The Data Center Frontier Show

The latest episode of the DCF Show podcast addresses one of the most critical challenges facing the data center industry: the search for sustainable, high-density power solutions. As hyperscale operators like Google and Meta face growing energy demands and resistance from utilities unable or unwilling to support their expansion, the conversation around nuclear energy has gained momentum. Both established nuclear providers and innovative startups are vying for the data center industry's future business, each offering distinct approaches. Our guest, Matt Loszak, co-founder and CEO of Aalo Atomics, shares insights into his company's fresh approach to nuclear energy. Aalo Atomics, which raised $29.5 million in Series A funding in 2024, has developed a 10-megawatt sodium-cooled reactor that eliminates the need for water cooling, offering greater siting flexibility. Inspired by the Department of Energy’s MARVEL microreactor, Aalo’s design benefits from direct expertise, as the company’s CTO was the chief architect behind MARVEL. Aalo’s vision extends beyond reactor design to full-scale modular plant production. Rather than simply building reactors, the company aims to manufacture complete nuclear plants using prefabricated, modular components that can be shipped in standard containers. These plants are designed to fit within the footprint of a data center and require no onsite water—features that make them especially attractive to hyperscale operators seeking localized, high-density power. Aalo has made significant progress, with the Department of Energy identifying Idaho National Laboratory (INL) as a potential site for its first nuclear facility. The company is on an accelerated timeline, planning to complete a non-nuclear prototype within three months and break ground on its first reactor in about a year—remarkably fast for the nuclear sector. Aalo’s modular nuclear power solution for data centers is designed to deliver 50 megawatts, using a sodium-cooled reactor inspired by the MARVEL microreactor at INL. “In just 30 months, Marvel became the first reactor the DOE has ever authorized for construction,” said Loszak. Aalo has brought in key members from the Marvel project, including its chief architect, to speed up development. During our conversation, Loszak discusses the implications of this new wave of nuclear innovation, including the shifting stance of the Trump administration on nuclear energy, the evolving economics of nuclear power (where past projects faced cost overruns and delays), and common misconceptions about nuclear safety, such as fears of reactor meltdowns and waste management.

The exponential growth of data center energy demand, particularly driven by advancements in Artificial Intelligence (AI), has emerged as one of the most pressing challenges for energy infrastructure globally.  However, existing grid infrastructure is increasingly constrained, particularly in regions with concentrated data center activity. Transmission bottlenecks, aging infrastructure, and long timelines for grid upgrades present significant challenges for meeting this explosive demand. Podcast takeaways: How Microgrids, powered by Distributed Energy Resources (DERs) offer a promising solution by reducing dependency on centralized grids, integrating generation from multiple fuels and storage, and providing load flexibility.  The benefits of a strategy that includes and prepares for Small Modular Reactors (SMRs) when they become commercially available. The immediate and long-term benefits of this multi-year approach through real-world data center examples in Santa Clara, California and Ashburn, Virginia, USA  How to optimize your energy investments, reduce OPEX costs by 60-80%, and significantly reduce CO₂ emissions by using Xendee’s advanced Microgrid Modeling platform to design the right site-specific multi-year strategy.

As high-performance computing (HPC), cloud computing, blockchain, and artificial intelligence (AI) continue to expand globally, the demand for more capable data centers has surged. These next-generation data centers must manage workloads far beyond traditional capacities while addressing challenges such as finding skilled professionals and ensuring operational efficiency. By leveraging software-defined technologies, these data centers achieve better control over physical and virtual resources. Join Alan Farrimond and Andrew Jimenez, industry experts with decades of experience, as they discuss the innovations and strategies that are shaping the future of data centers, focusing on sustainability, energy efficiency, and cutting-edge technologies.

In the latest episode of the Data Center Frontier Show podcast, DCF Editor-in-Chief Matt Vincent sits down with Phill Lawson-Shanks, Chief Innovation Officer at Aligned Data Centers, for a wide-ranging discussion that touches on some of the most pressing trends and challenges shaping the future of the data center industry. From the role of nuclear energy and natural gas in addressing the sector’s growing power demands, to the rapid expansion of Aligned’s operations in Latin America (LATAM), in the course of the podcast Lawson-Shanks provides deep insight into where the industry is headed. Scaling Sustainability: Tracking Embodied Carbon and Scope 3 Emissions A key focus of the conversation is sustainability, where Aligned continues to push boundaries in carbon tracking and energy efficiency. Lawson-Shanks highlights the company’s commitment to monitoring embodied carbon—an effort that began four years ago and has since positioned Aligned as an industry leader. “We co-authored and helped found the Climate Accord with iMasons—taking sustainability to a whole new level,” he notes, emphasizing how Aligned is now extending its carbon traceability standards to ODATA’s facilities in LATAM. By implementing lifecycle assessments (LCAs) and tracking Scope 3 emissions, Aligned aims to provide clients with a detailed breakdown of their environmental impact. “The North American market is still behind in lifecycle assessments and environmental product declarations. Where gaps exist, we look for adjacencies and highlight them—helping move the industry forward,” Lawson-Shanks explains. The Nuclear Moment: A Game-Changer for Data Center Power One of the most compelling segments of the discussion revolves around the growing interest in nuclear energy—particularly small modular reactors (SMRs) and microreactors—as a viable long-term power solution for data centers. Lawson-Shanks describes the recent industry buzz surrounding OKLO’s announcement of a 12-gigawatt deployment with Switch as a significant milestone, calling the move “inevitable.” “There are dozens of nuclear plants operating in the U.S. today, but people just don’t pay much attention to them,” he says. “Companies like OKLO are designing advanced modular reactors that are walk-away safe, reuse spent fuel, and eliminate the risks associated with traditional light-water reactors. This is the path forward.” However, he acknowledges that the widespread adoption of nuclear will take time, given the regulatory hurdles of the Nuclear Regulatory Commission (NRC) and the challenges of getting sites certified. Still, he remains optimistic: “We need this, and as an industry, we’re pre-buying energy because we see the challenges ahead.” Bridging the Energy Gap with Natural Gas and Hydrogen While nuclear is a long-term solution, data centers need reliable power sources today. Lawson-Shanks sees natural gas as a practical interim solution, provided emissions can be mitigated. He also points to hydrogen as an emerging technology with potential, though challenges remain. “Hydrogen is really an energy transportation methodology rather than an energy source,” he explains. “It’s highly corrosive, and the infrastructure isn’t fully in place yet, but it’s something we’re closely monitoring.” He predicts that natural gas reciprocating engines will serve as a bridge solution until nuclear modules become widely available. “Once we reach steady-state nuclear power, those gas engines could replace diesel generators, which we all want to phase out,” he says. Explosive Growth in LATAM and the Evolution of Aligned’s Global Strategy The conversation also covers Aligned’s expansion into Latin America following its acquisition of ODATA. Lawson-Shanks describes the region as a booming market, particularly in Brazil, where Aligned has access to renewable energy through its investment in wind farms. “LATAM is an enormous growth market, and our waterless cooling system is ideal for places like Santiago, where water scarcity makes evaporative cooling unfeasible,” he explains. Aligned is integrating its advanced cooling technologies—such as Delta³ and DeltaFlow—into ODATA’s new facilities, ensuring that sustainability remains a core component of their LATAM operations. Innovating Beyond Cooling: The Future of Heat Reuse Another forward-looking topic is Aligned’s interest in heat reuse, an area where Lawson-Shanks sees significant potential for innovation. Through its partnership with QScale in Canada, Aligned is exploring methods to capture and repurpose waste heat from data centers for other applications. “Their heat reuse strategy is really interesting, and we’re looking at how we can implement similar solutions in North America,” he says, hinting at future developments to come. Looking Ahead: A Future Shaped by Innovation and Sustainability As the conversation wraps up, it’s clear that Lawson-Shanks sees the data center industry at an inflection point. The combination of sustainability commitments, new energy technologies, and rapid global expansion is forcing companies to rethink traditional models and embrace innovation at an unprecedented scale. “We’ve always fought against the idea that data centers have to be built the same way they were in the 1970s,” he says. “We’re constantly redesigning, rethinking how we procure energy, and pushing the industry forward.” With Aligned continuing to lead the charge in sustainability, energy innovation, and international expansion, the insights shared in this episode offer a compelling look at the challenges and opportunities ahead for the data center industry.

Recorded last December, for this episode of the Data Center Frontier Show Podcast, DCF Editor in Chief Matt Vincent spoke with Vantage Data Centers' North American President Dana Adams, and Katilin Monaghan, Vantage Data Centers' North American Public Policy Director. As president of Vantage Data Centers’ North America business, Dana Adams oversees market development, sales, construction and operations across the United States and Canada. With nearly 18 years of experience in the data center sector, Adams has a track record of successfully leading high-growth companies and diverse teams at scale. Prior to joining Vantage, Adams was the Chief Operating Officer for AirTrunk, the hyperscale data center giant serving the Asia-Pacific region. She was responsible for scaling operations, service delivery and customer success from one to five countries and established other critical business capabilities, including award-winning people, culture and sustainability programs, as the company grew from $3 to $10 billion. Earlier in her career, Adams served as vice president and general manager at Iron Mountain where she helped drive nearly $2 billion in growth through global acquisitions and development projects. In addition, she held several leadership positions at Digital Realty, including vice president of portfolio management, where she oversaw $3 billion in data center assets. Considered to be one of the most influential female executives in the industry, Adams was recognized by Data Economy on its power women list in 2019. She was a finalist in the 2020 and 2022 PTC awards as an outstanding female executive, an Infrastructure Masons (IM) 2022 award recipient and was recently featured by InterGlobix Magazine as an Inspiring Woman in Leadership. Adams earned a bachelor’s degree from Boston College and a Master of Business Administration from Simmons University. Kaitlin Monaghan serves as the Director of Public Policy, North America, for Vantage Data Centers. In this role, she is responsible for leading a public policy program to support the company’s North American business. Monaghan partners with site selection, sustainability, tax, legal, energy and construction stakeholders to develop and advocate for Vantage’s position on a multitude of issues in current and future markets.  Prior to joining Vantage, Monaghan held public policy roles at Rivian Automotive and the American Clean Power Association where she managed legislative, regulatory and economic development matters at all levels of government. She also serves as Energy and Environment Co-Chair for the Data Center Coalition (DCC). A Florida native, she is a graduate of the University of Florida with a B.S. in Environmental Science and has a law degree from Florida State University College of Law with a concentration in Energy Law. Podcast Talk on the podcast kicks off with a framing of Vantage Data Centers' recently announced $2 billion investment in a new data center campus in New Albany, Ohio in the environs of Tier 2 industry hotspot Columbus, focusing on sustainability and efficiency. The discussion touches on how the Ohio market is becoming increasingly relevant for data centers due to strong connectivity and power availability, with most major hyperscalers already investing in the region.  Along the way, we learn how Vantage's new campus in New Albany will utilize a sustainable design aimed at achieving LEED Silver certification, emphasizing low power usage effectiveness (PUE) and waterless cooling systems. The discussion also examines how partnerships with local organizations, such as the New Albany Community Foundation and Columbus State Community College Foundation, will support workforce development and community engagement.  Vantage's Adams and Monaghan also speak on how continued collaboration with utilities and policymakers is essential to address power generation challenges while supporting future data center industry growth in North America. Here's a timeline of the interview's key moments: Dana Adams shares insights on how her experience as COO of Air Trunk in Sydney informs her current role, focusing on scaling hyperscale data centers in North America. 1:36 Kaitlin Monaghan discusses her background in energy law and highlights her focus on renewable energy policy. 3:57 Investment trends in Ohio's data center market are discussed. Connectivity and power availability are identified as key factors. 7:11 The forthcoming OH1 data center campus is discussed. It will cover 70 acres and focus on sustainability. 9:57 The 200 megawatt campus will be built in phases. The first phase is set to open in late 2025. 10:37 Sustainable design principles are emphasized in the project. The design aims for low power usage effectiveness and minimal water usage. 11:31 Innovations in Ohio are discussed. The focus is on signal innovations for deployment. 13:00 Sustainable fuels integration is highlighted. Collaboration across the industry is emphasized to increase demand. 13:30 Challenges with new chip designs are addressed. Maximizing efficiency with GPUs in data centers is a key concern. 14:01 Partnerships with local organizations are discussed. Workforce development is emphasized as a key focus. 14:48 The importance of community engagement is highlighted. Vantage's long-term commitment to local hiring is noted. 15:19 Trends in workforce development within the data center industry are analyzed. The significance of workforce as a pillar of sustainability is mentioned. 16:43 Insights into Vantage Data Centers' growth are shared. Anticipation for 2025 includes a focus on infrastructure and workforce needs. 17:49 Challenges in power generation and transmission are addressed. Engagement with utilities and policymakers is emphasized for future growth. 19:54

For this episode of the recurring Data Center Frontier/Nomad Futurist field report podcast series -- aka "Nomads at the Frontier" -- DCF Editor In Chief Matt Vincent checked in for a fun yet informative discussion with Nomad Futurist Foundation Co-Founders Phillip Koblence and Nabeel Mahmood from the grounds of PTC'25, the annual telecom and data center industry conference put on by the Pacific Telecommunications Council in Hawaii, which has become one of the sector's most important live events. Podcast Series Nomad Futurist is a 501(c)(3) non-profit organization established, per its mission statement, "to demystify the world of digital infrastructure and the related technologies that impact every aspect of our daily lives."  Committed to educating youth in underprivileged communities, promoting diversity and inclusion, and opening up opportunities for growth and new career paths, the group says its "primary focus is to empower and inspire younger generations through exposure to the underlying technologies that power our digital world."  Nomad Futurist is known for appointing individuals throughout the data center industry to its ranks of Ambassadors and Advisors, who work to promote the organization's ethos and goals in their professional spheres. The group's members are a pervasive presence in the data center sector, to be found in attendance and presenting at most industry events in the U.S. and abroad. The purpose of the Data Center Frontier/Nomad Futurist joint podcast series is therefore to gather valuable industry insights, expertise and commentary from Nomad Futurist leaders and ambassadors, firsthand and in the field, as they participate in these events.  PTC'25 PTC'25 in Honolulu attracted over 10,000 attendees, highlighting a significant data center presence alongside telecommunications. As revealed in the course of the podcast, key data center topics at this year's PTC included artificial intelligence, power demands, and the integration of natural gas as a bridge for energy needs.  Importantly at this year's PTC, the Nomad Futurist Foundation announced the launch of the Nomad Futurist Academy and an associated job board in furtherance of its mission to enhance career pathways in the data center industry.  During the course of the talk, emphasis was also placed on on the value of "organic networking," with the Futurists advising on the strategic need to balance scheduled meetings with informal interactions at such industry events.  Here's a timeline of the podcast's key moments: PTC'25 Event Overview - The event is noted as one of the largest in years; attendance in Honolulu is reported at over 10,000 individuals. 2:11 - A significant data center presence is highlighted at the event. The program's integration of telecommunications and data center sectors is emphasized. 2:33 - Questions about the logistics of the event are addressed. 3:39 Meeting Intensity at PTC'25 - Nomad Futurist held more than 40 meetings at this year's PTC. The meetings occurred over three days. 4:08 - High levels of physical activity were noted. Walking 10,000 to 30,000 steps a day was common, notes Mahmood. 4:36 - The five-year anniversary of the Nomad Futurist initiative was celebrated at this year's PTC. 6:01 Nomad Futurist Academy Launch  - The Nomad Futurist job board highlighting data center career pathways is mentioned as upcoming news for the Foundation. 6:16 - Discussion turns to power demands in data centers, as discussed at the event. The shift in baseline power requirements from 10-20 megawatts to over 100 megawatts is highlighted. 7:01 - AI and its implications for power needs are explored. Conversation touches on large language models and their impact on efficiency ratios. 9:11 Global Networking at PTC'25  - A significant percentage of PTC attendees are from the United States. Approximately 45-46% of attendees are American, with the rest coming from around the world. 11:25 - The event in Hawaii is praised for its renowned industry networking opportunities. 13:28 - In-person interactions at conferences are emphasized as invaluable. The importance of networking and organic conversations is highlighted as crucial for setting the pace for the year. 13:47

For this episode of the Data Center Frontier Show Podcast, DCF Editor in Chief Matt Vincent and Senior Editor David Chernicoff sat down for a far-reaching discussion with data center industry luminary Ron Vokoun, a 35-year veteran of the construction industry with a primary focus on digital infrastructure.  "I got into telecom back in ’92, which led to data centers," he said. "Probably worked on my first one around ’96 or ’97, and I’ve been involved ever since." Currently the Director of National Market Development for Everus Construction Group, Vokoun has been involved in AFCOM, both regionally and nationally, for nearly two decades and is an emeritus content advisory board member for Data Center World. He has also written extensively for Data Center Dynamics. Vokoun added, "I’ve just always been curious—very much a learner. Being a construction guy, I often write about things I probably have no business writing about, which is always the challenge, but I’m just curious—a lifelong learner. Interestingly, [DCF founder] Rich Miller ... gave me my first blogging opportunity." Here's a timeline of the podcast's highlights: Introductions  - Ron Vokoun shares his extensive background. He has been in the construction industry for 35 years. 1:46 - On his role at Everus Construction Group and the company's diverse services across the nation. 2:07 - Vokoun reflects on his long-standing relationship with Rich Miller. He acknowledges Rich's influence on his blogging career. 3:05 Nuclear Energy  - A discussion about nuclear energy trends occurs. The importance of nuclear energy in data center construction is probed. 3:35 - Natural gas is highlighted as a key trend. Its role as a gateway to hydrogen is emphasized. 3:51 - The impact of recent nuclear developments is analyzed. The reopening of Three Mile Island is noted as significant. 4:55 Future Power Sources for Data Centers  - Discussion turns to the timeline for small modular reactors (SMR). Vokoun expresses some confidence that significant developments will occur within five years. 5:42 - Natural gas is identified as a potential primary power source. Its role as a cleaner alternative to diesel generators is acknowledged. 7:49 Natural Gas Interest   - Vokoun talks about how natural gas generators are being considered by major companies, and how much more implementation is anticipated in the near future. 9:18 - The advantages of multiple power sources are emphasized. Vokoun remarks on how natural gas plants can adjust more quickly than nuclear or coal plants. 10:53 Power Project Lawsuits and Concerns  - Concerns about the impact on residential customers are raised. The relocation of power from one vendor to another is discussed. 12:12 - The potential for increased power generation is highlighted. A net decarbonization effect is suggested due to more carbon-free power sources. 12:59 Impact of Liquid Cooling   - Discussion centers on advancements in power distribution. Insights are shared on liquid cooling infrastructure trends. 13:34 - Direct liquid cooling is noted as prevalent. Immersion cooling is mentioned as having lost traction. 16:06 Immersion Cooling Technologies  - A discussion about immersion cooling technologies occurs. The efficiency of direct to chip cooling is emphasized. 17:12 - Concerns regarding the weight of new racks are raised. The need for plumbing in liquid cooling systems is highlighted. 17:48 - The potential narrowing of the immersion cooling market is predicted. A quick market response is anticipated based on immersion cooling's market share. 19:00 Energy Storage Technologies Overview   - The advantages of various energy storage technologies are discussed. Lead acid, lithium ion, and sodium solutions are mentioned as key options. 20:00 - The shift in market share from lead acid batteries is highlighted. Sodium-based products are noted as an exciting emerging technology. 20:41 - Data centers in new locations are referenced. 21:50 Evolving Site Selection Criteria   - The evolution of site selection for data centers is discussed. The importance of having reliable power sources is emphasized. 22:57 - The rise of data center locations in Indiana is highlighted, as an example of how previously overlooked areas are now experiencing significant development. 24:01

In this episode of the Data Center Frontier Show podcast, Matt Vincent, Editor-in-Chief of Data Center Frontier, talks to Alan Farrimond, Vice President Wesco Data Center Solutions, about how AI, globalization and power challenges are impacting the data center industry. They also discuss some wider challenges across the industry and how Wesco is uniquely positioned to solve those challenges.

On this episode of the DCF Show Podcast, iMasons Climate Accord (ICA) Executive Director, Miranda Gardiner,  shares insights on sustainability and emissions reduction strategies for data centers with DCF editors Matt Vincent and David Chernicoff.  During the course of the talk, Gardiner explains how the iMasons Climate Accord (ICA), as part of Infrastructure Masons, focuses on data center industry emissions reductions as its primary goal, including approximately 300 member companies in the digital infrastructure space. The recent ICA flagship initiative emphasizing the value of Environmental Product Declarations (EPDs) for materials and equipment, as signed by major hyperscale players like AWS, Google, and Microsoft, is also unpacked.  We also learn how the Climate Accord aims to enhance global outreach and collaboration, particularly in regions such as APAC and Latin America, to address local sustainability challenges. Gardiner also discusses how the group's future efforts will prioritize transparency and verification in sustainability claims to ensure accountability within the data center industry. 

EdgeConneX's "Customers, People, and Planet" mission is the foundation for its sustainability efforts, shaping how the company designs, builds, and operates data centers worldwide. This podcast explores how this mission is implemented, embedding energy efficiency, renewable energy solutions, and local market engagement into every step of their operations. By prioritizing a balance between environmental responsibility and operational excellence, EdgeConneX demonstrates how sustainability can successfully align with business goals.

This podcast explores EdgeConneX's innovative approach to safety excellence, emphasizing its significant impact on operations and customer loyalty. Central to our discussion is the critical role of collaboration, as showcased by the "One Team, One Mission" theme from the EdgeConneX Safety Summits. EdgeConneX's commitment to safety extends beyond ensuring the well-being of its employees; it is a vital component of building trust with customers. The podcast highlights how EdgeConneX and its partners fortify collaborations to ensure data centers are designed and operated with paramount safety. This collaborative approach involves nurturing a learning culture that empowers employees to proactively identify and address potential risks, fostering an environment of continuous improvement and vigilance.

In today's episode of the Data Center Frontier Show podcast, DCF's editors speak with hyperscale data center industry veteran Yuval Bachar, founder and CEO of hydrogen data center operator EdgeCloudLink (ECL).  Bachar has held data center leadership positions with Microsoft Azure, LinkedIn, Facebook, Cisco, and Juniper Networks. He was a founder of the Open19 project, which creates open hardware designs for enterprise users, and holds eight U.S. patents in data center, networking and system design. During the interview, we asked Bachar about ECL's flagship hydrogen data center projects near Houston, TX and Mountain View, CA. He went on to outline ECL's future plans for expansion and sustainability in response to growing AI demands. Within the context of Bachar's forecast outlook for hydrogen data centers, DCF's editors also inquired about natural gas as a transitional power source and the challenges of natural gas infrastructure.  With the AI boom is driving heavy interest in the upsides of hydrogen data centers, Bachar also took time to emphasize his company's ongoing commitments to sustainable data centers, as reflected by the industry at large. Our hydrogen production strategy discussion also touched on hyperscalers' intense needs for new energy solutions, before circling back around to sustainability in data center operations. Phased Development During our interview, Bachar said that ECL is expanding its hydrogen data center business with a focus on Texas, aiming for 100 megawatts in the first phase of campus development there and additional phases every six months. The company plans to complete four sites in the next four to five years, contingent on hydrogen availability and supply chain capabilities.  He emphasized that the urgency for data centers to meet AI demand is critical, citing estimates of the industry needing 50 to 100 gigawatts of power in the next five years, while highlighting the importance of rapid deployment and sustainable practices. He further noted that ECL is positioned as a significant off-taker for hydrogen, influencing suppliers to invest in cleaner hydrogen production facilities.  Bachar underlined his company's sustainability bona fides by stating, "We can deliver data centers which are fully sustainable right now." He noted that ECL aims to use a blend of gray and blue hydrogen initially in its data centers, transitioning to green hydrogen as production increases. 

A datacenter innovator with nearly three decades of experience, Chris Orlando co-founded ScaleMatrix in 2011, a leader in high-density colocation solutions. His passion for pushing boundaries led him to co-found DDC Solutions in 2018. DDC is recognized for delivering the highest air-cooled density data center solutions with the lowest total cost of ownership. Chris's expertise has been instrumental in collaborating with industry giants like Intel, NVIDIA, and AMD to address complex data center challenges. Following a recent investment in DDC, Chris continues to shape DDC's strategic vision as Co-Founder, Chief Strategy Officer, and Board Member.

This episode will explore the evolving role of electrical and digital infrastructure in supporting AI-driven data centers, with a particular focus on the significance of cable management systems like Legrand's Cablofil. As AI technology grows and places increasing demands on data centers, it's crucial to understand how efficient infrastructure can help these centers scale, optimize energy use, and maintain reliable, high-performance environments.

For this episode of the DCF Show podcast, DCF Editor in Chief Matt Vincent spoke with Callum Morrison, Account Director of Cologix; and Wayne Lloyd, CEO of Consensus Core. A new collaboration announced in August 20024 between Consensus Core and Cologix launches the first NVIDIA-powered GPU as a Service (GPUaaS) in the Montreal market, making Cologix’s MTL10 data center the inaugural hub for high-performance AI workloads in Montreal.  During the interview, we discuss: • What GPU-as-a-Service (GPUaaS) is and why it’s so valuable to businesses looking to leverage AI. • Why connectivity and interconnection are critical to support AI applications.  • How Canada’s AI initiative is driving growth and adoption of AI. • The two companies' vision for the future of AI-ready data centers in Canada Cologix is the largest data center provider in Montréal with 12 facilities and has a Canadian interconnection ecosystem of 350 networks, 200+ cloud providers, 15 public cloud onramps and three internet exchanges. Cologix, who bills itself as one of the "leading network-neutral interconnection and hyperscale edge data center" companies in North America, announced the collaboration with Consensus Core, an AI cloud service provider, to support the needs of AI technologies at its MTL10 ScalelogixSM data center in Montréal, Canada.  The collaboration enables Consensus Core to launch a new, NVIDIA-powered GPU-as-a-Service (GPUaaS) in the Canadian market and transforms MTL10 into a hub for its high-performance AI workloads. “As a registered member of the NVIDIA Partner Network, Consensus Core will supercharge AI in Canada,” said Consensus Core CEO Lloyd, who is also a company co-founder.  “Implementing AI in data centers with the powerful NVIDIA accelerated computing platform requires a specialized approach. We have selected Cologix to address this need. As a Canadian company, we sought a partner offering colocation services for GPUs for both Canadian and international clients. Cologix’s hyperscale and highly interconnected data centers enable us to densify and scale our services to meet customer demands efficiently.” Unlike general cloud services that use general-purpose platforms for a wide range of applications, GPUaaS provides specialized, high-performance computing for specific AI tasks.  This benefits companies that want to start doing AI workloads because instead of buying and maintaining their own physical servers and hardware, they can get access to NVIDIA accelerated computing on a per-hour basis from companies like Consensus Core. This means less downtime waiting for delivery and easy-to-use tools to deliver business results faster. Background In October 2024, Cologix announced capital raises of $1.5 billion USD to fuel its next stage of strategic growth by accelerating expansion of AI-ready data centers across key North American markets. Cologix plans to use the capital to support the ongoing build out of large-scale campuses in its core markets, including Ashburn, Columbus and Montréal, as well as to begin new builds on recently acquired land in Columbus, Des Moines and Vancouver. Upon full build out, all of the operator's planned data center construction can support over 650 critical megawatts (MW) of sellable capacity.   The infusion of capital received strong investor demand, underscoring investor confidence in Cologix’s proven business model, growth potential and ability to execute on its strategic initiatives.  The capital raises include a $1.0 billion USD revolving multi-asset development debt facility and an additional $500 million USD in equity from both new and existing investors.  The debt facility is structured to provide Cologix with the flexibility to add new sites over time, offering quick access to capital to fund development projects as needed.  Both the debt and equity raises received strong investor demand and were oversubscribed, underscoring their confidence in Cologix’s proven business model, growth potential and ability to execute on its strategic initiatives. "This is a significant milestone for Cologix and demonstrates the continued trust of our investors, both new and existing," said Scott Schneider, CFO of Cologix. "The combination of debt and equity financing provides us with the flexibility and capital to keep pace with the growing demand for digital infrastructure, particularly as AI, hybrid cloud and interconnection requirements expand. This financing ensures we can continue to scale and deliver on our customers’ needs in a dynamic market." The $1.5 billion USD in financing announced in October followed the company’s successful $1.13 billion USD and $1.07 billion CAD asset-backed securitizations since 2021, as well as a $3.0 billion USD equity recapitalization in 2022, all of which added to positioning Cologix for sustained growth. Deployment NVIDIA's H100 Tensor Core GPU-accelerated clusters will power Consensus Core’s GPUaaS operated in Cologix’s Montréal data center. NVIDIA H100 extends the NVIDIA A100 Tensor Core GPU’s global-to-shared asynchronous transfer capabilities across all address spaces and adds support for tensor memory access patterns. It enables applications to build end-to-end asynchronous pipelines that move data into and off the chip, completely overlapping and hiding data movement with computation. MTL10 is among Cologix’s largest network-neutral data centers, offering connectivity via high-count, diverse and scalable fiber with direct access to the Meet-Me-Room (MMR) in Montréal at Cologix’s MTL3 facility. The data center also offers strong interconnection capabilities to build and scale businesses with more than 100 unique network providers and low-latency connections to hyperscale cloud providers. MTL10 is a 180,000-square-foot, purpose-built facility that is ISO 27001 certified by Schellman and HIPAA, SOC1, SOC2 and PCI compliant. “We’re thrilled to partner with Consensus Core to bring its GPUaaS offering to Canada,” said Sean Maskell, President and General Manager of Cologix Canada, in a press relesae. “Consensus Core’s innovative solution fills a critical gap in the market, empowering businesses of all sizes to leverage the immense power of AI and machine learning. At Cologix, we are deeply committed to supporting the growth of the Canadian technology sector, and this collaboration demonstrates our dedication to providing the essential infrastructure and services that businesses need to thrive in today’s world.” The companies contend that their new collaboration between Cologix and Consensus Core positions MTL10 as the premier hub for high-performance AI in Canada, providing businesses with the infrastructure and tools required to take advantage of the full potential of AI technologies. Podcast During the podcast, Morrison and Lloyd discuss their companies' collaboration on the new AI service and the transition of Consensus Core from specializing in crypto infrastructure to AI, with a focus on GPU as a Service. Wayne explains how this service allows companies to access AI capabilities by overcoming challenges related to chips, power, and data center capacity. Callum highlights Cologix's partnership with Nvidia to enhance efficiency and scalability.  The conversation emphasizes the growing demand for power in AI deployment stakes and the importance of scaling deployments to achieve successful business outcomes. Specific questions for Callum and Wayne regarding the announced collaboration to empower businesses in Canada to leverage the power of AI and machine learning with NVIDIA-Powered GPU-as-a-Service included: What is GPUaaS and how does it fit into the infrastructure ecosystem? How does the collaboration between Cologix and Consensus Core deliver GPUaaS? What are the benefits for businesses? Do Cologix and Consensus Core have plans to expand their collaboration in Canada and/or other markets?

As Infrastructure Masons (iMasons) CEO Santiago Suinaga noted, the sold-out DCD Connect Virginia event in Leesburg on Nov. 6-7 was a standing-room only affair, reflecting the region's huge interest in the data center industry, in a conference which year-over-year "does not disappoint," in the words of International Data Center Authority Chief Certification Officer Mark Gusakov. Both men are key advisors to the Nomad Futurist Foundation.  Nomad Futurist is a 501(c)(3) non-profit organization established, per its mission statement, "to demystify the world of digital infrastructure and the related technologies that impact every aspect of our daily lives."  Committed to educating youth in underprivileged communities, promoting diversity and inclusion, and opening up opportunities for growth and new career paths, the group says its "primary focus is to empower and inspire younger generations through exposure to the underlying technologies that power our digital world."  Nomad Futurist is known for appointing individuals throughout the data center industry to its ranks of Ambassadors and Advisors, who work to promote the organization's ethos and goals in their professional spheres. The group's members are a pervasive presence in the data center sector, to be found in attendance and presenting at most industry events in the U.S. and abroad. The purpose of the Data Center Frontier/Nomad Futurist: Field Report series -- aka "Nomads at the Frontier" -- is therefore to gather recurring industry insight, expertise and commentary from Nomad Futurist leaders and ambassadors, firsthand and in the field, as they participate in these events.  During this impromptu podcast discussion, as recorded on-site at Leesburg's Landsdowne Resort Convention Center, Santiago discusses key topics from the event's iMasons Member Summit, including education programs and community concerns. He highlights challenges as cited from the iMasons State of the Industry report, such as power, talent access, and sustainability planning.  For his part, drawing on perspective gained from his ongoing travels around the industry, Mark emphasizes the need for standardization and correcting misconceptions about the data center industry, while urging professionals to act as ambassadors to improve public understanding as the industry grows its vital workforce and sustainability stakes.  Santiago concurs with the pivotal need to increase data center awareness and bring more people into the industry. Mark concludes  with some vibe check remarks, taking the temperature of Datacenter Dynamics' annual confab in the world's largest data center market.

Demand for data centers has never been higher. In our latest episode, we dive deep into the exploding world of data centers together with JLL's head of Data Center Research and Strategy for the Americas, Andrew Batson. According to JLL’s U.S. Data Center Report, the first half of 2024 shattered all records, but, what does this mean for you? We explore how these facilities have become the foundation of modern society and why securing land, power, and talent is more crucial than ever. How is the industry coping with limited supply in the face of insatiable demand? We'll reveal shocking statistics about the U.S. colocation market's growth and the unbelievably low vacancy rates. Plus, we'll uncover the massive impact of AI on the data center landscape, with investments skyrocketing into the hundreds of billions. We'll discuss the ongoing struggle to find and keep skilled workers in this rapidly expanding field. And while the U.S. power grid seems stable for now, what issues could threaten the industry's future? Join us as we unpack the complexities of the data center boom and explore what it means for the future of our digital economy.

Today our guest is Bill Tierney, Chief Sales Officer for BluePrint Supply Chain.  Join us as we highlight some new research published by Data Center Frontier and BluePrint Supply Chain that addresses data center construction supply chains.  This first-of-its-kind study addresses everything from purchasing and logistics to storage and site setting.  Listeners will get a sneak peak at some of the compelling data the research has gathered and what it means for the current state of the industries construction supply chains.

For this episode of the DCF Show podcast, Data Center Frontier Editor in Chief Matt Vincent and Senior Editor David Chernicoff speak with Tom Dakich, CEO of Quantum Corridor, about compute possibilities for his company's super-fast, super-secure fiber-optic network operating in the area of Chicagoland and Northern Indiana. Almost exactly a year ago, Quantum Corridor launched what the company bills as "one of the fastest, most secure fiber-optic networks in the Western Hemisphere" with its first transmissions from the Chicago ORD 10 Data Center at 350 E. Cermak Rd. to a data center in Hammond, Indiana.  Formed in 2021 as a public-private partnership with the state of Indiana, Quantum Corridor was established to enable advanced Illinois and Indiana tech innovators to exchange data nearly instantaneously, the better to achieve frontline technology breakthroughs.  Funded through a $4.0 million grant from the state of Indiana’s READI grant program and with the cooperation of the Indiana Department of Transportation and Northwest Indiana Forum, Quantum Corridor's network is utilizing 263 miles of new and existing fiber-optic cable beneath the Indiana Toll Road to link data centers, quantum research facilities, life sciences and genome scientists and hyperscalers with industry-shattering speeds and throughput. Transmitting at data speeds reportedly 1,000x faster than traditional networks, on its launch in 2023, Quantum Corridor said the new network aims to enable regional businesses and institutions to achieve breakthroughs in the segments for defense, financial modeling, biotech, cybersecurity, machine learning, research and more. This optimism came on the heels of the Biden-Harris administration’s designation last October of of the Chicago MSA as a U.S. Regional Technology and Innovation Hub. With its first transmissions, Quantum Corridor achieved a latency of 0.266 milliseconds of information exchange over its current 12-mile network—a transmission speed 500 times faster than the blink of an eye and far exceeding the average network’s existing 12-times-longer latency.  The combination of near-instantaneous transmissions paired with massive throughput is expected to enable exponential breakthroughs in modeling and problem solving across myriad industries. Quantum Corridor continues to expand its mileage and connect research facilities. According to the company, the network already has the capacity to transmit nearly the entire current content load of the internet in a single transmission.

The purpose of the Data Center Frontier/Nomad Futurist: Field Report podcast series -- aka "Nomads at the Frontier" -- is to gather recurring industry insight, expertise and commentary from Nomad Futurist Foundation leaders and ambassadors, firsthand and in the field, as they participate in various industry events. Nomad Futurist is a 501(c)(3) non-profit organization established, per its mission statement, "to demystify the world of digital infrastructure and the related technologies that impact every aspect of our daily lives."  Committed to educating youth in underprivileged communities, promoting diversity and inclusion, and opening up opportunities for growth and new career paths, the group says its "primary focus is to empower and inspire younger generations through exposure to the underlying technologies that power our digital world." Nomad Futurist is known for appointing individuals throughout the data center industry to its ranks of Ambassadors and Advisors, who work to promote the organization's ethos and goals in their professional spheres. Nomad Futurist's members are a pervasive presence in the data center sector, to be found in attendance and presenting at most industry events in the U.S. and abroad.  For episode two of the Nomads at the Frontier series, DCF Editor In Chief Matt Vincent moderated a tight yet pithy discussion with Nabeel Mahmood, Co-Founder and Managing Director of Nomad Futurist, and Rob Coyle, Director of Technical Program for the Open Compute Project Foundation, about the newly announced strategic alliance between the two organizations as reflected at the 2024 OCP Global Summit (Oct. 15-17), each taking a shared role in addressing workforce and education challenges in the data center industry. In the podcast, Mahmood and Coyle highlight how the significance of the new alliance between their organizations was reflected at OCP 2024, which was attended by an amazing 7,000 people, and discuss future initiatives to foster collaboration. The discussion covers how this year's event answered the need for standardization in liquid cooling solutions, and how presentation reflected the growing importance of automation and robotics in response to issues ranging from increasing rack density to labor shortages, especially in hyperscale and AI-oriented data centers. The talk also addresses the alliance's joint roadmap to formalize strategic directions for the partnership, with OCP-Nomad Futurists announcements planned over the next three to six months to possibly include events such as hackathons, designathons, and other disruptive initiatives and happenings to engage both industry insiders and newcomers.