The US currently leads in AI hardware and software, but China’s DeepSeek and Huawei continue to push advanced chips, India has announced an indigenous GPU program targeting production by 2029, and policy shifts in Washington are reshaping the playing field. In Q2, the rollback of export restrictions allowed US companies like Nvidia and AMD to strike multibillion-dollar deals in Saudi Arabia.  JPR categorizes vendors into five segments: IoT (ultra-low-power inference in microcontrollers or small SoCs); Edge (on-device or near-device inference in 1–100W range, used outside data centers); Automotive (distinct enough to break out from Edge); data center training; and data center inference. There is some overlap between segments as many vendors play in multiple segments. Of the five categories, inference has the most startups with 90. Peddie says the inference application list is “humongous,” with everything from wearable health monitors to smart vehicle sensor arrays, to personal items in the home, and every imaginable machine in every imaginable manufacturing and production line, plus robotic box movers and surgeons.  Inference also offers the most versatility. “Smart devices” in the past, like washing machines or coffee makers, could do basically one thing and couldn’t adapt to any changes. “Inference-based systems will be able to duck and weave, adjust in real time, and find alternative solutions, quickly,” said Peddie. Peddie said despite his apparent cynicism, this is an exciting time. “There are really novel ideas being tried like analog neuron processors, and in-memory processors,” he said.

Each month Data Center Frontier, in partnership with Pkaza, posts some of the hottest data center career opportunities in the market. Here’s a look at some of the latest data center jobs posted on the Data Center Frontier jobs board, powered by Pkaza Critical Facilities Recruiting. Looking for Data Center Candidates? Check out Pkaza’s Active Candidate / Featured Candidate Hotlist (and coming soon free Data Center Intern listing). Data Center Critical Facility Manager Impact, TX There position is also available in: Cheyenne, WY; Ashburn, VA or Manassas, VA. This opportunity is working directly with a leading mission-critical data center developer / wholesaler / colo provider. This firm provides data center solutions custom-fit to the requirements of their client’s mission-critical operational facilities. They provide reliability of mission-critical facilities for many of the world’s largest organizations (enterprise and hyperscale customers). This career-growth minded opportunity offers exciting projects with leading-edge technology and innovation as well as competitive salaries and benefits. Electrical Commissioning Engineer New Albany, OH This traveling position is also available in: Richmond, VA; Ashburn, VA; Charlotte, NC; Atlanta, GA; Hampton, GA; Fayetteville, GA; Cedar Rapids, IA; Phoenix, AZ; Dallas, TX or Chicago, IL. *** ALSO looking for a LEAD EE and ME CxA Agents and CxA PMs. *** Our client is an engineering design and commissioning company that has a national footprint and specializes in MEP critical facilities design. They provide design, commissioning, consulting and management expertise in the critical facilities space. They have a mindset to provide reliability, energy efficiency, sustainable design and LEED expertise when providing these consulting services for enterprise, colocation and hyperscale companies. This career-growth minded opportunity offers exciting projects with leading-edge technology and innovation as well as competitive salaries and benefits.  Data Center Engineering Design ManagerAshburn, VA This opportunity is working directly with a leading mission-critical data center developer /

As artificial intelligence workloads drive unprecedented compute density, the U.S. data center industry faces a formidable challenge: modernizing aging facilities that were never designed to support today’s high-density AI servers. In a recent Data Center Frontier podcast, Steven Carlini, Vice President of Innovation and Data Centers at Schneider Electric, shared his insights on how operators are confronting these transformative pressures. “Many of these data centers were built with the expectation they would go through three, four, five IT refresh cycles,” Carlini explains. “Back then, growth in rack density was moderate. Facilities were designed for 10, 12 kilowatts per rack. Now with systems like Nvidia’s Blackwell, we’re seeing 132 kilowatts per rack, and each rack can weigh 5,000 pounds.” The implications are seismic. Legacy racks, floor layouts, power distribution systems, and cooling infrastructure were simply not engineered for such extreme densities. “With densification, a lot of the power distribution, cooling systems, even the rack systems — the new servers don’t fit in those racks. You need more room behind the racks for power and cooling. Almost everything needs to be changed,” Carlini notes. For operators, the first questions are inevitably about power availability. At 132 kilowatts per rack, even a single cluster can challenge the limits of older infrastructure. Many facilities are conducting rigorous evaluations to decide whether retrofitting is feasible or whether building new sites is the more practical solution. Carlini adds, “You may have transformers spaced every hundred yards, twenty of them. Now, one larger transformer can replace that footprint, and power distribution units feed busways that supply each accelerated compute rack. The scale and complexity are unlike anything we’ve seen before.” Safety considerations also intensify with these densifications. “At 132 kilowatts, maintenance is still feasible,” Carlini says, “but as voltages rise, data centers are moving toward environments where

Inside the Hermes Reactor Design Kairos Power’s Hermes reactor is based on its KP-FHR architecture — short for fluoride salt–cooled, high-temperature reactor. Unlike conventional water-cooled reactors, Hermes uses a molten salt mixture called FLiBe (lithium fluoride and beryllium fluoride) as a coolant. Because FLiBe operates at atmospheric pressure, the design eliminates the risk of high-pressure ruptures and allows for inherently safer operation. Fuel for Hermes comes in the form of TRISO particles rather than traditional enriched uranium fuel rods. Each TRISO particle is encapsulated within ceramic layers that function like miniature containment vessels. These particles can withstand temperatures above 1,600 °C — far beyond the reactor’s normal operating range of about 700 °C. In combination with the salt coolant, Hermes achieves outlet temperatures between 650–750 °C, enabling efficient power generation and potential industrial applications such as hydrogen production. Because the salt coolant is chemically stable and requires no pressurization, the reactor can shut down and dissipate heat passively, without external power or operator intervention. This passive safety profile differentiates Hermes from traditional light-water reactors and reflects the Generation IV industry focus on safer, modular designs. From Hermes-1 to Hermes-2: Iterative Nuclear Development The first step in Kairos’ roadmap is Hermes-1, a 35 MW thermal demonstration reactor now under construction at TVA’s Clinch River site under a 2023 NRC license. Hermes-1 is not designed to generate electricity but will validate reactor physics, fuel handling, licensing strategies, and construction techniques. Building on that experience, Hermes-2 will be a 50 MW electric reactor connected to TVA’s grid, with operations targeted for 2030. Under the agreement, TVA will purchase electricity from Hermes-2 and supply it to Google’s data centers in Tennessee and Alabama. Kairos describes its development philosophy as “iterative,” scaling incrementally rather than attempting to deploy large fleets of units at once. By

Whenever behemoth chipmaker NVIDIA announces its quarterly earnings, those results can have a massive influence on the stock market and its position as a key indicator for the AI industry. After all, NVIDIA is the most valuable publicly traded company in the world, valued at $4.24 trillion—ahead of Microsoft ($3.74 trillion), Apple ($3.41 trillion), Alphabet, the parent company of Google ($2.57 trillion), and Amazon ($2.44 trillion). Due to its explosive growth in recent years, a single NVIDIA earnings report can move the entire market. So, when NVIDIA leaders announced during their August 27 earnings call that Q2 2026 sales surged 56% to $46.74 billion, it was a record-setting performance for the company—and investors took notice. Executive VP & CFO Colette M. Kress said the revenue exceeded leadership’s outlook as the company grew sequentially across all market platforms. She outlined a path toward substantial growth driven by AI infrastructure. Foreseeing significant long-term growth opportunities in agentic AI and considering the scale of opportunity, CEO Jensen Huang said, “Over the next 5 years, we’re going to scale into it with Blackwell [architecture for GenAI], with Rubin [successor to Blackwell], and follow-ons to scale into effectively a $3 trillion to $4 trillion AI infrastructure opportunity.” The chipmaker’s Q2 2026 earnings fell short of Wall Street’s lofty expectations, but they did demonstrate that its sales are still rising faster than those of most other tech companies. NVIDIA is expected to post revenue growth of at least 42% over the next four quarters, compared with an average of about 10% for firms in the technology-heavy Nasdaq 100 Index, according to data compiled by Bloomberg Intelligence. On August 29, two days after announcing their earnings, NVIDIA stocks slid 3% and other chip stocks also declined. This came amid a broader sell-off after server-maker Dell, a customer of those chipmakers,

In our latest episode of the Data Center Frontier Show, we explore how powerhouse AI infrastructure is moving inland—anchored by the first NVIDIA HGX B200 cluster deployment in Columbus, Ohio. Cologix, Lambda, and Supermicro have partnered on the project, which combines Lambda’s 1-Click Clusters™, Supermicro’s energy-efficient hardware, and Cologix’s carrier-dense Scalelogix℠ COL4 facility. It’s a milestone that speaks to the rapid decentralization of AI workloads and the emergence of the Midwest as a serious player in the AI economy. Joining me for the conversation were Bill Bentley, VP Hyperscale and Cloud Sales at Cologix, and Ken Patchett, VP Data Center Infrastructure at Lambda. Why Columbus, Why Now? Asked about the significance of launching in Columbus, Patchett framed the move in terms of the coming era of “superintelligence.” “The shift to superintelligence is happening now—systems that can reason, adapt, and accelerate human progress,” Patchett said. “That requires an entirely new type of infrastructure, which means capital, vision, and the right partners. Columbus with Cologix made sense because beyond being centrally located, they’re highly connected, cost-efficient, and built to scale. We’re not chasing trends. We’re laying the groundwork for a future where intelligence infrastructure is as ubiquitous as electricity.” Bentley pointed to the city’s underlying strengths in connectivity, incentives, and utility economics. “Columbus is uniquely situated at the intersection of long-haul fiber,” Bentley said. “You’ve got state tax incentives, low-cost utilities, and a growing concentration of hyperscalers and local enterprises. The ecosystem is ripe for growth. It’s a natural geography for AI workloads that need geographic diversity without sacrificing performance.” Shifting—or Expanding—the Map for AI The guests agreed that deployments like this don’t represent a wholesale shift away from coastal hyperscale markets, but rather the expansion of AI’s footprint across multiple geographies. “I like to think of Lambda as an AI hyperscaler,”