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Inside Blackstone’s Electrification Push: From Shermco to the Power Backbone of AI Data Centers

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Reposted by Rich Miller

Data Center Frontier @datacenterfrontier.bsky.social · 2d

#Blackstone is building the #power backbone of the #AI era.

From its $1.6B Shermco deal to #power plants, #datacenters & AI storage, the firm is vertically integrating every layer of #digitalinfrastructure from generation to compute. #hyperscale #cloud #IT
www.datacenterfrontier.com/energy/artic...

Blackstone’s $1.6 billion purchase of Shermco marks the foundation of a broader strategy to control every layer of the AI infrastructure stack, from grid-level power generation...

www.datacenterfrontier.com

Nortek announces 5MW CDU for liquid cooling

Rich Miller @techjournalism.bsky.social · 3d

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?...

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Reposted by Rich Miller

DatacenterDynamics @dcdnews.bsky.social · 4d

Company says units can be interconnected for cooling above 10MW

dlvr.it

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Reposted by Rich Miller

Data Center Frontier @datacenterfrontier.bsky.social · 3d

The Great #Power Reckoning: Utilities are rewriting the rules for the #AI data center era. #CAPEX surges, #tariffs evolve, and flexibility becomes law as the grid strains to meet #hyperscale demand.
www.datacenterfrontier.com/energy/artic...
#DataCenters #AIPower #GridModernization #EnergyTransition

Utilities Race to Meet Surging Data Center Demand With New Power Models

The rapid rise of AI data centers is testing the limits of the power grid, driving utilities to boost capital spending, overhaul tariffs, and build new flexibility into their ...

www.datacenterfrontier.com

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Reposted by Rich Miller

Tyler Norris @tnorris.bsky.social · 3d

NextEra SVP Petter Skantze says battery storage is now “the cheapest form of new capacity” in the US w/ “order of magnitude” faster deployment than gas w/ more modularity & flexible siting to enable higher system utilization & large load integration — #GridFWD in Monterey, CA 🔌💡

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Rich Miller @techjournalism.bsky.social · 4d

Technology moves fast. But investors should remain focused on real estate fundamentals and development models that build long-term value, says Michael Hochanadel of Harrison Street.
youtube.com/shorts/KdYfn...

Data Center Investing: Risk vs Reward #ai #datacenter

Legrand acquires load bank provider Avtron

Rich Miller @techjournalism.bsky.social · 4d

Legrand is keeping busy on the M&A front. Avtron makes load banks, which enable data centers to test desings without introducing actual racks and servers into a data hall during commissioning.

DatacenterDynamics @dcdnews.bsky.social · 4d

Company’s fifth data center buy in 2025, following five last year

dlvr.it

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Rich Miller @techjournalism.bsky.social · 4d

Yikes.

Matthew Gooding @mattgooding.bsky.social · 5d

And today we discover the South Korean government may have lost 858TB of data because one of the drives that got destroyed (amusingly referred to as G-Drive, even though it's nothing to do with Google) has no backup. Yep: www.datacenterdynamics.com/en/news/858t...

858TB of government data may be lost for good after South Korea data center fire

Destroyed drive wasn't backed up, officials say

www.datacenterdynamics.com

Rich Miller @techjournalism.bsky.social · 5d

The current AI boom has boosted investment in data center cooling. That trend continues with news that Johnson Controls has made a multi-million dollar investment in Accelsius, a leader in two-phase, direct-to-chip liquid cooling for data centers.
datacenterrichness.substack.com/p/johnson-co...

Johnson Controls Invests in a Two-Phase Future

Makes Strategic Investment in Liquid Cooling Specialist Accelsius

datacenterrichness.substack.com

Rich Miller @techjournalism.bsky.social · 6d

Data centers can build new kinds of relationships with utilities, says Compass Datacenters CEO Chris Crosby, shifting from a “will serve” model to a more collaborative “co-serve” approach.

youtube.com/shorts/qgLSn...

Utilities, Data Centers and the Co-Serve Model #ai #energy #datacenter

5 Notable Data Center Links, Oct. 4

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Rich Miller @techjournalism.bsky.social · 7d

A $40 billion data center acquisition? Also, quantum campuses and GPU futures. This week’s 5 notable Links …

open.substack.com/pub/datacent...

A $40 Billion Acquisition? Plus Quantum Campuses and GPU Futures

open.substack.com

Crusoe’s Velocity Play: 'Speed is the Only Moat'

Rich Miller @techjournalism.bsky.social · 9d

Here's a deep dive into how Crusoe has rapidly advanced onto center stage in the world’s largest digital infrastructure buildout, along with its plans for megacampuses to come.

Rich Miller @techjournalism.bsky.social · 9d

Crusoe has been following the power since the day it launched, and has lofty ambitions to power the world’s digital infrastructure with clean energy, enabling new technologies along the way.
open.substack.com/pub/datacent...

How Vertical Integration Delivered the Stargate Abilene AI Hub in Record Time

open.substack.com

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Rich Miller @techjournalism.bsky.social · 10d

Yikes. Four workers arrested in the wake of a fire at a South Korean government data center. The fire involved lithium ion batteries, and took many government services offline.
www.datacenterdynamics.com/en/news/four...

Four arrests over South Korea data center fire

Police investigate possible professional negligence

www.datacenterdynamics.com

Intelllflex Unveils Stunning AI Data Center Design

Rich Miller @techjournalism.bsky.social · 11d

The Intelliflex Octopod is among the factory-made modular designs emerging to accelerate the deployment of GPU clusters by data center operators. The company is working with Supermicro, among others, to offer speedy GPU deployments.

Rich Miller @techjournalism.bsky.social · 11d

Rich Miller
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A glowing modular data center stole the show at the recent Yotta 2025 expo, illuminating the racks and cooling infrastructure to support AI infrastructure. youtu.be/NH9QJKgQDFo?...

US to See $350B Nuclear Boom to Power AI, Report Says

youtu.be

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Reposted by Rich Miller

Techmeme @techmeme.com · 11d

Financial disclosures to investors suggest OpenAI generated ~$4.3B in revenue in H1 2025, 16% more than all of 2024, and burned $2.5B, largely due to R&D costs (The Information)

Main Link | Techmeme Permalink

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Reposted by Rich Miller

Data Center Knowledge @datacenter.bsky.social · 11d

The US nuclear sector is poised for a revival as AI data centers drive electricity demand, with capacity projected to surge 63% by 2050.

Read more ▶️ www.datacenterknowledge.com/energy-power...

The US nuclear sector is poised for a revival as AI data centers drive electricity demand, with capacity projected to surge 63% by 2050.

www.datacenterknowledge.com

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Rich Miller @techjournalism.bsky.social · 11d

Utilities can no longer keep up with massive power demand for AI infrastructure, says Jeff Barber of Bloom Energy, creating a “tipping point” for fuel cells and other onsite power alternatives. Bloom was “built for this moment,” says Barber.
youtube.com/shorts/kJjyA...

The Case for Fuel Cells #datacenter #ai #energy

5 Notable Data Center Links, Sept. 27

Rich Miller @techjournalism.bsky.social · 14d

Is hyperscale spending still rational? Plus the Stargate expansion boosts data center developers, and funding for a microfluidics cooling startup. All that and more on this week's 5 Links roundup: datacenterrichness.substack.com/p/5-notable-...

Stargate win for STACK, the microfluidics startup working with Microsoft

datacenterrichness.substack.com