Great overview - Missing many many firms that do facility and infrastructure design before the GC gets the project started. But all good information otherwise!
The telecomunications backbone is going to be just as critical as the power infrastructure you mention. Companies like Verizon are already investing heavily in fiber optic networks to conect these hyperscale data centers, especially for edge computing where latency matters. The interconnection between facilities is where the real bottleneck could emerge if we don't see coordinated investmnt from both utilities and telecom providers. Northern Virginia is interesting because it has both the power constraints you mentioned and already dense fiber infrastructure from multiple carriers.
Having visited several data centers in Santa Clara recently and witness Pods of DGX H100s in action, with more racks being buildout to hold larger super-Pods, it’s evident that we are still on the early part of this AI Data Center growth trajectory with more to come. The biggest bottleneck locally in South Bay is the Moratorium on power. These energy challenges are mentioned in the article https://www.datacenterfrontier.com/energy/article/55089067/silicon-valley-utilities-gird-for-surging-us-energy-demand-fed-by-new-data-centers.
Great overview - Missing many many firms that do facility and infrastructure design before the GC gets the project started. But all good information otherwise!
Could you share examples of firms doing this?
My goat is back
Excellent
The telecomunications backbone is going to be just as critical as the power infrastructure you mention. Companies like Verizon are already investing heavily in fiber optic networks to conect these hyperscale data centers, especially for edge computing where latency matters. The interconnection between facilities is where the real bottleneck could emerge if we don't see coordinated investmnt from both utilities and telecom providers. Northern Virginia is interesting because it has both the power constraints you mentioned and already dense fiber infrastructure from multiple carriers.