Matt Vincent, Editor in Chief w/ Endeavor Business Media's Digital Infrastructure Group
Joined April 2009
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#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 ↓
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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
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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.
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#AI #datacenter execution risk is moving upstream. In our latest DCF QuickChat, #Wesco VP Rob Macchi explains why #supplychain integration, smarter #procurement & just-in-time #logistics are now mission-critical for AI builds set for 2027–2028 delivery.
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AI demand is outpacing the grid.
Aeroderivative turbines are becoming the fast-track bridge for new AI capacity — but permitting and community pressures are rising.
New deep dive at DCF:
datacenterfrontier.com/energ…
#datacenter #hyperscale #AIinfrastructure #naturalgas #onsitepower
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#Gigawatt #AI campuses are scaling fast but #datacenter #construction supply chains aren’t always keeping pace. BluePrint Supply Chain's Jarrett Atkinson explains how in the gigawatt era, execution discipline is the differentiator. #Hyperscale #SupplyChain
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#AI infrastructure is now rolling out at industrial scale. #JLL reports 1% vacancy, 92% of pipeline sold & #hyperscalers planning ~$710B in 2026 CapEx. Meanwhile, 64% of new #datacenter builds are shifting to frontier markets. Power = the new bottleneck.
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New DCF Show #podcast: DCF founder Rich Miller joins for a candid look at 2026’s #datacenter reality, #power constraints, #behindthemeter, community pushback, #Nvidia driven #AI density, more. #hyperscale #colocation #edge #cloud #digitalinfrastrcture #GPU
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6 Ways to Regain Control of Cloud Costs
#Cloud spend is up 28% w/ budgets exceeded by 17%. Waste: 27%. Matt Powers of #Wesco advises stopgap methods including #ROI discipline, #FinOps, smarter workload placement. Governance protects margins.
#HybridCloud
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Supply chain 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. datacenterfrontier.com/webin…
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#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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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.
datacenterfrontier.com/machi…
#datacenters #AI #infrastructure #hyperscale #neocloud
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#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. datacenterfrontier.com/cooli…
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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.
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#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
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#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
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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
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#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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#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:
datacenterfrontier.com/machi…
#hyperscale #cloud
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#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.
Read on:
datacenterfrontier.com/susta…
#hyperscale #sustainability
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