The Data Center Frontier Show

Endeavor Business Media

Welcome to The Data Center Frontier Show podcast, telling the story of the data center industry and its future. Our podcast is hosted by the editors of Data Center Frontier, who are your guide to the ongoing digital transformation, explaining how next-generation technologies are changing our world, and the critical role the data center industry plays in creating this extraordinary future.

  1. 1d ago

    Can AI Unlock Data Centers' Stranded Megawatts? | Hammerhead AI CEO Rahul Kar

    The data center industry's race for power is accelerating, but what if some of the capacity needed to support AI growth is already available inside existing facilities? In this episode of the Data Center Frontier Show, DCF Editor-in-Chief Matt Vincent speaks with Rahul Kar, founder and CEO of Hammerhead AI, about the company's approach to unlocking underutilized electrical capacity through AI-driven orchestration. Kar explains how Hammerhead's ORCA platform uses reinforcement learning to coordinate power, cooling, and compute workloads, allowing operators to accommodate additional GPU capacity within existing electrical limits. The conversation explores the distinction between unused power and safely recoverable capacity, including the operational safeguards necessary to protect existing customer service-level agreements. The discussion also examines why latency-tolerant AI inference workloads may be particularly suited to flexible power management, and how greater infrastructure utilization could reshape the economics of colocation, GPU deployment, and AI cloud services. Key topics include: Why the AI power crisis is partly an infrastructure utilization problem. How ORCA integrates facility power systems, cooling infrastructure, and GPU-level controls. The performance trade-offs involved in accommodating additional inference workloads. Hammerhead's reported 30% increase in GPU capacity within a fixed power envelope. The commercial value of recovering usable megawatts without waiting for new utility interconnections. Hammerhead's production deployments, industry collaborations, and expansion plans for 2027. Kar also considers how more intelligent infrastructure management could complement new power generation and data center construction as AI demand continues to accelerate. Listen to the full conversation for a closer look at how software-defined orchestration could help the industry produce more AI compute from the power it already has.

  2. Oct 22

    Beyond the Liquid Cooling Hype: Why Airflow Still Matters in AI Data Centers

    In general pros and bullet points, how would you summarize what’s important in this podcast. This podcast will explore why air cooling continues to matter as liquid cooling becomes more common in AI and high-density data center environments. The goal is not to position air cooling and liquid cooling as competing technologies, but to explain how they increasingly work together as part of a broader thermal management strategy. Liquid cooling is receiving significant attention because of the growth of AI workloads and higher rack densities. It can be highly effective at removing heat directly from high-performance processors, especially in applications where traditional air cooling may no longer be sufficient on its own. However, liquid cooling does not necessarily eliminate the need for airflow elsewhere in the facility. Important points for the conversation include: Air and liquid cooling will increasingly coexist. Many data centers will operate in hybrid environments where high-density AI racks use liquid cooling while lower-density servers, storage, networking equipment, power electronics, and other infrastructure continue to rely on air. Liquid cooling does not remove every thermal load. Even when heat is captured directly from processors, other components may still generate heat that needs to be managed through air movement. Residual heat within and around racks can also remain part of the thermal equation. The transition to liquid cooling will often be gradual. Most operators are not replacing an entire facility at once. Existing air-cooled equipment may continue operating for years while new liquid-cooled systems are added. This creates mixed environments that require careful coordination between air and liquid cooling systems. Heat still has to go somewhere. Liquid cooling captures and transports heat, but that heat still has to be rejected from the facility. Fans and air-moving equipment can continue to play an important role in heat rejection and auxiliary cooling systems. System-level efficiency matters more than focusing on one technology. Cooling performance depends on how air movement, liquid loops, controls, heat rejection, and other components work together. A highly efficient component does not automatically create an efficient overall cooling system. Airflow should not become an afterthought. If liquid cooling is added without properly considering airflow, operators can still experience unnecessary energy use, poor thermal distribution, or reduced overall system performance. Modern air movement is becoming more intelligent. Advances in fan efficiency, variable-speed operation, controls, sensors, and digital connectivity allow airflow to respond more closely to actual cooling demand. This can help reduce energy use while maintaining reliable operating conditions. Environmental impact should be evaluated at the full-system level. The conversation should avoid broad claims that one cooling method is automatically more sustainable than another. Operators should consider water use, energy consumption, climate, system efficiency, heat rejection, and operating conditions when evaluating cooling strategies. Air-cooled data centers can still be viable. Not every facility or workload requires liquid cooling. Depending on rack density, equipment, climate, and system design, air cooling may still be capable of meeting performance and efficiency requirements. Flexibility will be increasingly important. AI workloads, rack densities, and equipment designs are changing quickly. Data centers that can adapt their cooling architecture over time will be better positioned to support future requirements without unnecessary redesign. The podcast should help listeners understand that the future of data center cooling is not simply a move from air to liquid. In many cases, the more realistic future is a combination of both. The key takeaway should be that cooling strategy needs to be based on the actual thermal requirements of the facility. Liquid cooling will play an increasingly important role in high-density applications, but efficient and intelligent airflow will continue to support hybrid environments, lower-density equipment, residual heat management, heat rejection, and overall facility performance. The discussion should remain educational and practical rather than promotional. It should help listeners think about cooling as a complete system and understand where air and liquid technologies each provide value as data center requirements continue to evolve.

  3. Oct 20

    AI’s GPU Refresh Cycle Is Becoming a Stranded-Capital Problem

    Data Center Frontier Show Podcast | DCF Trends Summit 2026 As AI infrastructure expands at unprecedented speed, data center operators face a growing financial and operational challenge: What happens to GPU systems when their first production assignment ends? In this episode of the Data Center Frontier Show, recorded onsite at DCF Trends Summit 2026 in Northern Virginia, DCF Contributing Editor Doug Black speaks with Linda Li, Chief Strategy Officer of Re-Teck / Li Tong Group, about why GPU lifecycle management must begin at the design and procurement stage—not when equipment is ready for retirement. Drawing on decades of reverse supply chain experience in telecommunications and electronics, Li explains how rapidly evolving accelerators, increasing power densities, and shifting cooling requirements are changing the economics of AI infrastructure. The conversation examines four considerations for GPU disposition: remaining operational capability, component-level economics, data security and regulatory compliance, and critical-material recovery. GPUs no longer suited to frontier AI training may retain substantial value for inference, enterprise applications, academic research, or component harvesting. Li also discusses the importance of continuous asset evaluation, secondary-market timing, secure chains of custody, and designing hardware for second and third operational lives. The central warning: Companies that fail to establish lifecycle strategies at the executive level risk creating significant amounts of stranded capital as valuable equipment sits idle while market conditions change. For AI infrastructure operators investing billions in successive generations of compute, the next life of the hardware is becoming as important to financial planning as its first deployment. Listen to the conversation for a practical examination of how GPU lifecycle planning, circular infrastructure design, and reverse supply chain management are becoming essential disciplines in the AI data center economy.

  4. Oct 6

    AI Is Rewriting the Energy Storage Playbook

    AI data centers are creating a new kind of power problem. As thousands of GPUs ramp together, fast and synchronized changes in electrical demand can place new pressure on UPS systems, generators and the broader power infrastructure supporting the compute load. In this episode of the Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Frank DeLattre, President Americas at Musashi Energy Solutions, about how hybrid supercapacitors could help data centers manage those rapid power transients — and why AI may be forcing the industry to rethink the role of energy storage altogether. DeLattre explains the difference between storing energy and managing power, and why high-power, short-duration storage may become increasingly important as AI infrastructure scales. The discussion explores placing energy storage at multiple points in the power chain, from the UPS to systems closer to the server rack, where transients can potentially be addressed before they propagate upstream. The conversation also examines whether short-duration storage can help operators get more compute from existing electrical capacity by buffering momentary peaks, as well as the tradeoffs between energy buffering and throttling GPU performance. DeLattre also raises a provocative question around traditional UPS design: If backup generators can accept load within seconds, how much stored energy does a modern AI data center actually need for ride-through? The discussion looks ahead to a future in which operators may think less in terms of a single “UPS battery” and more in terms of an energy storage architecture — combining different technologies, durations and locations to solve different power problems across the AI data center.

  5. Sep 29

    DCF Trends Summit: ON.energy’s Asser Elsamahy

    Using AI UPS Systems to Tame AI Load Swings AI data centers are creating a power challenge that goes beyond simply securing enough megawatts. Large AI computing clusters can introduce rapid swings in electricity demand, creating new power-quality and grid-stability concerns for utilities and data center operators. In this interview recorded live at the 2026 Data Center Frontier Trends Summit, DCF Contributing Editor Doug Black speaks with Asser Elsamahy, P.E., vice president of engineering at ON.energy, about how battery-based power systems are emerging as one response. Elsamahy says battery energy storage itself is not new. Systems have been deployed globally at gigawatt scale for roughly two decades. What is changing is their role inside the data center. As AI workloads introduce larger and faster fluctuations in power demand, batteries and power electronics can increasingly act as a buffer between the compute environment and the electric grid. ON.energy’s approach is what the company calls an AI UPS, or medium-voltage UPS, built around a double-conversion architecture. Instead of relying on a single set of inverters, the system uses two. One side faces the grid and can respond to utility requirements such as voltage ride-through, frequency ride-through and ramp-rate limits. The other faces the data center load and supplies what the computing equipment requires, including rapid surges and changes in demand. The result is an architecture designed to separate the behavior of the AI load from the behavior presented to the grid. Elsamahy contrasts that approach with a conventional parallel battery energy storage system using a single inverter set. “It kind of is in a constant struggle of, do I support the grid or do I support the load?” he said. “I have to pick one or the other. It’s very difficult to do both.” The batteries can also be recharged in multiple ways. A facility can draw modestly more power than its compute load requires during off-peak periods, or it can use downward portions of the AI load profile to replenish stored energy. Elsamahy describes the battery as a “reservoir of energy” that gives operators greater flexibility over when they draw power and how they respond to changing conditions. That flexibility can also support peak shaving. Using a hypothetical 1-GW data center, Elsamahy explains that stored energy could allow the facility to reduce its instantaneous grid draw during a period of system stress — potentially lowering a 1-GW demand to 800 MW while continuing to support the internal load. The goal is not necessarily to disconnect from the grid, he notes. At these scales, the more practical value is having a lever to reduce demand when grid conditions require it. That capability is becoming increasingly relevant as utilities and grid operators scrutinize large-load interconnections more closely. Elsamahy says ON.energy is seeing strong demand from hyperscalers and data center developers looking several years ahead and designing around requirements such as voltage and frequency ride-through and limits on how quickly loads can ramp. His expectation is straightforward: those requirements will become stricter as AI data centers account for a larger share of electricity demand. For an industry focused heavily on securing power, the conversation points to another emerging requirement for AI infrastructure: controlling not only how much power a data center consumes, but how that demand appears to the grid. In that environment, battery storage may increasingly become part of the core power-quality architecture of the AI data center rather than simply another backup resource.

About

Welcome to The Data Center Frontier Show podcast, telling the story of the data center industry and its future. Our podcast is hosted by the editors of Data Center Frontier, who are your guide to the ongoing digital transformation, explaining how next-generation technologies are changing our world, and the critical role the data center industry plays in creating this extraordinary future.

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