Data Center Frontier

#datacenter #hyperscale #AI #cloud #power #naturalgas #turbines #supplychain

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...

#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...

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 ...

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

Choosing the Right Cooling Path for AI-Powered Data Centers Wesco's Alan Farrimond explains how, with the right strategy, data centers can confidently introduce liquid cooling into their environments.

Voices of the Industry: Choosing the Right Cooling Path for AI-Powered #DataCenters

As #AI drives higher rack densities, #liquidcooling is no longer optional; it’s essential. #Wesco VP Alan Farrimond breaks down the most scalable options and strategies.
www.datacenterfrontier.com/sponsored/ar...

Duos Pairs Mobile Power and Modular Edge Data Centers for Rapid Texas Rollout Duos Edge AI is pairing high-density modular compute with mobile, behind-the-meter power to deliver rapid edge capacity in underserved Texas markets, while eyeing expansion into...

#Power + Proximity: Duos Edge AI is showing what real #edge #datacenter deployment looks like, pairing high-density #modular compute with mobile, behind-the-meter power to bring capacity to underserved #Texas markets. 5 sites live, 15 by year-end.
#AI #IT
www.datacenterfrontier.com/edge-computi...

How the AI Revolution Is Reinventing Data Center Cooling John Palomba of ebm-papst explains how data center operators can bridge the gap between current infrastructure and next-generation computing needs with scalable, modular solutions...

#AI workloads are reshaping #datacenter cooling. #Rack densities are soaring, cooling #energy use may triple by 2030 & scalable #RDHx are emerging as a bridge to the AI future.
The latest DCF Voices of the Industry turn by John Palomba/ebm-papst explains: www.datacenterfrontier.com/sponsored/ar...

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 ...

The latest DCF / Pkaza #DataCenter #Jobs Report shows strong demand for talent in major hubs — #NoVA, #Dallas, #Atlanta, #Denver, #Phoenix.
Hot roles: #engineering, #commissioning, #construction, ops, #sales. #AI-scale growth = career opportunity.

#cloud

www.datacenterfrontier.com/sponsored/ar...

AI Infra Summit 2025 Insights: AI Factories at the Core of the Fifth Industrial Revolution As hyperscale AI workloads converge with breakthroughs in infrastructure, data centers are transforming into the factories powering a new era of economic and technological growth...

In her latest deep dive, DCF's Melissa Farney unpacks insights from #AIInfraSummit2025 and how #Meta, #NVIDIA & #AWS are shaping #AI factories, #neoclouds and the future of #datacenters in the 5th Industrial Revolution.
AI’s “iPhone moment” is here ...

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

New Partnerships Form to Deploy Digital Energy Twins in Data Centers Eaton and Autodesk and Cadence and NVIDIA are the latest companies to partner up to develop digital twins to visualize real-life data center infrastructures, helping improve energy...

Digital twins are reshaping #datacenters: optimizing #energy, simulating #AI loads & predicting failures before they happen.

New Eaton + Autodesk & Cadence + #NVIDIA partnerships show the future: resilient, self-optimizing #infrastructure.

#DigitalTwins
www.datacenterfrontier.com/design/artic...

Unlocking Japan’s Digital Future: Opportunities in Japan’s Evolving Market Masahiko Inoue, Head of Japan for EdgeConneX, profiles the growing Japanese data center market.

On #Japan’s Digital Future: Japan blends global economic scale, #cloud & #AI momentum, and nat'l commitment to innovation. It's one of the world’s most dynamic #datacenter markets. Read Masahiko Inoue’s new DCF Voices of the Industry essay via #EdgeConneX: www.datacenterfrontier.com/sponsored/ar...

How AI Is Transforming Data Center Design: Power, Cooling, and Connectivity In this episode of the Data Center Frontier Show, Matt Vincent, Editor in Chief of Data Center Frontier is joined by Scott Eischens, Product Manager, Global AI Fiber Solutions...

#AI is rewriting #datacenter design. ⚡💧🔗

On the latest DCF Show #podcast, we talk with #CommScope's Scott Eischens about how #GPU -driven AI is reshaping:
⚡ #Power
💧 #Cooling
🔗 #Connectivity

Future-proofing = flexible, upgradeable infrastructure.

Listen: www.datacenterfrontier.com/podcast/podc...

Scaling Stargate: OpenAI’s Five New U.S. Data Centers Push Toward 10 GW AI Infrastructure OpenAI's Stargate program is rapidly expanding with five new U.S. data center sites, boosting capacity to nearly 7 GW and supporting a $400 billion investment aimed at reaching...

Scaling #Stargate: #OpenAI adds 5 new U.S. sites in TX, NM & OH, pushing its #AI #datacenter capacity toward 10 GW & $500B.
With #Oracle #SoftBank & #Nvidia, this buildout is a national test of #energy, #infrastructure & execution.
#hyperscale #IT
📖 Read: www.datacenterfrontier.com/machine-lear...

Why AI is Making Liquid Cooling Inevitable AI has pushed liquid cooling from a niche technology to a critical requirement for high density data centers.In this episode, Matt Vincent, Editor in Chief of Data Center Frontier...

On the latest episode of the DCF #podcast, Pat McGinn of CoolITSystems explains why #liquidcooling has become a critical need for high-density #AI #datacenters.

The talk covers:
✅ Adoption trends
✅ Deploying at scale
✅ #Sustainable cooling's future

www.datacenterfrontier.com/podcast/podc...

Q3 Executive Roundtable Recap AI-scale workloads are reshaping the fundamentals of data center design. For Data Center Frontier’s Q3 2025 Executive Roundtable, three industry leaders tackled the most urgent...

#AI is reshaping #datacenter fundamentals. For our Q3 2025 Executive Roundtable, industry leaders from CoolITSystems, Ecolab and Trane tackle the big challenges:

🔥 #Thermal & #Water Risk
⚖️ CapEx vs. OpEx Race
🔄 Breaking Down #Silos

#hyperscale #colocation
www.datacenterfrontier.com/executive-ro...

Why Data Center Developers Are Choosing Pennsylvania Justine Belyus, Executive Director of Business Marketing for the Pennsylvania Department of Community & Economic Development, explains why Pennsylvania is ready to power the next...

Pennsylvania Stakes Its Claim as a Digital Infrastructure Powerhouse

With #AWS committing $20B, the largest private investment in PA’s history, the state is emerging as a prime #datacenter hub, driven by #power, location, incentives & talent.
#AI #cloud
www.datacenterfrontier.com/sponsored/ar...

Rehlko’s Solutions-First Approach to Powering Resilient Data Centers In this episode of the Data Center Frontier Show podcast, DCF Editor in Chief Matt Vincent speaks with Justin Loritz, Product Manager, Large Diesel for Rehlko.

New DCF Show #Podcast:
How do you engineer #power systems that withstand today’s unprecedented #datacenter & #AI demands?
We talk with Rehlko’s Justin Loritz on the company's solutions-first approach to resilient infrastructure.
#hyperscale #colocation
www.datacenterfrontier.com/podcast/podc...

Red Hot Data Center Growth Needs Smart Innovation to Stay Cool Benjamin Taylor of HT Materials Science outlines recent innovations in HVAC technology that offer cost-effective, efficient solutions to ease the strain data centers place on ...

Voices of the Industry: Red-Hot Growth, Smarter #Cooling
#AI-fueled #datacenter growth could drive U.S. #power use to 12% by 2028. Ben Taylor of HT Materials Science covers #HVAC innovations from advanced fluids to AI-optimized systems to boost efficiency.
www.datacenterfrontier.com/sponsored/ar...

Executive Roundtable: The Integration Imperative As AI drives power densities higher and cooling loads more complex, data centers can no longer treat thermal, water, and energy systems as separate silos. In the third part of...

As #AI drives higher densities, #datacenters can’t treat #cooling, #water & #power as #silos. In our #Q3 Executive Roundtable, leaders from CoolIT Systems, Ecolab & Trane share how integration is now key to #efficiency, #resiliency & #sustainability.
#IT
www.datacenterfrontier.com/executive-ro...

Executive Roundtable: CapEx vs. OpEx in the AI Era - Balancing the Rush to Build with Long-Term Efficiency In the second part of our Q3 Executive Roundtable, industry leaders from CoolIT Systems, Ecolab, and Trane share how liquid cooling, sustainable design, and flexible financial...

#AI #datacenters are scaling fast—but can operators balance #CapEx & #OpEx while staying efficient & sustainable?

Our Q3 Executive Roundtable with SMEs from CoolITSystems, Ecolab and Trane dives into #cooling, #energy, #water, & #financial models.

Read:
www.datacenterfrontier.com/executive-ro...

The Evolution of Data Center Network Topologies Traditional network architectures and protocols, once sufficient for cloud and enterprise workloads, are now being pushed to their limits by the scale, speed, and complexity of...

#AI is rewriting #datacenter #networks. Spine-leaf topologies, #bandwidth & #latency challenges demand scalable, AI-ready #infrastructure.

Explore the evolution of data center #networking in our new report by DCF's Melissa Farney, sponsored by CommScope.
www.datacenterfrontier.com/sponsored/ar...

OpenAI and Oracle’s $300B Stargate Deal: Building AI’s National-Scale Infrastructure Oracle’s aggressive AI-first infrastructure expansion underpins OpenAI’s Stargate vision, transforming cloud into a core national-scale compute and energy resource. This $300 ...

#OpenAI’s reported $300B deal with #Oracle is more than a #cloud contract — it’s a blueprint for national-scale #AI infrastructure.

⚡ ~4.5 GW of new AI capacity
💰 Aggressive #CAPEX in sites, #chips, #interconnect
🌐 #Multicloud + #sovereignty as default

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

Executive Roundtable: Cooling, Costs, and Integration in the AI Data Center Era As AI continues to reshape the physical and operational profile of data centers, the industry faces a pivotal inflection point in how it manages thermal loads, water resources...

#AI is reshaping #datacenters: hotter, denser & more complex. In DCF’s Q3 Executive Roundtable, leaders from CoolIT, Trane & Ecolab tackle thermal risk, #CapEx vs #OpEx & system integration.

Q3 Roundtable Kickoff: Thermal risk at AI scale →
www.datacenterfrontier.com/executive-ro...

#liquidcooling

AI’s Impact on Data Center Networking The shift in AI workloads requires networks to deliver not only vastly greater bandwidth but also ultra-low latency and dynamic scalability to keep pace with the parallel, distributed...

#AI is reshaping #DataCenter #networking to the tune of:

#800G–1.6T per link.

Sub-µs #latency.

4–8x more #fiber per AI #server.

DCF Editor-at-Large Melissa Farney explores the pain points in our Special Report with CommScope:
www.datacenterfrontier.com/sponsored/ar...

#hyperscale #colocation

How AI Data Centers Are Reshaping the Evolution of the Grid Aleksandar Grbic of Hitachi Energy discusses why data centers need to build flexibility into their systems and operations.

The #grid wasn't built for #AI's spikey, unpredictable #power demands. How do we adapt?
Aleksandar Grbic of Hitachi Energy here explains for DCF's Voices of the Industry forum how flexibility is the new critical currency.
www.datacenterfrontier.com/sponsored/ar...
#DataCenter #Hyperscale #Colocation

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.

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

ECOC Exhibition 2025: Shaping the Future of Optical Communications for Three Decades Emma Harvey of Nexus Media Events previews the 30th European Conference on Optical Communication (ECOC) Exhibition, which will be held in Copenhagen, September 29 - October 2....

The future of data center & AI #infrastructure is #optical. #ECOC2025 in Copenhagen (Sep 29-Oct 2) showcases the tech powering next-gen connectivity.
DCF's latest Voices of the Industry sets the table for this pivotal event: www.datacenterfrontier.com/sponsored/ar...

#DataCenter #OpticalComms #AI

Cologix and Lambda Debut NVIDIA HGX B200 AI Clusters in Columbus, Ohio It's no secret that Columbus is emerging as a hub for next-gen AI infrastructure. Here Bill Bentley of Cologix and Ken Patchett of Lambda discuss the region’s first Nvidia HGX...

Big move for #AI in the #Midwest:
Cologix + Lambda launch Columbus’ first #NVIDIA HGX B200 clusters at COL4. 🚀
On the new DCF Show, we break down how the #hyperscale edge is reshaping regional AI #infrastructure.
www.datacenterfrontier.com/podcast/podc...
#DataCenters #AIInfrastructure #NVIDIA #Ohio

NVIDIA Forecasts $3–$4 Trillion AI Market, Driving Next Wave of Infrastructure China restrictions, record revenues, and next-gen AI chips—here’s what NVIDIA’s quarter tells us about the future of data center compute.

#NVIDIA sees a $3–$4T AI market ahead.
Q2 FY2026:
Revenue +56% → $46.7B
Data center demand surging
China export risk looms

For operators, this means:
300–500MW AI campuses
Liquid cooling mainstream
Geopolitics = infra variable
www.datacenterfrontier.com/machine-lear...
#AI #DataCenters #Hyperscale

Modernizing Legacy Data Centers for the AI Revolution with Schneider Electric's Steven Carlini The AI revolution is transforming data centers at an unprecedented pace. From retrofitting legacy sites to deploying modular, prefabricated IT rooms and hybrid liquid-air cooling...

Legacy #datacenters weren't built for 100kW+ #AI #racks. On the latest #DCF #podcast, Schneider Electric's Steven Carlini breaks down the #retrofit challenge: #liquidcooling as architecture, becoming "upside-down" & planning for unknown future densities.
www.datacenterfrontier.com/podcast/podc...

Each week I'm sharing 5 notable links from the data center sector on our Substack.

I’m curating 5 links that I find particularly interesting, with my commentary on why they merit your attention.

Check it out:

datacenterrichness.substack.com/p/5-notable-...