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Google has announced game-changing updates to its AI-optimized cloud, featuring fifth-generation TPUs and NVIDIA H100 GPUs. Companies like Gridspace have reported a 5x increase in AI model training speed using the TPU v5e. This move highlights the demands of generative AI and large language models, which have seen their ‘parameters’ increase tenfold annually. Another notable advancement is the introduction of Multislice technology, which supports scaling of AI models beyond the physical limits of TPU pods. This capability is expected to materially boost Google Cloud’s performance. Lastly, as Google and other hyperscalers industrialize, it is increasingly evident that compute is migrating to regional hubs of power with friendly development environments. These hubs are revitalizing our industrial stock and evolving into the central backbone of our modern compute industry.

  • $20 Billion CAPEX Spend For Big 6 U.S. Data Center Companies

    Aggregate development CAPEX over the next four years is estimated at $20 billion. While the top 10 global investment banks will capture the lions share of the credit/debt financing sought by these companies, the remainder of the data center market will need capital too. Click to enlarge.

  • Telehouse Now the Largest Data Center Provider In London

    Telehouse has just opened their fifth London data center with 250,000 square feet of additional space, making Telehouse the largest data center provider in London. The campus is Europe's leading connectivity hub and primary home to the London Internet Exchange (LINX) with over 530 carriers, Cloud, ISP and ASP partners. New space is also available in Frankfurt and Paris. The new North Two facility is the first multi-floor data centre in the world to feature a vertical indirect adiabatic and evaporative cooling system, delivering a power usage effectiveness of 1.16. This innovative technology positions this facility as one of the...

  • Infrastructure Cost Perspectives: Cloud, Colocation, Build-To-Suit

    In today’s world an Infrastructure Demand Response (iDR) approach to data center capacity management of application workloads and physical infrastructure is key to cost and risk management. “Demand Response” has been used for decades in the power industry to manage just-in-time power resources to fulfill demand. This approach in the power industry is analogous to the data center industry. The following chart illustrates the relative cost in $/kw and time-to-market for the data center infrastructure stack, from hyper-scale build-to-suit to Cloud solutions. The $/kw prices depicted are representative of average market costs and can be highly variable dependent on many factors.

  • Infrastructure Cost Perspectives: Cloud, Colocation, Build-To-Suit

    In today's world an Infrastructure Demand Response (iDR) approach to data center capacity management of application workloads and physical infrastructure is key to cost and risk management. "Demand Response" has been used for decades in the power industry to manage just-in-time power resources to fulfill demand. This approach in the power industry is analogous to the data center industry. The following chart illustrates the relative cost in $/kw and time-to-market for the data center infrastructure stack, from hyper-scale build-to-suit to Cloud solutions. The $/kw prices depicted are representative of average market costs and can be highly variable dependent on many factors. Click...

  • WiredRE Completes International Market Advisory for Top 5 Investment Bank

    WiredRE has recently completed an international multi-market assessment for a top 5 international investment bank. Data center market research and advisory for investors, investment banks as well as data center operators or allied industries is a key consulting activity for Wired Real Estate Group. Each assessment includes supply and demand characteristics, pricing dynamics, competitive set analysis, with market dynamics and risk characteristics for each of the target markets. This type of real-time research assures a current view of the market to make informed decisions. WiredRE is focused on data center advisory and brokerage services. In the complex data center and colocation...