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Data Power Supply Introduces Modular Data Centers
A Faster, More Flexible Path to Compute Expansion The compute industry is changing — not by abandoning traditional data centers, but by adding smarter, more flexible infrastructure alongside them. At Data Power Supply, we’re introducing modular data centers as an exclusive offering designed to help operators move faster, deploy capital more efficiently, and meet demand now — while long-term facilities are still being planned or built. This isn’t about replacing big infrastr

DPS
10 hours ago2 min read


When Power Becomes the Bottleneck: A Thesis Validated at Davos
This week at the World Economic Forum in Davos, a long-suspected truth about artificial intelligence infrastructure was stated plainly on the global stage. The limiting factor for AI is not chips. It is power. That observation, articulated publicly by Elon Musk , reflects a reality that Data Power Supply has been building toward for some time — and one that is now becoming impossible for the broader market to ignore. In many ways, what was said in Davos sounded less like a pr

Rich Washburn
Jan 222 min read


AI Market Signal: NVIDIA + Groq
Compute Is Being Repriced — Quietly, Structurally, Permanently NVIDIA didn’t just make a $20B move into Groq.They acknowledged something most of the market is still missing: AI is no longer priced on training. It’s being priced on latency. This isn’t a traditional acquisition. It’s a strategic realignment around the real bottleneck in AI economics: inference performance at physical proximity. Capital, physics, and infrastructure just converged — and the repricing has already

Rich Washburn
Dec 28, 20253 min read


The U.S. Economy Is Now Powered by Data Centers — Literally
Harvard economist Jason Furman just dropped a staggering stat: 92% of U.S. GDP growth in the first half of 2025 came from AI-related data-center spending. Without it? GDP growth would’ve been just 0.1%. That means 4% of the economy (tech infrastructure) carried the other 96%. AI giants — Microsoft, Amazon, Google, Meta, and Nvidia — are now spending ~$400 billion per year on new data-center capacity. That alone adds 1 percentage point to U.S. GDP.More than consumer spending.

Rich Washburn
Oct 18, 20252 min read


Who Pays for AI Power? Florida’s Data Center Debate Shows Why Independent Infrastructure Is the Future
In Boardman, Oregon, a massive Amazon data center rises behind a wall of power lines—a stark image of what’s now unfolding in Florida. State regulators there are facing a pivotal question: who should bear the cost of powering the next wave of data centers—utilities, consumers, or the companies themselves? Florida Power & Light (FPL) has asked to raise base electric rates by nearly $10 billion , one of the largest requests in U.S. history. Embedded in that proposal is a first-

DPS
Oct 17, 20254 min read


Why the Biggest Hedge Funds Are Knocking on Data Power Supply’s Door
Data Power Supply is the Amazon of power and data centers — delivering gigawatt-scale energy and AI-ready infrastructure.

Jimmy Hayes
Oct 5, 20253 min read


Announcing Modular Data Infrastructure Solutions from Data Power Supply
A New Chapter in Scalable Infrastructure At Data Power Supply, we’re proud to announce the launch of our Modular Data Infrastructure Solutions —a breakthrough in how enterprises, AI innovators, and hyperscale operators can deploy compute capacity. These aren’t just boxes with racks. They’re fully engineered, customizable data environments designed to deliver scale, resilience, and speed in a world where every second counts. Why Modular? Why Now? The AI boom is driving unprec

Rich Washburn
Sep 15, 20252 min read


Six Figures Per Second: Powering the AI Gold Rush with Data Power Supply
In the second quarter of 2025, the world’s largest tech giants collectively invested more than $100 billion in AI infrastructure . That’s...

DPS
Aug 25, 20252 min read


The Gas Turbine Market Has Quietly Become a Spot Market
Not long ago, the gas turbine business was a model of predictability. Developers ordered years in advance, OEMs built to forecast, and...

DPS
Aug 19, 20252 min read


August 2025 Data Power Infrastructure Report
The AI Boom Just Spent $100 Billion—and the Grid Wasn’t Ready Let’s start with a staggering number: $100 billion That’s what the world’s...

DPS
Aug 2, 20253 min read


Powering the AI Revolution: What Goldman’s Forecast Means for Data Infrastruc
AI is driving a 160% surge in data center power demand. The kVA era is over—it’s time to design for megawatts.

DPS
Jul 17, 20252 min read


AI Boom Sparks Grid Stress — and Only 47 Turbines Stood Between You and a 5-Year Wait
Generative AI isn’t just reshaping software—it’s reshaping power systems worldwide. One ChatGPT query can consume 10× the energy of a...

DPS
Jun 27, 20252 min read


The Coming Wave: What GPT-5 Signals for Infrastructure, Intelligence & Innovation
If the chatter is to be believed—and increasingly, it should be— GPT-5 is coming. Soon. Whether it arrives in July 2025 or later in the...

DPS
Jun 17, 20252 min read
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