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Topic

Modular and Containerised Data Centres

Prefabricated, container-based data centers deployed near power sources like solar or gas sites to bypass grid interconnection delays.

Current stories

productConfirmed4 publishers

Crusoe raises $3.9bn to build the five gigawatts it has already sold

Crusoe's Series F values the Denver data centre builder at $30.9bn and pays for capacity customers have already contracted. One gigawatt is running, and the company now makes its own circuit breakers and industrial controls.

Perspective Coverage

4 publishers
Builder
Builder 25%
Operator
Operator 34%
Investor
Investor 41%

Reality

Evidence55
Adoption55
Hype gap+25
Incentives70
Confidence60
productOne report1 publisher

Sapphire pitches modular data centers running on the pressure drop at a gas pipeline valve

Sapphire Technologies and Anax Power say a modular data center parked at a pipeline regulating station can take both electricity and cold fluid from the pressure drop, and the size of both depends on numbers the operator does not set.

Reality

Evidence34
Adoption8
Hype gap+33
Incentives80
Confidence62
productOne report1 publisher

Rune parks a megawatt of inference at a Texas solar farm to soak up curtailed power

A $40 million Series A led by Spark Capital funds 8-by-8-foot modules that plug straight into solar panels and run on the midday surplus grids refuse. Rune puts the saving at about 90% per megawatt of capacity.

Publishers:fastcompany.com

Reality

Evidence32
Adoption18
Hype gap+46
Incentives76
Confidence54
leadershipOne report1 publisher

A 61-month grid queue is now a line item for companies that own no data centres

Berkeley Lab counts 2,061 GW waiting to interconnect, and a wait that has grown by 25 months since 2015. The executives selling the bypass say buyers pay for it inside compute pricing.

Publishers:forbes.com

Reality

Evidence52
Adoption24
Hype gap+34
Incentives84
Confidence44