Rich Miller
@techjournalism.bsky.social
I write about the infrastructure powering the digital world. Cloud, data centers and AI.
Pinned
Rich Miller
@techjournalism.bsky.social
· Feb 11
Hello, Bluesky! I'm all about data centers and the digital infrastructure driving the AI and cloud boom. I've been covering this sector full-time for 24 years. If you're into tech, AI, cloud or data centers, please follow along!
A glowing modular data center stole the show at the recent Yotta 2025 expo, illuminating the racks and cooling infrastructure to support AI infrastructure. Here’s a closer look:
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
Closer Look: The Intelliflex Octopod
Glowing Modular Data Center Offers Capacity for AI and HPC Deployments
open.substack.com
December 3, 2025 at 7:53 PM
A glowing modular data center stole the show at the recent Yotta 2025 expo, illuminating the racks and cooling infrastructure to support AI infrastructure. Here’s a closer look:
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
Reposted by Rich Miller
New: AWS launches Tranium3 chip to challenge Nvidia’s AI dominance
🔗 www.datacenterknowledge.com/data-center-...
🔗 www.datacenterknowledge.com/data-center-...
AWS Launches Tranium3 Chip to Challenge Nvidia
The cloud giant says its latest AI chip delivers better energy efficiency, enhanced performance, and affordability for AI workloads.
www.datacenterknowledge.com
December 2, 2025 at 8:29 PM
New: AWS launches Tranium3 chip to challenge Nvidia’s AI dominance
🔗 www.datacenterknowledge.com/data-center-...
🔗 www.datacenterknowledge.com/data-center-...
Reposted by Rich Miller
Reposted by Rich Miller
Reposted by Rich Miller
December 2, 2025 at 4:38 PM
Reposted by Rich Miller
To compete with Nvidia, Amazon is embracing Nvidia, fusing the GPU giant's NVLink interconnects into its next-gen Trainium4 UltraServers.
My latest for @theregister.com
theregister.com/2025/12/02/a...
#reinvent #reInvent25 #aws #ai #cloud
My latest for @theregister.com
theregister.com/2025/12/02/a...
#reinvent #reInvent25 #aws #ai #cloud
Amazon to fuse Nvidia's NVLink into Trainium4 accelerators
Re:Invent: Meanwhile, Trainium3 makes its debut promising million-chip training clusters
theregister.com
December 2, 2025 at 4:38 PM
To compete with Nvidia, Amazon is embracing Nvidia, fusing the GPU giant's NVLink interconnects into its next-gen Trainium4 UltraServers.
My latest for @theregister.com
theregister.com/2025/12/02/a...
#reinvent #reInvent25 #aws #ai #cloud
My latest for @theregister.com
theregister.com/2025/12/02/a...
#reinvent #reInvent25 #aws #ai #cloud
Reposted by Rich Miller
The #AI boom is bottlenecked by #power.
#Interconnection queues are packed, timelines are thin, and only a handful of U.S. regions have real megawatt headroom.
DCF's Melissa Reali breaks down the maps + markets shaping the next decade of #datacenter builds.
www.datacenterfrontier.com/energy/artic...
#Interconnection queues are packed, timelines are thin, and only a handful of U.S. regions have real megawatt headroom.
DCF's Melissa Reali breaks down the maps + markets shaping the next decade of #datacenter builds.
www.datacenterfrontier.com/energy/artic...
The Data Center Power Squeeze: Mapping the Real Limits of AI-Scale Growth
Where will the power come from? As AI workloads explode and U.S. data center power demand races toward 134 GW by 2030, the industry faces a fundamental constraint: the grid can...
www.datacenterfrontier.com
December 1, 2025 at 7:07 PM
The #AI boom is bottlenecked by #power.
#Interconnection queues are packed, timelines are thin, and only a handful of U.S. regions have real megawatt headroom.
DCF's Melissa Reali breaks down the maps + markets shaping the next decade of #datacenter builds.
www.datacenterfrontier.com/energy/artic...
#Interconnection queues are packed, timelines are thin, and only a handful of U.S. regions have real megawatt headroom.
DCF's Melissa Reali breaks down the maps + markets shaping the next decade of #datacenter builds.
www.datacenterfrontier.com/energy/artic...
Reposted by Rich Miller
Meteorologists are surprised that the weather model that did the best job forecasting hurricanes this year was a new one, introduced by Google. AI may be the beginning of a new era of forecasting. n.pr/49MFa1M
As the 2025 Atlantic hurricane season ends, the future of forecasting is AI
Meteorologists are surprised that the weather model that did the best job forecasting hurricanes this year was a new one, introduced by Google. AI may be the beginning of a new era of forecasting.
n.pr
November 30, 2025 at 3:26 AM
Meteorologists are surprised that the weather model that did the best job forecasting hurricanes this year was a new one, introduced by Google. AI may be the beginning of a new era of forecasting. n.pr/49MFa1M
5 Notable Data Center Links: CME Data Center Cooling Outage Disrupts Futures Markets, AWS Invests $15 Billion in Indiana, Dominion Creates New Utility Rate Class for Virginia Data Centers.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
5 Notable Data Center Links, Nov. 29
AWS Invests $15B in Indiana, CME Outage Disrupts Markets, New Rate Class for NoVa
open.substack.com
November 29, 2025 at 3:33 PM
5 Notable Data Center Links: CME Data Center Cooling Outage Disrupts Futures Markets, AWS Invests $15 Billion in Indiana, Dominion Creates New Utility Rate Class for Virginia Data Centers.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
One of the big data center stories of 2025 is the big shift of capacity from crypto to AI computing. Applied Digital CEO Wes Cummins provides an insider’s view on the journey from crypto to AI, and how Applied Digital made North Dakota a hyperscale data center market. youtu.be/P7yQmM1wG9Q?...
The Great Compute Shift Every Data Center Pro Needs to Watch
YouTube video by Data Center Richness
youtu.be
November 26, 2025 at 2:29 PM
One of the big data center stories of 2025 is the big shift of capacity from crypto to AI computing. Applied Digital CEO Wes Cummins provides an insider’s view on the journey from crypto to AI, and how Applied Digital made North Dakota a hyperscale data center market. youtu.be/P7yQmM1wG9Q?...
Reposted by Rich Miller
Schneider Electric just locked in $2.3B in U.S. #datacenter deals with Switch + Digital Realty.
A big signal for the #AIfactory era: #power + #cooling are now strategic, long-term contracted resources.
It's not just about #GPUs anymore.
#AI #colocation
www.datacenterfrontier.com/machine-lear...
A big signal for the #AIfactory era: #power + #cooling are now strategic, long-term contracted resources.
It's not just about #GPUs anymore.
#AI #colocation
www.datacenterfrontier.com/machine-lear...
Schneider Electric's $2.3 Billion in AI Power and Cooling Deals Sends Message to Data Center Sector
Twin supply-capacity agreements by Schneider Electric with Switch and Digital Realty show how AI data centers are starting to lock up power and thermal infrastructure in much ...
www.datacenterfrontier.com
November 24, 2025 at 9:20 PM
Schneider Electric just locked in $2.3B in U.S. #datacenter deals with Switch + Digital Realty.
A big signal for the #AIfactory era: #power + #cooling are now strategic, long-term contracted resources.
It's not just about #GPUs anymore.
#AI #colocation
www.datacenterfrontier.com/machine-lear...
A big signal for the #AIfactory era: #power + #cooling are now strategic, long-term contracted resources.
It's not just about #GPUs anymore.
#AI #colocation
www.datacenterfrontier.com/machine-lear...
NVIDIA will introduce liquid-cooled busbars into the racks for its Vera Rubin platform, part of a broader evolution of data center racks and power design to support more powerful AI computing.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
As Densities Soar, AI Racks Add Liquid-Cooled Busbars
NVIDIA, Meta Bring Liquid Cooling into Power Chain for Extreme-Density Racks
open.substack.com
November 24, 2025 at 2:34 PM
NVIDIA will introduce liquid-cooled busbars into the racks for its Vera Rubin platform, part of a broader evolution of data center racks and power design to support more powerful AI computing.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
This week's 5 Notable Data Center Links:
datacenterrichness.substack.com/p/5-notable-...
datacenterrichness.substack.com/p/5-notable-...
5 Notable Data Center Links, November 22
OpenAI Teams with Foxconn, CleanArc's Virginia Project, Grassroots Protests Surge
datacenterrichness.substack.com
November 22, 2025 at 12:37 PM
This week's 5 Notable Data Center Links:
datacenterrichness.substack.com/p/5-notable-...
datacenterrichness.substack.com/p/5-notable-...
Reposted by Rich Miller
Reposted by Rich Miller
Global investment giant Brookfield is launching an AI fund that will seek to acquire up to $100 billion of infrastructure assets "across every stage of the value chain—from energy and land to data centers and compute."
bam.brookfield.com/press-releas...
bam.brookfield.com/press-releas...
Brookfield Launches $100 Billion AI Infrastructure Program
Brookfield Launches $100 Billion AI Infrastructure Program
bam.brookfield.com
November 19, 2025 at 3:24 PM
Global investment giant Brookfield is launching an AI fund that will seek to acquire up to $100 billion of infrastructure assets "across every stage of the value chain—from energy and land to data centers and compute."
bam.brookfield.com/press-releas...
bam.brookfield.com/press-releas...
Reposted by Rich Miller
CNBC: Cloudflare "root cause"... an automatically generated configuration file used to manage threat traffic "grew beyond an expected size of entries" triggered a crash in the software that handles traffic for several services
hardly the first time log overflow has blown up a server!
hardly the first time log overflow has blown up a server!
www.cnbc.com
November 18, 2025 at 5:19 PM
CNBC: Cloudflare "root cause"... an automatically generated configuration file used to manage threat traffic "grew beyond an expected size of entries" triggered a crash in the software that handles traffic for several services
hardly the first time log overflow has blown up a server!
hardly the first time log overflow has blown up a server!
Two of the largest data center players are teaming up to enable customers to deploy energy generation on their campuses.
The Vertiv and Caterpillar partnership reflects growing demand for on-site power to route around delays in grid connections.
datacenterrichness.substack.com/p/data-cente...
The Vertiv and Caterpillar partnership reflects growing demand for on-site power to route around delays in grid connections.
datacenterrichness.substack.com/p/data-cente...
Data Center Titans Team Up for On-Site Power
Vertiv, Caterpillar Collaborate on Integrated Solutions Across Power and Cooling
datacenterrichness.substack.com
November 18, 2025 at 3:59 PM
Two of the largest data center players are teaming up to enable customers to deploy energy generation on their campuses.
The Vertiv and Caterpillar partnership reflects growing demand for on-site power to route around delays in grid connections.
datacenterrichness.substack.com/p/data-cente...
The Vertiv and Caterpillar partnership reflects growing demand for on-site power to route around delays in grid connections.
datacenterrichness.substack.com/p/data-cente...
Announcements of billion-dollar projects and gigawatt-scale campuses have become regular events. How does the digital infrastructure sector navigate this AI boom? Some thoughts on growth, innovation and tracking an era of transformation for energy and data:
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
Managing The Unimaginable Future, Again and Again
The Data Center Industry Has Been Here Before, And is Built for Big, Fast Growth
open.substack.com
November 17, 2025 at 12:31 PM
Announcements of billion-dollar projects and gigawatt-scale campuses have become regular events. How does the digital infrastructure sector navigate this AI boom? Some thoughts on growth, innovation and tracking an era of transformation for energy and data:
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
5 Notable Data Center Links: Google announces $40 BILLION Texas build out, trends in data center construction costs, Microsoft’s data center strategy and OpenAI.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
5 Notable Data Center Links, Nov. 15
Google's $40 Billion Texas Buildout, Trends in Data Center Construction Cost
open.substack.com
November 15, 2025 at 12:58 PM
5 Notable Data Center Links: Google announces $40 BILLION Texas build out, trends in data center construction costs, Microsoft’s data center strategy and OpenAI.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
With AI hardware boosting rack density, Schneider Electric acquired liquid cooling specialist Motivair to manage these new workloads. Here's a closer look at Motivair's liquid cooling tech, including CDUs and rear-door heat exchangers.
youtu.be/_uPj295skyQ?...
youtu.be/_uPj295skyQ?...
Inside Schneider’s Liquid Cooling Push with Motivair
YouTube video by Data Center Richness
youtu.be
November 13, 2025 at 8:07 PM
With AI hardware boosting rack density, Schneider Electric acquired liquid cooling specialist Motivair to manage these new workloads. Here's a closer look at Motivair's liquid cooling tech, including CDUs and rear-door heat exchangers.
youtu.be/_uPj295skyQ?...
youtu.be/_uPj295skyQ?...
It’s been a busy day on the AI infrastructure front, with two major announcements:
- Anthropic will invest $50 billion in new data centers in the U.S., working with Fluidstack.
- Microsoft unveiled a massive new Fairwater AI campus outside Atlanta.
datacenterrichness.substack.com/p/massive-ex...
- Anthropic will invest $50 billion in new data centers in the U.S., working with Fluidstack.
- Microsoft unveiled a massive new Fairwater AI campus outside Atlanta.
datacenterrichness.substack.com/p/massive-ex...
Massive Expansions From Anthropic, Microsoft
Anthropic Plans $50 Billion Buildout, Microsoft Unveils New Fairwater Campus in Atlanta
datacenterrichness.substack.com
November 12, 2025 at 6:55 PM
It’s been a busy day on the AI infrastructure front, with two major announcements:
- Anthropic will invest $50 billion in new data centers in the U.S., working with Fluidstack.
- Microsoft unveiled a massive new Fairwater AI campus outside Atlanta.
datacenterrichness.substack.com/p/massive-ex...
- Anthropic will invest $50 billion in new data centers in the U.S., working with Fluidstack.
- Microsoft unveiled a massive new Fairwater AI campus outside Atlanta.
datacenterrichness.substack.com/p/massive-ex...
Racks filled with GPUs and liquid cooling gear can now weigh 6,000 pounds or more, requiring new approaches to address human safety and investment protection. Google, Meta, and Microsoft are turning to robotics to safely move these huge racks.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
Data Centers Turn to Robots to Haul Multi-Ton Racks
Hyperscalers, OCP Ramp Up Robotics Teams for Worker Safety, Productivity
open.substack.com
November 11, 2025 at 12:47 PM
Racks filled with GPUs and liquid cooling gear can now weigh 6,000 pounds or more, requiring new approaches to address human safety and investment protection. Google, Meta, and Microsoft are turning to robotics to safely move these huge racks.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
5 Notable Data Center Links: Google goes to space, AWS goes subsea, and land MegaDeals in Northern Virginia.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
5 Notable Data Center Links, Nov. 8
Google Goes to Space, AWS Goes Subsea, and Land MegaDeals in NoVa
open.substack.com
November 8, 2025 at 12:59 PM
5 Notable Data Center Links: Google goes to space, AWS goes subsea, and land MegaDeals in Northern Virginia.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...