power.

“Using existing grid capacity to bring inference compute closer to where it’s needed, quickly and reliably, is a win for all,” said EPRI President and CEO Arshad Mansoor.

Following the Power to the Network's Edge NVIDIA, Prologis Lead Partnership to Bring AI Inference to Utility Substations

NVIDIA, Prologis, InfraPartners and the EPRI are teaming up to deploy a network of distributed AI inference facilities at or near utility substations with available power.

open.substack.com/pub/datacent...

We discuss:

- Why solving the power gap is so challenging
- How better communications can help.
- Power constraints on the PJM grid.

Arushi shares deep insights on these topics, along with some great educational resources.

YouTube video by Data Center Richness Can AI and Utilities Actually Work Together?

Can utilities, power grids and data centers work together to build the future?

I explore this topic with Arushi Sharma Frank, an expert in energy market economics and regulation. Her work examines how complex energy systems evolve under structural change. We discuss:
youtu.be/uwNa5dZfo90?...

5 Notable Data Center Links, Jan. 31, 2026 Borrowing a 100 MW Grid Connection? Also, 3 States Mull Data Center Moratoriums

Borrowing a 100 MW Grid Connection? A look at a unique speed-to-power strategy from CyrusOne.

Also on 5 Notable Data Center Links:

- 3 States mull data center moratoriums

- Wärtsilä signs 430 MW deal to power US data center

... and more

open.substack.com/pub/datacent...

The system was delivered in just over a year, and delivers 21 exaflops of AI performance - more computing power than all other U.K. supercomputers combined.

Inside the UK’s Most Powerful AI Supercomputer Modular Design Drives Rapid Deployment of Ultra-Efficient Liquid-Cooled System

Inside the UK's Most Powerful Supercomputer

The Isambard-AI system at the Bristol Center for Supercomputing (BriCS) showcases power, efficiency and speed of deployment. it's a 5 megawatt modular, liquid-cooled NVIDIA and Hewlett Packard Enterprise system.

open.substack.com/pub/datacent...

An AI Edge Play To Narrow the Digital Divide IXP.US Plans to Bring Internet Exchanges, AI Inference to Underserved U.S. Markets

An innovative development partnership hopes to extend AI inference delivery to underserved markets across the U.S. In the process, they hope to flip the script on narratives on AI and communities, building lightweight facilities while boosting connectivity.

open.substack.com/pub/datacent...

Cooling Scales Up: CDUs Sized for Data Halls Larger Deployment Targets Facility-Scale Support for Cooling AI Workloads

As data centers grow larger and more power-dense, cooling vendors are scaling up their offerings to keep pace. Two new cooling distribution units (CDUs) highlight how the evolution of AI data centers is prompting multiple approaches to increased scale and density.

open.substack.com/pub/datacent...

Compass Datacenters Supports Secretary Wright's Directive to Unleash Backup Generation Ahead of Storm Fern /PRNewswire/ -- Compass Datacenters strongly supports Secretary Wright's decision to allow data centers to utilize backup power generation in anticipation of...

It's not clear to me whether anyone is actually sending power back to the grid. Compass Datacenters says it would "island" its facilities, "removing our load entirely from the grid during these peak weather conditions—to help stabilize the wider energy network." www.prnewswire.com/news-release...

5 Notable Data Center Links, Jan. 24, 2026 DOE Looks to Data Center Generator Capacity as Winter Storm Approaches

5 Notable Data Center Links: DOE Looks to Data Center Generator Capacity as Winter Storm Approaches, OpenAI says it will “pay its own way” on power, San Jose works with PG&E to add data center capacity in Silicon Valley.

open.substack.com/pub/datacent...

On the DCR podcast, Chris discusses the challenges in deploying IT infrastructure in space, including cooling and radiation. Chris offers his take on the future of data centers in space (he is an optimist) as well as how data sovereignty works above the clouds.

YouTube video by Data Center Richness Why the Future of Data Might Be Off Earth

Are data centers in space a crazy pipe dream, or the next phase in digital infrastructure? To find out, I spoke to Chris Stott of Lonestar Data, which has deployed data storage ON THE MOON. youtu.be/huBe4mbycZc?...

Labor Shortages May Hinder Power-Plant Buildout, Oklo CEO Says Nuclear company Oklo Inc. is warning that shortages of skilled workers are threatening to become a bottleneck in efforts to build new power plants.

"The California-based company is planning a 1.2-gigawatt power campus in Ohio, a site chosen in part for the availability of workers, Chief Executive Officer Jacob DeWitte said Wednesday" www.bloomberg.com/news/article...

Cerebras scores OpenAI deal worth over $10 billion ahead of AI chipmaker's IPO The deal will help diversify Cerebras away from the United Arab Emirates G42, which accounted for 87% of revenue in the first half of 2024.

big win for Cerebras today after Nvidia picked team Groq www.cnbc.com/2026/01/14/c...

Data Centers 2026: Solving The Speed Squeeze Timing Tensions Create Execution Risks, But Also Opportunities for Innovation

Data Centers 2026: The Speed Squeeze

There are three layers of the AI economy, and they are moving at different speeds. In 2026, the big stories in the data center sector will be driven by how major players navigate the timing between these layers.
datacenterrichness.substack.com/p/data-cente...