Dmitri Vashenko

Hourly carbon-free matching demands new procurement and operational strategies.

Fiber proximity matters less than route diversity, capacity, and latency in choosing where to build.

Power access, not acreage, unlocks campus-scale data center development.

Hyperscalers are locking up data center capacity years before buildings exist.

Faster GPU cycles force capacity models built for six-year timelines to fail.

Power delays and design misalignment trap billions in uncommitted data center capital.

Power scarcity, not tier status, now determines data center pricing across North America.

Seismic zone classification locks in structural costs before construction even begins.

Campus AI capacity planning must start with rack power density, not headcount or square footage.