DCF Tours: SDC Manhattan, 375 Pearl St. Inside Sabey’s Lower Manhattan data center, where interconnection, elevation, and emerging AI inference demand meet in one of New York’s most distinctive infrastructure assets...

#AI isn't just a campus play. Sometimes it needs the right building in the right place. SDC Manhattan is built for proximity: #networks, users, #latency. As Sabey's Atim Bajrushi said: space is there; #power is the constraint. That’s where #inference lives.
www.datacenterfrontier.com/colocation/a...

The State of the Data Center 2026 Bill Kleyman Breaks Down Industry Trends, and Why Industry Conferences Matter

Rack density jumped 70% in a single year - from 16 KW to 27 KW per rack on average - in the AFCOM State of the Data Center survey, which has been tracking density trends for a decade.

Here's a look at this and other insights for 2026:

datacenterrichness.substack.com/p/the-state-...

From Buildings to Token Factories: Compu Dynamics CEO Steve Altizer On Why AI Is Rewriting the Data Center Design Playbook As AI drives unprecedented density and complexity, Compu Dynamics CEO Steve Altizer explains why data centers are shifting from adaptable buildings to purpose-built industrial...

We keep calling them “data centers.”

But the design brief has changed.

Factory-built modules.
Liquid-cooled systems.
Power as the constraint.

This isn’t a building anymore.

🎧 Compu Dynamics CEO Steve Altizer on the shift: www.datacenterfrontier.com/machine-lear...

#AIInfrastructure #DataCenters

From Land Grab to Structured Scale: Kirkland & Ellis Explains How Capital, Power, and Deal Complexity Are Defining the AI Data Center Boom Kirkland & Ellis partners Melissa Kalka and Kimberly McGrath explain how power constraints, evolving deal structures, and new financing models are reshaping data center investment...

The #AI #datacenter land grab is mitigating. Now it’s execution. Kirkland & Ellis on the DCF Show #Podcast: "No #power, no customer.” Capital is now stricter. Alignment is the bottleneck. Power. Capital. Contracts. Execution. Miss one, nothing gets built.
www.datacenterfrontier.com/machine-lear...

AI is a Positive Catalyst for Grid Growth AI‑driven demand can push the grid to become more modern and resilient instead of merely exposing its existing weaknesses.

#AI isn’t breaking the #grid but it’s exposing a system that’s already underbuilt & forcing long-delayed investment. Melissa Farney on why AI is a catalyst, not the culprit.
⚡ Stress test → modernization
⚡ Trillions now moving
⚡ #Datacenters = grid partners
www.datacenterfrontier.com/energy/artic...

Designing for the AI Era: The New Realities of Data Center Infrastructure To keep pace with AI and high‑density computing, data centers must embrace hybrid cooling architectures, prepare for HVDC ecosystems, and rethink supply‑chain and grid dependencies...

Tom Carroll (ebm-papst) in DCF Voices of the Industry:
AI is collapsing data center design into one problem: power, cooling, supply chain. Hybrid cooling is here.
Every watt saved = more compute.

www.datacenterfrontier.com/sponsored/ar...

#datacenters #AIinfrastructure #LLM #GPU #cloud #inference

Sponsored: A quick listen from the DCF Show. Here’s a short audiogram of our recent message from Meter on simplifying data center connectivity.

#datacenters #DataCenterNetworking #AIInfrastructure #connectivity #podcast

View all DCF Show Podcast episodes: www.datacenterfrontier.com/podcasts/dat...

Schneider Electric Maps the AI Data Center’s Next Design Era In conversations at NVIDIA GTC 2026 (Mar. 16-19), Schneider Electric executives Marc Garner and Jim Simonelli outlined how AI infrastructure is forcing a deeper rethink of data...

The AI data center is changing form.

At #NVIDIA #GTC26, Schneider Electric outlined the shift:
→ simulation before build
→ power defines architecture
→ data centers become grid participants

AI infrastructure is now a system.
www.datacenterfrontier.com/design/artic...
#AIInfrastructure #datacenters

SoftBank’s 10 GW Ohio Campus Marks a Turning Point for AI Infrastructure With DOE leasing federal land and AEP supporting transmission, SoftBank’s 10 GW Ohio project redefines AI data centers around power and infrastructure.

The #AI #datacenter has outgrown the data center. In Piketon, OH, #SoftBank, AEP Ohio, and the U.S. DOE aren’t just proposing a 10 GW campus. They’re advancing a new model: compute + power built together. Data centers now become strategic utility complexes.
www.datacenterfrontier.com/machine-lear...

Q1 Executive Roundtable Recap As AI infrastructure enters its execution phase, success is being defined by power certainty, procurement discipline, coordinated delivery at scale, and the industry’s ability...

The #AI #datacenter narrative has shifted. Not “what can we build?” but → “what actually gets delivered?” From our Q1 Roundtable: #Power is the gate; #Gigawatt scale is stressing coordination; Design must adapt to demand; Social license is now a constraint.
www.datacenterfrontier.com/executive-ro...

Welcome to bsky, here is a list of the big accounts: bsky.app/starter-pack...
You can also look at the list of people we follow, those are good tech accounts.

Interesting

#DataCenter #Power #DataCenterPower #AIInfrastructure #GPUCluster

Jensen Huang Maps the AI Factory Era at NVIDIA GTC 2026 From the “inference inflection point” to OpenClaw’s rise as an agent operating system, Nvidia’s GTC keynote outlined the architecture of the AI factory, spanning Rubin systems...

The #AI story now jumps from training #LLMs to running them continuously at planetary scale. From the #inference inflection point to #AIFactories producing #tokens like a #commodity, #JensenHuang sees a trillion-dollar #infrastructure buildout approaching.

www.datacenterfrontier.com/machine-lear...

PJM Moves to Redefine Behind-the-Meter Power for AI Data Centers PJM proposes new rules limiting behind-the-meter loads above 50 MW, aiming to integrate AI-scale data centers into grid planning while protecting system reliability and ratepayers...

#Power is becoming the defining constraint of the #AI #datacenter era. Now the #grid is responding. PJM Interconnection is proposing rules limiting #behind-the-meter netting for loads > 50 MW, aimed squarely at the new generation of AI-scale data centers.
www.datacenterfrontier.com/energy/artic...

* ML/AI Researchers bsky.app/starter-pack...
* AI Researchers go.bsky.app/E8JcNAk
* Data Ladies go.bsky.app/5388qNY
* RecSys bsky.app/starter-pack...
* Robotics & AI bsky.app/starter-pack...
* Influential in AI go.bsky.app/6m6xg2P
* AI Educators go.bsky.app/PC1YfFd
* LLM Agents go.bsky.app/LUrLWXe

From Real Estate to AI Factories: 7x24 Exchange's Michael Siteman on Power, Politics, and the New Logic of Data Center Development Power, politics, and AI are rewriting the rules of data center development. Industry veteran Michael Siteman explains how site selection has evolved from real estate into a high...

7x24’s Michael Siteman told us: #AI has flipped the logic of #datacenter development. #Power > #network. Capacity is leased years before buildings exist. Local #politics affects project timelines. What used to be a #CRE play now becomes systems engineering.
www.datacenterfrontier.com/site-selecti...

Community Opposition Emerges as New Gatekeeper for AI Data Center Expansion Community opposition is increasingly delaying or blocking major data center projects, signaling a shift in which local politics and resource concerns are beginning to shape where...

#Datacenter opposition is rising. Across the U.S., communities are delaying or blocking #AI #infrastructure over #power demand, #water use, and #electricity costs.

Sightline Climate estimates 30–50% of data center capacity expected in 2026 may face delays.
www.datacenterfrontier.com/site-selecti...

Why Conduit Choices Matter as Construction for Resilient, High Density Data Centers Soars Matt Fredericks of Champion Fiberglass explains why conduit material selection is not just a code-compliance exercise, it is also a risk management decision.

Everyone talks about #GPUs & #gigawatts. But one of the biggest #datacenter #risk decisions is conduit. Pipes protecting medium-voltage cables underground. Burn-through. Fault heat. Water ingress. Soil chemistry. Invisible infrastructure. Big consequences.

www.datacenterfrontier.com/sponsored/ar...

Who needs data centers in space when they can float offshore? | TechCrunch Offshore wind developer Aikido will deploy a small data center beneath a floating offshore wind turbine later this year.

Offshore wind developer Aikido will deploy a small data center beneath a floating offshore wind turbine later this year.

Data Center Jobs: Engineering, Construction, Commissioning, Sales, Field Service and Facility Tech Jobs Available in Major Data Center Hotspots Each month Data Center Frontier, in partnership with Pkaza, posts some of the hottest data center career opportunities in the market. Here’s a look at some of the latest data ...

#DataCenter #Jobs – March

#Engineering, #construction, #commissioning, facility ops & #electrical roles are open across major hubs:

#Ashburn • #Dallas • #Columbus • #Atlanta • #Phoenix • #Chicago

Top roles include Facility Ops & Commissioning Engineers.

www.datacenterfrontier.com/sponsored/ar...

A starter pack focussed on Europe's energy system (demand - infrastructure - supply). But: I couldn't find that many European energy experts here yet. Please share and suggest additions, and in particular: help me bring some gender balance ;!
go.bsky.app/PvYmi78

NTT DATA’s Quiet Surge: Hyperscale Wins, AI Partnerships, and Private 5G Push Signal Expanding Influence in the AI Infrastructure Era A series of announcements spanning hyperscale capacity deals, AI partnerships, private 5G deployments, and workforce recognition reveals how one of the world’s largest data center...

Nearly 250MW of #hyperscale capacity.

That’s what #NTT DATA Global Data Centers has recently locked in across major U.S. campuses.

The #AI boom isn’t just #GPUs.

It’s also the quiet giants of #digitalinfrastructure scaling the physical backbone of AI.

www.datacenterfrontier.com/colocation/n...

Powering AI When the Grid Can’t: Inside the New Behind-the-Meter Playbook Industry leaders from Oklo, Siemens Energy, AlphaStruxure, and ECL join moderator Fengrong Li of FTI Consulting in a panel to examine how onsite generation is evolving from backup...

#AI isn’t waiting for the #grid.

#Behind-the-meter #power is quickly shifting from backup plan to critical path for AI #datacenters.

New DCF Show with Oklo, Siemens Energy, AlphaStruxure, ECL — moderated by FTI’s Fengrong Li.

Full #podcast + article ↓

www.datacenterfrontier.com/energy/podca...

Land and Expand: Early 2026 Megaprojects Reflect a Power-First Ethos New hyperscale and wholesale projects show developers pre-positioning land, power, and community investments for AI-era growth. Land and Expand is Data Center Frontier’s recurring...

The #AI #datacenter rush is evolving. In early 2026, the winners aren’t just building capacity. They’re pre-positioning #power, #land & #community buy-in years ahead. Our latest Land and Expand tracks the shift across Amazon, Vantage, Rowan and more. #GPU
www.datacenterfrontier.com/site-selecti...

>> Finally, so far… Susty Starter Pack for Climate & Energy (Pt3)! Check out next 130+ profiles sharing insights + info on our SustMeme Feed for #Sustainability in #Climate & #Energy: go.bsky.app/Vejzmr
* Anyone missing?
** New arrivals on Bluesky?
*** Let us know who to add. Thanks.
#SustMemeCandE

Policy Shock: Big Tech Told to Power Its Own AI Buildout Emerging federal pressure on hyperscalers to fund dedicated generation could accelerate the behind-the-meter era and rewrite the economics of AI infrastructure.

The #AI boom hits a #power reality check. #Washington is signaling that #hyperscalers should absolutely bring their own generation, pushing the pivot to #behindthemeter #energy and reshaping how AI campuses get built. This is bigger than a #policy tweak.

www.datacenterfrontier.com/hyperscale/a...

Cooling’s New Reality: It’s Not Air vs. Liquid Anymore. It’s Architecture. A surge of 2026 data center cooling announcements, from HRL’s ARPA-E-backed single-phase breakthrough and Johnson Controls’ planned Alloy acquisition to new AI-ready chillers ...

Cooling in the #AI #datacenter era isn’t air vs. liquid. From HRL's Low-Chill and JCI’s Alloy moves to Carrier & Modine doubling down on reliability to Boyd scaling #manufacturing, the full #thermal stack is now the stakes.
Winners will integrate & scale.
www.datacenterfrontier.com/cooling/news...

US Data Center Construction Fell Amid Permit and Power Delays Construction of new data centers in the US fell for the first time since 2020 despite soaring demand for artificial intelligence computing capacity, as developers face delays in permitting, zoning and...

"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...

In case you are new to this platform and want to find more people to follow around the tech bubble - I have a starter pack for you:

go.bsky.app/13L8Zn

A+ starter pack here from @brokenbanker.bsky.social with actively-posting finance accounts and non-US representation, I followed all go.bsky.app/393X7Zo