Vertiv / Digital Realty: Physics Always Collects The Debt
The ash smelled before the fire. In this gripping audit, we plunge into the heart of the AI infrastructure push with two auditors, Marcus and Katie, as they dissect Digital Realty's ROM1 facility in Rome and Vertiv's cooling solutions. What begins as a clinical assessment of Q-One 2026 metrics quickly devolves into a fierce debate between Marcus's visceral cynicism and Katie's steadfast adherence to data. Is Rome's nascent Mediterranean AI compute architecture a strategic marvel, or simply "a glorified server closet" and "expensive shed" desperately pumping coolants through dying veins…
The skinny
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