Cool Vector

david95a
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Cool Vector covers the rise of data centers and the digital infrastructure investment asset class. Through interviews and panel discussion with leaders in operations, capital, energy, real estate and technology, Cool Vector offers in-depth, lively conversations with the entire ecosystem of the booming digital infrastructure world. Cool Vector is produced by financial journalist David Snow in partnership with long-time data center operators Phillip Koblence and Nabeel Mahmood.  Full episodes of Cool Vector live on Apple Podcasts and other podcast channels, and video clips are shared on LinkedIn, TikTok and Instagram. The Cool Vector video-podcast homepage is here: https://coolvectormedia.com/ Socials: LinkedIn linkedin.com/company/cool-vector-media/posts/?feedView=all Instagram instagram.com/coolvectormedia TikTok tiktok.com/@coolvectormedia?is_from_webapp=1&sender_device=pc Spotify podcasters.spotify.com/pod/show/elatromme Website coolvectormedia.com

  1. HACE 1 DÍA

    In Hawaii, Digital Infrastructure is a Public-Private Mandate

    Hawaii is embarking on a major upgrade of its digital infrastructure, intended to make the Aloha State more competitive as a digital hub, according to Garret Yoshimi, VP for Information Technology and CIO of the University of Hawaii. "This is a really big investment for the state," Yoshimi tells Cool Vector. "It's public funds going into this space, really intending to lift all boats in terms of infrastructure." The University of Hawaii's role in this build-out is to leverage its deep research and education partnerships to position the state as a regional hub, making resilient, multi-path connectivity to AI data centers and global markets an urgent priority. Among the takeaways from this interview, conducted on the sidelines of the 2026 Pacific Telecommunications Council event in Honolulu.  • Hawaii is undertaking a major federally funded inter-island submarine cable replacement project to ensure global connectivity and enable future transpacific cable landings critical to the state's economic and institutional future. The $120 million Hawaiian Islands Fiber Link (HIFL), a public-private partnership between UH and Ocean Networks, will span 24 fiber pairs across six islands and is expected to be ready for service by late 2026 — with the broader state broadband initiative, Connect Kākou, receiving an additional $149M BEAD federal award announced at PTC in January 2026. University of HawaiiHawaii News Now. • UH's Board of Regents approved a long-term ground lease with Google in 2024 to host cable landing stations on the UH West Oahu campus, a deal years in the making that positions the university as a literal landing point for transpacific infrastructure rather than just a policy voice. Access the transcript and a searchable content archive at the Cool Vector Substack: https://open.substack.com/pub/coolvector/p/in-hawaii-digital-infrastructure?r=4tjd55&utm_campaign=post-expanded-share&utm_medium=web #digitalinfrastructure #datacenter #coolvector #hawaii #telecom

    5 min

  2. HACE 1 DÍA

    Hawaii Studies Mainland Data Center Trends to 'Stay Ahead of the Curve'

    Rosa White, CFO and Co-founder of DR Fortress, Hawaii’s largest data center company, says Hawaii's position as a tier-three market allows her company to see what unfolds on the mainland and globally first. DR Fortress owns a 65,000-square-foot data center in Honolulu, and is now pursuing a three-megawatt expansion, paced deliberately to stay one step ahead of incoming demand from the hyperscalers and AI providers that are increasingly eyeing Hawaii as an edge market. Access the transcript and a searchable archive of content on the Cool Vector Substack: https://open.substack.com/pub/coolvector/p/hawaii-studies-mainland-trends-to?r=4tjd55&utm_campaign=post-expanded-share&utm_medium=web #digitalinfrastructure #datacenter #hawaii

    4 min

  3. HACE 2 DÍAS

    Bullish About the Tier-Two Data Center Opportunity

    Demand for co-location from local enterprises remains strong in second-tier US cities, says Kevin Bostik, CFO of DartPoints, in an interview with Cool Vector. Speaking on the sidelines of the 2026 Pacific Telecommunications Council, Bostik says smaller cities will remain in play as enterprise customers need to push workloads closer to the edge. Bostik also describes the unique role that a CFO plays at a digital infrastructure company in securing the best capital structures with the right partners up front, given the typically large capital commitments required at the outset of a development.  Access the transcript and a searchable content archive at the Cool Vector Substack: https://coolvector.substack.com/p/71975fd8-113f-40a6-9fde-02834b1067e2?postPreview=paid&updated=2026-05-17T22%3A42%3A42.654Z&audience=everyone&free_preview=false&freemail=true #digitalinfrastructure #datacenter #coolvector #coolvector

    4 min

  4. 12 MAY

    Oracle's '300 Miles Per Hour' AI Tailwind

    From his vantage point advising 15,000 Oracle enterprise customers, Scott Charter sees AI being rapidly integrated into the operating systems of modern business. Speaking on the sidelines of the DCD New York event in March, Charter, Director of AI Strategy for North America at Oracle, tells Cool Vector how AI is reshaping everything from hiring and benefits management to quarterly financial closes — and believes the demand curve has no ceiling. "I remind you: today's AI is the worst AI you'll ever see,” Charter tells Cool Vector. “A month from now, two months from now, a year from now, it will be dramatically different. We are only anticipating where our new growth will come from. I look back to my customer base and I use a baseball metaphor — right now, most enterprises are not turning on true inferencing engines inside of their companies. We're not in the top of the first inning of that metaphorical ball game. We're all still looking for parking." Key takeaways from Scott Charter’s Cool Vector interview: • Oracle has rapidly scaled from traditional cloud infrastructure to AI factories, exemplified by expanding from 131,000 to 800,000 GPUs in a single cluster. • Corporate AI adoption is evolving from author-and-answer tools toward agentic workflows that can compress multi-week business processes into days. • Charter sees compute costs trending toward near-zero, which he expects to unlock an era of abundance where AI applications expand far beyond what cost-justification currently allows. Access the transcript and a searchable content archive at the Cool Vector Substack: https://coolvector.substack.com/ #datacenter #digitalinfrastructure #ai #coolvector #oracle

    8 min

  5. 5 MAY

    Sustainability in Data Centers is Seeing Short-Term Setbacks

    A widening gap is developing between the data center industry's stated sustainability ambitions and the harsh operational reality of an AI-driven power grab, say four digital infrastructure veterans. This episode of Cool Vector includes commentary from Miranda Gardiner, Executive Director of the iMasons Climate Accord, Wannie Park, CEO of PADO (an LG Nova-backed company), Nabeel Mahmood, data center executive and Co-Founder of Nomad Futurist and Phillip Koblence, data center executive and Co-Founder of Nomad Futurist. The conversation is moderated by host David Snow. The challenge facing the digital infrastructure industry and its stated quest to become low-carbon is summed up by a sentiment Koblence says is being expressed behind closed doors: "Get me power now - I don't care how it's made." Gardiner's organization, iMasons Climate Accord, is a nonprofit industry initiative — born out of the Infrastructure Masons trade association — that brings together over a hundred digital infrastructure companies to collaborate on reducing Scope 3 emissions across materials, equipment, power, and increasingly water. PADO is a company born out of LG Nova that helps data centers more efficiently use power.  Among the key takeaways from this Cool Vector conversation: • The AI buildout has created such acute power demand that operators are quietly abandoning near-term sustainability commitments for natural gas bridge solutions. • Water sustainability in data centers is a growing concern. Water consumption driven by evaporative cooling is now triggering permit rejections and community opposition in water-stressed regions, and hyperscalers like Google, Microsoft, and Amazon have all disclosed that their water usage increased significantly during the AI scaling surge — in some cases reversing years of efficiency gains. • Inefficient data centers are "emissions machines." With average server utilization rates historically in the 10–20% range, the industry's fastest near-term sustainability lever may not be cleaner power at all, but doing far more with the power already being consumed — which is exactly the workload optimization and right-sizing agenda Nabeel Mahmood is pushing. • Community acceptance has become a hard constraint on data center development. The sector has spent years optimizing internal metrics like PUE and WUE while failing to build the public legitimacy it now needs to keep growing — and as local governments increasingly block permits over electricity bills, water fears, and skepticism about promised benefits, that communications gap is becoming a business risk. Access the transcript and a searchable content archive at the Cool Vector Substack: https://coolvector.substack.com/p/sustainability-in-data-centers-is #datacenter #sustainability #energy

    20 min

  6. 5 MAY

    MIT Grads Build 'S&P 500, But For Compute'

    Two recent MIT graduations have launched “the S&P 500 for compute” in order to allow digital infrastructure market participants to better hedge against price fluctuations.  Having graduated last year, Kush Bavaria, Co-Founder and CEO, and Wayne Nelms, Co-Founder and CTO, launched ORNN as an index fund for components necessary for compute fed into the infrastructure. Nelms spoke with Cool Vector on the sidelines of the DCD New York event in March.  “If compute costs drop too much, [vendors] go underwater,” Nelms told Cool Vector. “So they sell futures. And then enterprises, if compute costs rise too much, they pay a lot in cost. So they want to put a ceiling, so they buy futures.” Among the key takeaways from Nelms’ Cool Vector interview: • Compute is a financeable asset class. Ornn has built the first futures market for GPU compute — the Ornn Compute Index (OCPI), listed on Bloomberg — giving data center operators and enterprises a mechanism to hedge cost exposure the way commodity markets hedge oil or grain. • Residual value guarantees unlock better debt financing. By committing to buy back GPU hardware at a fixed percentage of cost after three years, Ornn gives lenders confidence that collateral won’t depreciate to zero, which directly lowers borrowing costs for data center operators. • The index is a leading indicator, not a lagging one. Ornn’s data reacts to supply chain shocks — export restrictions, wafer shortages, geopolitical news — before headlines break, making OCPI a meaningful alternative data source for hedge funds and asset managers. • Capacity constraints, not demand, are the binding limit on digital infrastructure growth. Every conversation Wayne has in the market returns to the same refrain: builders want to move now but can’t get power, land, or GPUs — and until that supply gap closes, the tailwind for the entire sector remains intact. Access the full transcript and an archive of searchable content on the Cool Vector Substack: https://coolvector.substack.com/p/mit-grads-build-s-and-p-500-but-for #datacenter #MIT #indexfunds

    7 min

  7. 24 ABR

    In the Digital Infrastructure Deal Market, 'Most of 2026 is Spoken For'

    Suffice it to say that Richard Lukaj has been busy - the Co-Founder of digital-infrastructure focused investment bank Bank Street has advised on a torrent of transcations accross data centers and fiber networks, and says the deal pace and complexity is such that "most of 2026 is spoken for." Speaking at a Bank Street networking event in Honolulu, Hawaii, during PTC 2026, Lukaj shares with Cool Vector a number of market insights, including these key takeaways: Digital infrastructure laggards will be absorbed by stronger players: "There will be folks who drive into what is currently an enthusiastic arena and then find the category pivots in a way they didn't anticipate. Others may not succeed at all and will likely, in many cases, be absorbed by some of the more successful players." Real estate and retail capital are flooding into digital infrastructure, broadening the investor base beyond its private equity origins: "We're seeing much more active participation from the real estate community, as folks are thinking about data centers and parts of the fiber market as a good substitute for some of their commercial real estate allocations. And then one of the most interesting recent headlines is watching the role of the retail market coming into the infrastructure space." AI will drive meaningful differentiation among digital infrastructure services companies, separating those that integrate it from those that don't: "I think AI is going to become integrated into a number of the services companies in these categories in ways that are going to cause some real differentiation among the players." Access the transcript and a searchable content archive at Cool Vector Podcast: https://coolvector.substack.com/p/in-the-digital-infrastructure-deal #coolvector #datacenter #digitalinfrastructure #investmentbanking

    11 min

  8. 20 ABR

    Hydrogen Will Fuel the First Zero-Emission Gigawatt Data Center

    Is a zero-emission, gigawatt data center possible? The CEO of EdgeCloudLink says yes, but only if developers are capable of substituting hydrogen for natural gas as a source of energy. Speaking on the sidelines of the DCD New York event in March, Bachar tells Cool Vector his company already runs a zero-emission data center in Mountain View, California. The success gave ECL and partners the ambition to aim for a gigawatt project in Texas. Bachar estimates pipeline hydrogen runs at roughly six to seven cents per kilowatt hour, on par with natural gas, making the economics more competitive than widely assumed. Key takeaways from Bachar’s interview: Modular data centers are the only way to keep pace with GPU generation cycles. “Whatever we design right now to be delivered in 2028 is going to be too late — that’s three generations of Nvidia in the process,” says Bachar. Hydrogen-powered data centers produce zero emissions and zero water waste by closing the loop between generation and cooling. Speed to deployment has completely eclipsed sustainability as the primary purchase driver. Says Bachar: “The king is time to token, and people are willing to compromise on sustainability.” A hydrogen-based gigawatt AI factory is achievable in three years from a committed customer. Access the transcript and a searchable content archive at the Cool Vector Substack: https://coolvector.substack.com/p/hydrogen-will-fuel-the-first-zero #coolvector #datacenter #digitalinfrastructure

    10 min
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Cool Vector covers the rise of data centers and the digital infrastructure investment asset class. Through interviews and panel discussion with leaders in operations, capital, energy, real estate and technology, Cool Vector offers in-depth, lively conversations with the entire ecosystem of the booming digital infrastructure world. Cool Vector is produced by financial journalist David Snow in partnership with long-time data center operators Phillip Koblence and Nabeel Mahmood.  Full episodes of Cool Vector live on Apple Podcasts and other podcast channels, and video clips are shared on LinkedIn, TikTok and Instagram. The Cool Vector video-podcast homepage is here: https://coolvectormedia.com/ Socials: LinkedIn linkedin.com/company/cool-vector-media/posts/?feedView=all Instagram instagram.com/coolvectormedia TikTok tiktok.com/@coolvectormedia?is_from_webapp=1&sender_device=pc Spotify podcasters.spotify.com/pod/show/elatromme Website coolvectormedia.com

Información

  • Creador
    david95a
  • Años de actividad
    2024 - 2026
  • Episodios
    51
  • Clasificación
    Apto
  • Copyright
    © Copyright 2024 All rights reserved.
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    Cool Vector

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