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5 Notable Data Center Links, Nov. 8

Rich Miller @techjournalism.bsky.social · 3d

5 Notable Data Center Links: Google goes to space, AWS goes subsea, and land MegaDeals in Northern Virginia.

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

Google Goes to Space, AWS Goes Subsea, and Land MegaDeals in NoVa

On-Site Generation and the Future of AI Power

Rich Miller @techjournalism.bsky.social · 4d

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?...

YouTube video by Data Center Richness

youtu.be

Rich Miller @techjournalism.bsky.social · 6d

After Monday's deals by Eaton and Vertiv, cooling specialist Chilldyne said Tuesday that it has been acquired by Daikin Applied Americas.

Rich Miller @techjournalism.bsky.social · 6d

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...

Liquid Cooling Drives Data Center M&A

Acquisitions by Eaton, Vertiv and Daikin Reflect Focus on High-Density Racks

Amazon pays $700m for planned data center site in Virginia’s Prince William County – report

Reposted by Rich Miller

DatacenterDynamics @dcdnews.bsky.social · 6d

Company said to have bought the Devlin Tech Park site in Bristow

dlvr.it

Rich Miller @techjournalism.bsky.social · 10d

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-...

5 Notable Data Center Links, Nov. 1

Another Stargate Campus, Equinix Goes Big. Also, an AI-Powered SRE?

Rich Miller @techjournalism.bsky.social · 11d

Jassy said AWS is racing to keep pace with a re-acceleration of demand. “You’re going to see us continue to be very aggressive investing in capacity because we see the demand,” said Jassy. “As fast as we’re adding capacity right now, we’re monetizing it.”

Rich Miller @techjournalism.bsky.social · 11d

“Demand remains significantly ahead of the capacity we have available,” said Microsoft CFO Amy Hood. “We now expect to be capacity constrained through at least (June 2026).”

Amazon CEO Andy Jassy said AWS has added more than 3.8 gigawatts of data center capacity in the past 12 months.

Hyperscale Building Boom Poised to Continue

Rich Miller @techjournalism.bsky.social · 11d

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...

Microsoft, Google, Meta and AWS Describe Strong Demand for New Services

An Inside Look at the Data Center Development Journey

Rich Miller @techjournalism.bsky.social · 12d

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?...

YouTube video by Data Center Richness

youtu.be

Rich Miller @techjournalism.bsky.social · 13d

As it seems to modernize data center design and delivery, DSX also holds the potential to address huge challenges in AI infrastructure, including the rapid AI hardware upgrade cycles, and integration of buildings with the chips and servers inside them.

Rich Miller @techjournalism.bsky.social · 13d

The NVIDIA Omniverse DSX platform taps the power of AI and digital twins to optimize AI factories from the chip to the grid, using a “co-design” approach to seamlessly orchestrate physical and digital assets.

NVIDIA Unveils Data Center Design Blueprint

Rich Miller @techjournalism.bsky.social · 13d

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...

Omniverse DSX Advances "Co-Design" Approach to Gigascale AI Factories

For Colovore, the Liquid-Cooled Future Is Now

Rich Miller @techjournalism.bsky.social · 14d

Colovore has data center projects under construction in three new markets - Reno, Chicago and Austin - and more to come.

Rich Miller @techjournalism.bsky.social · 14d

The company was founded in 2012 in anticipation of higher rack densities ahead. That experience is now backed by new owners and fresh capital, enabling Colovore to scale up and meet the moment it has anticipated for so long

Rich Miller @techjournalism.bsky.social · 14d

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...

High-Density Specialist Enters Expansion Mode, Building in 3 New Markets

Launch Day: Data Center Richness

Rich Miller @techjournalism.bsky.social · 15d

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...

The Next Chapter for DCR on Substack

5 Notable Data Center Links, Oct. 25

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Rich Miller @techjournalism.bsky.social · 17d

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-...

Investors Remain Keen on Data Centers, Interconnection Initiative Advances

Loudoun County data center market share drops as new Virginia jurisdictions rise

Rich Miller @techjournalism.bsky.social · 19d

Aligned will use an energy storage system from Calibrant Energy to bring a new data center facility online “years earlier than would be possible with traditional utility upgrades," the company said.

“This project flips the script on how data centers access power,” said Calibrant CEO Phil Martin.

Rich Miller @techjournalism.bsky.social · 19d

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...

Reposted by Rich Miller

DatacenterDynamics @dcdnews.bsky.social · 20d

But state remains “undisputed” global data center market leader

dlvr.it

Rich Miller @techjournalism.bsky.social · 21d

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...

Hot New Hardware at the OCP Expo

New Designs Unveiled for Servers, Racks and CDUs for Hyperscale AI