Wow that was amazing, I learned a lot, 3 very interesting articles and then related to each other. You connected all the dots very well. I liked your 1st and 3rd the most because I didn't know much about cloud and datacenter.
These 3 for shure will play a very important role in the next decade(s)
Great conclusion, it all points to the semiconductor space, because that's where it starts.
A clear and practical overview of how data centres actually work, especially in breaking down compute, networking, storage, and the supporting power and cooling systems. Laying it out this way makes it so much easier to see why data centres are capital intensive and why infrastructure drives many of the constraints and decisions in the sector. It also raises a useful question about where the next constraint sits. As compute and networking evolve, will power and cooling remain the main limits, or will grid access and permitting become the bigger factors?
The money will be in connectivity and memory. Elon is right about space based centers. Our next move will be off earth, information on light, quantum machines. The information reaching and remembering is golden.
This is the single best visual breakdown of the data center stack I've seen. The '50/50' split between Compute and Infrastructure (Power/Cooling) is the key metric most investors miss.
One layer deeper on the 'Power Management' section: You mentioned Eaton and Vertiv as leaders. What I'm seeing in the supply chain data is that their lead times are now the primary constraint for the entire stack.
We are seeing transformer delays hit 60-100 weeks. It doesn't matter if you have the H100s and the land; if you don't have the switchgear from Eaton ($ETN), the project is dead.
I track these specific physical bottlenecks at The Sovereign Pillar. Great primer—this should be required reading for anyone buying NVDA.
Big Data is gaining traction among various industries. According to IBM, people produce 2,500 trillion bytes of data daily. 50 billion IoT and other connected devices gather, analyze, and share it (as CISCO states). Big Data unlocks an excellent opportunity for big insights — available for companies of any domain and size.
Big Data should no longer be regarded as an afterthought. Using the information outside your company’s own data sources, it perfectly fits in your business intelligence solutions and expands the comprehension of the market and customers. The companies that will stay afloat — and ultimately lead the pack — will be the ones that put Big Data amongst such priorities as revenue, profitability, and customer experience.
According to the Broadcast Audience Research Council, Big Data solutions contributed to better decision-making (69%), improved customer experience (52%), and significant cost decrease (47%). What’s more, companies bragged about an 8% increase in revenue and a 10% cost reduction because they treated their Big Data properly.
Hey! Thought you might find my latest piece interesting since you write about AI data centers. A new Princeton study says enhanced geothermal could supply up to 20% of U.S. electricity by 2050, which could be huge for AI’s energy needs.
I profiled Tim Latimer, the founder making that a reality.
Your bank account balance, your Paypal profile, Facebook Messenger messages, your Netflix queue, your Amazon order history…
The deep web is not a strange or scary place. You use it every day. Anything you need a username and password to see is deep web. When you log on to your bank or PayPal, that’s deep web. Your Expedia itinerary...
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
Awesome Eric, such a good overview, where does Astera Lab ($ALAB) sit in this ecosystem, or does it?
How will ±400V HVDC change the industry?
Wow that was amazing, I learned a lot, 3 very interesting articles and then related to each other. You connected all the dots very well. I liked your 1st and 3rd the most because I didn't know much about cloud and datacenter.
These 3 for shure will play a very important role in the next decade(s)
Great conclusion, it all points to the semiconductor space, because that's where it starts.
Best to keep an eye on all 3.
👏👏👏
Thanks Robin!
This is brilliant! I've been exploring this space (as have everyone I imagine), and this is super helpful. Thanks!
A clear and practical overview of how data centres actually work, especially in breaking down compute, networking, storage, and the supporting power and cooling systems. Laying it out this way makes it so much easier to see why data centres are capital intensive and why infrastructure drives many of the constraints and decisions in the sector. It also raises a useful question about where the next constraint sits. As compute and networking evolve, will power and cooling remain the main limits, or will grid access and permitting become the bigger factors?
The money will be in connectivity and memory. Elon is right about space based centers. Our next move will be off earth, information on light, quantum machines. The information reaching and remembering is golden.
This is the single best visual breakdown of the data center stack I've seen. The '50/50' split between Compute and Infrastructure (Power/Cooling) is the key metric most investors miss.
One layer deeper on the 'Power Management' section: You mentioned Eaton and Vertiv as leaders. What I'm seeing in the supply chain data is that their lead times are now the primary constraint for the entire stack.
We are seeing transformer delays hit 60-100 weeks. It doesn't matter if you have the H100s and the land; if you don't have the switchgear from Eaton ($ETN), the project is dead.
I track these specific physical bottlenecks at The Sovereign Pillar. Great primer—this should be required reading for anyone buying NVDA.
Big Data is gaining traction among various industries. According to IBM, people produce 2,500 trillion bytes of data daily. 50 billion IoT and other connected devices gather, analyze, and share it (as CISCO states). Big Data unlocks an excellent opportunity for big insights — available for companies of any domain and size.
Big Data should no longer be regarded as an afterthought. Using the information outside your company’s own data sources, it perfectly fits in your business intelligence solutions and expands the comprehension of the market and customers. The companies that will stay afloat — and ultimately lead the pack — will be the ones that put Big Data amongst such priorities as revenue, profitability, and customer experience.
According to the Broadcast Audience Research Council, Big Data solutions contributed to better decision-making (69%), improved customer experience (52%), and significant cost decrease (47%). What’s more, companies bragged about an 8% increase in revenue and a 10% cost reduction because they treated their Big Data properly.
Hey! Thought you might find my latest piece interesting since you write about AI data centers. A new Princeton study says enhanced geothermal could supply up to 20% of U.S. electricity by 2050, which could be huge for AI’s energy needs.
I profiled Tim Latimer, the founder making that a reality.
https://impactbuilders.substack.com/p/the-most-overlooked-solution-to-ais
https://outlawedbyjp.substack.com/p/lawyers-for-data-centers-admit-they
Your bank account balance, your Paypal profile, Facebook Messenger messages, your Netflix queue, your Amazon order history…
The deep web is not a strange or scary place. You use it every day. Anything you need a username and password to see is deep web. When you log on to your bank or PayPal, that’s deep web. Your Expedia itinerary...
I have one two - check out my primer at outlawedbyjp.substack.col for the truth.
Hello there,
Huge Respect for your work!
New here. No readers Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e
https://www.febspot.com/video/2531894
Great primer on data centers! Insightful breakdown of compute, networking, and storage markets.
goog is also a chip designer. for TPUs