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Vantage Data Centers Leaders Reflect On Ohio Campus Plans, North American Industry Surge

Recorded last December, for this episode of the Data Center Frontier Show Podcast, DCF Editor in Chief Matt Vincent spoke with Vantage Data Centers‘ North American President Dana Adams, and Kaitlin Monaghan, Vantage Data Centers’ North American Public Policy Director. As president of Vantage Data Centers’ North America business, Dana Adams oversees market development, sales, construction […]

Recorded last December, for this episode of the Data Center Frontier Show Podcast, DCF Editor in Chief Matt Vincent spoke with Vantage Data Centers‘ North American President Dana Adams, 
and Kaitlin Monaghan, Vantage Data Centers’ North American Public Policy Director.

As president of Vantage Data Centers’ North America business, Dana Adams oversees market development, sales, construction and operations across the United States and Canada. With nearly 18 years of experience in the data center sector, Adams has a track record of successfully leading high-growth companies and diverse teams at scale.

Prior to joining Vantage, Adams was the Chief Operating Officer for AirTrunk, the hyperscale data center giant serving the Asia-Pacific region. She was responsible for scaling operations, service delivery and customer success from one to five countries and established other critical business capabilities, including award-winning people, culture and sustainability programs, as the company grew from $3 to $10 billion.

Earlier in her career, Adams served as vice president and general manager at Iron Mountain where she helped drive nearly $2 billion in growth through global acquisitions and development projects. In addition, she held several leadership positions at Digital Realty, including vice president of portfolio management, where she oversaw $3 billion in data center assets.

Considered to be one of the most influential female executives in the industry, Adams was recognized by Data Economy on its power women list in 2019. She was a finalist in the 2020 and 2022 PTC awards as an outstanding female executive, an Infrastructure Masons (IM) 2022 award recipient and was recently featured by InterGlobix Magazine as an Inspiring Woman in Leadership. Adams earned a bachelor’s degree from Boston College and a Master of Business Administration from Simmons University.

Kaitlin Monaghan serves as the Director of Public Policy, North America, for Vantage Data Centers. In this role, she is responsible for leading a public policy program to support the company’s North American business. Monaghan partners with site selection, sustainability, tax, legal, energy and construction stakeholders to develop and advocate for Vantage’s position on a multitude of issues in current and future markets. 

Prior to joining Vantage, Monaghan held public policy roles at Rivian Automotive and the American Clean Power Association where she managed legislative, regulatory and economic development matters at all levels of government. She also serves as Energy and Environment Co-Chair for the Data Center Coalition (DCC). A Florida native, she is a graduate of the University of Florida with a B.S. in Environmental Science and has a law degree from Florida State University College of Law with a concentration in Energy Law.

Podcast

Talk on the podcast kicks off with a framing of Vantage Data Centers’ recently announced $2 billion investment in a new data center campus in New Albany, Ohio in the environs of Tier 2 industry hotspot Columbus, focusing on sustainability and efficiency. The discussion touches on how the Ohio market is becoming increasingly relevant for data centers due to strong connectivity and power availability, with most major hyperscalers already investing in the region. 

Along the way, we learn how Vantage’s new campus in New Albany will utilize a sustainable design aimed at achieving LEED Silver certification, emphasizing low power usage effectiveness (PUE) and waterless cooling systems. The discussion also examines how partnerships with local organizations, such as the New Albany Community Foundation and Columbus State Community College Foundation, will support workforce development and community engagement. 

Vantage’s Adams and Monaghan also speak on how continued collaboration with utilities and policymakers is essential to address power generation challenges while supporting future data center industry growth in North America.

Here’s a timeline of the interview’s key moments:

  • Dana Adams shares insights on how her experience as COO of Air Trunk in Sydney informs her current role, focusing on scaling hyperscale data centers in North America. 1:36
  • Kaitlin Monaghan discusses her background in energy law and highlights her focus on renewable energy policy. 3:57
  • Investment trends in Ohio’s data center market are discussed. Connectivity and power availability are identified as key factors. 7:11
  • The forthcoming OH1 data center campus is discussed. It will cover 70 acres and focus on sustainability. 9:57
  • The 200 megawatt campus will be built in phases. The first phase is set to open in late 2025. 10:37
  • Sustainable design principles are emphasized in the project. The design aims for low power usage effectiveness and minimal water usage. 11:31
  • Innovations in Ohio are discussed. The focus is on signal innovations for deployment. 13:00
  • Sustainable fuels integration is highlighted. Collaboration across the industry is emphasized to increase demand. 13:30
  • Challenges with new chip designs are addressed. Maximizing efficiency with GPUs in data centers is a key concern. 14:01
  • Partnerships with local organizations are discussed. Workforce development is emphasized as a key focus. 14:48
  • The importance of community engagement is highlighted. Vantage’s long-term commitment to local hiring is noted. 15:19
  • Trends in workforce development within the data center industry are analyzed. The significance of workforce as a pillar of sustainability is mentioned. 16:43
  • Insights into Vantage Data Centers’ growth are shared. Anticipation for 2025 includes a focus on infrastructure and workforce needs. 17:49
  • Challenges in power generation and transmission are addressed. Engagement with utilities and policymakers is emphasized for future growth. 19:54

DCF Show Podcast Quotes from Dana Adams, Vantage Data Centers – North American President 

On How AI Demand Is Driving North America’s Data Center Growth
Dana Adams:
“I joined Vantage in February of [2024], and prior to this role, I was the Chief Operating Officer for AirTrunk, based over in Sydney, Australia. This year really saw the opportunity shifting back to North America, where AI demand is driving incredible growth of our industry in the North American markets.”

On How Ohio Became a Key Overflow Market for Ashburn’s Constraints
Dana Adams:
“Ohio has really become an overflow market from Ashburn. As Ashburn has become so constrained over the last few years, we’ve seen a lot more investment moving into other markets, but in particular into Columbus, Ohio. As with all data center investment, it’s driven by a couple of common factors: availability of power in the Ohio region, strong connectivity running through Columbus connecting Ashburn, Chicago, and other core markets, and public announcements from major hyperscalers like Google, AWS, Meta, and Microsoft.”

On How Vantage Is Building a 200 MW Data Center Campus in New Albany
Dana Adams:
“This is about a 200-megawatt campus that we’ll be building [in New Albany] across one and a half million square feet. We’ll build in phases—three data centers on the campus—on a pretty aggressive schedule, with the first phase opening in late 2025 and then continuing the build from there.”

On How Vantage Is Advancing Sustainable Fuel Adoption in Data Centers
Dana Adams:
“The New Albany campus is really no exception to what we’re doing across all of our other markets. One thing that we have been working on is ways to drive more collaboration across the industry to increase demand for sustainable fuels so that we can build a more sustainable supply chain and use that more broadly. We are looking at more ways to integrate HVO and sustainable fuels into the portfolio.”

On How Vantage’s One Design Optimizes Efficiency for AI-Ready Data Centers
Dana Adams:
“The core really comes back to Vantage’s One Design. We are very focused on driving as low as possible of a PUE in our design. We also are very focused on minimizing water usage. We have a waterless design that we deploy, and our design is AI-ready so we can support liquid-to-liquid and higher densification.”

On How Data Centers Are Adapting to New GPU and Chip Design Challenges
Dana Adams:
“The challenge that our customers are navigating right now is how do we integrate the new chip designs into our data centers, and how do we design and operate the infrastructure in a way to really maximize efficiency with those GPUs and chips that we’re supporting now in the data center?”

On How Power Generation Constraints Are Impacting Data Center Expansion
Dana Adams:
“In particular, on the power generation side, this is where we have the most challenges as an industry. I think everyone’s very aware of the constraints that we face across North America from a power generation and transmission perspective.”

On How Vantage Is Partnering to Strengthen Infrastructure for AI Growth
Dana Adams:
“A huge focus for us going into the year will be ongoing engagement with the utilities, with IPPs, with policymakers, and regulatory bodies—who are all coming together to figure out how we can solve for this challenge of upgrading our country’s infrastructure and supporting technology and AI growth.”

DCF Show Podcast Quotes from Kaitlin Monaghan, Vantage Data Centers – North American Public Policy Director

On How a Background in Energy Law Shaped a Career in Data Center Policy
Kaitlin Monaghan:
“I am a lawyer by trade. My focus in law school was on energy law. I did some utility regulatory work briefly, some state-level government affairs in Florida. But I really started my career in 2013 working on energy policy in Washington, D.C. for the renewable energy industry.”

On How Renewable Energy Policies Drive Industry Growth and Transition
Kaitlin Monaghan:
“During my time in the renewables industry, our focus was really to drive demand for the industry by policies that would drive retirements of older, dirtier assets, create mandates for renewables, and incentives for renewables, because at that time, load growth was completely flat in the United States.”

On How the Data Center Industry Is Leading in Load Growth and Renewables
Kaitlin Monaghan:
“I think it’s a really exciting time for the industry where, as an industry, we’re driving unprecedented load growth and still leading renewable energy purchases globally.”

On How Ohio Is Positioning Data Centers as an Economic Growth Driver
Kaitlin Monaghan:
“The state [of Ohio] really sees the data center industry and economic development surrounding digital infrastructure as an opportunity. So they’ve done a really good job of attracting businesses like ours.”

On How Strategic Partnerships Helped Vantage DC Establish a Midwest Presence
Kaitlin Monaghan:
“We worked in partnership with One Columbus, with Jobs Ohio, and state leaders to really launch our footprint in Ohio, which has brought us to the Midwest.”

On How Vantage DC Embeds Community Engagement Into Its Long-Term Strategy
Kaitlin Monaghan:
“Community engagement is really at the core of what Vantage does. We develop, own, and operate these data center spaces, but we’re not just a developer. When we enter a community, we hire people locally, we have employees move from other locations, and we’re really there for the long term. We see workforce development as being really core to the continued success of our business and our ability to attract new talent. ”

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@import url(‘https://fonts.googleapis.com/css2?family=Inter:[email protected]&display=swap’); a { color: var(–color-primary-main); } .ebm-page__main h1, .ebm-page__main h2, .ebm-page__main h3, .ebm-page__main h4, .ebm-page__main h5, .ebm-page__main h6 { font-family: Inter; } body { line-height: 150%; letter-spacing: 0.025em; font-family: Inter; } button, .ebm-button-wrapper { font-family: Inter; } .label-style { text-transform: uppercase; color: var(–color-grey); font-weight: 600; font-size: 0.75rem; } .caption-style { font-size: 0.75rem; opacity: .6; } #onetrust-pc-sdk [id*=btn-handler], #onetrust-pc-sdk [class*=btn-handler] { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-policy a, #onetrust-pc-sdk a, #ot-pc-content a { color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-pc-sdk .ot-active-menu { border-color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-accept-btn-handler, #onetrust-banner-sdk #onetrust-reject-all-handler, #onetrust-consent-sdk #onetrust-pc-btn-handler.cookie-setting-link { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-consent-sdk .onetrust-pc-btn-handler { color: #c19a06 !important; border-color: #c19a06 !important; } In this Market Focus episode of the Oil & Gas Journal ReEnterprised podcast, Conglin Xu, managing editor, economics, takes a look into the LNG market shock caused by the effective closure of the Strait of Hormuz and the sudden loss of Qatari LNG supply as the Iran war continues. Xu speaks with Edward O’Toole, director of global gas analysis, RBAC Inc., to examine how these disruptions are intensifying global supply constraints at a time when European inventories were already under pressure following a colder-than-average winter and weaker storage levels. Drawing on RBAC’s G2M2 global gas market model, O’Toole outlines disruption scenarios analyzed in the firm’s recent report and explains how current events align with their findings. With global LNG production already operating near maximum utilization, the market response is being driven by higher prices and reduced consumption. Europe faces sharper price pressure due to storage refill needs, while Asian markets are expected to see greater demand reductions as consumers switch fuels. O’Toole underscores the importance of scenario-based modeling and supply diversification as geopolitical risk exposes structural vulnerabilities in the LNG market—offering insights for stakeholders navigating an increasingly uncertain global

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That embedded telemetry feeds adaptive tuning of Dynamic Load Balancing parameters, Data Center Quantized Congestion Notification (DCQCN) and failover logic without waiting for a threshold breach or a manual intervention. The platform architecture is layered. At the lowest levels, agents react in microseconds to link-level events such as transceiver flaps, rerouting leaf-spine traffic in milliseconds. At higher layers, agents make more strategic decisions about flow placement across the cluster. At the cloud layer, a large language model-based agent surfaces correlated insights to operators in natural language, allowing them to ask questions about specific jobs or alert conditions and receive context-aware responses. Karam argued that simply bolting an LLM onto an existing architecture does not deliver the same result. “If you ask it to do anything, it could hallucinate and bring down the network,” he said. “It doesn’t have any of the context or the data that’s required for this approach to be made safe.” Aria also exposes an MCP server, allowing external systems such as job schedulers and LLM routers to query network state directly and integrate it into their own decision-making. MFU and token efficiency as the target metrics Traditional networking is often evaluated in terms of bandwidth and latency. Aria is centering its platform around two metrics: Model FLOPS Utilization (MFU) and token efficiency. MFU is defined as the ratio of achieved FLOPS per accelerator to the theoretical peak. In practice, Karam said, MFU for training workloads typically runs between 33% and 45%, and inference often comes in below 30%. “The network has a major impact on the MFU, and therefore the token efficiency, because the network touches every aspect, every other component in your cluster,” Karam said.

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Nvidia’s SchedMD acquisition puts open-source AI scheduling under scrutiny

Is the concern valid? Dr. Danish Faruqui, CEO of Fab Economics, a US-based AI hardware and datacenter advisory, said the risk was real. “The skepticism that Nvidia may prioritize its own hardware in future software updates, potentially delaying or under-optimizing support for rivals, is a feasible outcome,” he said. As the primary developer, Nvidia now controls Slurm’s official development roadmap and code review process, Faruqui said, “which could influence how quickly competing chips are integrated on new development or continuous improvement elements.” Owning the control plane alongside GPUs and networking infrastructure such as InfiniBand, he added, allows Nvidia to create a tightly vertically integrated stack that can lead to what he described as “shallow moats, where advanced features are only available or performant on Nvidia hardware.” One concrete test of that, industry observers say, will be how quickly Nvidia integrates support for AMD’s next-generation chips into Slurm’s codebase compared with how quickly it integrates its own forthcoming hardware and networking technologies, such as InfiniBand. Does the Bright Computing precedent hold? Analysts point to Nvidia’s 2022 acquisition of Bright Computing as a reference point, saying the software became optimized for Nvidia chips in ways that disadvantaged users of competing hardware. Nvidia disputed that characterization, saying Bright Computing supports “nearly any CPU or GPU-accelerated cluster.” Rawat said the comparison was instructive but imperfect. “Nvidia’s acquisition of Bright Computing highlights its preference for vertical integration, embedding Bright tightly into DGX and AI Factory stacks rather than maintaining a neutral, multi-vendor orchestration role,” he said. “This reflects a broader strategic pattern — Nvidia seeks to control the full-stack AI infrastructure experience.”

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Two New England states say no to new data centers

It’s getting harder and harder for governments to ignore the impact that data centers are having on their communities, consuming vast amounts of water and driving up electricity prices, experts say. According to a Pew Research Center analysis, data centers consumed 183 terawatt-hours of electricity in 2024, more than 4% of total U.S. electricity use. That demand is projected to more than double to 426 terawatt-hours by 2030. The impact is significant. In 2023, data centers consumed about 26% of Virginia’s electricity supply, although Virginia is notable for having an extremely dense collection of data centers. Alan Howard, senior analyst for infrastructure at Omdia, says he is not surprised at all. “The amount of national press coverage regarding what is arguably a limited number of data center ‘horror’ stories has many jurisdictions and states spooked over the potential impacts data center projects might have,” he said. It’s an evolution that’s been coming for some time whereby local legislators have embraced the idea that they don’t want to learn the hard way as others already have, he argues. “All that said, it seems unlikely that there will be broad bans on data center development that would cripple the industry. There’s lots of places to go in the U.S. and developers have warmed up to siting projects in places amenable to their needs, although not ideally convenient,” said Howard.

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Microsoft will invest $80B in AI data centers in fiscal 2025

And Microsoft isn’t the only one that is ramping up its investments into AI-enabled data centers. Rival cloud service providers are all investing in either upgrading or opening new data centers to capture a larger chunk of business from developers and users of large language models (LLMs).  In a report published in October 2024, Bloomberg Intelligence estimated that demand for generative AI would push Microsoft, AWS, Google, Oracle, Meta, and Apple would between them devote $200 billion to capex in 2025, up from $110 billion in 2023. Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025. Both figures, though, are way higher than Microsoft’s 2020 capital expenditure of “just” $17.6 billion. The majority of the increased spending is tied to cloud services and the expansion of AI infrastructure needed to provide compute capacity for OpenAI workloads. Separately, last October Amazon CEO Andy Jassy said his company planned total capex spend of $75 billion in 2024 and even more in 2025, with much of it going to AWS, its cloud computing division.

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John Deere unveils more autonomous farm machines to address skill labor shortage

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Self-driving tractors might be the path to self-driving cars. John Deere has revealed a new line of autonomous machines and tech across agriculture, construction and commercial landscaping. The Moline, Illinois-based John Deere has been in business for 187 years, yet it’s been a regular as a non-tech company showing off technology at the big tech trade show in Las Vegas and is back at CES 2025 with more autonomous tractors and other vehicles. This is not something we usually cover, but John Deere has a lot of data that is interesting in the big picture of tech. The message from the company is that there aren’t enough skilled farm laborers to do the work that its customers need. It’s been a challenge for most of the last two decades, said Jahmy Hindman, CTO at John Deere, in a briefing. Much of the tech will come this fall and after that. He noted that the average farmer in the U.S. is over 58 and works 12 to 18 hours a day to grow food for us. And he said the American Farm Bureau Federation estimates there are roughly 2.4 million farm jobs that need to be filled annually; and the agricultural work force continues to shrink. (This is my hint to the anti-immigration crowd). John Deere’s autonomous 9RX Tractor. Farmers can oversee it using an app. While each of these industries experiences their own set of challenges, a commonality across all is skilled labor availability. In construction, about 80% percent of contractors struggle to find skilled labor. And in commercial landscaping, 86% of landscaping business owners can’t find labor to fill open positions, he said. “They have to figure out how to do

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2025 playbook for enterprise AI success, from agents to evals

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More 2025 is poised to be a pivotal year for enterprise AI. The past year has seen rapid innovation, and this year will see the same. This has made it more critical than ever to revisit your AI strategy to stay competitive and create value for your customers. From scaling AI agents to optimizing costs, here are the five critical areas enterprises should prioritize for their AI strategy this year. 1. Agents: the next generation of automation AI agents are no longer theoretical. In 2025, they’re indispensable tools for enterprises looking to streamline operations and enhance customer interactions. Unlike traditional software, agents powered by large language models (LLMs) can make nuanced decisions, navigate complex multi-step tasks, and integrate seamlessly with tools and APIs. At the start of 2024, agents were not ready for prime time, making frustrating mistakes like hallucinating URLs. They started getting better as frontier large language models themselves improved. “Let me put it this way,” said Sam Witteveen, cofounder of Red Dragon, a company that develops agents for companies, and that recently reviewed the 48 agents it built last year. “Interestingly, the ones that we built at the start of the year, a lot of those worked way better at the end of the year just because the models got better.” Witteveen shared this in the video podcast we filmed to discuss these five big trends in detail. Models are getting better and hallucinating less, and they’re also being trained to do agentic tasks. Another feature that the model providers are researching is a way to use the LLM as a judge, and as models get cheaper (something we’ll cover below), companies can use three or more models to

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OpenAI’s red teaming innovations define new essentials for security leaders in the AI era

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More OpenAI has taken a more aggressive approach to red teaming than its AI competitors, demonstrating its security teams’ advanced capabilities in two areas: multi-step reinforcement and external red teaming. OpenAI recently released two papers that set a new competitive standard for improving the quality, reliability and safety of AI models in these two techniques and more. The first paper, “OpenAI’s Approach to External Red Teaming for AI Models and Systems,” reports that specialized teams outside the company have proven effective in uncovering vulnerabilities that might otherwise have made it into a released model because in-house testing techniques may have missed them. In the second paper, “Diverse and Effective Red Teaming with Auto-Generated Rewards and Multi-Step Reinforcement Learning,” OpenAI introduces an automated framework that relies on iterative reinforcement learning to generate a broad spectrum of novel, wide-ranging attacks. Going all-in on red teaming pays practical, competitive dividends It’s encouraging to see competitive intensity in red teaming growing among AI companies. When Anthropic released its AI red team guidelines in June of last year, it joined AI providers including Google, Microsoft, Nvidia, OpenAI, and even the U.S.’s National Institute of Standards and Technology (NIST), which all had released red teaming frameworks. Investing heavily in red teaming yields tangible benefits for security leaders in any organization. OpenAI’s paper on external red teaming provides a detailed analysis of how the company strives to create specialized external teams that include cybersecurity and subject matter experts. The goal is to see if knowledgeable external teams can defeat models’ security perimeters and find gaps in their security, biases and controls that prompt-based testing couldn’t find. What makes OpenAI’s recent papers noteworthy is how well they define using human-in-the-middle

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