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  • Vaire Computing Bets on Reversible Logic for 'Near Zero Energy' AI Data Centers

    Vaire Computing Bets on Reversible Logic for 'Near Zero Energy' AI Data Centers
    2025/04/15

    The AI revolution is charging ahead—but powering it shouldn't cost us the planet. That tension lies at the heart of Vaire Computing’s bold proposition: rethinking the very logic that underpins silicon to make chips radically more energy efficient.

    Speaking on the Data Center Frontier Show podcast, Vaire CEO Rodolfo Rossini laid out a compelling case for why the next era of compute won't just be about scaling transistors—but reinventing the way they work.

    “Moore's Law is coming to an end, at least for classical CMOS,” Rossini said. “There are a number of potential architectures out there—quantum and photonics are the most well known. Our bet is that the future will look a lot like existing CMOS, but the logic will look very, very, very different.”

    That bet is reversible computing—a largely untapped architecture that promises major gains in energy efficiency by recovering energy lost during computation.

    Product, Not IP

    Unlike some chip startups focused on licensing intellectual property, Vaire is playing to win with full-stack product development.

    “Right now we’re not really planning to license. We really want to build product,” Rossini emphasized. “It’s very important today, especially from the point of view of the customer. It’s not just the hardware—it’s the hardware and software.”

    Rossini points to Nvidia’s CUDA ecosystem as the gold standard for integrated hardware/software development.

    “The reason why Nvidia is so great is because they spent a decade perfecting their CUDA stack,” he said. “You can’t really think of a chip company being purely a hardware company anymore. Better hardware is the ticket to the ball—and the software is how you get to dance.”

    A great metaphor for a company aiming to rewrite the playbook on compute logic.

    The Long Game: Reimagining Chips Without Breaking the System

    In an industry where even incremental change can take years to implement, Vaire Computing is taking a pragmatic approach to a deeply ambitious goal: reimagining chip architecture through reversible computing — but without forcing the rest of the computing stack to start over.

    “We call it the Near-Zero Energy Chip,” said Rossini. “And by that we mean a chip that operates at the lowest possible energy point compared to classical chips—one that dissipates the least amount of energy, and where you can reuse the software and the manufacturing supply chain.”

    That last point is crucial. Vaire isn’t trying to uproot the hyperscale data center ecosystem — it's aiming to integrate into it. The company’s XPU architecture is designed to deliver breakthrough efficiency while remaining compatible with existing tooling, manufacturing processes, and software paradigms.
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    31 分
  • Key Data Center Infrastructure Imperatives for Harnessing AI with Vertiv’s Tony DeSpirito

    Key Data Center Infrastructure Imperatives for Harnessing AI with Vertiv’s Tony DeSpirito
    2025/04/03

    In this episode of the Data Center Frontier Show podcast, Matt Vincent, Editor-in-Chief of Data Center Frontier, talks to Tony DeSpirito, vice president of enterprise sales at Vertiv, about AI densification and how data centers can prepare for ever-growing rack power demands. They also explore cooling and physical infrastructure conundrums, and Vertiv’s AI roadshow.
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    21 分
  • Nomads at the Frontier: AI, Infrastructure, and Data Center Workforce Evolution at DCD New York

    Nomads at the Frontier: AI, Infrastructure, and Data Center Workforce Evolution at DCD New York
    2025/04/01

    The 25th anniversary of the latest Data Center Dynamics event in New York City last month (DCD Connect NY 2025) brought record-breaking attendance, underscoring the accelerating pace of change in the digital infrastructure sector. At the heart of the discussions were evolving AI workloads, power and cooling challenges, and the crucial role of workforce development.

    Welcoming Data Center Frontier at their show booth were Phill Lawson-Shanks of Aligned Data Centers and Phillip Koblence of NYI, who are respectively managing director and co-founder of the Nomad Futurist Foundation. Our conversation spanned the pressing issues shaping the industry, from the feasibility of AI factories to the importance of community-driven talent pipelines.

    The 25th anniversary of the latest Data Center Dynamics event in New York City last month (DCD Connect NY 2025) brought record-breaking attendance, underscoring the accelerating pace of change in the digital infrastructure sector. At the heart of the discussions were evolving AI workloads, power and cooling challenges, and the crucial role of workforce development.

    Welcoming Data Center Frontier at their show booth were Phill Lawson-Shanks of Aligned Data Centers and Phillip Koblence of NYI, who are respectively managing director and co-founder of the Nomad Futurist Foundation. Our conversation spanned the pressing issues shaping the industry, from the feasibility of AI factories to the importance of community-driven talent pipelines.
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    21 分
  • iMasons CEO Santiago Suinaga on the Future of Sustainable AI Data Centers

    iMasons CEO Santiago Suinaga on the Future of Sustainable AI Data Centers
    2025/03/25
    For this episode of the DCF Show podcast, host Matt Vincent, Editor in Chief of Data Center Frontier, is joined by Santiago Suinaga, CEO of Infrastructure Masons (iMasons), to explore the urgent challenges of scaling data center construction while maintaining sustainability commitments, among other pertinent industry topics. The AI Race and Responsible Construction "Balancing scale and sustainability is key because the AI race is real," Suinaga emphasizes. "Forecasted capacities have skyrocketed to meet AI demand. Hyperscale end users and data center developers are deploying high volumes to secure capacity in an increasingly constrained global market." This surge in demand pressures the industry to build faster than ever before. Yet, as Suinaga notes, speed and sustainability must go hand in hand. "The industry must embrace a build fast, build smart mentality. Leveraging digital twin technology, AI-driven design optimization, and circular economy principles is critical." Sustainability, he argues, should be embedded at every stage of new builds, from integrating low-carbon materials to optimizing energy efficiency from the outset. "We can't afford to compromise sustainability for speed. Instead, we must integrate renewable energy sources and partner with local governments, utilities, and energy providers to accelerate responsible construction." A key example of this thinking is peak shaving—using redundant infrastructure and idle capacities to power the grid when data center demand is low. "99.99% of the time, this excess capacity can support local communities, while ensuring the data center retains prioritized energy supply when needed." Addressing Embodied Carbon and Supply Chain Accountability Decarbonization is a cornerstone of iMasons' efforts, particularly through the iMasons Climate Accord. Suinaga highlights the importance of tackling embodied carbon—the emissions embedded in data center construction materials and IT hardware. "We need standardized reporting metrics and supplier accountability to drive meaningful change," he says. "Greater transparency across the supply chain can be achieved through carbon labeling of materials and stricter procurement policies." To mitigate embodied emissions, companies should prioritize suppliers with validated Environmental Product Declarations (EPDs) and invest in low-carbon alternatives like green concrete and recycled steel. "Collaboration across the industry will be essential to drive policy incentives for greener supply chains," Suinaga asserts. The Role of Modular and Prefabricated Builds As the industry seeks more efficient construction methods, modular and prefabricated builds are emerging as game changers. "They significantly reduce construction waste, improve quality control, and shorten deployment times," Suinaga explains. "By shifting a large portion of the build process to controlled environments, we can improve worker safety and optimize material usage. Companies leveraging prefabrication will gain a competitive edge in both cost savings and sustainability." Modular construction also presents financial advantages. "It allows for deferred CapEx investments, creating attractive internal rates of return (IRRs) for investors while reducing the risk of oversupply by aligning capacity with demand," Suinaga notes. However, he acknowledges that the approach has challenges, including potential supply chain constraints and quick time-to-market pressures during demand spikes. "Maintaining a recurrent production cycle and closely monitoring market conditions are key to ensuring capacity planning aligns with real-time needs." Innovation in Cooling and Water Use With AI workloads driving increasing power densities, the industry is rapidly shifting toward liquid cooling, immersion cooling, and heat reuse strategies. "We’re seeing innovations in direct-to-chip cooling and closed-loop water systems that significantly reduce water consumption," Suinaga says. "Some data centers are capturing and repurposing waste heat to provide energy to nearby facilities—an approach that needs to be scaled." Immersion cooling, he adds, offers the potential to shrink data center footprints and dramatically improve Power Usage Effectiveness (PUE). "A hybrid approach combining air and liquid cooling is key," Suinaga explains. "There’s still uncertainty around the right mix of technologies, as hyperscalers need to support not just AI but also continued cloud growth. Flexibility in cooling design is now essential to accommodate a diverse range of workloads." Regulatory Pressures and the Future of Sustainability Standards Regulatory frameworks such as the SEC’s climate disclosure rules and Europe’s Corporate Sustainability Reporting Directive (CSRD) are pushing data center operators toward greater transparency. Suinaga believes these measures will enforce more accurate sustainability reporting and drive greener investment decisions. "This will push data center operators...
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    25 分
  • DCF Podcast: Scalable, Secure, and Smart: The Data Center Evolution

    DCF Podcast: Scalable, Secure, and Smart: The Data Center Evolution
    2025/03/20

    In this episode of the Data Center Frontier Show podcast, Matt Vincent, Editor-in-Chief of Data Center Frontier, talks to Craig Compiano, CEO of Modius, about how data centers are evolving to meet modern demands, specifically in terms of scalability, security and intelligence. They also discuss Modius’s commitment to enabling the next generation of data centers with scalable and secure solutions.
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    23 分
  • On the Frontier of Modular Edge AI Data Centers with Andrew Lindsey, CEO, Flexnode

    On the Frontier of Modular Edge AI Data Centers with Andrew Lindsey, CEO, Flexnode
    2025/03/11
    The modular data center industry is undergoing a seismic shift in the age of AI, and few are as deeply embedded in this transformation as Andrew Lindsey, Co-Founder and CEO of Flexnode. In a recent episode of the Data Center Frontier Show podcast, Lindsey joined DCF Editor-in-Chief Matt Vincent and Senior Editor David Chernicoff to discuss the evolution of modular and edge data centers, the growing demand for high-density liquid-cooled solutions, and the industry factors driving this momentum. A Background Rooted in Innovation Lindsey’s career has been defined by the intersection of technology and the built environment. Prior to launching Flexnode, he worked at Alpha Corporation, a top 100 engineering and construction management firm founded by his father in 1979. His early career involved spearheading technology adoption within the firm, with a focus on high-security infrastructure for both government and private clients. Recognizing a massive opportunity in the data center space, Lindsey saw a need for an innovative approach to infrastructure deployment. "The construction industry is relatively uninnovative," he explained, citing a McKinsey study that ranked construction as the second least-digitized industry—just above fishing and wildlife, which remains deliberately undigitized. Given the billions of square feet of data center infrastructure required in a relatively short timeframe, Lindsey set out to streamline and modernize the process. Founded four years ago, Flexnode delivers modular data centers with a fully integrated approach, handling everything from site selection to design, engineering, manufacturing, deployment, operations, and even end-of-life decommissioning. Their core mission is to provide an "easy button" for high-density computing solutions, including cloud and dedicated GPU infrastructure, allowing faster and more efficient deployment of modular data centers. The Rising Momentum for Modular Data Centers As Vincent noted, Data Center Frontier has closely tracked the increasing traction of modular infrastructure. Lindsey has been at the forefront of this shift, witnessing the market evolve significantly over the last five years. "Five years ago, we were looking at a graveyard of modular data center companies that leaned heavily on the edge," Lindsey recalled. Many early modular providers focused on latency-sensitive, interconnected solutions—such as base stations at 5G tower sites. However, the market proved premature, hindered by high costs and the scale of deployment within the telecommunications industry. Now, macroeconomic and technological factors have driven a fundamental shift toward modular data centers. One of the most significant drivers is the rapid evolution of chip design. "A traditional data center design cycle can take a year or 18 months," Lindsey explained. "But if we see radical Nvidia chip advancements every 12 months, your design could be obsolete before you even break ground." The need for embedded flexibility within data center design has made modular solutions an ideal fit. Labor Scarcity and the Need for Efficiency Another factor accelerating the adoption of modular infrastructure is the labor shortage in construction. "There just aren’t enough people today to build the scale of infrastructure needed for data centers," Lindsey noted. Compounding the issue is an aging workforce, with many skilled professionals nearing retirement. "When they leave, they take decades of institutional knowledge with them." Modular construction mitigates this problem by shifting labor-intensive processes to manufacturing environments where technical expertise is concentrated. By centralizing production, modular providers can reduce reliance on dispersed construction labor while maintaining high precision and efficiency. Liquid Cooling and the Future of High-Density Deployments Flexnode is also a leader in the adoption of high-density liquid-cooled infrastructure. Lindsey attended the CoolerChips event last year and has been vocal about the advantages of liquid cooling for modern workloads. "More recently, modular is everywhere," he said. "We at Flexnode are seeing demand hand over fist for high-density liquid-cooled systems that integrate seamlessly with broader building designs." This demand underscores the shift from the speculative modular edge deployments of five years ago to today’s high-performance, flexible data center solutions. "Modular is no longer just a niche," Lindsey concluded. "It’s a critical strategy for meeting the growing demand for scalable, high-efficiency data center capacity." The realization that liquid cooling would become a building-wide challenge, rather than just an IT challenge, was a pivotal moment for Flexnode. "Four years ago, we recognized that liquid cooling, which had been around for 10 to 15 years in government and research, was now commercially viable. But very few data centers were truly equipped to deploy it to its full potential,...
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    26 分
  • Inside the Nuclear Race for Data Center Energy with Aalo Atomics CEO Matt Loszak

    Inside the Nuclear Race for Data Center Energy with Aalo Atomics CEO Matt Loszak
    2025/02/25

    The latest episode of the DCF Show podcast addresses one of the most critical challenges facing the data center industry: the search for sustainable, high-density power solutions. As hyperscale operators like Google and Meta face growing energy demands and resistance from utilities unable or unwilling to support their expansion, the conversation around nuclear energy has gained momentum.

    Both established nuclear providers and innovative startups are vying for the data center industry's future business, each offering distinct approaches. Our guest, Matt Loszak, co-founder and CEO of Aalo Atomics, shares insights into his company's fresh approach to nuclear energy.

    Aalo Atomics, which raised $29.5 million in Series A funding in 2024, has developed a 10-megawatt sodium-cooled reactor that eliminates the need for water cooling, offering greater siting flexibility. Inspired by the Department of Energy’s MARVEL microreactor, Aalo’s design benefits from direct expertise, as the company’s CTO was the chief architect behind MARVEL.

    Aalo’s vision extends beyond reactor design to full-scale modular plant production. Rather than simply building reactors, the company aims to manufacture complete nuclear plants using prefabricated, modular components that can be shipped in standard containers. These plants are designed to fit within the footprint of a data center and require no onsite water—features that make them especially attractive to hyperscale operators seeking localized, high-density power.

    Aalo has made significant progress, with the Department of Energy identifying Idaho National Laboratory (INL) as a potential site for its first nuclear facility. The company is on an accelerated timeline, planning to complete a non-nuclear prototype within three months and break ground on its first reactor in about a year—remarkably fast for the nuclear sector.

    Aalo’s modular nuclear power solution for data centers is designed to deliver 50 megawatts, using a sodium-cooled reactor inspired by the MARVEL microreactor at INL. “In just 30 months, Marvel became the first reactor the DOE has ever authorized for construction,” said Loszak. Aalo has brought in key members from the Marvel project, including its chief architect, to speed up development.

    During our conversation, Loszak discusses the implications of this new wave of nuclear innovation, including the shifting stance of the Trump administration on nuclear energy, the evolving economics of nuclear power (where past projects faced cost overruns and delays), and common misconceptions about nuclear safety, such as fears of reactor meltdowns and waste management.
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    24 分
  • Meeting Energy Demand for Data Centers with Distributed Energy Resources and Small Modular Reactors

    Meeting Energy Demand for Data Centers with Distributed Energy Resources and Small Modular Reactors
    2025/02/20

    The exponential growth of data center energy demand, particularly driven by advancements in Artificial Intelligence (AI), has emerged as one of the most pressing challenges for energy infrastructure globally.

    However, existing grid infrastructure is increasingly constrained, particularly in regions with concentrated data center activity. Transmission bottlenecks, aging infrastructure, and long timelines for grid upgrades present significant challenges for meeting this explosive demand.

    Podcast takeaways:

    • How Microgrids, powered by Distributed Energy Resources (DERs) offer a promising solution by reducing dependency on centralized grids, integrating generation from multiple fuels and storage, and providing load flexibility.
    • The benefits of a strategy that includes and prepares for Small Modular Reactors (SMRs) when they become commercially available.
    • The immediate and long-term benefits of this multi-year approach through real-world data center examples in Santa Clara, California and Ashburn, Virginia, USA
    • How to optimize your energy investments, reduce OPEX costs by 60-80%, and significantly reduce CO₂ emissions by using Xendee’s advanced Microgrid Modeling platform to design the right site-specific multi-year strategy.
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    29 分