Modularity Gains Importance in Infrastructure for AI

Data center infrastructure is going through a period of accelerated transformation. The growth of Artificial Intelligence does not represent only an increase in computational demand. It is also changing technical parameters that directly influence the design, construction, and operation of these facilities.

Rack density, cooling models, and electrical architecture are evolving in increasingly shorter cycles. This dynamic is changing the way the industry plans capacity expansion and investment in digital infrastructure.

In this context, modularity is gaining relevance as an approach capable of dealing with the speed of technological change.

The New Generation of Chips and the Impact on Data Center Design

During the latest edition of CES in Las Vegas, Jensen Huang, president of NVIDIA, presented new details about the Vera Rubin architecture, the successor to current platforms designed for intensive Artificial Intelligence workloads.

Beyond the performance leap, the new generation of CPUs and GPUs brings direct implications for facility design. Thermal dissipation can reach approximately 260 kW per rack, with heat removal carried out entirely by liquid cooling systems using fluid at ambient temperature.

This model changes the traditional thermal design of data centers. Systems based on chillers and chilled water are no longer the only reference in high-density projects, while solutions such as dry coolers or cooling towers are beginning to gain space in certain architectures.

At the same time, technological evolution also points to changes in electrical infrastructure. The roadmap announced by the industry includes the possibility of a gradual migration from alternating current to direct current power supply in future architectures designed for intensive AI workloads.

These transformations indicate that data center design must adapt to a technological environment that is constantly evolving.

Technology Cycles Becoming Increasingly Shorter

Significant technological changes in infrastructure used to occur over longer intervals. Today, the evolution cycle is around 12 to 18 months.

This interval directly impacts investment decisions. Data centers are traditionally planned to operate for many years and often consider return horizons longer than a decade.

When technical parameters change over such short periods, the risk increases that an architecture may need to be updated before completing its financial cycle. Changes in computational density, thermal models, and electrical distribution may require significant adaptations to existing facilities.

The CAPEX Challenge in a Rapidly Evolving Environment

Data center projects involve significant investments in physical infrastructure, power, and support systems. In a technological environment that evolves rapidly, CAPEX decisions must account for higher levels of uncertainty.

Facilities designed to operate for many years may require important technical revisions as new generations of hardware and new infrastructure models become established.

In this context, there is a growing need for design approaches capable of accommodating technological changes over time.

Modularity as a Design Approach

Modularity emerges as a way to respond to this environment of continuous technological evolution.

Instead of deploying the full capacity of a data center in a single phase, modular design allows facilities to be built in progressive blocks. Each new phase can incorporate technological updates related to computational density, cooling, or electrical distribution.

This approach allows investment to follow the pace of technological change.
 As Marcos Paraíso, Vice President of Business Development at Modular Data Centers, explains: “Modular design combined with prefabrication, an approach we use at Modular Data Centers, allows each investment cycle to be aligned with the technology available at the time, while also enabling growth of dozens or even hundreds of megawatts.”

Infrastructure Prepared to Evolve

The expansion of Artificial Intelligence is redefining technical requirements for data centers around the world. High-density environments, new thermal solutions, and changes in electrical architecture point to a scenario of constant evolution.

With the rapid advancement of AI, infrastructure projects are beginning to consider not only installed capacity, but also the ability to adapt over time.

Rafael Castro

Rafael Castro is the Chief Financial Officer at MODULAR Data Centers, with 15 years of experience in corporate finance, fundraising, mergers & acquisitions (M&A), and the growth of rapidly expanding companies.

He has worked in venture capital as CFO and Compliance Officer at Igah Ventures, and as Investment Officer at Joá Investimentos, primarily responsible for structuring offshore funds, managing investor relations, startup investments, and corporate governance policies.

Additionally, he held leadership roles within portfolio companies, including Latin America CFO at Tembici, where he led expansion through acquisitions in Chile and a greenfield project in Argentina. He has also held positions at PetCare and PDG Realty.

With a versatile career, Rafael is a finance professional with strong multidisciplinary execution skills and strategic vision from both the investor and operator perspectives.

Décio Miname

Décio Miname is the Chief Operating Officer (COO) at MODULAR Data Centers.

A Computer Engineer from UNICAMP, he has built a career spanning more than 35 years in technology and mission-critical companies, including Motorola, Solvo Missão Crítica, UOLDIVEO, IBM, and Scala Data Centers. 

He has extensive experience in technology, data center, and manufacturing operations, leading complex, multidisciplinary projects, including high-performance computing environments, high-availability IT infrastructure, manufacturing systems, artificial intelligence, and Industry 4.0 initiatives.

Alinie Mendes

Alinie Mendes is CEO at MODULAR Data Centers and a partner at Lemniscata Ventures, a private investment company specializing in engineering and technology assets.

With a degree in Administration and a postgraduate degree in Processes and Quality, she holds an MBA in Production and Quality Engineering from the School of Engineering at USP. She began her career in the automotive industry, involved in cost optimization and quality projects in production lines. Since 2010 in the technology industry, Alinie has led high-performance teams in managing and applying organizational transformation models and quality assurance.