Blogs
- Data Centers
Environments that were off the radar in data center discussions a decade
- Kiara Mandavia
- Data Centers
Goldman Sachs published a research note in May 2026 that landed differently
- Akash Sharma
- AI & Machine Learning
The AI infrastructure conversation has focused on the supply side for three
- Akash Sharma
- AI & Machine Learning
The Quiet Crisis Behind Every AI Expansion AI growth is exposing a
- Kiara Mandavia
- AI & Machine Learning
A few years ago, infrastructure investors spoke about the Nordic region as
- Kiara Mandavia
- Data Centers
India’s data center market has spent the better part of a decade
- Akash Sharma
- Neo Clouds
The neocloud narrative has always been about GPUs. Who has the most
- Akash Sharma
- Liquid & Immersion Cooling
When AI Facilities Stop Sounding Like Airports Anyone stepping inside a modern
- Kiara Mandavia
- Uncategoried
AI infrastructure doesn’t slow down just because a maintenance window shows up
- Kiara Mandavia
- Sustainability
The AI infrastructure conversation has been dominated by power. Grid connection queues,
- Akash Sharma
- Data Centers
The history of data center rack density is a history of predictions
- Akash Sharma
- Data Centers
Too often, modern AI infrastructure discussions begins with procurement numbers instead of
- Kiara Mandavia
- Liquid & Immersion Cooling
Today’s facilities can no longer rely on predictable thermal behavior. Rising compute
- Kiara Mandavia
- Data Centers
A new layer of competition is emerging inside the global AI infrastructure
- Kiara Mandavia
- AI & Machine Learning
Artificial intelligence investment has started reshaping infrastructure markets long before many facilities
- Kiara Mandavia
- Neo Clouds
The data center network was designed for a specific traffic pattern, and
- Akash Sharma
- Data Centers
The home data center idea resurfaces every few years, and each time
- Akash Sharma
- Power & Energy Grid
Electricity rarely sat at the center of India’s digital infrastructure discussions because
- Kiara Mandavia
- Data Centers
Nobody notices digital infrastructure when systems work normally, which is exactly why
- Kiara Mandavia
- Data Centers
The data center industry spent a decade building the narrative that its
- Akash Sharma
- Power & Energy Grid
For most of the past two decades, battery storage in data centers
- Akash Sharma
- Data Centers
The AI infrastructure race no longer stops at accelerator density, switching capacity,
- Kiara Mandavia
- Power & Energy Grid
Every major technology revolution eventually collides with the physical world, and artificial
- Kiara Mandavia
- AI & Machine Learning
Twelve months ago, the global AI infrastructure investment map was simple. The
- Akash Sharma
- Data Centers
Three years ago, India was a data center market that global operators
- Akash Sharma
- Data Centers
Thailand’s digital infrastructure market entered a different phase once expansion timelines stopped
- Kiara Mandavia
- Data Centers
The data center industry once treated infrastructure relevance as a slow-moving curve
- Kiara Mandavia
- AI & Machine Learning
The conversation around AI infrastructure has focused heavily on processing clusters, specialized
- Kiara Mandavia
- Liquid & Immersion Cooling
Modern AI infrastructure no longer struggles with raw processing capability; it struggles
- Kiara Mandavia
- Data Centers
The standard data center lease was designed for a stable world. A
- Akash Sharma
- Sustainability
Annual sustainability reporting is now standard practice among hyperscalers. Net zero commitments
- Akash Sharma
- Power & Energy Grid
For most of the past century, the electrical equipment industry served a
- Akash Sharma
- Liquid & Immersion Cooling
The data center industry has started to treat immersion cooling as a
- Kiara Mandavia
- Data Centers
India’s digital economy has entered a phase where demand signals no longer
- Kiara Mandavia
- Power & Energy Grid
On April 27, the Wisconsin Public Service Commission spent more than six
- Akash Sharma
- Data Centers
India’s data center market has moved beyond being a future growth story.
- Akash Sharma
- Data Centers
In February 2024, a little-known agency in Rockland County, New York held
- Akash Sharma
- Data Centers
For decades, the semiconductor roadmap delivered a predictable rhythm of performance gains
- Kiara Mandavia
- Sustainability
The CO₂ Tunnel Vision Problem Most hyperscale reporting frameworks prioritize Scope 1
- Kiara Mandavia
- Liquid & Immersion Cooling
The race to scale artificial intelligence infrastructure no longer unfolds inside silicon
- Kiara Mandavia
- AI & Machine Learning
Northern Virginia still has the largest concentration of operational data center capacity
- Akash Sharma
- AI & Machine Learning
The AI infrastructure buildout has been designed, almost exclusively, around training. That
- Akash Sharma
- Power & Energy Grid
Australia’s energy transition has moved beyond policy ambition into physical reality, where
- Kiara Mandavia
- Power & Energy Grid
On April 21, the North American Electric Reliability Corporation (NERC) published an
- Akash Sharma
- Data Centers
A preprint study published in March 2026 by researchers at the University
- Akash Sharma
- AI & Machine Learning
Artificial intelligence infrastructure rarely fails in obvious places, yet it often stalls
- Kiara Mandavia
- AI & Machine Learning
The modern AI facility no longer resembles a passive warehouse of servers
- Kiara Mandavia
- AI & Machine Learning
The conversation around artificial intelligence infrastructure no longer sits inside engineering teams
- Kiara Mandavia
- Power & Energy Grid
The global race to build digital infrastructure no longer depends only on
- Kiara Mandavia
- Liquid & Immersion Cooling
The AI infrastructure industry sold liquid cooling as a performance solution. Denser
- Akash Sharma
- Sustainability
The AI data center industry has a sustainability reporting problem that sits
- Akash Sharma
- AI & Machine Learning
Data center power design has always been built around predictability. Training workloads
- Akash Sharma
- AI & Machine Learning
Modern digital systems no longer operate within the clean boundaries that once
- Kiara Mandavia
- AI & Machine Learning
The global race to scale artificial intelligence infrastructure has moved far beyond
- Kiara Mandavia
- Data Centers
The land problem in AI infrastructure is not about availability. There is
- Akash Sharma
- Data Centers
The narrative around GPU infrastructure has focused almost entirely on scarcity. Chips
- Akash Sharma
- Power & Energy Grid
Data center developers once treated capacity reservation as a straightforward operational activity.
- Akash Sharma
- Liquid & Immersion Cooling
The acceleration of artificial intelligence has shifted the competitive landscape from model
- Kiara Mandavia
- Power & Energy Grid
The global infrastructure narrative has started to shift in a way that
- Kiara Mandavia
- Data Centers
The infrastructure industry has long measured progress through efficiency gains, density improvements,
- Kiara Mandavia
- Power & Energy Grid
The logic behind where digital infrastructure gets built has shifted in a
- Kiara Mandavia
- Power & Energy Grid
The clean energy conversation in AI infrastructure has spent three years circling
- Akash Sharma
- Data Centers
India’s data center market produces announcements at a pace that bears little
- Akash Sharma
- Data Centers
Air cooling built the data center industry. For decades it worked well
- Akash Sharma
- Data Centers
The rack was never the bottleneck. For most of data center history,
- Akash Sharma
- AI & Machine Learning
The expansion of artificial intelligence systems has moved beyond a simple scaling
- Kiara Mandavia
- Power & Energy Grid
The physical limits of electricity infrastructure rarely enter conversations about artificial intelligence,
- Kiara Mandavia
- Neo Clouds
The neocloud value proposition has been tested hard in 2026. Hyperscalers have
- Akash Sharma
- Power & Energy Grid
The infrastructure conversation has expanded from scale to include placement, and that
- Kiara Mandavia
- AI & Machine Learning
The AI infrastructure conversation in 2026 focuses on GPU generations, power density,
- Akash Sharma
- Data Centers
Modern data centers rarely fail in dramatic ways, yet they consistently lose
- Kiara Mandavia
- Liquid & Immersion Cooling
Modern AI infrastructure no longer struggles with compute density; it struggles with
- Kiara Mandavia
- Power & Energy Grid
The expansion of artificial intelligence infrastructure no longer follows a simple supply-demand
- Kiara Mandavia
- AI & Machine Learning
The conversation about AI hardware almost always focuses on the wrong thing.
- Akash Sharma
- AI & Machine Learning
Three years ago, the conversation about AI infrastructure constraints was almost entirely
- Akash Sharma
- AI & Machine Learning
Modern AI systems embed cryptographic assumptions deep within their architecture, long before
- Kiara Mandavia
- Liquid & Immersion Cooling
Water used to be an afterthought in data center site selection. Power
- Akash Sharma
- Data Centers
The sequence of decisions in data center design used to follow a
- Akash Sharma
- AI & Machine Learning
Modern AI systems no longer end their lifecycle at the moment they
- Kiara Mandavia
- Data Centers
The semiconductor industry long equated scale with transistor density, pushing monolithic chips
- Kiara Mandavia
- AI & Machine Learning
AI demand looks explosive on paper, but the revenue behind it tells
- Kiara Mandavia
- AI & Machine Learning
The conversation about AI hardware almost always focuses on the wrong thing.
- Akash Sharma
- AI & Machine Learning
Three years ago, the conversation about AI infrastructure constraints was almost entirely
- Akash Sharma
- Data Centers
Built to Deploy, Not to Last The design philosophy of segments of
- Kiara Mandavia
- Data Centers
The data center cooling conversation has been heading in one direction for
- Akash Sharma
- Data Centers
The data center industry spent a decade getting comfortable with high-density compute.
- Akash Sharma
- AI & Machine Learning
The prevailing constraint in advanced AI systems is increasingly shifting from hardware
- Kiara Mandavia
- Sustainability
The ESG Illusion: When “Green” Stops at the Brochure Sustainability messaging in
- Kiara Mandavia
- Data Centers
The Shift No One Saw Coming The global data center landscape has
- Kiara Mandavia
- Power & Energy Grid
Transformers: The Missing Link in AI’s Power Chain AI infrastructure discussions often
- Kiara Mandavia
- Data Centers
Scale Is Easy. Clean Paths Aren’t. Modern AI infrastructure expands rapidly because
- Kiara Mandavia
- Data Centers
The colocation market spent the past three years watching hyperscalers self-build at
- Akash Sharma
- Power & Energy Grid
Three years ago, major technology companies were competing to announce the most
- Akash Sharma
- Liquid & Immersion Cooling
GPU density inside modern data center racks has increased at a pace
- Kiara Mandavia
- Data Centers
Capital deployment in data center infrastructure often begins generating financial exposure long
- Kiara Mandavia
- Data Centers
The default assumption in AI infrastructure has always favoured greenfield. Build new,
- Akash Sharma
- Data Centers
For the past three years, AI training dominated the infrastructure conversation. Building
- Akash Sharma
- Power & Energy Grid
The Queue That Doesn’t Show Up in Capacity Numbers Capacity metrics in
- Kiara Mandavia
- Uncategoried
Machine learning built its credibility on static datasets that allowed controlled iteration,
- Kiara Mandavia