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4 days ago
Enhanced geothermal: long-term clean power — for some

Underground hot rocks are emerging as a source of firm, low-carbon power for data centers, with new techniques expanding viable locations. Compared with nuclear, geothermal may be better positioned to support planned data center growth.

Briefing Reports 12 min read
 
10 Jun 2025
AI and cooling: chilled water system topologies

To meet the demands of unprecedented rack power densities, driven by AI workloads, data center cooling systems need to evolve and accommodate a growing mix of air and liquid cooling technologies.

 
23 May 2025
Cloud AI needs cost discipline now

As AI workloads surge, managing cloud costs is becoming more vital than ever, requiring organizations to balance scalability with cost control. This is crucial to prevent runaway spend and ensure AI projects remain viable and profitable.

 
22 Apr 2025
Digital twins: reshaping AI infrastructure planning

Digital twins are increasingly valued in complex data center applications, such as designing and managing facilities for AI infrastructure. Digitally testing and simulating scenarios can reduce risk and cost, but many challenges remain.

 
11 Apr 2025
AI and cooling: limits on efficiency gains and heat reuse

While AI infrastructure build-out may focus on performance today, over time data center operators will need to address efficiency and sustainability concerns.

 
9 Apr 2025
'Reasoning' will increase the infrastructure footprint of AI

AI vendors claim that “reasoning” can improve the accuracy and quality of the responses generated by LLMs, but this comes at a high cost. What does this mean for digital infrastructure?

 
7 Apr 2025
For a grid connection, form a disorderly line

Data center builders who need power must navigate changing rules, unpredictable demands — and be prepared to trade.

 
3 Apr 2025
Quantum’s quandary: racing toward reality or stuck in hyperbole?

Quantum computing progress is slow; press releases often fail to convey the work required to make practical quantum computers a reality. Data center operators do not need to worry about quantum computing right now.

 
24 Mar 2025
DeepSeek bans: implications for data centers

Chinese large language model DeepSeek has shown that state of the art generative AI capability may be possible at a fraction of the cost previously thought.

 
7 Mar 2025
Hardware for AI: options and directions

AI is not a uniform workload — the infrastructure requirements for a particular model depend on a multitude of factors. Systems and silicon designers envision at least three approaches to developing and delivering AI.

 
26 Feb 2025
Small modular reactors: building critical mass

SMRs promise to usher in an era of dispatchable low-carbon energy. At present, however, their future is a blurry expanse of possibilities rather than a clear path ahead, as key questions of costs, timelines and operations remain.

Intelligence Updates 10 min read
 
REPLAY | Strategies for powering data centers with carbon free power

Rapidly increasing electricity demand requires new generation capacity to power new data centers. What are some of the new, innovative power generation technology and procurement options being developed to meet capacity growth and what are their…

 
19 Feb 2025
Agentic AI shows promise – but also carries risk

Agentic AI offers enormous potential to the data center industry over the next decade. But are the benefits worth the inevitable risks?

 
7 Feb 2025
Low-carbon hydrogen: not yet viable as primary power source

The cost of low-carbon green hydrogen will be prohibitive for primary power for many years. Some operators may adopt high-carbon (polluting) gray hydrogen ahead of transitioning to green hydrogen

Briefing Reports 10 min read
 
5 Feb 2025
Cloud a viable choice amidst uncertain AI returns

Dedicated AI infrastructure helps ensure data is controlled, compliant and secure, while models remain accurate and differentiated. However, this reassurance comes at a cost that may not be justified compared with cheaper options.

 
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