Method
A reading desk, not a publisher.
Rackline pulls public RSS and Atom feeds from specialist outlets and national technology desks. It keeps stories about data centers, power, chips, models, policy, and the capital moving through them, then lays that edition out like a newspaper.
The front page is the United States edition. Stories that never name a country stay there. A story that names somewhere else leads only when it is a blockbuster: a frontier-model launch, a tens-of-billions deal, export controls, or a multi-gigawatt build. The rest are filed under Europe, Asia-Pacific, the Middle East and Africa, or the Americas outside the United States. The desks themselves do not change.
A headline opens the publisher’s article in a new tab. The edition keeps the feed summary on the page, with the source named beside it. Rackline does not reprint the rest of the piece.
The analytics page keeps the latest public print from Colliers, CBRE, JLL, and Cushman & Wakefield: vacancy, absorption, construction, and lease rates. Each house counts a different set of buildings, so the figures sit side by side and are not averaged. Rackline records the published number and links the release. It does not reprint the report.
Feeds and the commodity tape are cached for 15 minutes. Refresh wire drops both caches and pulls again. The Associated Press, Reuters, and Bloomberg license their wire. They do not publish an open feed Rackline can rewrite, so their reporting shows up here only when another source on the list covers the same event.
Commodity tape
The strip under the masthead is the physical book behind a data center: rental GPUs, Henry Hub gas, and power in the main data-center markets. It scrolls on its own and pauses while the pointer rests on it.
Compute is an on-demand rental print in dollars per GPU-hour for the A100 80GB, H100 SXM, H200, B200, and B300. Rackline reads the per-provider asks compiled by Price of Compute. Each provider gets one vote, the median of that house’s firm on-demand asks. A second region from the same house folds into that vote. The book is firm on-demand asks. Once five houses are quoting, asks outside the 10th to 90th percentile are set aside, and the print is the equal-weight average of what remains. Public books do not say how many GPU-hours are actually offered, so the average is not weighted by capacity. Fewer than three surviving votes is marked as a thin tape. A blank cell means that SKU had no firm asks on the pull.
Henry Hub is the NYMEX front-month natural gas future, in dollars per MMBtu, read from Yahoo Finance. The change is against the previous close on that chart.
Power is in dollars per megawatt-hour. Real-time cells are the latest posted interval. Peak cells are the newest daily on-peak trade in the EIA wholesale file, and only if that trade is from the last three weeks. The trade date is printed on the cell.
- ERCOT North, real time. Dallas and the rest of the North Texas load.
- ERCOT West, real time. The Abilene corridor.
- ERCOT Houston, real time. The Gulf Coast hub.
- CAISO NP15, real time. Silicon Valley and the Bay Area.
- CAISO SP15, real time. Los Angeles and the Inland Empire.
- MISO Illinois, real time. Central Illinois. Chicago itself is the ComEd zone.
- MISO Indiana, real time. The liquid Midwest hub, and a lot of the Indiana build.
- Columbus and Waterford, the AEP Ohio generation price to compare. Both towns are on AEP Ohio, so they share one published rate. It is the standard-offer generation price, not the PJM nodal price a campus pays.
- NYC Zone J, real time. New York City.
- Long Island, real time. The NYISO LONGIL zone.
- Palo Verde, daily peak. The hub Phoenix buys against.
- Mid-Columbia, daily peak. Hillsboro, Quincy, and the rest of the Columbia River load.
- Mass Hub, daily peak. New England, including the Boston-area campuses.
- PJM Western Hub, daily peak. The liquid eastern hub. Northern Virginia is the Dominion zone, and that zone price is not this print.
Atlanta sits on Southern Company. That utility does not publish a hub in this public set, so Atlanta is not on the tape.
Desks
Power & Sites
Campuses, megawatts, cooling, and the grid connections the buildout actually needs.
Chips & Supply
GPUs, memory, foundries, and the supply chain that decides what can be trained.
Models & Labs
Labs, model releases, and the companies spending the power the other desks are tracking.
Policy
Permits, export rules, moratoriums, and the politics gathering around the buildout.
Capital
Capex, raises, earnings, and the money moving into sites, chips, and labs.
Regions
Europe
Campuses, grids, and labs from Ireland and the Nordics to the continent.
Asia-Pacific
China, Taiwan, Korea, Japan, India, Southeast Asia, and Australia.
Middle East & Africa
Gulf buildouts, Israeli labs, and the African campuses that clear the beat.
Americas
Canada, Mexico, and Latin America, outside the United States edition.
Sources
- Data Center Dynamics
- Data Center Knowledge
- TechCrunch
- The Verge
- The Register
- The Next Platform
- SemiAnalysis
- OpenAI
- Google DeepMind
- Wired
- Financial Times
- The New York Times
- BBC
- CNBC
- MIT Technology Review
- IEEE Spectrum
- Ars Technica
- The Information
- Canary Media
- Utility Dive
- Power Magazine
- Tom's Hardware
- NVIDIA