1+ day, 14+ hour ago  (145+ words) Data Center Richness | Substack 5 Notable Data Center Links for May 23, 2026 Blackstone Backs $500 M Google TPU Venture, Armada Scales Up for Modular Data Centers Each week I curate 5 links from the data center sector that I find particularly interesting, with my…...

3+ day, 14+ hour ago  (608+ words) Are data center designers ready to enter the simulation? NVIDIA is advancing the use of "digital twins" to design and operate AI data centers, using software and 3 D modeling to simulate almost every detail of its new AI factories. At…...

6+ day, 11+ hour ago  (344+ words) Next Era Energy plans to acquire Dominion Energy in a $66 billion utility mega-merger, the companies said today. The all-stock deal would create an energy juggernaut that could bring new scale and efficiency to the expansion of America's power infrastructure - including…...

1+ week, 1+ day 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, 2+ day ago  (690+ words) Thursday's bullish IPO for Cerebras Systems was the culmination of a 10-year quest to rethink how chips are made, and portends a larger role for the company in the fast-growing market for AI inference. Cerebras Systems (CBRS) finished its first…...

1+ week, 3+ day ago  (730+ words) Geothermal energy specialist Fervo Energy made a striking debut on the Nasdaq on Wednesday, with shares surging 35 percent above their IPO price on the first day of trading. The offering raised $1. 89 billion after being upsized multiple times to meet investor…...

1+ week, 4+ day ago  (1025+ words) There's big change coming to power distribution in data centers. Today we explore the planned transition to 800 volt DC power distribution, and a new technology - Solid-State Transformers - could play a key role in these upgrades to AI infrastructure. The AC…...

1+ week, 5+ day ago  (894+ words) Call it the Power Shift. Over the past three years, companies that procured huge amounts of power for cryptocurrency are refocusing their business models on AI and HPC. It's a shift that has tracked the surging demand for electricity to…...

1+ week, 6+ day ago  (609+ words) The recent drone strikes on several AWS facilities have sent a jolt through the data center industry, sparking conversation about options for protecting IT facilities in potential conflict zones. Is going underground an option? The "data bunker" is a specialized…...

2+ week, 1+ day ago  (79+ 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…...