Rich Miller
@techjournalism.bsky.social
I write about the infrastructure powering the digital world. Cloud, data centers and AI.
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...
datacenterrichness.substack.com/p/aligned-ta...
October 23, 2025 at 1:30 PM
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...
datacenterrichness.substack.com/p/aligned-ta...
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?...
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?...
October 8, 2025 at 11:55 AM
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?...
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?...
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-...
The deal will boost OpenAI's recently-announced plans to build its own data center infrastructure.
nvidianews.nvidia.com/news/openai-...
September 22, 2025 at 5:55 PM
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-...
The deal will boost OpenAI's recently-announced plans to build its own data center infrastructure.
nvidianews.nvidia.com/news/openai-...
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...
- 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...
September 6, 2025 at 1:44 PM
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...
- 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...
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-...
datacenterrichness.substack.com/p/coreweave-...
September 2, 2025 at 12:05 PM
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-...
datacenterrichness.substack.com/p/coreweave-...
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-...
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-...
August 23, 2025 at 12:55 PM
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-...
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-...
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...
Details on our (new!) Data Center Richness Substack.
open.substack.com/pub/datacent...
August 20, 2025 at 12:58 PM
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...
Details on our (new!) Data Center Richness Substack.
open.substack.com/pub/datacent...
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...
Vantage called the campus a "watershed moment" in its development plans.
vantage-dc.com/news/vantage...
August 19, 2025 at 11:59 AM
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...
Vantage called the campus a "watershed moment" in its development plans.
vantage-dc.com/news/vantage...
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."
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."
August 15, 2025 at 8:25 PM
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."
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."
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?...
A deep dive into how the industry builds for the AI-powered future.
youtu.be/IwDANfxvaGE?...
August 14, 2025 at 12:53 PM
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?...
A deep dive into how the industry builds for the AI-powered future.
youtu.be/IwDANfxvaGE?...
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...
The project will feature 7 data centers on 612 acres within the Big Cedar Industrial Center.
qtsdatacenters.com/news/qts-ann...
August 11, 2025 at 2:45 PM
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...
The project will feature 7 data centers on 612 acres within the Big Cedar Industrial Center.
qtsdatacenters.com/news/qts-ann...
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...
ddcsolutions.com/daikin-appli...
August 6, 2025 at 4:52 PM
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...
ddcsolutions.com/daikin-appli...
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/...
Stream has delivered 20 campuses and controls more than 4 gigawatts of powered land.
ir.apollo.com/news-events/...
August 6, 2025 at 4:50 PM
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/...
Stream has delivered 20 campuses and controls more than 4 gigawatts of powered land.
ir.apollo.com/news-events/...
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...
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...
August 1, 2025 at 1:21 PM
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...
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...
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.
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.
July 10, 2025 at 6:23 PM
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.
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.
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...
coreweave.com/news/corewea...
July 7, 2025 at 1:50 PM
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...
coreweave.com/news/corewea...
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.
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.
July 1, 2025 at 4:33 PM
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.
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.
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...
crusoe.ai/newsroom/cru...
June 27, 2025 at 6:34 PM
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...
crusoe.ai/newsroom/cru...
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...
The 1.1 gigawatt project project will span 3.9 million square feet at completion.
edgecore.com/new-louisa-c...
June 26, 2025 at 9:51 PM
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...
The 1.1 gigawatt project project will span 3.9 million square feet at completion.
edgecore.com/new-louisa-c...
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?...
On the podcast, Verrus CEO Nelson Abramson and CTO Anand Ramesh outline their vision for grid-interactive data centers.
youtu.be/x9OoLh8UEoc?...
June 26, 2025 at 9:37 PM
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?...
On the podcast, Verrus CEO Nelson Abramson and CTO Anand Ramesh outline their vision for grid-interactive data centers.
youtu.be/x9OoLh8UEoc?...
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.
June 25, 2025 at 9:17 PM
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.
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...
www.imillerpr.com/news/sabey-d...
June 25, 2025 at 7:05 PM
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...
www.imillerpr.com/news/sabey-d...
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...
The companies will help fund upgrades to transmission lines in strategic data center markets.
www.businesswire.com/news/home/20...
June 25, 2025 at 7:03 PM
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...
The companies will help fund upgrades to transmission lines in strategic data center markets.
www.businesswire.com/news/home/20...
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...
www.businesswire.com/news/home/20...
June 18, 2025 at 1:17 PM
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...
www.businesswire.com/news/home/20...
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?...
youtu.be/u-Lv9MwS7x8?...
June 17, 2025 at 1:29 PM
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?...
youtu.be/u-Lv9MwS7x8?...