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The Data Center Frontier Show

The Data Center Frontier Show

De: Endeavor Business Media
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Data Center Frontier’s editors are your guide to how next-generation technologies are changing our world, and the critical role the data center industry plays in creating our extraordinary future.Copyright Data Center Frontier LLC © 2019
Episodios
  • Solving the Power Problem for Data Centers
    May 27 2025
    The data center industry is experiencing substantial growth, placing increasing pressure on the power grid to meet the rising demand. These facilities necessitate continuous power supply with zero interruptions and demand highly reliable backup power to minimize downtime. The expansion of data centers is contributing to a disparity between the demand for power and the capacity of the grid to supply it, which may result in gaps ranging from several months to multiple years. Consequently, numerous developers are exploring alternative power supply options to address these challenges. Solutions that act as a bridge to grid power, commonly referred to as bridge power, are becoming increasingly essential. Reliable bridge power solutions are critical for enabling stakeholders to expedite revenue generation and enhance the resilience of these mission-critical developments. Users may also decide to forgoe the utility and procure a self-generated behind-the-meter permanent solution. When considering a bridge power or self-generation behind-the-meter solution, one of the first factors to examine is the length of time from power need to utility availability. A key question arises: when can we expect the utility power to be available? Accurately assessing the length of time for which the bridge solution is required is vital in determining various other components of the power system. A bridge power solution acts as a temporary or permanent on-site power plant for a data center, providing not only immediate energy needs but also the potential for long-term flexibility and scalability. This adaptability in both duration and equipment selection significantly accelerates the ability to respond to market demands, ensuring that the data center capacity can continue to expand to meet data storage needs. The next critical consideration in the development of bridge or behind-the-meter power energy solutions is fuel, as it represents one of the most significant ongoing expenses for projects that operate continuously, 24/7. Natural-gas-fueled reciprocating engine generators have been proven to be highly effective in distributed generation applications. They offer reliable power supply, straightforward maintenance procedures, and low life-cycle costs, making them an attractive option for many operators. Additionally, natural gas is widely available across most regions in the country, and its comparatively low market prices in various areas enhance the appeal of reciprocating engines, making them a cost-effective solution. As projects extend into longer timeframes, the option to incorporate gas turbines becomes increasingly relevant. These turbines are particularly well-suited for long-term applications and can be effectively combined with reciprocating engines to optimize capacity and ensure an uninterrupted power supply. This combination allows operators to leverage the strengths of both technologies, ensuring efficiency and reliability in energy production. In situations where natural gas is not accessible, but the project's duration justifies the use of natural gas solutions, a virtual pipeline system can be deployed. A virtual pipeline consists of a modular approach utilizing either Compressed Natural Gas (CNG) or Liquefied Natural Gas (LNG). These gases can be transported through various modes effectively bridging the gap in areas lacking direct natural gas infrastructure. The flexibility of virtual pipelines enables efficient delivery of fuel to remote sites well before a conventional pipeline is constructed. A bridge or behind-the-meter power solution represents a substantial investment, and like any significant financial commitment, it comes with various inherent risks the project. These risks can be categorized into several areas including: technology risks, environmental permitting risks, construction risks, and financial risks. To streamline the complexities of the project, it is advisable to collaborate with an experienced partner specializing in bridge and permanent power solutions. The ideal partner should demonstrate a robust track record of installing and servicing comprehensive power solutions and employ a network of service technicians. These experts can offer a wide range of support, from basic planned maintenance and overhauls to detailed long-term service agreements that ensure sustained performance. Moreover, the partner should ideally manage the entire project lifecycle, handling engineering, procurement, and construction (EPC) while supplying all necessary components, including engines, generators, transformers, switchgear, fuel treatment systems, and other essential ancillary equipment. Another crucial aspect is the partner's diverse financing capability. This includes the ability to finance the entire infrastructure rather than just the generation equipment and to provide flexible financing programs tailored to meet unique project needs. To address the surging demand for power, ...
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    19 m
  • Tony Grayson Breaks Down Northstar–Compass Quantum Deal for AI Data Centers
    May 20 2025
    For this episode of the Data Center Frontier Show podcast, DCF Editor-in-Chief Matt Vincent and Senior Editor David Chernicoff sat down with Tony Grayson, President and General Manager of Northstar Technology Group's Enterprise and Defense unit, to unpack a strategic acquisition that’s shaking up the edge and modular data center space. The conversation centered on Northstar’s acquisition of Compass Quantum, a company known for its rapidly deployable, composite-based modular infrastructure tailored for both enterprise and defense applications. From Compass to Northstar: A Strategic Realignment “We were developing a modular brand at Compass,” said Grayson. “Where Compass was building the gigawatt-scale campuses, I was building the smaller campuses using building blocks of modules—versus, you know, kind of a stick build.” That smaller-scale focus gained traction with enterprise clients, including several Fortune 50 companies, but new opportunities in the defense sector introduced regulatory friction. “Compass is Canadian-owned, and that goes against some of the rules that the U.S. government has,” Grayson explained. “Chris Crosby was a huge supporter… he wanted to sell us so he wouldn’t hinder us from growing the company or servicing U.S. defense needs.” Enter Northstar Technology Group, which brings a strategic partnership with Owens Corning—the manufacturer and IP holder behind Compass Quantum’s composite materials. With engineering, manufacturing, and construction capabilities now integrated under one roof, Grayson sees the acquisition as a natural fit. “Everything is now in-house instead of trying to go outside to other consultants,” he said. AI-Ready Modulars in 5MW Increments As hyperscale demands evolve, Grayson noted growing customer appetite for 5 megawatt modular units—mirroring the scale at which Nvidia and others are now building AI infrastructure. “You’ve seen Wade Vinson talk about it at Data Center World, and you see Jensen [Huang] talking about 5 megawatts being the line where you cross between the L2 and L3 network,” he said. “We can build in 5 megawatt increments and drop that stuff in parking lots—either as an operating lease or as a sale.” That flexibility extends to Northstar’s channel partners, who are increasingly seeking a variety of procurement models. “Some want sales, not just leases. It gives us more freedom to do that kind of stuff,” said Grayson. “Sometimes it’s better to be lucky than good, and I feel like the timing of this couldn’t have been better for where the industry’s at right now.” Veteran-Led Advisory Team Strengthens Defense Strategy In addition to the materials and platform innovations, Northstar’s defense ambitions are underpinned by what Grayson describes as a “dream team” of senior military advisors. “We basically have every outgoing ‘six’—the people in charge of IT and comms for the Air Force, Marine Corps, Army, and Navy—as advisors,” he said. “Some will be coming on full time.” These high-level advisors, many of whom retired as three-star generals, are instrumental in helping Northstar align its solutions with evolving defense requirements, particularly in distributed compute and real-time data processing. “We’re making huge progress on the enterprise side, but the defense side is where we need to catch up,” Grayson added. “Defense globally needs distributed compute… they’re ahead of enterprise when it comes to inference platforms.” He also highlighted Northstar’s engagement with the Navy, particularly around airborne systems. “That’s why we have the old air boss, Admiral Weitzel. He helps us with aircraft systems. These planes generate so much data, and we need advice on how best to internalize and analyze it.” Material Advantage: Why FRP Composites Are a Game-Changer: Durability, Customization—and No Tariffs A key differentiator for Northstar’s modular approach is its use of fiber-reinforced polymer (FRP) composites instead of traditional steel or concrete enclosures. As Grayson explained, “There’s no tariffs involved in any of this stuff. It’s all locally sourced and rather easy to get from Owens Corning.” This material advantage extends far beyond sourcing. FRP composites allow Northstar to customize modules for specific use cases, including: Fire resistance: Two-hour fire ratings.Extreme weather: Withstanding 250 mph winds—Category 5 hurricanes and F5 tornadoes.Military resilience: Ballistic protection up to 7.62mm and .50 caliber rounds. And despite their strength, these modules are extremely lightweight—“30% lighter than aluminum,” said Grayson. “I don’t know if you’ve ever seen the picture of me holding the 15-foot I-beam. I’m a sub guy, not Army tough. I definitely couldn’t hold that up if it were steel.”
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    28 m
  • Meeting Increasing Cooling Demands in the Data Center Market with LG
    May 15 2025

    Global demand for data center capacity is expected to grow between 19 and 22 percent annually through 2030, according to McKinsey & Company. As data center capacity expands, so does the challenge of managing the heat generated by high-performance chips. This includes heat at the chip, as well as external heat rejection and room cooling. LG, a global HVAC technology leader, discusses the evolving landscape and the latest technology to ensure efficient, reliable cooling for data centers. This includes the full suite of data center cooling solutions that LG debuted at Data Center World 2025. The cutting-edge cooling technologies, including direct-to-chip, room, and chiller plant cooling capabilities, are intended to meet the challenge of increasing data center capacity head-onm helping provide reliable, energy-efficient solutions.

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    14 m
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