Rich Miller
@techjournalism.bsky.social
I write about the infrastructure powering the digital world. Cloud, data centers and AI.
Pinned
Rich Miller
@techjournalism.bsky.social
· Feb 11
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!
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...
open.substack.com/pub/datacent...
Data Centers Turn to Robots to Haul Multi-Ton Racks
Hyperscalers, OCP Ramp Up Robotics Teams for Worker Safety, Productivity
open.substack.com
November 11, 2025 at 12:47 PM
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...
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...
open.substack.com/pub/datacent...
5 Notable Data Center Links, Nov. 8
Google Goes to Space, AWS Goes Subsea, and Land MegaDeals in NoVa
open.substack.com
November 8, 2025 at 12:59 PM
5 Notable Data Center Links: Google goes to space, AWS goes subsea, and land MegaDeals in Northern Virginia.
open.substack.com/pub/datacent...
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?...
youtu.be/Yx7QGNQsJaQ?...
On-Site Generation and the Future of AI Power
YouTube video by Data Center Richness
youtu.be
November 7, 2025 at 8:28 PM
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?...
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...
As AI continues to reshape digital infrastructure, these deals bolster data center players' cooling portfolios.
Read more: datacenterrichness.substack.com/p/liquid-coo...
Liquid Cooling Drives Data Center M&A
Acquisitions by Eaton, Vertiv and Daikin Reflect Focus on High-Density Racks
datacenterrichness.substack.com
November 5, 2025 at 4:13 PM
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...
As AI continues to reshape digital infrastructure, these deals bolster data center players' cooling portfolios.
Read more: datacenterrichness.substack.com/p/liquid-coo...
Reposted by Rich Miller
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-...
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-...
5 Notable Data Center Links, Nov. 1
Another Stargate Campus, Equinix Goes Big. Also, an AI-Powered SRE?
datacenterrichness.substack.com
November 1, 2025 at 3:03 PM
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-...
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...
As a result, they expect to build even more data center space in 2026.
datacenterrichness.substack.com/p/hyperscale...
Hyperscale Building Boom Poised to Continue
Microsoft, Google, Meta and AWS Describe Strong Demand for New Services
datacenterrichness.substack.com
October 31, 2025 at 12:35 PM
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...
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?...
youtu.be/tp9tzLjurms?...
An Inside Look at the Data Center Development Journey
YouTube video by Data Center Richness
youtu.be
October 30, 2025 at 4:42 PM
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?...
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...
#NVIDIAGTC #GTCDC
open.substack.com/pub/datacent...
NVIDIA Unveils Data Center Design Blueprint
Omniverse DSX Advances "Co-Design" Approach to Gigascale AI Factories
open.substack.com
October 29, 2025 at 11:19 AM
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...
#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...
open.substack.com/pub/datacent...
For Colovore, the Liquid-Cooled Future Is Now
High-Density Specialist Enters Expansion Mode, Building in 3 New Markets
open.substack.com
October 28, 2025 at 11:48 AM
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...
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...
open.substack.com/pub/datacent...
Launch Day: Data Center Richness
The Next Chapter for DCR on Substack
open.substack.com
October 27, 2025 at 11:42 AM
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...
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-...
datacenterrichness.substack.com/p/5-notable-...
5 Notable Data Center Links, Oct. 25
Investors Remain Keen on Data Centers, Interconnection Initiative Advances
datacenterrichness.substack.com
October 25, 2025 at 2:51 PM
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-...
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...
datacenterrichness.substack.com/p/aligned-ta...
October 23, 2025 at 1:30 PM
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...
datacenterrichness.substack.com/p/aligned-ta...
Reposted by Rich Miller
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...
open.substack.com/pub/datacent...
Hot New Hardware at the OCP Expo
New Designs Unveiled for Servers, Racks and CDUs for Hyperscale AI
open.substack.com
October 21, 2025 at 3:13 PM
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...
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."
October 21, 2025 at 11:20 AM
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
youtu.be/hZ6vuoDJ8Nc
Inside the New Modular Design Powering AI Expansion
YouTube video by Data Center Richness
youtu.be
October 20, 2025 at 5:41 PM
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
youtu.be/hZ6vuoDJ8Nc
Reposted by Rich Miller
With the AWS outage, now‘s as good a time as any to post this old strip.
October 20, 2025 at 10:18 AM
With the AWS outage, now‘s as good a time as any to post this old strip.
Reposted by Rich Miller
It's always DNS. Except when it's AWS. (In this case, it was both.)
Amazon DNS outage breaks much of the internet | TechCrunch
The outage affected websites like Coinbase and Fortnite, and disrupted services like Signal, Zoom and Amazon's own products, including Ring.
techcrunch.com
October 20, 2025 at 11:28 AM
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...
open.substack.com/pub/datacent...
The Double-Wide AI Racks Have Arrived
AI Scaling Prompts Meta, AMD to Move to Larger Rack Form Factors,
open.substack.com
October 17, 2025 at 11:18 AM
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...
open.substack.com/pub/datacent...
Reposted by Rich Miller
🏢 Pennsylvania's $70 Billion Race for America's Data Centers
www.datacenterknowledge.com/energy-power...
www.datacenterknowledge.com/energy-power...
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.
www.datacenterknowledge.com
October 16, 2025 at 4:16 PM
🏢 Pennsylvania's $70 Billion Race for America's Data Centers
www.datacenterknowledge.com/energy-power...
www.datacenterknowledge.com/energy-power...
Reposted by Rich Miller
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"
Then he literally says today the growth is "insane"
October 16, 2025 at 1:25 PM
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"
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.
OpenAI just gave Sora 2 two big upgrades – including longer videos for free users www.techradar.com/ai-platforms...
Everyone can now generate longer Sora 2 videos - and I’m going to take shelter in an underground bunker
Longer videos are here
www.techradar.com
October 16, 2025 at 2:48 PM
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...
The buyer group includes The Artificial Intelligence Infrastructure Partnership (AIP), MGX, and BlackRock’s Global Infrastructure Partners (GIP).
datacenterrichness.substack.com/p/aligned-da...
Aligned Data Centers Acquired for $40 Billion
Buying Investor Group Includes Blackrock, Microsoft, NVIDIA and MGX
datacenterrichness.substack.com
October 15, 2025 at 3:00 PM
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...
The buyer group includes The Artificial Intelligence Infrastructure Partnership (AIP), MGX, and BlackRock’s Global Infrastructure Partners (GIP).
datacenterrichness.substack.com/p/aligned-da...
Reposted by Rich Miller
