Roadmap: The AI data center stack - Bessemer Venture Partners

Six areas of infrastructure opportunity, from software and orchestration to grid hardware and cooling technologies.

Jump around Six areas of opportunity in the AI data center stack 1. Permitting and site selection 2. Power generation 3. Transmission, power conversion, and the middle mile of power 4. Software and orchestration 5. Construction, maintenance, and labor 6. Cooling technologies Contributors Lindsey Li Brielee Lu Josh Hechtman David Cowan Share Subscribe Email (required): Do not fill in (spam control): 5.19.26 AI & ML Data Roadmap: The AI data center stack Six areas of infrastructure opportunity, from software and orchestration to grid hardware and cooling technologies. AI is the most power-intens

saved by

• Elizabeth Qiu
• Joshua Muthu
• Summer Hua

related reading

• Heron Power | Built for the grid aheadheronpower.com
• Power 2026 - Electricity Pricing in the Age of AIpower2026.ai
• How to Build the Future of AI in the United States | IFPifp.org
• Why American data centers can't plug inworksinprogress.co
• AI infrastructure gaps | Deloitte Insightsdeloitte.com
• Fast, scalable, clean, and cheap enoughoffgridai.us
• The multifaceted challenge of powering AI | MIT News | Massachusetts Institute of Technologynews.mit.edu
• IIIa. Racing to the Trillion-Dollar Cluster - SITUATIONAL AWARENESSsituational-awareness.ai
• Deep Dive: Economics of the AI Build-Out | Contrary Researchresearch.contrary.com
• The AI Power Crisis — Part 2 - Nuttynuttycld.substack.com
• The Datacenter Bible - From Layman to Expert in 100 Pagestscsw.substack.com
• The data center event that became an energy event | Latitude Medialatitudemedia.com