That was the thread that carried through our recent conversation for the DCF Show podcast, where Severn walked through the role Farnam now plays in AI-driven networking, multi-cloud connectivity, and the resurgence of regional interconnection as a core part of U.S. digital infrastructure. Aggregation, Not Proximity: The Practical Edge Severn is clear-eyed about what makes the edge work and what doesn’t. The idea that real content delivery could aggregate at the base of cell towers, he noted, has never been realistic. The traffic simply isn’t there. Content goes where the network already concentrates, and the network concentrates where carriers, broadband providers, cloud onramps, and CDNs have amassed critical mass. In Farnam’s case, that density has grown steadily since the building changed hands in 2018. At the time an “underappreciated asset,” the facility has since become a meeting point for more than 40 broadband providers and over 60 carriers, with major content operators and hyperscale platforms routing traffic directly through its MMRs. That aggregation effect feeds on itself; as more carrier and content traffic converges, more participants anchor themselves to the hub, increasing its gravitational pull. Geography only reinforces that position. Located on the 41st parallel, the building sits at the historical shortest-distance path for early transcontinental fiber routes. It also lies at the crossroads of major east–west and north–south paths that have made Omaha a natural meeting point for backhaul routes and hyperscale expansions across the Midwest. AI and the New Interconnection Economy Perhaps the clearest sign of Farnam’s changing role is the sheer volume of fiber entering the building. More than 5,000 new strands are being brought into the property, with another 5,000 strands being added internally within the Meet-Me Rooms in 2025 alone. These are not incremental upgrades—they are hyperscale-grade expansions driven by the demands of AI traffic,

When Schneider Electric emerged from its 2025 North American Innovation Summit in Las Vegas last week with nearly $2.3 billion in fresh U.S. data center commitments, it didn’t just notch a big sales win. It arguably put a stake in the ground about who controls the AI power-and-cooling stack over the rest of this decade. Within a single news cycle, Schneider announced: Together, the deals total about $2.27 billion in U.S. data center infrastructure, a number Schneider confirmed in background with multiple outlets and which Reuters highlighted as a bellwether for AI-driven demand.  For the AI data center ecosystem, these contracts function like early-stage fuel supply deals for the power and cooling systems that underpin the “AI factory.” Supply Capacity Agreements: Locking in the AI Supply Chain Significantly, both deals are structured as supply capacity agreements, not traditional one-off equipment purchase orders. Under the SCA model, Schneider is committing dedicated manufacturing lines and inventory to these customers, guaranteeing output of power and cooling systems over a multi-year horizon. In return, Switch and Digital Realty are providing Schneider with forecastable volume and visibility at the scale of gigawatt-class campus build-outs.  A Schneider spokesperson told Reuters that the two contracts are phased across 2025 and 2026, underscoring that this arrangement is about pipeline, as opposed to a one-time backlog spike.  That structure does three important things for the market: Signals confidence that AI demand is durable.You don’t ring-fence billions of dollars of factory output for two customers unless you’re highly confident the AI load curve runs beyond the current GPU cycle. Pre-allocates power & cooling the way the industry pre-allocated GPUs.Hyperscalers and neoclouds have already spent two years locking up Nvidia and AMD capacity. These SCAs suggest power trains and thermal systems are joining chips on the list of constrained strategic resources.

As we all know, the data center industry is at a crossroads. As artificial intelligence reshapes the already insatiable digital landscape, the demand for computing power is surging at a pace that outstrips the growth of the US electric grid. As engines of the AI economy, an estimated 1,000 new data centers1 are needed to process, store, and analyze the vast datasets that run everything from generative models to autonomous systems. But this transformation comes with a steep price and the new defining criteria for real estate: power. Our appetite for electricity is now the single greatest constraint on our expansion, threatening to stall the very innovation we enable. In 2024, US data centers consumed roughly 4% of the nation’s total electricity, a figure that is projected to triple by 2030, reaching 12% or more.2 For AI-driven hyperscale facilities, the numbers are even more staggering. With the largest planned data centers requiring gigawatts of power, enough to supply entire cities, the cumulative demand from all data centers is expected to reach 134 gigawatts by 2030, nearly three times the current load.​3 This presents a systemic challenge. The U.S. power grid, built for a different era, is struggling to keep pace. Utilities are reporting record interconnection requests, with some regions seeing demand projections that exceed their total system capacity by fivefold.4 In Virginia and Texas, the epicenters of data center expansion, grid operators are warning of tight supply-demand balances and the risk of blackouts during peak periods.5 The problem is not just the sheer volume of power needed, but the speed at which it must be delivered. Data center operators are racing to secure power for projects that could be online in as little as 18 months, but grid upgrades and new generation can take years, if not decades. The result

Neoverse’s Expanding Footprint and the Power-Efficiency Imperative With Neoverse deployments now approaching roughly 50% of all compute shipped into top hyperscalers in 2025 (representing more than a billion Arm cores) and with nation-scale AI campuses such as the Stargate project already anchored on Arm compute, the addition of NVLink Fusion becomes a pivotal extension of the Neoverse roadmap. Partners can now connect custom Arm CPUs to their preferred NVIDIA accelerators across a coherent, high-bandwidth, rack-scale fabric. Arm characterized the shift as a generational inflection point in data-center architecture, noting that “power—not FLOPs—is the bottleneck,” and that future design priorities hinge on maximizing “intelligence per watt.” Ian Buck, vice president and general manager of accelerated computing at NVIDIA, underscored the practical impact: “Folks building their own Arm CPU, or using an Arm IP, can actually have access to NVLink Fusion—be able to connect that Arm CPU to an NVIDIA GPU or to the rest of the NVLink ecosystem—and that’s happening at the racks and scale-up infrastructure.” Despite the expanded design flexibility, this is not being positioned as an open interconnect ecosystem. NVIDIA continues to control the NVLink Fusion fabric, and all connections ultimately run through NVIDIA’s architecture. For data-center planners, the SC25 announcement translates into several concrete implications: 1.   NVIDIA “Grace-style” Racks Without Buying Grace With NVLink Fusion now baked into Neoverse, hyperscalers and sovereign operators can design their own Arm-based control-plane or pre-processing CPUs that attach coherently to NVIDIA GPU domains—such as NVL72 racks or HGX B200/B300 systems—without relying on Grace CPUs. A rack-level architecture might now resemble: Custom Neoverse SoC for ingest, orchestration, agent logic, and pre/post-processing NVLink Fusion fabric Blackwell GPU islands and/or NVLink-attached custom accelerators (Marvell, MediaTek, others) This decouples CPU choice from NVIDIA’s GPU roadmap while retaining the full NVLink fabric. In practice, it also opens

At this year’s OCP Global Summit, Flex made a declaration that resonated across the industry: the era of slow, bespoke data center construction is over. AI isn’t just stressing the grid or forcing new cooling techniques—it’s overwhelming the entire design-build process. To meet this moment, Flex introduced a globally manufactured, fully integrated data center platform aimed directly at multi-gigawatt AI campuses. The company claims it can cut deployment timelines by as much as 30 percent by shifting integration upstream into the factory and unifying power, cooling, compute, and lifecycle services into pre-engineered modules. This is not a repositioning on the margins. Flex is effectively asserting that the future hyperscale data center will be manufactured like a complex industrial system, not built like a construction project. On the latest episode of The Data Center Frontier Show, we spoke with Rob Campbell, President of Flex Communications, Enterprise & Cloud, and Chris Butler, President of Flex Power, about why Flex believes this new approach is not only viable but necessary in the age of AI. The discussion revealed a company leaning heavily on its global manufacturing footprint, its cross-industry experience, and its expanding cooling and power technology stack to redefine what deployment speed and integration can look like at scale. AI Has Broken the Old Data Center Model From the outset, Campbell and Butler made clear that Flex’s strategy is a response to a structural shift. AI workloads no longer allow power, cooling, and compute to evolve independently. Densities have jumped so quickly—and thermals have risen so sharply—that the white space, gray space, and power yard are now interdependent engineering challenges. Higher chip TDPs, liquid-cooled racks approaching one to two megawatts, and the need to assemble entire campuses in record time have revealed deep fragility in traditional workflows. As Butler put it, AI

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 Data Center Facility Technician (All Shifts Available) Impact, TX This position is also available in: Ashburn, VA; Abilene, TX; Needham, MA and New York, NY. Navy Nuke / Military Vets leaving service accepted!  This opportunity is working with a leading mission-critical data center 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 facilities supporting enterprise clients, colo providers and hyperscale companies. This opportunity provides a career-growth minded role with exciting projects with leading-edge technology and innovation as well as competitive salaries and benefits. Electrical Commissioning Engineer Montvale, NJ This traveling position is also available in: New York, NY; White Plains, NY;  Richmond, VA; Ashburn, VA; Charlotte, NC; Atlanta, GA; Hampton, GA; Fayetteville, GA; New Albany, OH; Cedar Rapids, IA; Phoenix, AZ; Salt Lake City, UT; 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