The Data Center Frontier Show

For this episode of the Data Center Frontier Show Podcast, DCF Editor in Chief Matt Vincent and Senior Editor David Chernicoff sat down for a far-reaching discussion with data center industry luminary Ron Vokoun, a 35-year veteran of the construction industry with a primary focus on digital infrastructure.  "I got into telecom back in ’92, which led to data centers," he said. "Probably worked on my first one around ’96 or ’97, and I’ve been involved ever since." Currently the Director of National Market Development for Everus Construction Group, Vokoun has been involved in AFCOM, both regionally and nationally, for nearly two decades and is an emeritus content advisory board member for Data Center World. He has also written extensively for Data Center Dynamics. Vokoun added, "I’ve just always been curious—very much a learner. Being a construction guy, I often write about things I probably have no business writing about, which is always the challenge, but I’m just curious—a lifelong learner. Interestingly, [DCF founder] Rich Miller ... gave me my first blogging opportunity." Here's a timeline of the podcast's highlights: Introductions  - Ron Vokoun shares his extensive background. He has been in the construction industry for 35 years. 1:46 - On his role at Everus Construction Group and the company's diverse services across the nation. 2:07 - Vokoun reflects on his long-standing relationship with Rich Miller. He acknowledges Rich's influence on his blogging career. 3:05 Nuclear Energy  - A discussion about nuclear energy trends occurs. The importance of nuclear energy in data center construction is probed. 3:35 - Natural gas is highlighted as a key trend. Its role as a gateway to hydrogen is emphasized. 3:51 - The impact of recent nuclear developments is analyzed. The reopening of Three Mile Island is noted as significant. 4:55 Future Power Sources for Data Centers  - Discussion turns to the timeline for small modular reactors (SMR). Vokoun expresses some confidence that significant developments will occur within five years. 5:42 - Natural gas is identified as a potential primary power source. Its role as a cleaner alternative to diesel generators is acknowledged. 7:49 Natural Gas Interest   - Vokoun talks about how natural gas generators are being considered by major companies, and how much more implementation is anticipated in the near future. 9:18 - The advantages of multiple power sources are emphasized. Vokoun remarks on how natural gas plants can adjust more quickly than nuclear or coal plants. 10:53 Power Project Lawsuits and Concerns  - Concerns about the impact on residential customers are raised. The relocation of power from one vendor to another is discussed. 12:12 - The potential for increased power generation is highlighted. A net decarbonization effect is suggested due to more carbon-free power sources. 12:59 Impact of Liquid Cooling   - Discussion centers on advancements in power distribution. Insights are shared on liquid cooling infrastructure trends. 13:34 - Direct liquid cooling is noted as prevalent. Immersion cooling is mentioned as having lost traction. 16:06 Immersion Cooling Technologies  - A discussion about immersion cooling technologies occurs. The efficiency of direct to chip cooling is emphasized. 17:12 - Concerns regarding the weight of new racks are raised. The need for plumbing in liquid cooling systems is highlighted. 17:48 - The potential narrowing of the immersion cooling market is predicted. A quick market response is anticipated based on immersion cooling's market share. 19:00 Energy Storage Technologies Overview   - The advantages of various energy storage technologies are discussed. Lead acid, lithium ion, and sodium solutions are mentioned as key options. 20:00 - The shift in market share from lead acid batteries is highlighted. Sodium-based products are noted as an exciting emerging technology. 20:41 - Data centers in new locations are referenced. 21:50 Evolving Site Selection Criteria   - The evolution of site selection for data centers is discussed. The importance of having reliable power sources is emphasized. 22:57 - The rise of data center locations in Indiana is highlighted, as an example of how previously overlooked areas are now experiencing significant development. 24:01

In this episode of the Data Center Frontier Show podcast, Matt Vincent, Editor-in-Chief of Data Center Frontier, talks to Alan Farrimond, Vice President Wesco Data Center Solutions, about how AI, globalization and power challenges are impacting the data center industry. They also discuss some wider challenges across the industry and how Wesco is uniquely positioned to solve those challenges.

On this episode of the DCF Show Podcast, iMasons Climate Accord (ICA) Executive Director, Miranda Gardiner,  shares insights on sustainability and emissions reduction strategies for data centers with DCF editors Matt Vincent and David Chernicoff.  During the course of the talk, Gardiner explains how the iMasons Climate Accord (ICA), as part of Infrastructure Masons, focuses on data center industry emissions reductions as its primary goal, including approximately 300 member companies in the digital infrastructure space. The recent ICA flagship initiative emphasizing the value of Environmental Product Declarations (EPDs) for materials and equipment, as signed by major hyperscale players like AWS, Google, and Microsoft, is also unpacked.  We also learn how the Climate Accord aims to enhance global outreach and collaboration, particularly in regions such as APAC and Latin America, to address local sustainability challenges. Gardiner also discusses how the group's future efforts will prioritize transparency and verification in sustainability claims to ensure accountability within the data center industry. 

EdgeConneX's "Customers, People, and Planet" mission is the foundation for its sustainability efforts, shaping how the company designs, builds, and operates data centers worldwide. This podcast explores how this mission is implemented, embedding energy efficiency, renewable energy solutions, and local market engagement into every step of their operations. By prioritizing a balance between environmental responsibility and operational excellence, EdgeConneX demonstrates how sustainability can successfully align with business goals.

This podcast explores EdgeConneX's innovative approach to safety excellence, emphasizing its significant impact on operations and customer loyalty. Central to our discussion is the critical role of collaboration, as showcased by the "One Team, One Mission" theme from the EdgeConneX Safety Summits. EdgeConneX's commitment to safety extends beyond ensuring the well-being of its employees; it is a vital component of building trust with customers. The podcast highlights how EdgeConneX and its partners fortify collaborations to ensure data centers are designed and operated with paramount safety. This collaborative approach involves nurturing a learning culture that empowers employees to proactively identify and address potential risks, fostering an environment of continuous improvement and vigilance.

In today's episode of the Data Center Frontier Show podcast, DCF's editors speak with hyperscale data center industry veteran Yuval Bachar, founder and CEO of hydrogen data center operator EdgeCloudLink (ECL).  Bachar has held data center leadership positions with Microsoft Azure, LinkedIn, Facebook, Cisco, and Juniper Networks. He was a founder of the Open19 project, which creates open hardware designs for enterprise users, and holds eight U.S. patents in data center, networking and system design. During the interview, we asked Bachar about ECL's flagship hydrogen data center projects near Houston, TX and Mountain View, CA. He went on to outline ECL's future plans for expansion and sustainability in response to growing AI demands. Within the context of Bachar's forecast outlook for hydrogen data centers, DCF's editors also inquired about natural gas as a transitional power source and the challenges of natural gas infrastructure.  With the AI boom is driving heavy interest in the upsides of hydrogen data centers, Bachar also took time to emphasize his company's ongoing commitments to sustainable data centers, as reflected by the industry at large. Our hydrogen production strategy discussion also touched on hyperscalers' intense needs for new energy solutions, before circling back around to sustainability in data center operations. Phased Development During our interview, Bachar said that ECL is expanding its hydrogen data center business with a focus on Texas, aiming for 100 megawatts in the first phase of campus development there and additional phases every six months. The company plans to complete four sites in the next four to five years, contingent on hydrogen availability and supply chain capabilities.  He emphasized that the urgency for data centers to meet AI demand is critical, citing estimates of the industry needing 50 to 100 gigawatts of power in the next five years, while highlighting the importance of rapid deployment and sustainable practices. He further noted that ECL is positioned as a significant off-taker for hydrogen, influencing suppliers to invest in cleaner hydrogen production facilities.  Bachar underlined his company's sustainability bona fides by stating, "We can deliver data centers which are fully sustainable right now." He noted that ECL aims to use a blend of gray and blue hydrogen initially in its data centers, transitioning to green hydrogen as production increases. 

Chris Orlando, Co-founder and Chief Strategy Officer of DDC Solutions, shares insights from nearly 30 years in the data center industry. He discusses the surge in AI demands and how DDC's innovative S-Series cabinets are revolutionizing cooling solutions. Chris highlights their modular design, enhancing energy efficiency and performance for high-density computing. The conversation also delves into advanced management software that optimizes airflow and temperature, showcasing real-world successes that drive down costs while improving monitoring capabilities.

This episode will explore the evolving role of electrical and digital infrastructure in supporting AI-driven data centers, with a particular focus on the significance of cable management systems like Legrand's Cablofil. As AI technology grows and places increasing demands on data centers, it's crucial to understand how efficient infrastructure can help these centers scale, optimize energy use, and maintain reliable, high-performance environments.

For this episode of the DCF Show podcast, DCF Editor in Chief Matt Vincent spoke with Callum Morrison, Account Director of Cologix; and Wayne Lloyd, CEO of Consensus Core. A new collaboration announced in August 20024 between Consensus Core and Cologix launches the first NVIDIA-powered GPU as a Service (GPUaaS) in the Montreal market, making Cologix’s MTL10 data center the inaugural hub for high-performance AI workloads in Montreal.  During the interview, we discuss: • What GPU-as-a-Service (GPUaaS) is and why it’s so valuable to businesses looking to leverage AI. • Why connectivity and interconnection are critical to support AI applications.  • How Canada’s AI initiative is driving growth and adoption of AI. • The two companies' vision for the future of AI-ready data centers in Canada Cologix is the largest data center provider in Montréal with 12 facilities and has a Canadian interconnection ecosystem of 350 networks, 200+ cloud providers, 15 public cloud onramps and three internet exchanges. Cologix, who bills itself as one of the "leading network-neutral interconnection and hyperscale edge data center" companies in North America, announced the collaboration with Consensus Core, an AI cloud service provider, to support the needs of AI technologies at its MTL10 ScalelogixSM data center in Montréal, Canada.  The collaboration enables Consensus Core to launch a new, NVIDIA-powered GPU-as-a-Service (GPUaaS) in the Canadian market and transforms MTL10 into a hub for its high-performance AI workloads. “As a registered member of the NVIDIA Partner Network, Consensus Core will supercharge AI in Canada,” said Consensus Core CEO Lloyd, who is also a company co-founder.  “Implementing AI in data centers with the powerful NVIDIA accelerated computing platform requires a specialized approach. We have selected Cologix to address this need. As a Canadian company, we sought a partner offering colocation services for GPUs for both Canadian and international clients. Cologix’s hyperscale and highly interconnected data centers enable us to densify and scale our services to meet customer demands efficiently.” Unlike general cloud services that use general-purpose platforms for a wide range of applications, GPUaaS provides specialized, high-performance computing for specific AI tasks.  This benefits companies that want to start doing AI workloads because instead of buying and maintaining their own physical servers and hardware, they can get access to NVIDIA accelerated computing on a per-hour basis from companies like Consensus Core. This means less downtime waiting for delivery and easy-to-use tools to deliver business results faster. Background In October 2024, Cologix announced capital raises of $1.5 billion USD to fuel its next stage of strategic growth by accelerating expansion of AI-ready data centers across key North American markets. Cologix plans to use the capital to support the ongoing build out of large-scale campuses in its core markets, including Ashburn, Columbus and Montréal, as well as to begin new builds on recently acquired land in Columbus, Des Moines and Vancouver. Upon full build out, all of the operator's planned data center construction can support over 650 critical megawatts (MW) of sellable capacity.   The infusion of capital received strong investor demand, underscoring investor confidence in Cologix’s proven business model, growth potential and ability to execute on its strategic initiatives.  The capital raises include a $1.0 billion USD revolving multi-asset development debt facility and an additional $500 million USD in equity from both new and existing investors.  The debt facility is structured to provide Cologix with the flexibility to add new sites over time, offering quick access to capital to fund development projects as needed.  Both the debt and equity raises received strong investor demand and were oversubscribed, underscoring their confidence in Cologix’s proven business model, growth potential and ability to execute on its strategic initiatives. "This is a significant milestone for Cologix and demonstrates the continued trust of our investors, both new and existing," said Scott Schneider, CFO of Cologix. "The combination of debt and equity financing provides us with the flexibility and capital to keep pace with the growing demand for digital infrastructure, particularly as AI, hybrid cloud and interconnection requirements expand. This financing ensures we can continue to scale and deliver on our customers’ needs in a dynamic market." The $1.5 billion USD in financing announced in October followed the company’s successful $1.13 billion USD and $1.07 billion CAD asset-backed securitizations since 2021, as well as a $3.0 billion USD equity recapitalization in 2022, all of which added to positioning Cologix for sustained growth. Deployment NVIDIA's H100 Tensor Core GPU-accelerated clusters will power Consensus Core’s GPUaaS operated in Cologix’s Montréal data center. NVIDIA H100 extends the NVIDIA A100 Tensor Core GPU’s global-to-shared asynchronous transfer capabilities across all address spaces and adds support for tensor memory access patterns. It enables applications to build end-to-end asynchronous pipelines that move data into and off the chip, completely overlapping and hiding data movement with computation. MTL10 is among Cologix’s largest network-neutral data centers, offering connectivity via high-count, diverse and scalable fiber with direct access to the Meet-Me-Room (MMR) in Montréal at Cologix’s MTL3 facility. The data center also offers strong interconnection capabilities to build and scale businesses with more than 100 unique network providers and low-latency connections to hyperscale cloud providers. MTL10 is a 180,000-square-foot, purpose-built facility that is ISO 27001 certified by Schellman and HIPAA, SOC1, SOC2 and PCI compliant. “We’re thrilled to partner with Consensus Core to bring its GPUaaS offering to Canada,” said Sean Maskell, President and General Manager of Cologix Canada, in a press relesae. “Consensus Core’s innovative solution fills a critical gap in the market, empowering businesses of all sizes to leverage the immense power of AI and machine learning. At Cologix, we are deeply committed to supporting the growth of the Canadian technology sector, and this collaboration demonstrates our dedication to providing the essential infrastructure and services that businesses need to thrive in today’s world.” The companies contend that their new collaboration between Cologix and Consensus Core positions MTL10 as the premier hub for high-performance AI in Canada, providing businesses with the infrastructure and tools required to take advantage of the full potential of AI technologies. Podcast During the podcast, Morrison and Lloyd discuss their companies' collaboration on the new AI service and the transition of Consensus Core from specializing in crypto infrastructure to AI, with a focus on GPU as a Service. Wayne explains how this service allows companies to access AI capabilities by overcoming challenges related to chips, power, and data center capacity. Callum highlights Cologix's partnership with Nvidia to enhance efficiency and scalability.  The conversation emphasizes the growing demand for power in AI deployment stakes and the importance of scaling deployments to achieve successful business outcomes. Specific questions for Callum and Wayne regarding the announced collaboration to empower businesses in Canada to leverage the power of AI and machine learning with NVIDIA-Powered GPU-as-a-Service included: What is GPUaaS and how does it fit into the infrastructure ecosystem? How does the collaboration between Cologix and Consensus Core deliver GPUaaS? What are the benefits for businesses? Do Cologix and Consensus Core have plans to expand their collaboration in Canada and/or other markets?

As Infrastructure Masons (iMasons) CEO Santiago Suinaga noted, the sold-out DCD Connect Virginia event in Leesburg on Nov. 6-7 was a standing-room only affair, reflecting the region's huge interest in the data center industry, in a conference which year-over-year "does not disappoint," in the words of International Data Center Authority Chief Certification Officer Mark Gusakov. Both men are key advisors to the Nomad Futurist Foundation.  Nomad Futurist is a 501(c)(3) non-profit organization established, per its mission statement, "to demystify the world of digital infrastructure and the related technologies that impact every aspect of our daily lives."  Committed to educating youth in underprivileged communities, promoting diversity and inclusion, and opening up opportunities for growth and new career paths, the group says its "primary focus is to empower and inspire younger generations through exposure to the underlying technologies that power our digital world."  Nomad Futurist is known for appointing individuals throughout the data center industry to its ranks of Ambassadors and Advisors, who work to promote the organization's ethos and goals in their professional spheres. The group's members are a pervasive presence in the data center sector, to be found in attendance and presenting at most industry events in the U.S. and abroad. The purpose of the Data Center Frontier/Nomad Futurist: Field Report series -- aka "Nomads at the Frontier" -- is therefore to gather recurring industry insight, expertise and commentary from Nomad Futurist leaders and ambassadors, firsthand and in the field, as they participate in these events.  During this impromptu podcast discussion, as recorded on-site at Leesburg's Landsdowne Resort Convention Center, Santiago discusses key topics from the event's iMasons Member Summit, including education programs and community concerns. He highlights challenges as cited from the iMasons State of the Industry report, such as power, talent access, and sustainability planning.  For his part, drawing on perspective gained from his ongoing travels around the industry, Mark emphasizes the need for standardization and correcting misconceptions about the data center industry, while urging professionals to act as ambassadors to improve public understanding as the industry grows its vital workforce and sustainability stakes.  Santiago concurs with the pivotal need to increase data center awareness and bring more people into the industry. Mark concludes  with some vibe check remarks, taking the temperature of Datacenter Dynamics' annual confab in the world's largest data center market.