Author Archive

The age of fake data centres: the cult of edge

December 5, 2025
Daniel Golding

itting and listening at a recent industry event in Reston, VA, I was struck by one theme: people lov...

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What if the data centres are real, but the delivery dates are fake?

December 2, 2025
Daniel Golding

CoreWeave has taken a drubbing in the market for cutting its annual revenue forecasts – not fo...

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The age of fake data centres: complexity, people and tools

November 12, 2025
Daniel Golding

In the last several months, I have seen it all, including several projects that are failing in slow ...

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Why the end of hyperscale is good news

June 16, 2025
Daniel Golding

For a period of years in the data centre industry, there was a strong focus on four end customers &#...

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The type-A network killers and hyperscale data centre development

April 22, 2025
Daniel Golding

The above content is published here with the author’s permission. Daniel Golding is the CTO for Ap...

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Fake data centres: the ghosts of data centre futures

April 21, 2025
Daniel Golding

The above content is published here with the author’s permission. Daniel Golding is the CTO for ...

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In the hall of the GPU king: NVIDIA GTC 2025

March 24, 2025
Daniel Golding

I just got back from my spring break, but unlike spring break for most people, I did not go to Cancu...

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The age of fake data centres? Part 3 – customers speak up

February 10, 2025
Daniel Golding

For those who have read my previous research notes on fake data centres, welcome back. For those who...

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Time to restart the clock for data centre demand and supply

February 3, 2025
Daniel Golding

Is the data centre industry concluding its collective multi-year freak-out? To be clear about what ...

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DeepSeek: is the data centre industry deep sunk?

February 3, 2025
Daniel Golding

The last several days have seen financial markets and pundits losing their collective minds over sev...

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The age of fake data centers? Part 2 – faster and faker

November 25, 2024
Daniel Golding

In my recent research note, the age of fake data centres, I talked about the large number of data ce...

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The age of fake data centres?

September 16, 2024
Daniel Golding

At a recent event, on a great panel with industry experts like Buddy Rizer, Rich Paul-Hus, and the a...

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