DCF newsletter - Apr 15th, 2024
 
 
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April 15, 2024
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We look into a trio of ongoing cloud and AI data center sector reports recently released by industry analyst Dell'Oro Group.
VOICES OF THE INDUSTRY
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Marc Caiola, Vice President of Global Data Solutions at nVent, explains how leveraging the right cooling and power technologies can help data centers manage the growth of AI and ML.
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ON THE FRONTIER
Centersquare is the newly introduced brand for the colocation business of Brookfield Infrastructure Partners, produced by merging Evoque Data Center Solutions and the recently-acquired Cyxtera Technologies.
No longer on the horizon, liquid cooling technology moves front and center thanks to NVIDIA and massive data center power demands.
A CBRE bulletin says that power constraints are delaying new data center construction and are the biggest impediment to expanded data center supply. Similarly, JLL recently noted that "with power constraints and increasing demand, landlords have power to raise rates...in tight markets."
It'd be odd to frame a billion dollars as just a drop in the bucket. Maybe in today's hyperscale climate, it's more like a "hang ten" worthy breaker coursing alongside the larger tsunami wave of AI investment.
FEATURE RESOURCE
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Discover the transformative alliance between edge computing and high-performance computing in our playbook. Explore how their synergy revolutionizes data processing and insights across vital sectors like manufacturing, healthcare, tech, and financial services.
TRENDS SUMMIT
Staying on top of emerging trends isn’t just an advantage, it’s an absolute necessity! Register to attend the Data Center Frontier Trends Summit and add your voice to the conversation. Engage with leaders during interactive site tours, hands-on workshops, discussions, and structured networking; and discover cutting-edge technologies that can optimize your operations and reduce costs.
EDITOR'S PICKS by Matt Vincent
The AI boom will ripple through the digital infrastructure sector, impacting the availability of space, the supply chain, pricing, cooling, power and design. DCF's Rich Miller investigates in his annual industry forecast.
For data center industry watchers, there's a lot that immediately jumps out from CBRE's new North America Data Center Trends H2 2023 report.
Golter, Kohler Co.'s Engineered Solutions Manager for Datacenters, believes that new paradigms for data center design will be based on data center location.
The data center industry is under fire for its energy use amid surging demand for AI capacity. There are lessons available from the sector’s response to similar concerns about cloud computing.

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