Rich Miller
@techjournalism.bsky.social
I write about the infrastructure powering the digital world. Cloud, data centers and AI.
Pinned
Rich Miller
@techjournalism.bsky.social
· Feb 11
Hello, Bluesky! I'm all about data centers and the digital infrastructure driving the AI and cloud boom. I've been covering this sector full-time for 24 years. If you're into tech, AI, cloud or data centers, please follow along!
One of the big data center stories of 2025 is the big shift of capacity from crypto to AI computing. Applied Digital CEO Wes Cummins provides an insider’s view on the journey from crypto to AI, and how Applied Digital made North Dakota a hyperscale data center market. youtu.be/P7yQmM1wG9Q?...
The Great Compute Shift Every Data Center Pro Needs to Watch
YouTube video by Data Center Richness
youtu.be
November 26, 2025 at 2:29 PM
One of the big data center stories of 2025 is the big shift of capacity from crypto to AI computing. Applied Digital CEO Wes Cummins provides an insider’s view on the journey from crypto to AI, and how Applied Digital made North Dakota a hyperscale data center market. youtu.be/P7yQmM1wG9Q?...
Reposted by Rich Miller
Schneider Electric just locked in $2.3B in U.S. #datacenter deals with Switch + Digital Realty.
A big signal for the #AIfactory era: #power + #cooling are now strategic, long-term contracted resources.
It's not just about #GPUs anymore.
#AI #colocation
www.datacenterfrontier.com/machine-lear...
A big signal for the #AIfactory era: #power + #cooling are now strategic, long-term contracted resources.
It's not just about #GPUs anymore.
#AI #colocation
www.datacenterfrontier.com/machine-lear...
Schneider Electric's $2.3 Billion in AI Power and Cooling Deals Sends Message to Data Center Sector
Twin supply-capacity agreements by Schneider Electric with Switch and Digital Realty show how AI data centers are starting to lock up power and thermal infrastructure in much ...
www.datacenterfrontier.com
November 24, 2025 at 9:20 PM
Schneider Electric just locked in $2.3B in U.S. #datacenter deals with Switch + Digital Realty.
A big signal for the #AIfactory era: #power + #cooling are now strategic, long-term contracted resources.
It's not just about #GPUs anymore.
#AI #colocation
www.datacenterfrontier.com/machine-lear...
A big signal for the #AIfactory era: #power + #cooling are now strategic, long-term contracted resources.
It's not just about #GPUs anymore.
#AI #colocation
www.datacenterfrontier.com/machine-lear...
NVIDIA will introduce liquid-cooled busbars into the racks for its Vera Rubin platform, part of a broader evolution of data center racks and power design to support more powerful AI computing.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
As Densities Soar, AI Racks Add Liquid-Cooled Busbars
NVIDIA, Meta Bring Liquid Cooling into Power Chain for Extreme-Density Racks
open.substack.com
November 24, 2025 at 2:34 PM
NVIDIA will introduce liquid-cooled busbars into the racks for its Vera Rubin platform, part of a broader evolution of data center racks and power design to support more powerful AI computing.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
This week's 5 Notable Data Center Links:
datacenterrichness.substack.com/p/5-notable-...
datacenterrichness.substack.com/p/5-notable-...
5 Notable Data Center Links, November 22
OpenAI Teams with Foxconn, CleanArc's Virginia Project, Grassroots Protests Surge
datacenterrichness.substack.com
November 22, 2025 at 12:37 PM
This week's 5 Notable Data Center Links:
datacenterrichness.substack.com/p/5-notable-...
datacenterrichness.substack.com/p/5-notable-...
Reposted by Rich Miller
Reposted by Rich Miller
Global investment giant Brookfield is launching an AI fund that will seek to acquire up to $100 billion of infrastructure assets "across every stage of the value chain—from energy and land to data centers and compute."
bam.brookfield.com/press-releas...
bam.brookfield.com/press-releas...
Brookfield Launches $100 Billion AI Infrastructure Program
Brookfield Launches $100 Billion AI Infrastructure Program
bam.brookfield.com
November 19, 2025 at 3:24 PM
Global investment giant Brookfield is launching an AI fund that will seek to acquire up to $100 billion of infrastructure assets "across every stage of the value chain—from energy and land to data centers and compute."
bam.brookfield.com/press-releas...
bam.brookfield.com/press-releas...
Reposted by Rich Miller
CNBC: Cloudflare "root cause"... an automatically generated configuration file used to manage threat traffic "grew beyond an expected size of entries" triggered a crash in the software that handles traffic for several services
hardly the first time log overflow has blown up a server!
hardly the first time log overflow has blown up a server!
www.cnbc.com
November 18, 2025 at 5:19 PM
CNBC: Cloudflare "root cause"... an automatically generated configuration file used to manage threat traffic "grew beyond an expected size of entries" triggered a crash in the software that handles traffic for several services
hardly the first time log overflow has blown up a server!
hardly the first time log overflow has blown up a server!
Two of the largest data center players are teaming up to enable customers to deploy energy generation on their campuses.
The Vertiv and Caterpillar partnership reflects growing demand for on-site power to route around delays in grid connections.
datacenterrichness.substack.com/p/data-cente...
The Vertiv and Caterpillar partnership reflects growing demand for on-site power to route around delays in grid connections.
datacenterrichness.substack.com/p/data-cente...
Data Center Titans Team Up for On-Site Power
Vertiv, Caterpillar Collaborate on Integrated Solutions Across Power and Cooling
datacenterrichness.substack.com
November 18, 2025 at 3:59 PM
Two of the largest data center players are teaming up to enable customers to deploy energy generation on their campuses.
The Vertiv and Caterpillar partnership reflects growing demand for on-site power to route around delays in grid connections.
datacenterrichness.substack.com/p/data-cente...
The Vertiv and Caterpillar partnership reflects growing demand for on-site power to route around delays in grid connections.
datacenterrichness.substack.com/p/data-cente...
Announcements of billion-dollar projects and gigawatt-scale campuses have become regular events. How does the digital infrastructure sector navigate this AI boom? Some thoughts on growth, innovation and tracking an era of transformation for energy and data:
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
Managing The Unimaginable Future, Again and Again
The Data Center Industry Has Been Here Before, And is Built for Big, Fast Growth
open.substack.com
November 17, 2025 at 12:31 PM
Announcements of billion-dollar projects and gigawatt-scale campuses have become regular events. How does the digital infrastructure sector navigate this AI boom? Some thoughts on growth, innovation and tracking an era of transformation for energy and data:
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
5 Notable Data Center Links: Google announces $40 BILLION Texas build out, trends in data center construction costs, Microsoft’s data center strategy and OpenAI.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
5 Notable Data Center Links, Nov. 15
Google's $40 Billion Texas Buildout, Trends in Data Center Construction Cost
open.substack.com
November 15, 2025 at 12:58 PM
5 Notable Data Center Links: Google announces $40 BILLION Texas build out, trends in data center construction costs, Microsoft’s data center strategy and OpenAI.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
With AI hardware boosting rack density, Schneider Electric acquired liquid cooling specialist Motivair to manage these new workloads. Here's a closer look at Motivair's liquid cooling tech, including CDUs and rear-door heat exchangers.
youtu.be/_uPj295skyQ?...
youtu.be/_uPj295skyQ?...
Inside Schneider’s Liquid Cooling Push with Motivair
YouTube video by Data Center Richness
youtu.be
November 13, 2025 at 8:07 PM
With AI hardware boosting rack density, Schneider Electric acquired liquid cooling specialist Motivair to manage these new workloads. Here's a closer look at Motivair's liquid cooling tech, including CDUs and rear-door heat exchangers.
youtu.be/_uPj295skyQ?...
youtu.be/_uPj295skyQ?...
It’s been a busy day on the AI infrastructure front, with two major announcements:
- Anthropic will invest $50 billion in new data centers in the U.S., working with Fluidstack.
- Microsoft unveiled a massive new Fairwater AI campus outside Atlanta.
datacenterrichness.substack.com/p/massive-ex...
- Anthropic will invest $50 billion in new data centers in the U.S., working with Fluidstack.
- Microsoft unveiled a massive new Fairwater AI campus outside Atlanta.
datacenterrichness.substack.com/p/massive-ex...
Massive Expansions From Anthropic, Microsoft
Anthropic Plans $50 Billion Buildout, Microsoft Unveils New Fairwater Campus in Atlanta
datacenterrichness.substack.com
November 12, 2025 at 6:55 PM
It’s been a busy day on the AI infrastructure front, with two major announcements:
- Anthropic will invest $50 billion in new data centers in the U.S., working with Fluidstack.
- Microsoft unveiled a massive new Fairwater AI campus outside Atlanta.
datacenterrichness.substack.com/p/massive-ex...
- Anthropic will invest $50 billion in new data centers in the U.S., working with Fluidstack.
- Microsoft unveiled a massive new Fairwater AI campus outside Atlanta.
datacenterrichness.substack.com/p/massive-ex...
Racks filled with GPUs and liquid cooling gear can now weigh 6,000 pounds or more, requiring new approaches to address human safety and investment protection. Google, Meta, and Microsoft are turning to robotics to safely move these huge racks.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
Data Centers Turn to Robots to Haul Multi-Ton Racks
Hyperscalers, OCP Ramp Up Robotics Teams for Worker Safety, Productivity
open.substack.com
November 11, 2025 at 12:47 PM
Racks filled with GPUs and liquid cooling gear can now weigh 6,000 pounds or more, requiring new approaches to address human safety and investment protection. Google, Meta, and Microsoft are turning to robotics to safely move these huge racks.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
5 Notable Data Center Links: Google goes to space, AWS goes subsea, and land MegaDeals in Northern Virginia.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
5 Notable Data Center Links, Nov. 8
Google Goes to Space, AWS Goes Subsea, and Land MegaDeals in NoVa
open.substack.com
November 8, 2025 at 12:59 PM
5 Notable Data Center Links: Google goes to space, AWS goes subsea, and land MegaDeals in Northern Virginia.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
A growing number of data centers facing delays in utility connections are opting to build their own on-site power generation. On the podcast, I speak with data center energy expert KC Mares about the rise of on-site power, and the road ahead.
youtu.be/Yx7QGNQsJaQ?...
youtu.be/Yx7QGNQsJaQ?...
On-Site Generation and the Future of AI Power
YouTube video by Data Center Richness
youtu.be
November 7, 2025 at 8:28 PM
A growing number of data centers facing delays in utility connections are opting to build their own on-site power generation. On the podcast, I speak with data center energy expert KC Mares about the rise of on-site power, and the road ahead.
youtu.be/Yx7QGNQsJaQ?...
youtu.be/Yx7QGNQsJaQ?...
There’s been a flurry of M&A activity in the data center sector driven by the growing appetite for liquid cooling.
As AI continues to reshape digital infrastructure, these deals bolster data center players' cooling portfolios.
Read more: datacenterrichness.substack.com/p/liquid-coo...
As AI continues to reshape digital infrastructure, these deals bolster data center players' cooling portfolios.
Read more: datacenterrichness.substack.com/p/liquid-coo...
Liquid Cooling Drives Data Center M&A
Acquisitions by Eaton, Vertiv and Daikin Reflect Focus on High-Density Racks
datacenterrichness.substack.com
November 5, 2025 at 4:13 PM
There’s been a flurry of M&A activity in the data center sector driven by the growing appetite for liquid cooling.
As AI continues to reshape digital infrastructure, these deals bolster data center players' cooling portfolios.
Read more: datacenterrichness.substack.com/p/liquid-coo...
As AI continues to reshape digital infrastructure, these deals bolster data center players' cooling portfolios.
Read more: datacenterrichness.substack.com/p/liquid-coo...
Reposted by Rich Miller
More Stargate. Equinix Goes Big. An AI-Powered SRE?
Each week I curate 5 links from the data center sector that I find particularly interesting, with my commentary on why they merit your attention. Here's this week's 5 Notable Data Center Links:
datacenterrichness.substack.com/p/5-notable-...
Each week I curate 5 links from the data center sector that I find particularly interesting, with my commentary on why they merit your attention. Here's this week's 5 Notable Data Center Links:
datacenterrichness.substack.com/p/5-notable-...
5 Notable Data Center Links, Nov. 1
Another Stargate Campus, Equinix Goes Big. Also, an AI-Powered SRE?
datacenterrichness.substack.com
November 1, 2025 at 3:03 PM
More Stargate. Equinix Goes Big. An AI-Powered SRE?
Each week I curate 5 links from the data center sector that I find particularly interesting, with my commentary on why they merit your attention. Here's this week's 5 Notable Data Center Links:
datacenterrichness.substack.com/p/5-notable-...
Each week I curate 5 links from the data center sector that I find particularly interesting, with my commentary on why they merit your attention. Here's this week's 5 Notable Data Center Links:
datacenterrichness.substack.com/p/5-notable-...
The largest hyperscale operators say demand for AI services is filling data centers as fast as they can build them, with several saying they are compute-constrained.
As a result, they expect to build even more data center space in 2026.
datacenterrichness.substack.com/p/hyperscale...
As a result, they expect to build even more data center space in 2026.
datacenterrichness.substack.com/p/hyperscale...
Hyperscale Building Boom Poised to Continue
Microsoft, Google, Meta and AWS Describe Strong Demand for New Services
datacenterrichness.substack.com
October 31, 2025 at 12:35 PM
The largest hyperscale operators say demand for AI services is filling data centers as fast as they can build them, with several saying they are compute-constrained.
As a result, they expect to build even more data center space in 2026.
datacenterrichness.substack.com/p/hyperscale...
As a result, they expect to build even more data center space in 2026.
datacenterrichness.substack.com/p/hyperscale...
On the Data Center Richness podcast, we share a behind-the-scenes look at how investors and developers work together to bring a data center project from concept to reality.
youtu.be/tp9tzLjurms?...
youtu.be/tp9tzLjurms?...
An Inside Look at the Data Center Development Journey
YouTube video by Data Center Richness
youtu.be
October 30, 2025 at 4:42 PM
On the Data Center Richness podcast, we share a behind-the-scenes look at how investors and developers work together to bring a data center project from concept to reality.
youtu.be/tp9tzLjurms?...
youtu.be/tp9tzLjurms?...
In a bold move to accelerate the deployment of AI infrastructure, NVIDIA has unveiled a digital blueprint for AI data centers, with more than 20 of the industry’s leading builders and vendors aligning behind the initiative.
#NVIDIAGTC #GTCDC
open.substack.com/pub/datacent...
#NVIDIAGTC #GTCDC
open.substack.com/pub/datacent...
NVIDIA Unveils Data Center Design Blueprint
Omniverse DSX Advances "Co-Design" Approach to Gigascale AI Factories
open.substack.com
October 29, 2025 at 11:19 AM
In a bold move to accelerate the deployment of AI infrastructure, NVIDIA has unveiled a digital blueprint for AI data centers, with more than 20 of the industry’s leading builders and vendors aligning behind the initiative.
#NVIDIAGTC #GTCDC
open.substack.com/pub/datacent...
#NVIDIAGTC #GTCDC
open.substack.com/pub/datacent...
As AI creates unprecedented rack power densities, liquid cooling specialist Colovore is expanding beyond Silicon Valley and preparing to bring high-density cooling to enterprise customers in business markets around the U.S.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
For Colovore, the Liquid-Cooled Future Is Now
High-Density Specialist Enters Expansion Mode, Building in 3 New Markets
open.substack.com
October 28, 2025 at 11:48 AM
As AI creates unprecedented rack power densities, liquid cooling specialist Colovore is expanding beyond Silicon Valley and preparing to bring high-density cooling to enterprise customers in business markets around the U.S.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
Today marks the “official” launch of the Data Center Richness Substack. This is a new chapter in my journey, and a way to support my mission to help folks understand how digital infrastructure is changing our world and our work.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
Launch Day: Data Center Richness
The Next Chapter for DCR on Substack
open.substack.com
October 27, 2025 at 11:42 AM
Today marks the “official” launch of the Data Center Richness Substack. This is a new chapter in my journey, and a way to support my mission to help folks understand how digital infrastructure is changing our world and our work.
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...