Industry Analysis
Safeguard articles tagged "Industry Analysis" — guides, analysis, and best practices for software supply chain and application security.
100 articles
What an AI data center costs per megawatt and per gigawatt
Published estimates for building an AI data center run about 11 to 18 million dollars per megawatt before chips. Here is what each figure counts.
Data center transformers and switchgear: lead times, prices, suppliers
Why transformers and switchgear are the slowest part of an AI data center build: reported lead times, price moves, the steel inside, and who makes them.
AI data center cooling: chillers, CDUs and liquid cooling supply
How AI data centers are cooled, what chillers and coolant distribution units do, and what filings say about orders, backlogs and supply for cooling gear.
Data center backup power: generators, UPS and batteries explained
How data center backup power works, what generators, UPS and batteries cost, how long they take to get, and which supply figures are solid or unsourced.
AI data center networking and optics: transceivers, lasers, suppliers
Why 800G and 1.6T optical transceivers are tight, how indium phosphide lasers set the pace, and what filings say about switch and optics demand and supply.
What a data center needs to connect to the grid: steps and costs
The steps, equipment, deposits and contract terms behind a data center grid connection, with 2026 figures on transformer waits, tariffs and who pays.
Interconnection queues explained: why new power waits years
What a US interconnection queue is, how big it is (2,061 GW at end 2025), why most projects never get built, and what the waits mean for data centers.
FERC large load rules explained: how data centers may connect
How federal rules for connecting data centers to the US grid are taking shape: the DOE proposal, FERC's June 2026 orders, thresholds, costs and timelines.
Data center curtailment and flexible load: faster grid access
How agreeing to cut power for a few hours a year could speed a data center's grid connection, with the Duke study, DOE, FERC, Texas and PJM proposals.
Who pays for AI data centre power? PPAs, tariffs and capacity prices
How AI data centres pay for electricity: PPAs, large-load tariffs, capacity auction costs and flexibility deals, with sourced figures and dates.
Nuclear power for AI data centres: restarts, uprates, new reactors
Which nuclear deals back AI data centres, what a restart or uprate is, which plants are on track and which dates have slipped, with sourced figures.
How much electricity will AI data centres need? Forecasts compared
What the IEA, Berkeley Lab, PJM, ERCOT and the EIA say about AI data centre electricity demand, where the forecasts disagree, and why queues inflate them.
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