Category
Design & Build
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Schneider Lets Operators Stop Choosing Between Air and Liquid
Schneider Electric’s new WCDU blends liquid and air cooling in one unit, rounding out a CDU lineup that now spans 105kW to 3.5MW aimed at operators retrofitting mixed-density halls, not just new AI-only builds.
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California Just Made Data Centers Pay Their Own Grid Bill – And Left the Numbers Blank
Newsom signed seven laws forcing data centers to cover their own grid upgrade costs – but wrote no megawatt trigger, no dollar figure, and no filing deadline into any of them
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Frontier AI Model Learned to Hack Like an Expert – alone.
Frontier AI models are becoming capable of sophisticated autonomous cyberattacks, raising a new operational risk for data centres using agentic AI to manage power, security and physical infrastructure.
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Arete Research Puts a Number on the AI Capex Bubble Question
Hyperscaler AI spending is reaching unprecedented levels, but the bigger question is how it will be financed. New estimates point to a $600 billion funding gap through 2028, putting debt, equity and alternative financing under greater scrutiny.
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DRAM Buffer Vanishes as HBM4 Eats Capacity
HBM4 is consuming more wafer capacity as AI demand accelerates, pushing DRAM inventories to unusually low levels. For data-centre operators, the squeeze could extend beyond GPUs to server memory and enterprise storage.
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CoreWeave wins the race to production Nvidia Rubin, beating rivals to the punch.
CoreWeave has moved NVIDIA’s Vera Rubin NVL72 platform beyond the keynote stage, bringing a multi-rack cluster online at production scale and highlighting the infrastructure challenges of deploying next-generation AI systems.
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Blackstone’s Flow Control Buy Is a Bet on the Pipes, Not the Chips
Blackstone’s acquisition of Flow Control Holdings highlights the growing investment in the hardware beneath AI cooling, from valves and manifolds to coolant distribution components powering high-density data centres.
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SRP’s $1.7B Marigold Bet Signals a New Utility Playbook: Renewables First, Gas as Ballast
Salt River Project’s board didn’t just approve a power plant on September 14 — it approved a template. The 1,675-megawatt Marigold Energy Center in Stanfield, Arizona pairs 600 MW of solar and 400 MW of eight-hour battery storage with 675 MW of natural gas, all behind a dedicated 230kV/500kV substation. It cleared the board just…
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Arizona Utility Greenlights $1.7 Billion Hybrid Power Plant for AI-Driven Load Growth
Salt River Project’s 1,675 MW Marigold Energy Center combines solar, eight-hour battery storage and natural gas behind dedicated transmission infrastructure, offering a blueprint for how utilities may serve AI-driven power demand.
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The hidden cost of cooling AI
AI data centres are cutting water consumption with liquid and low-water cooling, but the savings come with trade-offs. As thermal loads rise, the cost of cooling is shifting into electricity, grid capacity, capital expenditure, resilience and environmental risk.