The phrase “long pole in the tent” is often used when discussing the relationship between power and data centers. In our conversations with both the platforms behind and management teams of data centers we are seeing a strong urgency to hire dedicated power...
Jennifer Fritzsche
The Moat Around the Data Center Business Is Only Getting Thicker – And “Capital” (and access to it….) are the new protective sharks in the water
Reading a recent LinkedIn post by the founder of the data center Hawk group I found perfectly summarized what we are seeing in data centers in 13 short words / acronyms. It read as follows: Millions --> Billions. Megawatts --> Gigawatts. CPUs --> GPUs....
Will the Arrows Come Flying Once Again?
The great cable cowboy, John Malone, once famously said: “We lost no major ground by waiting to invest. Unfortunately, pioneers in cable technology often have arrows in their back.” He made this comment during his tenure as the CEO of the cable company TCI. In...
The Sun Is Continuing to Shine Through the “Clouds” – No Immediate Rain in the Forecast
A recent article in Business Insider indicated Amazon is planning to cut its office space footprint by ~ 10 percent over the next three to five years. The end results of these moves are expected to save the company $1.3B / year in operating expenses. To put this...
