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. 4d ago

    Scott Bergs, CEO of Kirkwood IG: Fiber and the AI Data Center Buildout

    As AI data centers follow available power into new markets, network infrastructure is moving much earlier into the site selection process. In this episode of the Data Center Frontier Show, DCF Editor-in-Chief Matt Vincent speaks with Scott Bergs, CEO of Kirkwood Infrastructure Group, about how hyperscale and high-density compute are changing the physical network requirements behind data center development. For years, fiber could often be addressed after land and power were secured. Bergs says that model is breaking down. Hyperscale and neo-cloud campuses increasingly require multiple physically diverse, high-capacity, low-latency network paths — infrastructure that may be difficult or impossible to add late in the development cycle. That means connectivity planning now has to begin alongside power, roads, permitting and other site infrastructure, sometimes before the ultimate tenant is even known. Bergs also explains the evolution of Kirkwood Infrastructure Group from the team behind DF&I, which built dark fiber infrastructure across Northern Virginia and Maryland. Kirkwood is now expanding across the Southeast and into the Midwest as large data center campuses move into markets where power may be available but communications infrastructure remains relatively thin. The conversation gets into the physical implications of that expansion. Bergs describes customer demand progressing from lit services to dark fiber, then dedicated cables and increasingly dedicated conduit capacity. High-density applications are driving fiber counts from 864 fibers to as many as 6,912 per cable, while conduit itself is becoming a strategic asset for security, routing control and future network expansion. Vincent and Bergs also discuss hollow-core fiber, including its potential latency advantages and the engineering tradeoffs posed by its larger form factor and different implementation requirements. Bergs’ larger point: network developers need to build enough physical pathway capacity today to accommodate whatever fiber technology becomes dominant tomorrow. The episode also examines several emerging infrastructure bottlenecks, including rights-of-way, permitting pressure on agencies such as the U.S. Army Corps of Engineers and transportation departments, and growing strain on the fiber manufacturing supply chain. Perhaps the clearest indication of how much the network map is changing comes from inter-campus connectivity. Bergs says links that once might have stretched two to 30 miles can now extend 250 miles or more. “What might have traditionally been thought of as a long-haul segment or path for us is just another inter-campus connectivity corridor,” he says. The conversation closes with another increasingly important part of infrastructure development: community acceptance. Bergs argues that early, factual engagement is becoming as important as early engineering. “It’s very difficult to fight emotion with facts,” he says. “But you can sometimes prevent negative emotion with positive facts if they’re presented first.” Listen to the full conversation for a detailed look at how power, fiber, conduit, permitting and community engagement are converging in the next generation of AI data center development.

  2. Sep 8

    AI Puts Fiber on the Critical Path

    AI Infrastructure’s New Site Selection Equation: Power, Fiber and Permitting AI data center development may begin with power, but it increasingly depends on whether connectivity can be built at the same scale and on the same schedule. In this episode of the Data Center Frontier Show, Matt Vincent, Editor-in-Chief of Data Center Frontier, speaks with Jeff Wabik, CTO of DC Blox, about how AI infrastructure is changing the relationship between data center development and fiber networks. Wabik explains how DC Blox’s site-selection strategy has evolved over the past decade—from finding “dirt close to eyeballs,” to securing more land, to chasing available power, and now to evaluating whether massive, diverse fiber routes can be constructed alongside new campuses. The conversation explores: Why 864-count fiber is now among the smallest deployments DC Blox commonly sees How hyperscalers are becoming major builders of terrestrial and subsea network infrastructure Why new conduit systems may include 10 to 14 ducts from the outset How fiber permitting can take 12 to 18 months and influence routing decisions Why DC Blox may route around jurisdictions with histories of permitting delays Fiber lead times stretching to 70–80 weeks for large-count cable Skilled-trades and operations workforce shortages Why community engagement around water, noise, environmental impacts and tax benefits is moving much earlier in the development process Wabik describes the current AI infrastructure buildout as “beautiful insanity”—an era in which power, connectivity, permits, equipment, labor and community acceptance increasingly have to come together at the same time. “A data center without connectivity is an expensive warehouse.” Listen to the full conversation for a ground-level look at how fiber is becoming part of the critical path for AI data center development.

  3. Sep 1

    DCF Trends Summit: Dynamic Lifecycle Innovations and the AI Hardware Exit

    The AI infrastructure race is largely about getting more computing into data centers faster. But increasingly, operators also need a plan for getting yesterday’s hardware back out while it still has value. In this episode of the Data Center Frontier Show, recorded live at the third annual DCF Trends Summit in Reston, Virginia, DCF Contributing Editor Doug Black speaks with Josh Humm, Data Center Solutions Manager at Dynamic Lifecycle Innovations, about how accelerated AI hardware cycles are changing IT asset disposition, or ITAD. Humm says traditional enterprise infrastructure might remain in service for three to five years. Newer GPU systems, by comparison, can face refresh cycles of just 18 to 24 months. That compressed timeline is colliding with another AI-era reality: the equipment itself is getting heavier, more specialized and more difficult to remove. AI systems can include liquid-cooling manifolds, proprietary configurations and units weighing 5,000 to 6,000 pounds, requiring specialized rigging and decommissioning procedures. At the same time, valuable processors, memory, storage and networking components can depreciate quickly once equipment is taken offline. “The faster we can get the materials out of your building, the more it’s worth, the more we can return to your program,” Humm says. The result, he argues, is that ITAD should become part of lifecycle planning rather than something operators begin thinking about only when hardware reaches end of life. The conversation examines how operators can design decommissioning workflows into facility operations, maintain defensible chains of custody, securely destroy data and determine whether retired equipment should be resold whole, harvested for components or recycled. Humm also discusses the risks created by vendor handoffs across onsite decommissioning, transportation, processing, remarketing and recycling. He recommends scrutinizing providers for data-security and environmental certifications, downstream transparency and the ability to scale as AI refresh projects grow larger. The economics can be substantial. Humm describes a recent project involving an approximately 8- to 10-MW enterprise data center in Colorado whose owner was migrating from on-premises infrastructure to the cloud. Dynamic removed racks and equipment, wiped hard drives onsite and shredded drives that could not be successfully sanitized. After roughly three months, Humm says the project returned more than $17 million net to the customer — about $15 million more than expected. That outcome highlights a larger issue emerging around AI infrastructure: decommissioning is not necessarily just a disposal cost. In a strong secondary market for memory, processors and other components, disciplined asset disposition can return capital to the next hardware cycle. Black and Humm close with two questions operators should ask prospective ITAD partners before a major refresh begins: Can I trust you? And can you scale with me? As GPU infrastructure turns over faster, those questions are likely to become a much larger part of data center operations.

  4. Aug 11

    The Next Data Center Constraint: Trust

    Community acceptance may be emerging as one of the most consequential constraints on data center growth. On this episode of the Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Buddy Rizer, Executive Director of Loudoun County Economic Development, and Adam Waitkunas, founder of Milldam Public Relations, about the rising political and community resistance confronting data center development — and what the industry needs to do differently. After two decades working with the world’s largest data center market, Rizer said the current level of opposition is unlike anything he has seen before. “The pushback is universal,” he said. “The talking points are fairly standard from community to community, and it has really become next to impossible to do business.” Rizer believes the industry’s next major constraint may no longer be purely physical. “We thought it was going to be power, but it may be community acceptance and political durability.” The discussion examines how distrust can overwhelm even strong factual arguments. Rizer noted that Loudoun County’s more than 250 data centers collectively use less than 10% of its water system and have generated enormous tax benefits, yet those figures increasingly struggle to break through. “You can’t change how people think until you change how they feel,” Rizer said. Waitkunas argues that developers need to begin community engagement much earlier and give residents a meaningful role in shaping Community Benefit Agreements. Those agreements should go beyond financial contributions to schools, parks or community programs and include operating commitments involving issues such as noise, traffic and other local impacts. Rizer agreed that simply complying with regulations no longer demonstrates partnership. “When the noise ordinance says 55 and they come in at 54.5, that to me, that’s not partnership.” The guests also discuss industry “unforced errors,” perceptions of secrecy surrounding anonymous LLCs and project filings, the growing influence of organized opposition groups, and the risk of companies waiting until a moratorium is already underway before attempting serious community outreach. For Rizer, developers increasingly need to manage two distinct measures of success. “Economic success and community trust are two different balance sheets,” he said. “Industry has to invest in both.” The conversation also explores the role of local governments, particularly smaller communities encountering hyperscale development for the first time; the value of bringing officials and residents through operating facilities that resemble what is actually being proposed; and whether the data center industry ultimately needs a formal standard for community engagement. Both guests expect conditions to become more difficult before they improve. Waitkunas anticipates more moratoriums without significant changes in industry behavior, while Rizer warned that data centers could increasingly become central issues in local political campaigns. “AI hasn’t really created this conversation,” Rizer said, “but it definitely has put it on fast forward.” The central question for the industry is increasingly straightforward: not whether data centers have impacts, but whether developers can understand those impacts, mitigate them, communicate them honestly and build enough community trust to sustain the infrastructure expansion now underway.

  5. Jul 28

    AI Clusters and the New Economics of Data Center Optics

    Optics is no longer a supporting accessory in the data center network. As AI infrastructure advances from 400G and 800G toward 1.6-terabit connectivity, optical components are consuming a larger share of network cost, power and operational risk. In this episode of the Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Bill Gartner, Senior Vice President and General Manager of Cisco’s Optical Systems and Optics business, about how AI is changing the strategic role of optics. Gartner explains that optics represented roughly 10% of a network port’s bill of materials at 10G. At 400G and above, the optics can cost more than the switch port itself. Reliability has also become critical: A single unstable link can force GPUs operating in parallel to stop, return to a checkpoint and restart. According to data Cisco has seen from hyperscale customers, link flaps can reduce GPU infrastructure efficiency by as much as 40%. The conversation maps the AI network across three distinct tiers: Scale-up: Connections within the rack, carrying approximately 500 times the bandwidth of a traditional WAN environment. Scale-out: Connections between racks, commonly using 400G and 800G pluggable optics. Scale-across: Coherent optical connections between data centers as AI clusters expand beyond the power limits of a single facility. Gartner also discusses Cisco’s 1.6T roadmap, routed optical networking, coherent pluggable optics and the emerging debate around co-packaged and near-packaged optics. These architectures promise lower power consumption and greater density, but introduce new questions involving interoperability, replacement and operational resilience. Looking ahead, Gartner emphasizes that optics is not constraining AI network growth. It is enabling clusters to scale across racks, campuses and geographically distributed data centers, while the coming inference wave shifts the industry’s focus toward cost and power efficiency.

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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