It’s been a big year for Bloom Energy, a fuel cell manufacturer which has been winning large deals to provide power for data centers.

Our guest on Data Center Richness is Jeff Barber, the Vice President of Data Center Sales for Bloom Energy. Jeff discusses why Bloom is providing on-site power for large data centers AND their utility providers, and how fuel cells can address some of the community concerns about noise and emissions from data center projects.

Here’s a guide to our discussion:

00:00 - Intro: A Big Year for Bloom Energy

00:55 - Jeff Barber’s Data Center Journey, and an overview of Bloom Energy

03:35 - Data Centers, Fuel Cells and Bloom Energy’s Strategy

08:58 - Where Bloom Fits in the Shift to On-Site Power

13:30 - Data Centers, Utilities and Power Pricing

15:30 - Bringing Fuel Cells to Internet Scale

17:30 - AI Workloads, Power Fluctuations and Stability

20:48 - CoreWeave and Bloom - Densification and Faster Time to Power

22:45 - Bloom Energy and AEP - On-Site Power Through a Utility Partnership

25:45 - Bloom’s Deal with Oracle - Power at Scale, Within 90 Days

29:00 - The Future of Power, and Bloom’s Opportunity

NOW ON SUBSTACK!

Check out the Data Center Richness Substack
https://datacenterrichness.substack.com/

At Data Center Richness we demystify technology and explain why data centers matter, and what comes next for the Internet, cloud computing and AI. Host Rich Miller is a journalist and analyst who has been covering the data center sector for 25 years. Subscribe to our channel for more insights:

On YouTube: https://www.youtube.com/@DataCenterRichness?sub_confirmation=1

On the Web: Data Center Richness https://datacenterpodcast.com/

LINKS FROM THIS SHOW:

Bloom Energy
https://www.bloomenergy.com/industries/data-center-power/

Follow Jeff Barber on LinkedIn
https://www.linkedin.com/in/jabarber1/

Follow Rich Miller on LinkedIn
https://www.linkedin.com/in/datacenterfrontier/

RELATED VIDEOS:

Flexibility: The Key to Unlocking More Data Center Power
https://youtu.be/D6-1QxRRxoA

Data Centers, AI and the Future of Power
https://youtu.be/EYo2YK7L5q0?si=hc4pFlJ68jPSuP61

All video by Data Center Richness.

Supplemental music via Epidemic Sound https://share.epidemicsound.com/60o8qx

Cooling is a hot topic in the data center industry. Few companies have been more focused on cooling than Aligned Data Centers, which builds hyperscale facilities for some of the world's leading players in cloud computing and AI.

Our guest today is Michael Welch, the Chef Technology Officer at Aligned, who discusses how Aligned is updating its products and designs for the rising densities in AI workloads, and why an advanced cooling lab is an important part of the company’s strategy.

Data Center Richness host Rich Miller and Michael Welch discuss the following topics:

00:00 - Intro: Cooling is a Hot Topic

00:52 - Meet Michael Welch and an overview of Aligned Data Centers

03:50 - The State of Data Center Cooling

08:00 - The Delta Cubed and Delta Flow systems

11:00 - Hybrid Environments: Air Cooling and Liquid Cooling, Working Together

16:42 - The Aligned Advanced Cooling Lab

20:33 - How Higher Density Can Enabl;e Server Waste Heat Reuse

23:50 - On-Site Power and the Future of Energy

26:00 - The Improving Economics of Fuel Calls and BESS (Battery Energy Storage Systems)

28:08 - How Aligned Optimizes its Supply Chain

31:25 - The Supply Chain in the Gigawatt Era

35:05 - The Road Ahead: Designing for Bigger, Denser Data Centers

At Data Center Richness we demystify technology and explain why data centers matter, and what comes next for the Internet, cloud computing and AI. Host Rich Miller is a journalist and analyst who has been covering the data center sector for 25 years.

Subscribe to our channel for more insights:
https://www.youtube.com/@DataCenterRichness?sub_confirmation=1

On the Web:
Data Center Richness
https://datacenterpodcast.com/

LINKS FROM THIS SHOW:

Aligned Data Centers
https://aligneddc.com/

Inside Aligned's Advanced Cooling Lab
https://youtu.be/-aq_uVdZ6eA?si=Q4wTNvTYlLNA4lfy

Follow Michael Welch on LinkedIn
https://www.linkedin.com/in/michael-welch-0a7b092b/

Follow Rich Miller on LinkedIn
https://www.linkedin.com/in/datacenterfrontier/

RELATED VIDEOS:

A Closer Look at Two-Phase Liquid Cooling
https://youtu.be/w_Us94JgYzc

How Will Data Centers Be Different in 2030
https://youtu.be/IUO8fUWNoX8?si=QjhHEBlvx3fMR0Z

All video by Data Center Richness.

Supplemental music via Epidemic Sound https://share.epidemicsound.com/60o8qx

Large global investors have played a major role in the AI boom, providing funding for the construction of data centers and network infrastructure.

Today we look at data centers through the perspective of investors, How do large private investors think about data centers as an asset class? What trends do they consider in their investment strategies? Which markets are the most attractive? And how do they think about opportunity and risk in a fast-moving market?

Rich Miller's guest today is Michael Hochanadel, the Managing Director and Head of Digital Assets at Harrison Street. Michael has been an investor in the sector for 20 years, and shares his insights about how investors assess different types of properties and business models, and what the next phase of AI-powered growth might look like.

CHAPTERS:

00:00 - The Investor Perspective on the Data Center Sector

01:37 - Introduction to Michael and his career

03:25 - Background on Harrison Street

07:15 - The Themes Guiding Harrison Street’s Data Center Strategy

12:30 - Harrison Street’s digital infrastructure investments - PowerHouse, 1547, Oppidan and Summit IG

15:40 - How network architecture creates investment opportunities

17:45 - The state of the Enterprise data center market. What’s next?

21:30 - AI and Infrastructure: How will the rise of inference shape th enetwork?

27:00 - AI use cases could be “limitless.” Michael shares some early winners.

30:15 - Assessing investment risk in a rapidly evolving AI landscape

At Data Center Richness we demystify technology and explain why data centers matter, and what comes next for the Internet, cloud computing and AI. Host Rich Miller is a journalist and analyst who has been covering the data center sector for 25 years. Subscribe to our channel for more insights:

On YouTube:
https://www.youtube.com/@DataCenterRichness?sub_confirmation=1

On the Web:
Data Center Richness https://datacenterpodcast.com/

LINKS FROM THIS SHOW:

Michael Hochanadel Bio
https://harrisonst.com/people/michael-hochanadel/

Michael on LinkedIn
https://www.linkedin.com/in/michael-hochanadel-767380/

Harrison Street
https://harrisonst.com/

RELATED VIDEO:

What's Next for Data Center Real Estate?
https://youtu.be/H2FFJfm5wug?si=RI-9sGUGGbzmE4qh

How Will Data Centers Be Different in 2030
https://youtu.be/IUO8fUWNoX8?si=QjhHEBlvx3fMR0Z

Why Data Centers Matter in the Age of AI
https://youtu.be/9GJSENgbcmk?si=lkeyM8AiseP1v99t

DISCLAIMER: The information provided in this podcast is for informational and educational purposes only, and does not constitute investment advice or any other professional advice. Please consult with a professional for specific advice tailored to your situation.

Supplemental music via Epidemic Sound https://share.epidemicsound.com/60o8qx