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  4. Crusoe debuts modular data center unit for AI
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Hardware & Compute

Crusoe debuts modular data center unit for AI

Data Center Knowledge: Modular AI Data Centers Gain Ground as Crusoe Debuts Unit

Crusoe's 3.5 MW Spark Liquid unit highlights how factory-built, modular data centers are becoming a faster path to AI capacity at scale.

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Modular, factory-built data centers are emerging as a solution to the power and construction delays that slow conventional AI data center builds. A company has introduced a sixth-generation modular unit designed to support up to 3.5 MW of compute capacity using direct liquid cooling technology, which pulls heat away more efficiently than air cooling at the high power densities required for advanced GPU racks. The approach addresses three converging constraints: power availability, predictable delivery timelines, and speed to deployment, with factory-built units potentially coming online in as much as a few months from a ready site compared to the years required for large grid interconnects. A major chip manufacturer has standardized on modular design through a partner program, reinforcing this approach as the industry standard for scaling AI infrastructure.

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Hardware & ComputeOpen story →

Data centers lost the midterms

Data center developers are poised to face a more restrictive building environment after voters across the country voted in candidates who favor moratoriums and ballot measures that put more obstacles on their expansion, delivering a stinging blow to a central pillar of the AI industry. Of voters polled by NBC News on Election Day, 76 percent said they opposed data centers in their communities. Dozens of local communities voted directly to restrict development through ballot mea

Also reported by Wired AI

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Broadcom TPU compute shipments doubled from Q2 to Q3 2026, reaching 2 million H100-equivalents

Broadcom’s shipments of TPU by unit volume increased by about 65% quarter over quarter to roughly 800,000 chips, while compute output doubled, driven by a shift to more powerful chips.

Hardware & ComputeOpen story →

Elon Is Doing It Again: SpaceX Will Be The World’s Biggest AI Cloud

We wrote at length about how SpaceX’s plans for 10GW in 2027 was feasible, paving the way for +300b+ ARR. We received a lot of pushback from folks calling it impossible. Now, just two months later, we’re already seeing 3.6GW under construction across multiple sites, both existing and new. SpaceX has even revised its estimate up to ~13GW in 2027. This would be the largest amount of datacenter capacity ever built by any one company in that timeframe, roughly equivalent to all of Google

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Data centers are turning to old jet engines as the wait for power grows

The years-long wait for access to the grid and new turbines is causing data center builders to turn to an unusual, less efficient and less environmentally friendly solution: once-discarded jet engines.

Hardware & ComputeOpen story →

Ukraine’s drone strikes spur hasty Russian plans for underground data centers

Russian tech companies are scrambling to harden and hide their data centers underground after Ukrainian drone strikes damaged facilities housing AI supercomputers and disrupted cloud services for millions of Russian users. Meanwhile, the Kremlin is requiring data center owners to reserve computing capacity for emergency state needs and has even authorized possible use of foreign data centers. These consequences of Russia's war against Ukraine come as the Russian military has bombarded Ukrainian

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AI’s Expansion Hits the Limits of Local Power

Power shortages and local opposition are delaying data center projects, making AI expansion harder, costlier, and more dependent on scarce grid access.