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Can Light Solve AI’s Energy Bottleneck? by Nick New

William Attardi on June 12, 2026

The increasing energy requirements to power AI is unsustainable, with concerns also growing about the environmental damage that supplying such energy could cause. We are now at an inflection point. Traditional electrical data transfer methods are reaching their limits, with NVIDIA showing its hand by recently investing $4 billion in two photonics companies, Coherent Corp. and Lumentum. NVIDIA is betting on a future where data is transmitted via light (photons) rather than electricity.  Photonics can be integrated directly onto silicon chips to enable scalability and efficiency improvements over electricity. The crux of photonics’ efficiency gain is simple: Light travels faster and carries more information, while producing less heat than electrons. This results in dramatically higher compute density, lower power consumption, and superior thermal performance to overcome the limits imposed by the rise of dark silicon on conventional chips.  Can light solve AI’s energy bottleneck? | Laser Focus World

Report: Global Data Center Capex Projection Passes $1 Trillion

William Attardi on June 11, 2026

According to a recently published report by Dell’Oro Group, the worldwide data center capex outlook for 2026 was raised as hyperscale AI deployments accelerated, complemented by continued investments in general-purpose infrastructure and rising component costs. Dell’Oro Group’s Data Center IT Capex Quarterly Report details the data center infrastructure capital expenditures of each of the ten largest Cloud service providers Additional highlights from the 1Q 2026 Data Center IT Capex Quarterly Report:

  • The global data center capex outlook was raised to more than $1 trillion for 2026.
  • The Top 4 US cloud providers—Amazon, Google, Meta, and Microsoft—increased data center capex by 78 percent.
  • Dell led server OEM revenue in the quarter, followed by Supermicro and Lenovo, while white-box vendors serving the hyperscale market accounted for the majority of server revenue. Nearly all server vendors benefited from higher memory-driven system pricing.

Report: Global Data Center Capex Projection Passes $1 Trillion

Dallas, Texas Ranked No. 1 Primary Data Market in the World

William Attardi on May 28, 2026

Driven by accelerating AI adoption, cloud computing demand and digital infrastructure investment, global capacity under construction approached 31.7 gigawatts (GW) in 2025, more than doubling from 12.5GW reported in the prior edition of the report. At the same time, developers, occupiers and investors are facing intensifying constraints tied to power availability, land use, permitting timelines and growing regulatory scrutiny. The report analyzes 107 global markets across 24 variables tied to commercial real estate fundamentals, power infrastructure, development activity, regulation and operational risk and provides a more forward looking approach to evaluate market dynamics than previous editions. Cushman & Wakefield – Dallas, Texas Ranked No. 1 Primary Data Market in the World as AI Demand, Power Constraints and Regulation Reshape CRE Strategy

DOE Issues Request for AI Information

William Attardi on May 28, 2026

(DOE) The U.S. Department of Energy (DOE) is helping ensure America leads the world in Artificial Intelligence (AI) while helping to lower energy costs by co-locating data centers and new energy infrastructure on DOE lands. To support this effort, DOE’s Office of Policy released a Request for Information (RFI) the full PDF RFI to inform possible use of DOE land for artificial intelligence (AI) infrastructure development to support growing demand for data centers. DOE has identified 16 potential sites uniquely positioned for rapid data center construction, including in-place energy infrastructure with the ability to fast-track permitting for new energy generation such as nuclear. The Department is seeking input from data center developers, energy developers, and the broader public to further advance this partnership. DOE Issues Request for AI Information

NVIDIA to Invest Up to $500B in AI Data Center Construction in US

William Attardi on May 28, 2026

NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S.NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona. NVIDIA is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Mass production at both plants is expected to ramp up in the next 12-15 months. Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. .  NVIDIA AI supercomputers are the engines of a new type of data center created for the sole purpose of processing artificial intelligence — AI factories. NVIDIA to Invest Up to $500B in AI Data Center Construction in US – tEDmag

AI Is Enabling the Next Generation of Distributor Workflows by Michael Delgado

William Attardi on May 26, 2026

Workflows at distributors have been more or less the same for decades. Quoting, order entry, PO tracking and invoicing still rely on emails, spreadsheets and ERPs with manual effort expected to close the gap. That model worked when volumes were lower and expectations were more forgiving, but the world is changing.AI does not just speed up existing processes, it changes where the work starts. Instead of manually decoding customer requests from zero, teams can rely on AI to interpret imprecise inputs and return accurate product matches. Translating requests into usable data becomes a background process that happens before a request ever reaches a sales rep. AI also has a level of adaptability that traditional software lacks. It learns over time, picking up on customer preferences and surfacing relevant SKUs and frequently ordered items preemptively. The result is a faster, more accurate quoting process, and reps who are free to spend time with customers instead of spreadsheets. AI has moved from a competitive advantage to a baseline requirement to keep pace. AI Is Enabling the Next Generation of Distributor Workflows | Electrical Wholesaling

SpaceX Wants to Blast Data Centers Into Orbit. Here’s What It May Take by Claire Hogan

William Attardi on May 5, 2026

Earlier this year, SpaceX filed an application with the FCC petitioning to launch up to a million satellites as part of an “orbital data center.” It has also become a big part of Elon Musk’spitch to investors ahead of his massive SpaceX IPO. We asked an engineer to break down the biggest technical hurdles and costly barriers to putting data centers in space. Watch the video to see what it would actually take to make it work.  SpaceX Wants to Blast Data Centers Into Orbit. Here’s What It May Take. – WSJ

The April 2026 Issue of Electrical Construction and Maintenance (EC&M)

William Attardi on May 4, 2026

Opportunities and Obstacles in the AI Data Center Market | EC&M

A New Model for Increasing Data Center Build Speed | EC&M

Rethinking Data Center Construction for Electrical Contractors | EC&M

Addressing Power Quality Challenges in AI Data Centers | EC&M

Environmental Conditions That Impact Industrial Lighting Reliability | EC&M

Smart Home Lighting: A New Revenue Stream for Contractors | EC&M

Harnessing the Power of Connected Lighting Systems and IoT | EC&M

Home | EC&M

Blue Energy Raises $380M to Build Grid-Scale Nuclear Reactors in Shipyards

William Attardi on April 23, 2026

As the grid strains under the weight of electrification and AI data centers, tech companies and utilities have been evaluating whether nuclear power can help with the burden. Blue Energy wants to build nuclear reactors in shipyards because these locations can handle large amounts of steel and can be easily shipped to the project site once completed. Once the reactor and other parts are completed in the shipyard, the company plans to move them to the installation site via barge. Though that limits the total number of sites Blue Energy can address, the company can still use rivers to reach deep into the U.S., Europe, Africa, and Asia. Blue Energy raises $380M to build grid-scale nuclear reactors in shipyards | TechCrunch

DOE Explores Using Its Lands for Data Centers

William Attardi on April 23, 2026

The U.S. Department of Energy (DOE) is helping ensure America leads the world in Artificial Intelligence (AI) while helping to lower energy costs by co-locating data centers and new energy infrastructure on DOE lands. To support this effort, DOE’s Office of Policy released a Request for Information (RFI) to inform possible use of DOE land for artificial intelligence (AI) infrastructure development to support growing demand for data centers. DOE has identified 16 potential sites uniquely positioned for rapid data center construction, including in-place energy infrastructure with the ability to fast-track permitting for new energy generation, such as nuclear.

View the full PDF RFI.   DOE Explores Using Its Lands for Data Centers – electrifiED

Remembering the Solemn Purpose of Memorial Day

Memorial Day is a federal holiday in the United States observed on the last Monday in May to honor and mourn U.S. military personnel who died while serving in the armed forces. The holiday traces its roots to the years immediately following the American Civil War (1861–1865), which caused massive casualties—roughly 620,000 soldiers dead, about 2% of the U.S. population at the time. Communities across the North and South began spontaneously decorating the graves of fallen soldiers with flowers, wreaths, and flags, a practice that gave rise to the original name: Decoration Day. On May 5, 1868, Major General John A. Logan, commander-in-chief of the Grand Army of the Republic (GAR)—a powerful Union veterans’ organization—issued General Order No. 11. This proclaimed May 30, 1868, as a nationwide “Decoration Day” to honor those who died in the Civil War. After World War I, the holiday expanded to honor all American service members who died in any war, not just the Civil War.  In 1968, Congress passed the Uniform Monday Holiday Act to create more three-day weekends for federal employees. This moved Memorial Day to the last Monday in May, effective in 1971, when it was also officially named “Memorial Day.” As one 1868 quote put it: “That Nation which respects and honors its dead, shall ever be respected and honored itself.”