The Data Center Frontier Show

By: Endeavor Business Media
  • Summary

  • Data Center Frontier’s editors are your guide to how next-generation technologies are changing our world, and the critical role the data center industry plays in creating our extraordinary future.
    Copyright Data Center Frontier LLC © 2019
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Episodes
  • Data Center 'GPU as a Service' Stakes and Opportunities with Cologix and Consensus Core
    Nov 19 2024
    For this episode of the DCF Show podcast, DCF Editor in Chief Matt Vincent spoke with Callum Morrison, Account Director of Cologix; and Wayne Lloyd, CEO of Consensus Core. A new collaboration announced in August 20024 between Consensus Core and Cologix launches the first NVIDIA-powered GPU as a Service (GPUaaS) in the Montreal market, making Cologix’s MTL10 data center the inaugural hub for high-performance AI workloads in Montreal. During the interview, we discuss: • What GPU-as-a-Service (GPUaaS) is and why it’s so valuable to businesses looking to leverage AI. • Why connectivity and interconnection are critical to support AI applications. • How Canada’s AI initiative is driving growth and adoption of AI. • The two companies' vision for the future of AI-ready data centers in Canada Cologix is the largest data center provider in Montréal with 12 facilities and has a Canadian interconnection ecosystem of 350 networks, 200+ cloud providers, 15 public cloud onramps and three internet exchanges. Cologix, who bills itself as one of the "leading network-neutral interconnection and hyperscale edge data center" companies in North America, announced the collaboration with Consensus Core, an AI cloud service provider, to support the needs of AI technologies at its MTL10 ScalelogixSM data center in Montréal, Canada. The collaboration enables Consensus Core to launch a new, NVIDIA-powered GPU-as-a-Service (GPUaaS) in the Canadian market and transforms MTL10 into a hub for its high-performance AI workloads. “As a registered member of the NVIDIA Partner Network, Consensus Core will supercharge AI in Canada,” said Consensus Core CEO Lloyd, who is also a company co-founder. “Implementing AI in data centers with the powerful NVIDIA accelerated computing platform requires a specialized approach. We have selected Cologix to address this need. As a Canadian company, we sought a partner offering colocation services for GPUs for both Canadian and international clients. Cologix’s hyperscale and highly interconnected data centers enable us to densify and scale our services to meet customer demands efficiently.” Unlike general cloud services that use general-purpose platforms for a wide range of applications, GPUaaS provides specialized, high-performance computing for specific AI tasks. This benefits companies that want to start doing AI workloads because instead of buying and maintaining their own physical servers and hardware, they can get access to NVIDIA accelerated computing on a per-hour basis from companies like Consensus Core. This means less downtime waiting for delivery and easy-to-use tools to deliver business results faster. Background In October 2024, Cologix announced capital raises of $1.5 billion USD to fuel its next stage of strategic growth by accelerating expansion of AI-ready data centers across key North American markets. Cologix plans to use the capital to support the ongoing build out of large-scale campuses in its core markets, including Ashburn, Columbus and Montréal, as well as to begin new builds on recently acquired land in Columbus, Des Moines and Vancouver. Upon full build out, all of the operator's planned data center construction can support over 650 critical megawatts (MW) of sellable capacity. The infusion of capital received strong investor demand, underscoring investor confidence in Cologix’s proven business model, growth potential and ability to execute on its strategic initiatives. The capital raises include a $1.0 billion USD revolving multi-asset development debt facility and an additional $500 million USD in equity from both new and existing investors. The debt facility is structured to provide Cologix with the flexibility to add new sites over time, offering quick access to capital to fund development projects as needed. Both the debt and equity raises received strong investor demand and were oversubscribed, underscoring their confidence in Cologix’s proven business model, growth potential and ability to execute on its strategic initiatives. "This is a significant milestone for Cologix and demonstrates the continued trust of our investors, both new and existing," said Scott Schneider, CFO of Cologix. "The combination of debt and equity financing provides us with the flexibility and capital to keep pace with the growing demand for digital infrastructure, particularly as AI, hybrid cloud and interconnection requirements expand. This financing ensures we can continue to scale and deliver on our customers’ needs in a dynamic market." The $1.5 billion USD in financing announced in October followed the company’s successful $1.13 billion USD and $1.07 billion CAD asset-backed securitizations since 2021, as well as a $3.0 billion USD equity recapitalization in 2022, all of which added to positioning Cologix for sustained growth. Deployment NVIDIA's H100 Tensor Core GPU-accelerated clusters will power Consensus Core’s GPUaaS operated in ...
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    27 mins
  • Podcast: Nomads at the Frontier, Ep. 3 - Data Center Dynamics' DCD Connect Virginia
    Nov 14 2024

    As Infrastructure Masons (iMasons) CEO Santiago Suinaga noted, the sold-out DCD Connect Virginia event in Leesburg on Nov. 6-7 was a standing-room only affair, reflecting the region's huge interest in the data center industry, in a conference which year-over-year "does not disappoint," in the words of International Data Center Authority Chief Certification Officer Mark Gusakov. Both men are key advisors to the Nomad Futurist Foundation.

    Nomad Futurist is a 501(c)(3) non-profit organization established, per its mission statement, "to demystify the world of digital infrastructure and the related technologies that impact every aspect of our daily lives." Committed to educating youth in underprivileged communities, promoting diversity and inclusion, and opening up opportunities for growth and new career paths, the group says its "primary focus is to empower and inspire younger generations through exposure to the underlying technologies that power our digital world."

    Nomad Futurist is known for appointing individuals throughout the data center industry to its ranks of Ambassadors and Advisors, who work to promote the organization's ethos and goals in their professional spheres. The group's members are a pervasive presence in the data center sector, to be found in attendance and presenting at most industry events in the U.S. and abroad. The purpose of the Data Center Frontier/Nomad Futurist: Field Report series -- aka "Nomads at the Frontier" -- is therefore to gather recurring industry insight, expertise and commentary from Nomad Futurist leaders and ambassadors, firsthand and in the field, as they participate in these events.

    During this impromptu podcast discussion, as recorded on-site at Leesburg's Landsdowne Resort Convention Center, Santiago discusses key topics from the event's iMasons Member Summit, including education programs and community concerns. He highlights challenges as cited from the iMasons State of the Industry report, such as power, talent access, and sustainability planning.

    For his part, drawing on perspective gained from his ongoing travels around the industry, Mark emphasizes the need for standardization and correcting misconceptions about the data center industry, while urging professionals to act as ambassadors to improve public understanding as the industry grows its vital workforce and sustainability stakes.

    Santiago concurs with the pivotal need to increase data center awareness and bring more people into the industry. Mark concludes with some vibe check remarks, taking the temperature of Datacenter Dynamics' annual confab in the world's largest data center market.

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    12 mins
  • Seizing Massive Growth Amidst Limited Supply, Power and Talent
    Nov 14 2024

    Demand for data centers has never been higher. In our latest episode, we dive deep into the exploding world of data centers together with JLL's head of Data Center Research and Strategy for the Americas, Andrew Batson. According to JLL’s U.S. Data Center Report, the first half of 2024 shattered all records, but, what does this mean for you?

    We explore how these facilities have become the foundation of modern society and why securing land, power, and talent is more crucial than ever. How is the industry coping with limited supply in the face of insatiable demand?

    We'll reveal shocking statistics about the U.S. colocation market's growth and the unbelievably low vacancy rates. Plus, we'll uncover the massive impact of AI on the data center landscape, with investments skyrocketing into the hundreds of billions. We'll discuss the ongoing struggle to find and keep skilled workers in this rapidly expanding field. And while the U.S. power grid seems stable for now, what issues could threaten the industry's future?

    Join us as we unpack the complexities of the data center boom and explore what it means for the future of our digital economy.

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    17 mins

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