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Opinion
- Opinions
- Aakruti Thakkar
The compute contract may be moving faster than the electricity system AI infrastructure procurement can require customers to commit to
- 6 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
A number can look enormous before anyone asks what it is being measured against. That is increasingly true in debates
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
Egypt’s latest technology push creates an unusual economic test because the country is expanding several layers of digital capacity simultaneously.
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
The Most Valuable Part of a Summit Is Rarely on the Invoice A conference ticket can buy admission, a badge,
- 6 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
An AI data center can remain structurally useful even as much of the computing equipment inside it becomes commercially outdated.
- 4 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
A data center has an obvious infrastructure footprint. It needs substations, fiber routes, cooling equipment, backup generation, transmission capacity and
- 3 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
The AI Compute Bill May Need a Clock AI customers have become accustomed to thinking about compute through familiar commercial
- 6 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
The most difficult question facing the data center industry may not be how much power, water or land computing consumes.
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
A growing body of research is examining electricity availability as a computing variable rather than treating data-center demand as entirely
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
AI Resilience Is Becoming a Thermal Architecture Question A customer can buy redundant compute and still discover that the supporting
- 6 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
The next argument over AI infrastructure may not be about how much water a data center consumes, but about what
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
The most difficult part of slowing artificial intelligence may no longer sit inside the models themselves. It sits in the
- 4 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
The most intriguing question about putting computing infrastructure in the ocean is not whether engineers can make a server room
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
A visible shift is emerging around data centers as some operators now provide controlled physical or guided tours that expose
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
Spare Capacity Is Starting to Mean Something Different A data center can have empty floor space, unused electrical capacity and
- 5 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
The next phase of AI infrastructure expansion may depend increasingly on where additional compute can be connected to reliable power
- 4 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
Oregon’s data center debate has reached a point where the usual question, whether the industry is good or bad for
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
AI infrastructure buyers have spent plenty of time asking whether a data center can cool increasingly dense compute. They may
- 7 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
The most consequential number behind an AI data center may not appear on its electricity bill. A hyperscale facility can
- 4 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
The most revealing equipment in the next generation of AI infrastructure may not be sitting inside a server rack. It
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
A strange thing happens when a government subsidizes infrastructure built for a technology that keeps changing: the building may age
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
AI Compute Is Turning Peak Demand Into a Business Question A data center can negotiate GPU prices, cooling equipment and
- 9 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
An engineer walking through a modern AI data hall today might notice something odd: the cooling loops can carry water
- 3 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
The sustainability conversation around AI infrastructure usually becomes loudest when electricity enters the room. Megawatts, grid constraints, cooling efficiency and
- 7 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
The most interesting part of orbital computing may begin precisely where its biggest sales pitch ends. Space-based AI data centers
- 4 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
A strange thing happens when a data center becomes valuable enough: the building itself starts to look like the least
- 4 min read
- Kiara Mandavia
- Opinions
- Kiara Mandavia
China’s AI expansion is creating an unusual economic question: where should increasingly power-hungry computing actually live? The answer is beginning
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
A reserved GPU can look reassuringly tangible on a procurement sheet. Accelerator procurement commonly specifies GPU type, quantity, configuration, deployment
- 7 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
India’s data center cooling debate has increasingly treated water as the most visible constraint, but the harder engineering question may
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
Getting the megawatts may turn out to be easier than living with the contract behind them A company can secure
- 6 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
AI infrastructure is often discussed through numbers that make expansion appear almost abstract: accelerator shipments, model sizes, gigawatts of planned
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
South Africa has a credible claim to being Africa’s leading digital infrastructure market. It already hosts major cloud regions, has
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
The AI upgrade question is becoming a replacement question A data center can be technically functional and still become strategically
- 4 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
A strange thing happens when an AI data center moves from a financial model to a construction site: the GPU
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
The Data Center Is Becoming an Energy System The most important change in AI infrastructure may be happening outside the
- 4 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
A 330-megawatt compute facility is difficult to describe as merely a building with servers inside it. Its computing capacity depends
- 4 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
A 500-megawatt AI facility can represent a substantial engineering undertaking, but its resilience depends on how its electrical infrastructure distributes
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
A data center can have substantial contracted or announced power capacity while its actual electrical demand remains below that level
- 6 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
The most revealing question about putting AI infrastructure in orbit is not whether it can be done. Engineers have already
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
A data center can report its water consumption precisely while still leaving important aspects of its broader water footprint outside
- 4 min read
- Mahek Mandavia
- Opinions
- Mahek Mandavia
Trump’s defense of data center construction emphasizes the economic benefits of investment, jobs and potentially lower taxes for communities that
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
The infrastructure decision is becoming a financial decision AI infrastructure now sits closer to corporate finance than many technology plans.
- 4 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
The data center industry has spent years refining the precision of infrastructure engineering. Operators measure temperature, airflow, power draw, vibration,
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
AI Infrastructure Planning Still Starts With the Wrong Question Construction cost remains a central financial consideration in AI infrastructure planning.
- 5 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
AI infrastructure is beginning to change the economics of electricity in a way that extends beyond the question of whether
- 4 min read
- Mahek Mandavia
- Opinions
- Mahek Mandavia
Data center development pipelines can contain projects whose developers secure commercial and grid commitments well before facilities reach physical completion.
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
Governments and developers are increasingly pursuing faster and more streamlined planning processes for AI and data-center infrastructure. The argument sounds
- 6 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
A data center used to be easy to overlook. Behind the terminology of cloud infrastructure and high performance computing, these
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
The accelerator invoice is often the easiest number to identify in an AI budget. It can also provide an incomplete
- 5 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
AI infrastructure is increasingly extending beyond the chip supply chain, where electricity, cooling systems, power equipment and other specialized components
- 5 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
The political significance of Pennsylvania’s data-center debate is not that another technology industry has encountered local resistance. It is that
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
The modern AI data center faces a problem that does not fit inside a server rack. A company can secure
- 8 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
Brazil’s data-center opportunity is increasingly being defined not by how many facilities the country can build, but by what happens
- 5 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
Ireland’s nuclear debate is no longer arriving as an abstract argument about reactor technology. It is emerging alongside a much
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
AI campuses increasingly support workloads with different compute and infrastructure needs. They no longer serve only one uniform type of
- 6 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
India’s AI infrastructure debate is beginning to resemble a question of location more than a question of ambition. The country
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
The phrase “AI debt Enron 2.0” is designed to sound like an immediate financial alarm, but it does not explain
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
AI infrastructure has a timing problem that traditional data center planning does not solve The useful life of an AI
- 5 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
A data center can move from blueprint to construction while still facing significant work before its full planned computing capacity
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
AI infrastructure is entering an uncomfortable phase in which securing more electricity does not necessarily make the underlying data center
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
A completed AI facility can look ready while remaining weeks away from useful compute. The difference lies in what happens
- 4 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
The central power question for AI infrastructure is no longer simply whether enough generation exists, but whether a project can
- 6 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
A 500-megawatt AI project can be evaluated through a power model that accounts for its load requirement, interconnection plan, electricity
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
The heat problem is becoming an infrastructure problem AI data centers now face a thermal challenge tied directly to compute
- 4 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
The data center industry has a measurement problem hiding in plain sight. A facility can have vacant halls, available megawatts
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
The most consequential piece of equipment at a new AI campus may no longer sit inside the server hall. Increasingly,
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
AI cooling infrastructure costs are becoming harder to separate from computing economics. The industry has focused heavily on GPUs, accelerators,
- 9 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
A data center’s carbon footprint is usually discussed as if it begins when a server starts consuming electricity. The more
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
An AI server usually carries an implicit assumption that someone will eventually be able to replace it. That assumption becomes
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
Cooling Has Become an End-User Decision, Not Just an Engineering Choice Cooling now plays a larger role in AI infrastructure
- 4 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
A strange thing happens when an AI data center announces a massive power requirement: the number immediately starts doing work
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
The most revealing number in Springfield, Ohio’s data center debate may not be 75 megawatts, 214,000 square feet or even
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
AI data center operators are treating cooling as a core infrastructure decision. It is no longer only a mechanical systems
- 6 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
Many projections about artificial intelligence eventually collide with a less comfortable assumption: that the physical world will keep pace. Chipmakers
- 3 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
An AI data center performs an unusual energy conversion: electricity becomes computation, and a substantial share of that energy ultimately
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
AI infrastructure is changing how operators approach thermal management. Processor density now influences the physical design of many data center
- 4 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
The debate around AI data centers often starts with a deceptively simple question: How much capacity does the technology actually
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
A data center can look like a single asset on a balance sheet, but its insurance exposure increasingly behaves like
- 5 min read
- Mahek Mandavia
- Opinions
- Mahek Mandavia
The next meaningful distinction between data centers may not appear in their processor inventories or headline power capacity. It may
- 7 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
Every few weeks, another Indian state government stands next to a hyperscaler or a domestic conglomerate and announces a new
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
AI infrastructure is moving into a new phase of strategic importance. Governments now focus more closely on advanced computing and
- 4 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
The scale of Meta’s latest community investment looks unusual beside the cost of modern AI infrastructure. The company has announced
- 5 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
AI infrastructure is changing the thermal assumptions behind data center design. The shift is visible in the growing number of
- 8 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
The most consequential number in an AI infrastructure deal may not be the number printed beside its power requirement. It
- 4 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
The most consequential upgrade in an AI system may not arrive inside the accelerator package. It may arrive beside it,
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
The infrastructure question is no longer only where capacity can be built A data center project can look viable on
- 6 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
Malaysia’s data center surge has always looked like a story about geography. Put a hyperscale facility close enough to Singapore,
- 5 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
The infrastructure conversation around artificial intelligence rarely stays confined to processors, networking, or computing capacity. Every expansion cycle eventually reaches
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
The more difficult question emerging in AI infrastructure is whether a data center can reliably accommodate the way large AI
- 6 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
AI Infrastructure Growth Is Forcing Data Centers to Think Like Energy Companies AI infrastructure energy management is becoming a critical
- 5 min read
- Aakruti Thakkar
- Opinions
- Aakruti Thakkar
Sustainability Metrics Must Move Beyond Energy Procurement The conversation around sustainable data centers has entered a more complex phase as
- 5 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
Somewhere between the announcement of a new data center and the moment its servers actually start processing workloads, months disappear
- 3 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
Industry discussions around artificial intelligence increasingly recognize electricity as a strategic infrastructure requirement rather than solely a supporting utility. That
- 4 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
AI infrastructure expansion is creating new cooling challenges The AI data center cooling race is becoming an important consideration as
- 5 min read
- Aakruti Thakkar
- Opinions
- Kiara Mandavia
Digital infrastructure has a expanded the way and planners evaluate energy security by placing greater emphasis is a energy supply.
- 4 min read
- Kiara Mandavia
- Opinions
- Mahek Mandavia
A utility executive can report strong quarterly revenue or earnings and still see a muted market reaction because investors now
- 3 min read
- Mahek Mandavia
- Opinions
- Aakruti Thakkar
The Neocloud AI infrastructure market is entering a new phase as organizations look for specialized computing resources to support advanced
- 5 min read
- Aakruti Thakkar
- Opinions
- Mahek Mandavia
A single dashboard cannot tell an operator whether a data center is actually greener than it was last year, yet
- 4 min read
- Mahek Mandavia
- Opinions
- Kiara Mandavia
India has become one of the world’s fastest-growing destinations for digital infrastructure. Capital continues flowing into hyperscale campuses, AI-ready facilities,
- 4 min read
- Kiara Mandavia
- Opinions
- Aakruti Thakkar
AI energy efficiency is becoming as important as computing capacity as larger models, denser clusters, and increasingly sophisticated accelerators reshape
- 4 min read
- Aakruti Thakkar
