An overview of the history, technology, and companies exposed to the AI data center buildout
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
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