Show Notes
In this episode of The Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Kevin Ooley, CFO of DataBank, about how the operator is structuring capital to support disciplined growth amid accelerating AI and enterprise demand. Ooley explains the rationale behind DataBank’s expansion of its development credit facility from $725 million to $1.6 billion, describing it as a strong signal of lender confidence in data centers as long-duration, mission-critical real estate assets. Central to that strategy is DataBank’s “Devco facility,” a pooled, revolving financing vehicle designed to support multiple projects at different stages of development; from land and site work through construction, leasing, and commissioning. The conversation explores how DataBank translates capital into concrete expansion across priority U.S. markets, including Northern Virginia, Dallas, and Atlanta, with nearly 20 projects underway through 2025 and 2026. Ooley details how recent deployments, including fully pre-leased capacity, feed a development pipeline supported by both debt and roughly $2 billion in equity raised in late 2024. Vincent and Ooley also dig into how DataBank balances rapid growth with prudent leverage, managing interest-rate volatility through hedging and refinancing stabilized assets into fixed-rate securitizations. In the AI era, Ooley emphasizes DataBank’s focus on “NFL cities,” serving enterprise and hyperscale customers that need proximity, reliability, and scale while Databank delivers power, buildings, and uptime, and customers source their own GPUs. The episode closes with a look at Databank’s long-term sponsorship by DigitalBridge, its deep banking relationships, and the market signals—pricing, absorption, and customer demand—that will ultimately dictate the pace of growth.
More from The Data Center Frontier Show
In general pros and bullet points, how would you summarize what’s important in this podcast. This podcast will explore why air cooling continues to matter as liquid cooling becomes more common in AI and high-density data center environments. The goal is not to position air cooling and liquid cooling as competing technologies, but to explain how they increasingly work together as part of a broader thermal management strategy. Liquid cooling is receiving significant attention because of the growth of AI workloads and higher rack densities. It can be highly effective at removing heat directly from high-performance processors, especially in applications where traditional air cooling may no longer be sufficient on its own. However, liquid cooling does not necessarily eliminate the need for airflow elsewhere in the facility. Important points for the conversation include:
Data Center Frontier Show Podcast | DCF Trends Summit 2026 As AI infrastructure expands at unprecedented speed, data center operators face a growing financial and operational challenge: What happens to GPU systems when their first production assignment ends? In this episode of the Data Center Frontier Show, recorded onsite at DCF Trends Summit 2026 in Northern Virginia, DCF Contributing Editor Doug Black speaks with Linda Li, Chief Strategy Officer of Re-Teck / Li Tong Group, about why GPU lifecycle management must begin at the design and procurement stage—not when equipment is ready for retirement. Drawing on decades of reverse supply chain experience in telecommunications and electronics, Li explains how rapidly evolving accelerators, increasing power densities, and shifting cooling requirements are changing the economics of AI infrastructure. The conversation examines four considerations for GPU disposition: remaining operational capability, component-level economics, data security and regulatory compliance, and critical-material recovery. GPUs no longer suited to frontier AI training may retain substantial value for inference, enterprise applications, academic research, or component harvesting. Li also discusses the importance of continuous asset evaluation, secondary-market timing, secure chains of custody, and designing hardware for second and third operational lives. The central warning: Companies that fail to establish lifecycle strategies at the executive level risk creating significant amounts of stranded capital as valuable equipment sits idle while market conditions change. For AI infrastructure operators investing billions in successive generations of compute, the next life of the hardware is becoming as important to financial planning as its first deployment. Listen to the conversation for a practical examination of how GPU lifecycle planning, circular infrastructure design, and reverse supply chain management are becoming essential disciplines in the AI data center economy.
The conversation around data center power has focused on replacing diesel. But for many hyperscalers and developers, modern standby diesel remains a practical solution amid grid constraints, permitting challenges, and growing reliability demands. In this discussion, Matt Vincent, Editor in Chief of Data Center Frontier, sits down with Brad Meissner, Director of Product Management at Generac, to explore why diesel continues to play a critical role in data center power strategies—and how low-NOx engines, HVO compatibility, and next-generation emissions controls are redefining diesel technology in 2026.
AI data centers are creating a new kind of power problem. As thousands of GPUs ramp together, fast and synchronized changes in electrical demand can place new pressure on UPS systems, generators and the broader power infrastructure supporting the compute load. In this episode of the Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Frank DeLattre, President Americas at Musashi Energy Solutions, about how hybrid supercapacitors could help data centers manage those rapid power transients — and why AI may be forcing the industry to rethink the role of energy storage altogether. DeLattre explains the difference between storing energy and managing power, and why high-power, short-duration storage may become increasingly important as AI infrastructure scales. The discussion explores placing energy storage at multiple points in the power chain, from the UPS to systems closer to the server rack, where transients can potentially be addressed before they propagate upstream. The conversation also examines whether short-duration storage can help operators get more compute from existing electrical capacity by buffering momentary peaks, as well as the tradeoffs between energy buffering and throttling GPU performance. DeLattre also raises a provocative question around traditional UPS design: If backup generators can accept load within seconds, how much stored energy does a modern AI data center actually need for ride-through? The discussion looks ahead to a future in which operators may think less in terms of a single “UPS battery” and more in terms of an energy storage architecture — combining different technologies, durations and locations to solve different power problems across the AI data center.
AI and high-performance computing are changing how data centers are designed and powered. Rack densities have more than doubled in recent years, and power demands continue to climb. For data center operators and engineers, the pressure to scale faster, reconfigure more often, and support higher loads has made the power distribution decisions more important than ever.This QuickChat video will focus on overhead busway as the optimal power distribution system for modern data center environments. Chris Osian, Product Manager at Starline, will discuss why busway outperforms traditional RPP-based approaches as power densities increase, and what the right power distribution infrastructure needs to deliver: the capacity to support increasing power densities, the flexibility to change without downtime, and the ability to scale with the facility over time. With over 30 years of proven performance in mission-critical environments, Starline is the name data centers have trusted to deliver on all three.