Here's a closer look at Wartsila, a Finnish firm that has become a player in the onsite power market. topics include the growth of data demand, options for onsite power, the supply of engines, and the key role of energy storage in future data center campuses.
As data center growth outpaces utility capacity, on-site power has shifted from “just-in-case” backup generation to become a foundational speed-to-market strategy for many players.
datacenterrichness.substack.com/p/the-rise-o...
"Capacity under construction fell to 5.99 gigawatts at the end of 2025 from 6.35 gigawatts at the end of 2024, real estate brokerage CBRE Group Inc. reported Wednesday." www.bloomberg.com/news/article...
More AI workloads are being deployed in multi-tenant data centers, boosting rack density and use of liquid cooling. As the largest colo provider, Equinix is a good bellwether for enterprise trends.
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Do they triple the billing rate for Ghidorah?
Solving the Speed to Power Problem
On the DCR podcast, Ned Buschelman of APR Energy shares how power constraints have created an opportunity for providers of on-site energy solutions, how APR works with data center customers, and the future outlook for onsite power.
youtu.be/wJyObkuNuFI?...
5 Notable Data Center Links: Poll finds Americans split on data center development, solar plus batteries at Iron Mountain’s NJ campus, and more ….
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The North American wholesale data center market has reached new levels of scarcity, with vacancy rates at a record-low 1%.
JLL says 92% of the 35 gigawatt construction pipeline already pre-committed.
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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
Modular design can enable data center operators to adapt to rapid refresh cycles for GPUs and cooling infrastructure. It's also key to capital efficiency, explains Phill Lawson-Shanks of Aligned.
youtube.com/shorts/F7KRj...
TurboCell can also act as a buffer between the volatile workloads of high-density AI clusters and local utilities - a challenge that will only increase along with GPU performance and rack density.
TurboCell is a new modular power platform designed to provide on-site generation for AI data centers.
The system, developed in strategic partnership with automotive supplier BorgWarner, is an integrated battery storage and power system.
open.substack.com/pub/datacent...
This is an attention-getter. These tax incentives boosted data center development in Illinois, particularly in the Suburban Chicago market around O'Hare airport.
“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.
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Google rolls out Lyria 3, a generative music model that can make 30-second tracks with Nano Banana cover art, in beta in the Gemini app in eight languages (The Keyword)
Main Link | Techmeme Permalink
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)"
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 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 …
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I got to visit the early access system for NERSC’s upcoming Doudna supercomputer. A TALL order of GB200s. Surprisingly noisy.
#HPC
How we woud up with 8,000 pound racks, and how to manage them.
youtube.com/shorts/1Iqdm...
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.
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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.
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#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...
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?...
Neoclouds Reshape Network Traffic, Cerebras Raises $1 Billion, PA Ponders AI Data Centers.
5 Notable Data Center Links:
open.substack.com/pub/datacent...
