There are three layers of the AI economy, and they are moving at different speeds. In 2026, the big stories in the data center sector will be driven by how major players navigate the timing between these layers.
datacenterrichness.substack.com/p/data-cente...
There are three layers of the AI economy, and they are moving at different speeds. In 2026, the big stories in the data center sector will be driven by how major players navigate the timing between these layers.
datacenterrichness.substack.com/p/data-cente...
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
datacenterrichness.substack.com/p/vera-rubin...
datacenterrichness.substack.com/p/vera-rubin...
youtu.be/SmjqVekN93o?...
youtu.be/SmjqVekN93o?...
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
They're definitely worth knowing about. It leaves out the Library Extension, though.
They're definitely worth knowing about. It leaves out the Library Extension, though.
On the podcast I talk to Sara Martin of HED, who provides an inside look at data center design in a time of big, fast change.
youtu.be/4UMDOAmCnog?...
On the podcast I talk to Sara Martin of HED, who provides an inside look at data center design in a time of big, fast change.
youtu.be/4UMDOAmCnog?...
datacenterrichness.substack.com/p/nextera-en...
datacenterrichness.substack.com/p/nextera-en...
DigitalBridge shares pop on SoftBank reports, AWS Factories, data centers and Mile-Deep SMRs in Kansas?
open.substack.com/pub/datacent...
DigitalBridge shares pop on SoftBank reports, AWS Factories, data centers and Mile-Deep SMRs in Kansas?
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...
open.substack.com/pub/datacent...