#data-centers
- 4 min read
Power Is the Bottleneck: A Back-of-Envelope Model for AI Data Center Capacity
How many GPUs fit in a 100 MW data center? A simple, honest model from utility power to GPU count, with the assumptions spelled out so you can swap in your own.
#power#cooling#data-centers#economics
- 4 min read
800 VDC and the 200 kW Rack: Rethinking Power Delivery for Vera Rubin
Vera Rubin NVL72 pulls up to 227 kW per rack, and Kyber is headed further. At 54 V that's more than 4,000 amps of busbar. Why the industry is moving to 800 VDC, what changes in the facility, and the economics behind it.
#power#racks#data-centers#vera-rubin#800vdc
- 4 min read
Hyperscaler Capex: The $730 Billion Question
Amazon, Alphabet, Microsoft, and Meta guided to roughly $720–745B of 2026 capex. Capex now exceeds operating cash flow at two of them. A look at the numbers, the accounting quirks, and what to watch going into Q3 prints.
#economics#capex#hyperscalers#finance#data-centers
- 5 min read
Why Liquid Cooling Is No Longer Optional at AI Densities
The average data center rack still pulls about 9 kW. A GB200 NVL72 pulls 120+. Here's the physics, the facility changes, and the money behind direct-to-chip liquid cooling.
#cooling#liquid-cooling#data-centers#racks#economics