Data Center Frontier
datacenterfrontier.bsky.social
Data Center Frontier
@datacenterfrontier.bsky.social
Charting the future of data centers, how they're built and powered, and business and technology innovations for the expansion of internet, cloud and AI digital infrastructure. www.datacenterfrontier.com
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2026 isn’t about what’s next for #datacenters: it’s about what scale demands. #AI factories, #power constraints, #capital discipline, and #utility co-architecture are reshaping the industry’s operating reality.

#hyperscale #colocation #edge #cloud #HPC #IT
www.datacenterfrontier.com/machine-lear...
Eight Trends That Will Shape the Data Center Industry in 2026
As the data center industry heads into 2026, AI is no longer just driving demand. It is reshaping power, cooling, site selection, and public scrutiny. This in-depth forecast examines...
www.datacenterfrontier.com
#Supplychain is now the critical path for #AI era #datacenters. Tomorrow DCF joins CargoSense, DPR Construction, Schneider Electric & PowerHouse Data Centers in a #webinar exploring how shared, real-time logistics visibility lets projects deliver on time. www.datacenterfrontier.com/webinar/webi...
Synergies in Data Center Supply Chains: How Owners, General Contractors, and Suppliers Benefit from Shared Visibility
Join CargoSense, Data Center Frontier, DPR Construction, PowerHouse Data Centers and Schneider Electric for a deep dive into how real-time logistics intelligence—across location...
www.datacenterfrontier.com
February 17, 2026 at 8:56 PM
#Vertiv’s record #Q4 shows #AI #datacenters have entered #industrial -scale buildout, with operators now buying integrated #power, #cooling, and #modular systems at unprecedented scale. We break down what this means next for AI #infrastructure.

#hyperscale
www.datacenterfrontier.com/machine-lear...
Vertiv’s AI Infrastructure Surge: Record Orders, Liquid Cooling Expansion, and Grid-Scale Power Reflect Data Center Growth
Vertiv’s record Q4 results highlight surging demand for AI data center infrastructure, as operators accelerate investment in liquid cooling, modular deployment, energy storage...
www.datacenterfrontier.com
February 17, 2026 at 4:09 PM
Reposted by Data Center Frontier
Skybox secures approval for data center in Round Rock, Texas
Company gets green light for single building
dlvr.it
February 17, 2026 at 12:42 PM
#AI racks now run at 60–100kW, making #datacenter downtime far more costly. As nVent’s Chris Hillyer notes, success at AI scale isn’t just about preventing failure: it’s about fixing sudden problems fast. At 2 AM, serviceability is what keeps #uptime solid.
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The 2 AM Test: Why Serviceability Determines AI Infrastructure Success
Chris Hillyer, nVent's Director of Global Professional Services, explains why uptime is achieved through equipment designed to be serviced quickly when imperfection in high-density...
www.datacenterfrontier.com
February 16, 2026 at 4:29 PM
AI infra goes industrial.

Meta breaks ground on a 1GW Indiana campus while Nebius launches a 240MW AI site in France — clear signs the race for land & power is recasting where data centers get built.

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

#datacenters #AI #infrastructure #hyperscale #neocloud
AI’s New Land Grab: Meta’s Indiana Megaproject and the Rise of Europe’s Neocloud Challengers
Two major announcements this week — Meta’s $10 billion Indiana campus and Nebius’ 240 MW expansion in northern France — show that AI infrastructure has entered a new dimension...
www.datacenterfrontier.com
February 13, 2026 at 10:00 PM
Reposted by Data Center Frontier
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.

open.substack.com/pub/datacent...
Vertiv Shares Soar on Blockbuster Earnings
Data Center Infrastructure Firm Reports Huge 4Q Orders, $15 Billion Backlog
open.substack.com
February 12, 2026 at 4:23 PM
#Cooling is now core infrastructure strategy for #AI #datacenters. Trane’s move on LiquidStack, Submer’s expansion, and Oracle’s shift to closed-loop cooling show #liquidcooling moving mainstream as operators chase higher densities w/ lower #water impact.
www.datacenterfrontier.com/cooling/arti...
Cooling Consolidation Hits AI Scale: LiquidStack, Submer, and the Future of Data Center Thermal Strategy
Trane’s acquisition of LiquidStack and Submer’s latest expansion moves signal a new phase in AI data center growth, where liquid cooling and integrated thermal strategies are ...
www.datacenterfrontier.com
February 12, 2026 at 7:46 PM
PTC 26 marked a shift for #datacenters and #digitalinfrastructure: less hype, more execution. In our latest DCF Show #podcast, Nomad Futurist founders break down why #power, workforce, and #community realities now define who can actually deploy #AI infra.
www.datacenterfrontier.com/podcasts/pod...
Nomads at the Frontier: PTC 2026 Signals the Digital Infrastructure Industry’s Moment of Execution
Nomad Futurist founders Nabeel Mahmood and Phillip Koblence join Data Center Frontier to break down the real story behind this year’s PTC gathering in Hawaii: power realities,...
www.datacenterfrontier.com
February 11, 2026 at 7:58 PM
#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...
From NIMBY to YIMBY: A Playbook for Data Center Community Acceptance
As community resistance grows, data center developers, operators, and investors must rethink how projects engage with host communities. This briefing examines where opposition...
www.datacenterfrontier.com
February 10, 2026 at 7:55 PM
Stream Data Centers’ Chris Bair argues #hyperscalers would self-build 100% of the time if demand were predictable. In the #AI era, uncertainty makes third-party, #modular capacity essential for timing flexibility without sacrificing control.

#datacenter

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Taking the Compromise Out of Buy vs. Build Calculus
Stream Data Centers' Chris Bair explains why hyperscalers need the timing flexibility of third-party capacity—and the optionality of internal capacity— to scale properly.
www.datacenterfrontier.com
February 9, 2026 at 3:32 PM
#AI #datacenters are scaling faster than the #grid built to serve them. The new ACEG transmission report shows the constraint isn’t just generation anymore: it’s transmission, w/planning lagging AI-driven load growth across many regions.
#power #hyperscale
www.datacenterfrontier.com/energy/artic...
Transmission at the Breaking Point: Why the Grid Is Becoming the Defining Constraint for AI Data Centers
AI data center growth is driving unprecedented electricity demand, exposing U.S. grid and transmission constraints. The 2025 ACEG report highlights regional disparities in transmission...
www.datacenterfrontier.com
February 5, 2026 at 9:39 PM
New DCF Show #Podcast: Google Cloud VP Sailesh Krishnamurthy on why #enterprise #AI success depends on smarter data #infrastructure, governance, and low-latency systems at scale as much as smarter models.

#Google #GoogleCloud #hyperscale #cloud #LLM #IT

www.datacenterfrontier.com/podcasts/pod...
Operationalizing AI at Scale: Google Cloud on Data Infrastructure, Search, and Enterprise AI
Google Cloud’s Sailesh Krishnamurthy explains why the future of AI success hinges less on model breakthroughs and more on how enterprises connect structured and unstructured data...
www.datacenterfrontier.com
February 4, 2026 at 3:20 PM
#AI #datacenter growth continues to drive strong #hiring across #engineering, #commissioning, #construction, and operations roles nationwide. The latest DCF + Pkaza #Jobs Report shows demand surging across both core and emerging U.S. data center markets.

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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 ...
www.datacenterfrontier.com
February 3, 2026 at 8:02 PM
#Nvidia scaling back a proposed $100B #OpenAI investment tied to #Stargate doesn’t slow the #AI boom but it signals a shift to #capital discipline and #infrastructure execution in the AI #datacenter buildout.

New analysis from DCF:
www.datacenterfrontier.com/machine-lear...

#hyperscale #cloud
Nvidia’s $100 Billion OpenAI Bet Shrinks and Signals a New Phase in the AI Infrastructure Cycle
Nvidia’s reported pullback from a proposed $100 billion OpenAI investment tied to the Stargate AI infrastructure buildout signals a shift toward capital discipline in the race...
www.datacenterfrontier.com
February 2, 2026 at 4:48 PM
#Water is now on the critical path for #AI #datacenters.

As AI scales into water-stressed regions, operators like #Microsoft, #Meta, #Amazon, and #Google are rethinking cooling, reuse, and watershed-scale stewardship.

New DCF feature 👇
www.datacenterfrontier.com/sustainabili...

#hyperscale #cloud
Rethinking Water in the AI Data Center Era
As AI data centers expand into water-stressed regions, operators are turning to reclaimed water, closed-loop reuse systems, and verifiable stewardship accounting to balance cooling...
www.datacenterfrontier.com
January 30, 2026 at 8:42 PM
#AI is pushing #datacenters to new density limits and #cooling is now a performance-driven service, not just #capex. On the latest DCF Show #podcast, Matt Vincent talks #CaaS, #water, and uptime with Michael M. Obradovitch II of #Ecolab.
#hyperscale #cloud
www.datacenterfrontier.com/podcasts/pod...
Cooling as a Service: Rethinking the Economics of AI Infrastructure
In this episode of the Data Center Frontier Show podcast, DCF Editor in Chief Matt Vincent speaks with Michael Obradovitch, Vice President, Global Accounts for Data Centers at...
www.datacenterfrontier.com
January 29, 2026 at 4:36 PM
Execution, not announcements, will define #AI #datacenter winners.
#AppliedDigital CEO Wes Cummins explains why flexible design, locked-in #supplychains & #liquidcooling are separating real operators from the rest as the AI buildout hits its hardest phase.
www.datacenterfrontier.com/podcasts/pod...
Applied Digital CEO Wes Cummins On the Hard Part of the AI Boom: Execution
Applied Digital CEO Wes Cummins explains how flexible design, locked-in supply chains, and direct-to-chip liquid cooling are reshaping AI data center development at scale. In ...
www.datacenterfrontier.com
January 28, 2026 at 9:02 PM
Robotics is moving onto the critical path of data center construction and operations, cutting schedules, reducing risk, and reshaping physical work for the AI era.
www.datacenterfrontier.com/hyperscale/a...

#DataCenter #Robotics #AIInfrastructure #Hyperscale #DCFTrends #AI #Construction #Innovation
How Robotics Is Re-Engineering Data Center Construction and Operations
Robotics is moving onto the critical path of data center construction and operations. From fleet-based drilling to perception-driven inspection and digital twins, a phased roadmap...
www.datacenterfrontier.com
January 26, 2026 at 10:10 PM
#AI has pushed U.S. #datacenter demand to record levels heading into 2026.
But demand is no longer the constraint. #Power cost, delivery speed, and multi-year #construction timelines now shape where capacity can actually be built.
New analysis via #CBRE.

www.datacenterfrontier.com/energy/artic...
CBRE’s 2026 Data Center Outlook: Demand Surges as Delivery Becomes the Constraint
The U.S. data center market enters 2026 with record demand driven by AI, historic low vacancy, and rising pricing; but with growing constraints around power delivery, construction...
www.datacenterfrontier.com
January 22, 2026 at 9:49 PM
Reposted by Data Center Frontier
Data Centers 2026: The Speed Squeeze

There are three layers of the AI economy, and they are moving at different speeds. In 2026, the big stories in the data center sector will be driven by how major players navigate the timing between these layers.
datacenterrichness.substack.com/p/data-cente...
Data Centers 2026: Solving The Speed Squeeze
Timing Tensions Create Execution Risks, But Also Opportunities for Innovation
datacenterrichness.substack.com
January 13, 2026 at 1:14 PM
#CyrusOne’s latest moves show how #datacenter growth in the #AI era is being shaped by #power access, #speedtomarket, and reliability + the #politics of building at scale. Our story traces how power, process, and #operations now define the limits of growth.
www.datacenterfrontier.com/hyperscale/a...
CyrusOne Hones AI-Era Data Center Strategy for Power, Pace, and Reliability
CyrusOne is reshaping its data center strategy around power access, faster build timelines, and operational reliability as AI demand accelerates. After a high-profile cooling ...
www.datacenterfrontier.com
January 21, 2026 at 7:50 PM
#AI moves in months. #Power systems move in decades. That gap is now the biggest #risk in building AI #datacenter #infra.

#Meta’s latest #nuclear deals are about closing that timing gap: keep today’s plants running, build the next ones and fix fuel first.
www.datacenterfrontier.com/hyperscale/a...
Meta Builds a Nuclear Supply Chain for the AI Era
Meta is building a nuclear supply chain for the AI era, combining long-term offtake, advanced reactors, and new financing models to secure firm power as grid politics and capacity...
www.datacenterfrontier.com
January 20, 2026 at 6:29 PM
Reposted by Data Center Frontier
The AI boom is driving an unprecedented wave of data center construction, but there aren’t enough skilled tradespeople in the US to keep up. www.wired.com/story/why-th...
The Real AI Talent War Is for Plumbers and Electricians
The AI boom is driving an unprecedented wave of data center construction, but there aren’t enough skilled tradespeople in the US to keep up.
www.wired.com
January 15, 2026 at 11:34 AM