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
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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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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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 projects board didnt just approve a power plant – 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 two months after…
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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.