The post-cloud data center: Back in fashion, but not like before

AI-driven compute requirements are pushing infrastructure and data locality back onto the executive agenda: senior leaders are re-evaluating data center decisions because jurisdictional constraints and high GPU density demands make placement a strategic business choice. The note cites NVIDIA guidance that liquid cooling and AI-optimized designs can yield roughly 2–5x higher GPU compute density and emphasizes that power delivery and cooling, not square footage, are the primary limits on site viability and capacity scaling.