iiinova — where your digital self keeps evolving

Rich Miller @techjournalism.bsky.social · 23/10/2025

By using a combination of battery storage and grid flexibility, Aligned Data Centers is demonstrating the viability of energy storage as a “time to power” strategy. datacenterrichness.substack.com/p/aligned-ta...

110

Rich Miller @techjournalism.bsky.social · 08/10/2025

Understanding the finer points of power has never been more important. On the podcast, Legend Energy CEO Dan Crosby shares insights in the current power constraints, the growing profile of natural gas, and deploying onsite power at data centers. youtu.be/GJiBqvUl5rU?...

041

Rich Miller @techjournalism.bsky.social · 22/09/2025

NVIDIA will invest up to $100 billion in OpenAI as it deploys up to 10 gigawatts of data center capacity, the two companies said today. The deal will boost OpenAI's recently-announced plans to build its own data center infrastructure. nvidianews.nvidia.com/news/openai-...

111

Rich Miller @techjournalism.bsky.social · 06/09/2025

This Week's 5 Notable Data Center Links: - With its Anthropic deal, AWS is "building datacenters faster than it ever has in its entire history." - OpenAI is reportedly developing its own AI chips. And much more .... open.substack.com/pub/datacent...

010

Rich Miller @techjournalism.bsky.social · 02/09/2025

The recent growth of AI inference signals a transition in the AI market, with implications for the AI business and data center site selection. CoreWeave shares an important data point in sorting out the latency requirements for the future of inference. datacenterrichness.substack.com/p/coreweave-...

010

Rich Miller @techjournalism.bsky.social · 23/08/2025

Each week I'm sharing 5 notable links from the data center sector on our Substack. I’m curating 5 links that I find particularly interesting, with my commentary on why they merit your attention. Check it out: datacenterrichness.substack.com/p/5-notable-...

041

Rich Miller @techjournalism.bsky.social · 20/08/2025

Data center vacancies just hit new all-time lows. Pre-leasing entire buildings is the new normal. Details on our (new!) Data Center Richness Substack. open.substack.com/pub/datacent...

130

Rich Miller @techjournalism.bsky.social · 19/08/2025

Data center developer Vantage Data Centers will invest $25 billion to develop a 1.4GW data center MegaCampus in Shackelford County, Texas, the company said today. Vantage called the campus a "watershed moment" in its development plans. vantage-dc.com/news/vantage...

120

Rich Miller @techjournalism.bsky.social · 15/08/2025

Global colocation leader Equinix is making a major global commitment to next-generation nuclear power for its data centers. Equinix announced agreements with three companies developing advanced nuclear, citing nuclear energy as "a promising solution to power both data centers and the broader grid."

Radiant Kaleidos portable microreactors.

111

Rich Miller @techjournalism.bsky.social · 14/08/2025

Compass Datacenters builds some of the world’s largest data centers. CEO Chris Crosby shares how Compass has embraced new approaches to the supply chain, utility power, and culture. A deep dive into how the industry builds for the AI-powered future. youtu.be/IwDANfxvaGE?...

000

Rich Miller @techjournalism.bsky.social · 11/08/2025

Iowa continues to see large-scale data center development. QTS Data Centers has outlined plans for a $10 billion campus in Cedar Rapids, Iowa. The project will feature 7 data centers on 612 acres within the Big Cedar Industrial Center. qtsdatacenters.com/news/qts-ann...

101

Rich Miller @techjournalism.bsky.social · 06/08/2025

Data center high-density cooling specialist DDC Solutions has agreed to be acquired by Daikin Applied. The deal is the latest sign of growth opportunities for cooling specialists as data center customers look to support high-density AI workloads powered by GPUs. ddcsolutions.com/daikin-appli...

000

Rich Miller @techjournalism.bsky.social · 06/08/2025

Investment firm Apollo has agreed to acquire a majority interest in data center developer Stream Data Centers from parent Stream Realty Partners (SRP), the companies said today. Stream has delivered 20 campuses and controls more than 4 gigawatts of powered land. ir.apollo.com/news-events/...

100

Rich Miller @techjournalism.bsky.social · 01/08/2025

Meta has begun building data centers from mass wood in place of concrete and steel. Mass wood is engineered for safety, durability and fire resistance. Microsoft has also begun building data centers with cross-laminated timber (CLT), a type of mass wood. sustainability.atmeta.com/blog/2025/07...

111

Rich Miller @techjournalism.bsky.social · 10/07/2025

Rewiring the Globe: Hyperscale Subsea Cables Boost Data Centers This week Google announced Sol, a new transatlantic subsea cable system to connect the U.S., Bermuda, the Azores, and Spain. To support the new cable, DC BLOX will build a new cable landing station (CLS) in Palm Coast, Fla.

110

Rich Miller @techjournalism.bsky.social · 07/07/2025

CoreWeave will acquire Core Scientific in a $9 billion deal that combines two AI infrastructure players who got their start in bitcoin and then transitioned to AI/HPC. coreweave.com/news/corewea...

140

Rich Miller @techjournalism.bsky.social · 01/07/2025

Startup Emerald AI has shared a demo of grid flexibility, a strategy that could unlock gigawatts of new power capacity for data centers. In a May 3 test, Emerald AI enabled an Oracle data center reduce the power use of an NVIDIA GPU cluster by 25% over 3 hours during a grid stress event.

143

Rich Miller @techjournalism.bsky.social · 27/06/2025

Crusoe has deployed a modular AI data cente supported by a 12-megawatt microgrid using solar power and an energy storage system from Redwood Materials featuring recycled lithium-ion batteries. Redwood says this is the largest microgrid in North America. crusoe.ai/newsroom/cru...

110

Rich Miller @techjournalism.bsky.social · 26/06/2025

Developer EdgeCore Digital Infrastructure plans to invest $17 billion in the creation of a massive data center campus in Louisa County, Virginia, where it has bought 687 acres of land. The 1.1 gigawatt project project will span 3.9 million square feet at completion. edgecore.com/new-louisa-c...

010

Rich Miller @techjournalism.bsky.social · 26/06/2025

Data center developer Verrus features an all-star team of data center pioneers who are rethinking the data center for 2025 and beyond. On the podcast, Verrus CEO Nelson Abramson and CTO Anand Ramesh outline their vision for grid-interactive data centers. youtu.be/x9OoLh8UEoc?...

153

Rich Miller @techjournalism.bsky.social · 25/06/2025

The Top 5 U.S. data center markets continue to evolve, as Atlanta and Phoenix are now the second- and third-largest data center markets in North America, surpassing Dallas and Silicon Valley, which are now fourth and fifth. Data from CBRE Global Data Center Market report for 1Q 2025.

010

Rich Miller @techjournalism.bsky.social · 25/06/2025

Developer Sabey Data Centers has begun an expansion of its campus in Northern Virginia's Data Center Alley, commencing construction on a third building on its campus in Ashburn. Building A will be 3 stories and 54 megawatts. www.imillerpr.com/news/sabey-d...

000

Rich Miller @techjournalism.bsky.social · 25/06/2025

In a move to enable more power capacity on US grids, Google is teaming with CTC Global to upgrade transmission infrastructure with advanced conductors. The companies will help fund upgrades to transmission lines in strategic data center markets. www.businesswire.com/news/home/20...

000

Rich Miller @techjournalism.bsky.social · 18/06/2025

Geothermal energy is a renewable energy source that is gaining attention in the data center sector. This week Meta said it will work with XGS Energy to develop 150 megawatts of geothermal energy in New Mexico. Meta operates a campus in Los Lunas. www.businesswire.com/news/home/20...

011

Rich Miller @techjournalism.bsky.social · 17/06/2025

The world is changing fast. The speed of the AI transition has many of us wondering what comes next, and what it all means for our lives and our work. I talk with AI technologist Bill Kleyman about what comes next, and what cloud tells us about the trajectory of AI. #ai youtu.be/u-Lv9MwS7x8?...

100

Rich Miller @techjournalism.bsky.social · 13/06/2025

Oracle is building data centers as fast as it can, and still cannot keep up with customer demand, the company’s leadership said in an earnings call. “We recently got an order that said ‘we'll take all the capacity you have, wherever it is,’” said Larry Ellison. "We'll just take everything.

110

Rich Miller @techjournalism.bsky.social · 02/06/2025

CoreWeave has leased 250 megawatts of AI infrastructure from HPC developer Applied Digital at its data center campus in Ellendale, North Dakota. CoreWeave also has an option for an additional 150 MW at Ellendale, positioning the campus for future growth. ir.applieddigital.com/news-events/...

010

Rich Miller @techjournalism.bsky.social · 29/05/2025

NVIDIA CEO Jensen Huang on 1Q earnings trends: “AI is growing faster and will be larger than any platform shifts before, including the Internet, mobile, and cloud."

411

Rich Miller @techjournalism.bsky.social · 27/05/2025

My Picks: The Top 5 Data Center Podcasts Podcasts have become a major source of data center education and thought leadership. Here's my list of the best podcasts sharing expertise on data centers and AI infrastructure. #datacenter #ai youtu.be/oJKICp0mXjI?...

000

Rich Miller @techjournalism.bsky.social · 21/05/2025

AI infrastructure specialist Crusoe has begun the second phase of its massive data center $15 Billion campus in Abilene, Texas. The 1.2 gigawatt project is a JV with Blue Owl Capital and Primary Digital Infrastructure, which is constructing 6 new buildings. crusoe.ai/newsroom/cru...

100

Rich Miller @techjournalism.bsky.social · 21/05/2025

All new Microsoft data center designs going forward will use zero-waste water cooling systems, including some supported by huge banks of 20-foot fans, the company said at Build 2025. In this photo, Microsoft's Scott Guthrie shows off the huge fans (with construction vehicles for scale).

100

Rich Miller @techjournalism.bsky.social · 20/05/2025

Could dozens of gigawatts of power be unlocked by new approaches to grid management and data center power contracts? That’s the intriguing question posed by new research from @tnorris.bsky.social which has large implications for the data center industry. Watch on YT: youtu.be/D6-1QxRRxoA?...

183

Rich Miller @techjournalism.bsky.social · 16/05/2025

Data center liquid cooling specialist Colovore has lined up $925 million in debt funding from Blackstone. The financing follows last year’s acquisition of Colovore by King Street Capital Management, and a multi-city expansion beyond its original market in Silicon Valley.

100

Rich Miller @techjournalism.bsky.social · 15/05/2025

The expansion continues for NTT Global Data Centers, which has opened 10 new data centers across three continents over the past 6 months, adding 370 MWs of capacity. Tuesday it announced new land buys to support an additional gigawatt of data center capacity.

110

Rich Miller @techjournalism.bsky.social · 06/05/2025

To assess the state of play between data and energy, we turned to Elisa Wood of Energy Changemakers. On the DCR podcast, we discuss the potential for innovation and new business models, and what more data centers with on-site power might mean for the grid. youtu.be/EYo2YK7L5q0?...

110

Rich Miller @techjournalism.bsky.social · 02/05/2025

Microsoft is not slowing its data center buildout, and is facing capacity constraints. CFO Amy Hood: “In our AI services, we continue to bring data center capacity online as planned, but demand is growing a bit faster. Therefore, we now expect to have some AI capacity constraints beyond June."

144

Rich Miller @techjournalism.bsky.social · 02/05/2025

AWS says it is bumping up against constraints on AI capacity, says CEO Andy Jassy. ”Our AI business right now is a multi-billion dollar annual run rate business,” said Jassy. “It’s growing triple digit percentages year over year. And as fast as we actually put the capacity in, it’s being consumed.”

101

Rich Miller @techjournalism.bsky.social · 30/04/2025

Google has shared innovations in power distribution and cooling that will enable 1-megawatt racks to support denser AI infrastructure. Google has introduced designs to transition from 48 volts DC (VDC) to +/-400 VDC, which will enable IT racks to scale from 100 kw up to 1 megawatt.

120

Rich Miller @techjournalism.bsky.social · 28/04/2025

There is currently 55 GWs of active data center capacity, with 15 GWs under construction, the iMasons said in their annual report. "Digital infrastructure is the new utility," said CEO Santiago Suinaga. "We must build infrastructure that integrates with every community in a sustainable way."

100

Rich Miller @techjournalism.bsky.social · 17/04/2025

Google says data centers can be key players in the effort to deploy nuclear energy, particularly small modular reactors. Google discussed its SMR initiative at Data Center World, including its plan to buy up to 500 megawatts of nuclear energy from Kairos Power, starting in 2030.

110

Rich Miller @techjournalism.bsky.social · 15/04/2025

Ready for action today at Data Center World in Washington DC. Looking forward to expert panels and connecting with #datacenter peeps.

020

Rich Miller @techjournalism.bsky.social · 10/04/2025

The European Union today announced plans to "at least triple the EU's data center capacity in the next 5 to 7 years," seeking to mobilize €20 billion ($22 billion US) investment for up to five AI "gigafactories" across the EU, each equipped with 100,000 AI chips. ec.europa.eu/commission/p...

The Marenostrum supercomputer in Barcelona. Image via EC and Barcelona Supercompuitng Center.

110

Rich Miller @techjournalism.bsky.social · 02/04/2025

In one of the most ambitious projects yet to pair data centers and power generation, the Homer City Redevelopment Corp (HCR) plans to create a huge energy campus capable of delivering 4.5 Gigawatts of power to support AI hyperscale data centers. Details: www.businesswire.com/news/home/20...

100

Rich Miller @techjournalism.bsky.social · 21/03/2025

How can data center teams prepare for the huge increase in power density in the pipeline, as NVIDIA plans to introduce 600 kW racks of AI gear? Software and AI, according to NVIDIA, including more use of AI-powered 36 simulation to master the precision cooling for the data center of the future.

230

Rich Miller @techjournalism.bsky.social · 18/03/2025

NVIDA’s Jensen Huang: 600 kW Racks Are Coming in 2027 The next-generation Vera Rubin platform will unleash massive compute power for AI workloads, CEO Jensen Huang says. And the Rubin Ultra platform due in late 2027 will create data center racks requiring up to 600 kWs of power.

100

Rich Miller @techjournalism.bsky.social · 11/03/2025

In a huge move to expand its AI infrastructure, OpenAI has struck a deal with CoreWeave for compute capacity, value at up to $11.9 billion. OpenAI will also get an equity stake worth about $350 million. www.prnewswire.com/news-release...

000

Rich Miller @techjournalism.bsky.social · 05/03/2025

Novva Data Centers and CIM have fully leased a 175-megawatt campus near Salt Lake City to a "leading global tech company." The 100-acre campus will be "one of the largest direct-to-chip cooled AI data centers in the world," the companies say. www.businesswire.com/news/home/20....

000

Rich Miller @techjournalism.bsky.social · 28/02/2025

Micro-nuclear technology specialist Last Energy has unveiled plans to build 30 microreactors in Texas to serve data center customers. The company plans to deploy the microreactors on a 200-acre site in Haskell County, Texas.

An illustration of a proposed Last Energy nuclear microreactor project in Texas.

110

Rich Miller @techjournalism.bsky.social · 11/02/2025

Vantage Data Centers will deploy more than 1 gigawatt of power capacity at its North American campuses using natural gas microgrids. from VoltaGrid. The companies said the VoltaGrid modular generation solution allows deployments "within months." www.businesswire.com/news/home/20...

112

Rich Miller @techjournalism.bsky.social · 07/02/2025

With AWS reporting, here's the final hyperscale scorecard for 2025 CapEx: - Amazon - $100 billion, up from $83B in 2024 - Microsoft - $80B, up from $55B - Google - $75B, up from $52.5B - Meta - $65B, up from $39B It adds up to high confidence in the future of AI from the hyperscale sector.

041