datacenters
datacenters — my Raindrop.io articles
The world’s most valuable assets are stored on rows of servers in giant, anonymous buildings. And they can be stolen.
The AI buildout is bottlenecked by energy. But America has the electricity to power its data centers; the problem is getting it to them.
Alphabet runs the most enviable AI infrastructure stack in the industry. The success of the third-party deals with Anthropic and Meta is the reason internal access has become a competitive resource. Google has spent a decade quietly building the most enviable position in AI infrastructure: a healthy cloud business, its own custom chips, and supply […]
These III-V semiconductors are essential for super-high bandwidth optical interconnects.
9GW increase on previous quarter, raises capital plan to $78bn
Could switching to 800 V DC be the key to more efficient data centers?
Why Anthropic’s integration into hyperscaler silicon programs may give it a lasting advantage in the economics of frontier AI.
Interconnect efficiency is now essential and photonics can help
The definitive 100+ page guide to the thermodynamics, scarcity, and heavy assets powering the AI revolution.
Data centers are cool, everyone should have one.
As data centers move toward Earth's orbit, thermal management becomes a major challenge, forcing engineers to rethink system design in space.
Bring Your Own Generation, Sayonara Electric Grid, Turbines vs. Recips. vs. Fuel Cells, Why Not Build More CCGTs?, Onsite Power TCO
Tech giants including Meta, Alphabet, Microsoft and Amazon have all extended the estimated useful lives of their servers and AI equipment over the past five years, sparking a debate among investors about whether these accounting changes are artificially inflating profits. Meta this year increased it...
Immersion cooling on the horizon
Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. There has
Nvidia's endorsement of co-packaged optics means the time is right
Cluster deployments are an order of magnitude larger in scale with Gigawatt-scale datacenters coming online at full capacity much faster than most believe. As such, there are considerable desi…
Meta Datacenter Scrapped, Vertiv, Schneider Electric, Eaton, Legrand, Delta, Datacenter Bill Of Materials By Component, Transformers, Switchgear, Redundancy, UPS, OCP Busbar, Generators, Substation…
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. No one wants to go to
By 2030, leading AI labs will need data centers so massive they will require the power equivalent of some of America’s largest cities. Will they be able to find it?
Cloud repatriation might seem like a solution for high infrastructure costs, but it can prove short-sighted as an organization scales.
Exhausting hot air away from your servers with Hot Aisle Containment solutions eliminates bypass airflow issues and reduces data center energy consumption and lowers your related power costs.
This piece is the first in a new series from the Institute for Progress (IFP), called Compute in America: Building the Next Generation of AI Infrastructure at Home. In this series, we examine the challenges of accelerating the American AI data center buildout. Future pieces will be published
A deep-dive into the different types of UPS systems
Cast AI analysis finds drastic over provisioning
Data center stats you should know for 2023. A comprehensive list of colocation and data center statistics from Brightlio.
In this deep-dive explainer, we look at a big-business mainstay.
Air cooling holdouts take notice, the fun stuff is all liquid
Sponsored Feature: Training an AI model takes an enormous amount of compute capacity coupled with high bandwidth memory. Because the model training can be
It was only a matter of time, perhaps, but the skyrocketing costs of designing chips is colliding with the ever-increasing need for performance,
Marvell has had a large and profitable I/O and networking silicon business for a long time, but with the acquisitions of Inphi in October 2020 and of
It may be the only way to keep up with environmental power regulations
While Meta ups to five years
Hot, strenuous and unsung. There is nothing soft and fluffy about the caretaking work that enables our digital lives
In the battle of bandwidth and compute, Cloudflare has a strong hand. A dive into networking infrastructure.
What is the hardest job at Intel, excepting whoever is in charge of the development of chip etching processes and the foundries that implement it? We
More enterprises are migrating their corporate data center(s) to external co-location facilities. One of the many challenges they face is navigating disparate and confusing pricing models. Some providers only charge for power and network while others charge for power, space and network. Some charge different rates for
Meta Datacenter Scrapped, Vertiv, Schneider Electric, Eaton, Datacenter Bill Of Materials By Component, Transformers, Switchgear, Redundancy, UPS, ATS, OCP Busbar, Generator Sets, Substation