12+ hour, 31+ min ago   (617+ words) Data Center Richness | Substack Data Center Alley Explores a Moratorium 5 Notable Links: Loudoun Supervisors Weigh Options, Another Developer to Go Public Each week I curate 5 links from the data center sector that I find particularly interesting, with my commentary on…...

1+ day, 12+ hour ago   (705+ words) The double-wide racks are going mainstream, offering another sign of how AI is altering the shape of the data center. This week AMD officially launched its Helios Rackscale Solution, an extra-wide rack bringing together AMD’s GPU, CPU and networking technologies…...

3+ day, 4+ hour ago   (408+ words) The business impact of AI is about far more than algorithms and models. Demand for AI capacity is driving a boom in manufacturing across the U.S., which we’ve been tracking here at Data Center Richness. The latest huge project comes from…...

4+ day, 8+ hour ago   (220+ words) Google is researching new ways to tap idle compute capacity spread across its global data center network to train AI models. The approach, detailed in a paper from Google DeepMind and Google Research, introduces an architecture called Decoupled DiLoCo (Distributed…...

1+ week, 11+ hour ago   (62+ words) Data Center Richness | Substack 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. Sound interesting? Subscribe and get them every Saturday. If you found 5 Notable…...

1+ week, 4+ day ago   (830+ words) New York Gov. Kathy Hochul has signed an executive order calling for a one-year moratorium on new data center construction, becoming the first state to place a temporary ban on AI infrastructure development. Hochul will pause state-level environmental permits for…...

2+ week, 12+ hour ago   (146+ words) 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. Sound interesting? Subscribe and get them every Saturday. Google Will Develop Huge Wyoming Data Center Campus…...

2+ week, 1+ day ago   (335+ words) Micron Technology said this week it is raising its planned U.S. investment to more than $250 billion through 2035, a figure that would have been unthinkable for a memory chipmaker a decade ago. The company’s expanded U.S. investment plan is the clearest sign…...

2+ week, 2+ day ago   (639+ words) Here’s my conversation with Jeevan Kalanithi: This Data Center Download provides key insights from the Data Center Richness podcast with Jeevan Kalanithi of OpenSpace, which explores how cutting-edge computer vision, drones, and AI agents are transforming massive construction sites into…...

2+ week, 3+ day ago   (112+ words) Data Center Richness | Substack NVIDIA Adds Rosa CPU, Rigel Core to its Roadmap The Rise of Agentic AI Invigorates Demand for Data Center CPUs Agentic workloads are boosting demand for next-generation CPUs built to keep pace with GPUs, and NVIDIA,…...