Latest analysis

Category

Data Centers

Recent analysis, briefs, and signals in this coverage lane.

Latest Analysis

Data Centers

Throughput-Optimized Networks at Scale editorial visual
BriefAI InfrastructurearXiv

Throughput-Optimized Networks at Scale

Throughput-Optimized Networks at Scale gives buyers a sharper read on accelerator supply, memory bandwidth, and performance-per-watt planning; the practical checkpoint is customer ramps for the arXiv resilience case on Throughput-Optimized Networks Scale.

The arXiv update on Throughput-Optimized Networks at Scale puts AI infrastructure planning closer to chip allocation, buyer queues, and cloud margin pressure; the exposed dependency is customer ramps for the arXiv facility read on Throughput-Optimized Networks Scale.

OperatorsHyperscalersInvestorsCloud Buyers
Source
Editorial image for EIA's data-center survey could narrow the industry's measurement gap
SignalData CentersU.S. Energy Information Administration

EIA's data-center survey could narrow the industry's measurement gap

A new EIA pilot will collect data on energy sources, electricity use, site characteristics, server metrics, and cooling systems across major U.S. data-center regions.

Better measured load and cooling data can reduce the gap between announced capacity, utility forecasts, and actual operating demand.

OperatorsCapacity plannersInvestors
Source
EMA: Elastic and Performance Transparent Memory Across GPUs editorial visual
BriefAI InfrastructurearXiv

EMA: Elastic and Performance Transparent Memory Across GPUs

EMA: Elastic and Performance Transparent Memory Across GPUs gives buyers a sharper read on accelerator supply, memory bandwidth, and performance-per-watt planning; the practical checkpoint is commissioning risk for the arXiv resilience model on Memory Across GPUs.

The arXiv update on EMA: Elastic and Performance Transparent Memory Across GPUs puts AI infrastructure planning closer to chip allocation, buyer queues, and cloud margin pressure; the exposed dependency is commissioning risk for the arXiv construction milestone on Memory Across GPUs.

OperatorsHyperscalersInvestorsCloud Buyers
Source
Editorial image for Cooling makes server growth a two-part electricity forecast
AnalysisCoolingU.S. Energy Information Administration

Cooling makes server growth a two-part electricity forecast

EIA's long-term outlook separates server electricity from the cooling and ventilation that support it, exposing a wider facilities load than a server-only forecast captures.

Data-center capacity models need parallel assumptions for installed server stock, operational power draw, cooling intensity, weather, and efficiency rather than one headline demand curve.

OperatorsCapacity plannersInvestors
Read analysisRead source
Editorial image for Computing could become the largest commercial electricity end use
SignalCoolingU.S. Energy Information Administration

Computing could become the largest commercial electricity end use

EIA projects commercial computing electricity use to outgrow efficiency gains and add cooling and ventilation demand across data-center floorspace.

Utilities and facility designers need to model computing and its supporting building systems as a growing base load rather than a small office end use.

OperatorsCapacity plannersInvestors
Source
Editorial image for On-premise data centers remain a hidden cooling load
SignalCoolingU.S. Energy Information Administration

On-premise data centers remain a hidden cooling load

EIA building data show that offices with data centers use more electricity for computing and cooling than comparable offices without server facilities.

Distributed server rooms can add meaningful facilities load outside the large standalone campuses that dominate utility forecasts and market headlines.

OperatorsCapacity plannersInvestors
Source