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Daily Digest for

August 12, 2025

Data center economics amid AI-driven uncertainty

Vertiv analysis of Uptime Institute survey finds cost and power/capacity uncertainty among data center operators as AI-driven spending is projected to grow from $333bn (2024) to ~$1trn (2030); Vertiv cites collaboration with Oklo on on-site power and cooling solutions.

Liquid cooling challenges for AI data center scaling

Steven Carlini (article originally published in Forbes and republished on Schneider Electric’s blog) states that liquid cooling is becoming essential infrastructure for AI data centers and outlines technical, operational, and vendor-selection requirements.

  • Confirmed facts: GPU power and heat now exceed conventional CPU servers by ~20x (power and heat); latest NVIDIA-based GPU servers require 132 kW per rack, with the next generation expected in under a year requiring 240 kW per rack; supplemental air cooling still accounts for 20%–30% of total thermal load; servers now come standard with input/output piping for liquid coolant.
  • Recommendations and implementation details: Data center cooling requires two separate cooling loops (IT room and heat rejection) with Cooling Distribution Units (CDUs) as interfaces; vendors should provide manifolds, piping, CDUs, chillers, pumps, cabinets, integrated controls, warranties, and GPU certifications; designs should use digital twin modeling and lab testing, include CDU redundancy (dual pumps and power supplies), uninterruptible power for CDUs, and leak detection in white space. These are presented as technical recommendations and operational requirements rather than speculative outcomes.

Saint Kitts passes Special Sustainability Zones Bill

The National Assembly of Saint Kitts and Nevis passed the Special Sustainability Zones Authorisation Bill, 2025 on August 11, 2025.

  • Confirmed action: The Special Sustainability Zones Authorisation Bill, 2025 was passed in the National Assembly on August 11, 2025, establishing a legal framework to designate Special Sustainability Zones developed under strict sustainability, climate resilience, and infrastructure standards with transparent governance and community involvement.
  • Planned initiatives / implementation focus: The Ministry of Economic Development and Investment (Senior Minister Dr. Denzil L. Douglas) will use the legislation to target and attract investments in diversified agriculture, hospitality and tourism, renewable energy, ICT, and other growth industries; Dr. Douglas reaffirmed his commitment to steer Saint Kitts and Nevis toward being a regional model of sustainable investment (no financial amounts or detailed timelines beyond the passage date were provided).
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