Data Center Frontier

Execution, Power, and Public Trust: Rich Miller on 2026’s Data Center Reality and Why He Built Data Center Richness DCF founder Rich Miller joins the DCF Show Podcast to examine how power constraints, community resistance, and AI-driven infrastructure demands are pushing the data center industry...

New DCF Show #podcast: DCF founder Rich Miller joins for a candid look at 2026’s #datacenter reality, #power constraints, #behindthemeter, community pushback, #Nvidia -driven #AI density, more.

www.datacenterfrontier.com/podcasts/pod...

@techjournalism.bsky.social @datacenterrichness.bsky.social

6 Ways to Regain Control of Cloud Costs Mastering cloud expenditure is vital for businesses of all sizes. Matt Powers of Wesco outlines six strategies to help you take control of your cloud spending.

6 Ways to Regain Control of Cloud Costs

#Cloud spend is up +28% w/ budgets exceeded by 17%. Waste: 27%. Matt Powers of #Wesco advises stopgap methods including #ROI discipline, #FinOps, smarter workload placement. Governance protects margins.

#HybridCloud
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"Everybody Should Strap On their Seatbelts" Some Thoughts From my Guest Appearance on the Data Center Frontier Show

“Everybody should strap on their seatbelts and get ready for the ride.”

That’s a good summary of my guest spot on this week’s Data Center Frontier Show podcast. The theme: Big, fast change is at hand for the data center industry.

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

Synergies in Data Center Supply Chains: How Owners, General Contractors, and Suppliers Benefit from Shared Visibility Join CargoSense, Data Center Frontier, DPR Construction, PowerHouse Data Centers and Schneider Electric for a deep dive into how real-time logistics intelligence—across location...

#Supplychain is now the critical path for #AI era #datacenters. Tomorrow DCF joins CargoSense, DPR Construction, Schneider Electric & PowerHouse Data Centers in a #webinar exploring how shared, real-time logistics visibility lets projects deliver on time. www.datacenterfrontier.com/webinar/webi...

Vertiv’s AI Infrastructure Surge: Record Orders, Liquid Cooling Expansion, and Grid-Scale Power Reflect Data Center Growth Vertiv’s record Q4 results highlight surging demand for AI data center infrastructure, as operators accelerate investment in liquid cooling, modular deployment, energy storage...

#Vertiv’s record #Q4 shows #AI #datacenters have entered #industrial -scale buildout, with operators now buying integrated #power, #cooling, and #modular systems at unprecedented scale. We break down what this means next for AI #infrastructure.

#hyperscale
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#datacenter #hyperscale #colocation #edge #AI #LLM #GPU #networks #interconnection #digitalinfrastructure #AIinfrastructure #construction #engineering #sustainability #power #grid #energy #cleanenergy #behindthemeter #DataCenterFrontier #DCFTrends

The 2 AM Test: Why Serviceability Determines AI Infrastructure Success Chris Hillyer, nVent's Director of Global Professional Services, explains why uptime is achieved through equipment designed to be serviced quickly when imperfection in high-density...

#AI racks now run at 60–100kW, making #datacenter downtime far more costly. As nVent’s Chris Hillyer notes, success at AI scale isn’t just about preventing failure: it’s about fixing sudden problems fast. At 2 AM, serviceability is what keeps #uptime solid.
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AI’s New Land Grab: Meta’s Indiana Megaproject and the Rise of Europe’s Neocloud Challengers Two major announcements this week — Meta’s $10 billion Indiana campus and Nebius’ 240 MW expansion in northern France — show that AI infrastructure has entered a new dimension...

AI infra goes industrial.

Meta breaks ground on a 1GW Indiana campus while Nebius launches a 240MW AI site in France — clear signs the race for land & power is recasting where data centers get built.

www.datacenterfrontier.com/machine-lear...

#datacenters #AI #infrastructure #hyperscale #neocloud

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...

Cooling Consolidation Hits AI Scale: LiquidStack, Submer, and the Future of Data Center Thermal Strategy Trane’s acquisition of LiquidStack and Submer’s latest expansion moves signal a new phase in AI data center growth, where liquid cooling and integrated thermal strategies are ...

#Cooling is now core infrastructure strategy for #AI #datacenters. Trane’s move on LiquidStack, Submer’s expansion, and Oracle’s shift to closed-loop cooling show #liquidcooling moving mainstream as operators chase higher densities w/ lower #water impact.
www.datacenterfrontier.com/cooling/arti...

Nomads at the Frontier: PTC 2026 Signals the Digital Infrastructure Industry’s Moment of Execution Nomad Futurist founders Nabeel Mahmood and Phillip Koblence join Data Center Frontier to break down the real story behind this year’s PTC gathering in Hawaii: power realities,...

PTC 26 marked a shift for #datacenters and #digitalinfrastructure: less hype, more execution. In our latest DCF Show #podcast, Nomad Futurist founders break down why #power, workforce, and #community realities now define who can actually deploy #AI infra.
www.datacenterfrontier.com/podcasts/pod...

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
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Taking the Compromise Out of Buy vs. Build Calculus Stream Data Centers' Chris Bair explains why hyperscalers need the timing flexibility of third-party capacity—and the optionality of internal capacity— to scale properly.

Stream Data Centers’ Chris Bair argues #hyperscalers would self-build 100% of the time if demand were predictable. In the #AI era, uncertainty makes third-party, #modular capacity essential for timing flexibility without sacrificing control.

#datacenter

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Transmission at the Breaking Point: Why the Grid Is Becoming the Defining Constraint for AI Data Centers AI data center growth is driving unprecedented electricity demand, exposing U.S. grid and transmission constraints. The 2025 ACEG report highlights regional disparities in transmission...

#AI #datacenters are scaling faster than the #grid built to serve them. The new ACEG transmission report shows the constraint isn’t just generation anymore: it’s transmission, w/planning lagging AI-driven load growth across many regions.
#power #hyperscale
www.datacenterfrontier.com/energy/artic...

Operationalizing AI at Scale: Google Cloud on Data Infrastructure, Search, and Enterprise AI Google Cloud’s Sailesh Krishnamurthy explains why the future of AI success hinges less on model breakthroughs and more on how enterprises connect structured and unstructured data...

New DCF Show #Podcast: Google Cloud VP Sailesh Krishnamurthy on why #enterprise #AI success depends on smarter data #infrastructure, governance, and low-latency systems at scale as much as smarter models.

#Google #GoogleCloud #hyperscale #cloud #LLM #IT

www.datacenterfrontier.com/podcasts/pod...

Data Center Jobs: Engineering, Construction, Commissioning, Sales, Field Service and Facility Tech Jobs Available in Major Data Center Hotspots Each month Data Center Frontier, in partnership with Pkaza, posts some of the hottest data center career opportunities in the market. Here’s a look at some of the latest data ...

#AI #datacenter growth continues to drive strong #hiring across #engineering, #commissioning, #construction, and operations roles nationwide. The latest DCF + Pkaza #Jobs Report shows demand surging across both core and emerging U.S. data center markets.

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Nvidia’s $100 Billion OpenAI Bet Shrinks and Signals a New Phase in the AI Infrastructure Cycle Nvidia’s reported pullback from a proposed $100 billion OpenAI investment tied to the Stargate AI infrastructure buildout signals a shift toward capital discipline in the race...

#Nvidia scaling back a proposed $100B #OpenAI investment tied to #Stargate doesn’t slow the #AI boom but it signals a shift to #capital discipline and #infrastructure execution in the AI #datacenter buildout.

New analysis from DCF:
www.datacenterfrontier.com/machine-lear...

#hyperscale #cloud

Rethinking Water in the AI Data Center Era As AI data centers expand into water-stressed regions, operators are turning to reclaimed water, closed-loop reuse systems, and verifiable stewardship accounting to balance cooling...

#Water is now on the critical path for #AI #datacenters.

As AI scales into water-stressed regions, operators like #Microsoft, #Meta, #Amazon, and #Google are rethinking cooling, reuse, and watershed-scale stewardship.

New DCF feature 👇
www.datacenterfrontier.com/sustainabili...

#hyperscale #cloud

Cooling as a Service: Rethinking the Economics of AI Infrastructure In this episode of the Data Center Frontier Show podcast, DCF Editor in Chief Matt Vincent speaks with Michael Obradovitch, Vice President, Global Accounts for Data Centers at...

#AI is pushing #datacenters to new density limits and #cooling is now a performance-driven service, not just #capex. On the latest DCF Show #podcast, Matt Vincent talks #CaaS, #water, and uptime with Michael M. Obradovitch II of #Ecolab.
#hyperscale #cloud
www.datacenterfrontier.com/podcasts/pod...

Applied Digital CEO Wes Cummins On the Hard Part of the AI Boom: Execution Applied Digital CEO Wes Cummins explains how flexible design, locked-in supply chains, and direct-to-chip liquid cooling are reshaping AI data center development at scale. In ...

Execution, not announcements, will define #AI #datacenter winners.
#AppliedDigital CEO Wes Cummins explains why flexible design, locked-in #supplychains & #liquidcooling are separating real operators from the rest as the AI buildout hits its hardest phase.
www.datacenterfrontier.com/podcasts/pod...

How Robotics Is Re-Engineering Data Center Construction and Operations Robotics is moving onto the critical path of data center construction and operations. From fleet-based drilling to perception-driven inspection and digital twins, a phased roadmap...

Robotics is moving onto the critical path of data center construction and operations, cutting schedules, reducing risk, and reshaping physical work for the AI era.
www.datacenterfrontier.com/hyperscale/a...

#DataCenter #Robotics #AIInfrastructure #Hyperscale #DCFTrends #AI #Construction #Innovation

CBRE’s 2026 Data Center Outlook: Demand Surges as Delivery Becomes the Constraint The U.S. data center market enters 2026 with record demand driven by AI, historic low vacancy, and rising pricing; but with growing constraints around power delivery, construction...

#AI has pushed U.S. #datacenter demand to record levels heading into 2026.
But demand is no longer the constraint. #Power cost, delivery speed, and multi-year #construction timelines now shape where capacity can actually be built.
New analysis via #CBRE.

www.datacenterfrontier.com/energy/artic...

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...

CyrusOne Hones AI-Era Data Center Strategy for Power, Pace, and Reliability CyrusOne is reshaping its data center strategy around power access, faster build timelines, and operational reliability as AI demand accelerates. After a high-profile cooling ...

#CyrusOne’s latest moves show how #datacenter growth in the #AI era is being shaped by #power access, #speedtomarket, and reliability + the #politics of building at scale. Our story traces how power, process, and #operations now define the limits of growth.
www.datacenterfrontier.com/hyperscale/a...

Meta Builds a Nuclear Supply Chain for the AI Era Meta is building a nuclear supply chain for the AI era, combining long-term offtake, advanced reactors, and new financing models to secure firm power as grid politics and capacity...

#AI moves in months. #Power systems move in decades. That gap is now the biggest #risk in building AI #datacenter #infra.

#Meta’s latest #nuclear deals are about closing that timing gap: keep today’s plants running, build the next ones and fix fuel first.
www.datacenterfrontier.com/hyperscale/a...

Sustainable Data Centers in the Age of AI: Page Haun, Chief Marketing and ESG Strategy Officer, Cologix We sit down with Page Haun, Chief Marketing and ESG Strategy Officer at Cologix, to unpack what sustainable data center design really means in the age of AI. From LEED Gold facilities...

On the latest DCF Show #podcast, Page Haun of #Cologix talks sustainable #datacenter design in the age of #AI, from #LEED Gold builds and #liquidcooling to #power, #water, and #community trust.

#colocation #sustainability #IT #cloud #Columbus #Montreal

www.datacenterfrontier.com/podcasts/pod...

The Real AI Talent War Is for Plumbers and Electricians The AI boom is driving an unprecedented wave of data center construction, but there aren’t enough skilled tradespeople in the US to keep up.

The AI boom is driving an unprecedented wave of data center construction, but there aren’t enough skilled tradespeople in the US to keep up. www.wired.com/story/why-th...

From Air to Liquid at Scale: What Hyperscalers Really Need from the Cooling Supply Chain In this episode of the Data Center Frontier Show, Matt Vincent, Editor-in-Chief of Data Center Frontier, talks to Axel Bokiba, General Manager Data Center Cooling for MOOG, about...

On the Data Center Frontier Show, Moog’s Axel Bokiba breaks down what really changes when #hyperscale moves from air to liquid and why pumps, CDUs, and #supplychain reliability have become first-order constraints.

#datacenter #AI #liquidcooling #podcast

www.datacenterfrontier.com/podcasts/pod...

NVIDIA’s Rubin Redefines the AI Factory Six new chips, one system. NVIDIA’s Vera Rubin launch extends beyond a single product into a full AI infrastructure platform where compute, networking, memory, and operations ...

#AI #infrastructure just morphed up.
#NVIDIA’s Vera Rubin makes cost per token the metric that matters: how cheaply AI can run, all day, at scale.
That shift will reshape how #datacenters get built this decade.

#hyperscale #AIfactory #AIinference #Rubin
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