The first quarter of the year always brings new plans, new momentum, and new opportunities. For me, this year carries something even more meaningful: the opportunity to lead the Secure Power & Data Center business at one of the most pivotal moments for our industry.
I have always been a firm believer in digitalization, an optimist about AI, and inspired by the power of technology to enable ordinary people to do extraordinary things. Across businesses, geographies and everyday life, the transformational impact of AI is providing an unprecedented opportunity to solve complex problems for the good of humankind and our planet.
In healthcare, AI models and sensors are helping clinicians detect cancers earlier and with greater accuracy, sometimes spotting patterns in imaging that the human eye might miss. Hospitals are using predictive algorithms to anticipate patient deterioration before it becomes critical, saving not just time but lives.
In finance, AI is being used to detect fraud in milliseconds, protect consumers from cybercrime, and provide smarter, more personalized financial advice. In technology and customer service, AI tools are empowering small businesses to automate operations, unlock insights, and compete at a level once reserved for the largest enterprises.
And this is only the beginning.
Some industries are further ahead than others, but make no mistake: AI will be pervasive. It will touch hospitals, banks, factories, supply chains, energy systems, education, homes and our everyday lives. Moments like this come along only a handful of times in history, when the scale of change rivals the Industrial Revolution or the birth of the internet.
And just like those moments, transformation sits upon one critical foundation: infrastructure.
Building the future of AI
The scale and speed of AI workloads are pushing digital infrastructure further and faster than we’ve ever seen. The race is on to build more capacity and to fundamentally rethink how data centers are designed and operated for resiliency, efficiency and sustainability.
I believe we are going to see bigger jumps in the next several years than we’ve seen in the past fifteen:
- Power systems will be pushed to new limits and must support unprecedented density through innovation.
- Thermal management and cooling will continue to undergo rapid reinvention as liquid cooling and advanced heat reuse strategies become essential.
- Digital Twins, encompassing design, monitoring, and predictive maintenance tools, will evolve more quickly to keep these facilities resilient and efficient.
As I take on the responsibility of overseeing our data center business, three things are top of mind.
1. Serving our customers and partners
Our customers and partners are moving at extraordinary speed as they deploy new GPU clusters, expand AI training capacity and future-proof their facilities.
As their chosen energy technology partner for data centers and AI, we must move at that same pace to design, simulate, build, operate and maintain the AI Factories of the future.
That means accelerating our collaboration with customers and partners in their design cycles, streamlining execution, reducing complexity and being proactive instead of reactive. Afterall, we can’t operate on yesterday’s timelines in a market that is reinventing itself every quarter.
But building high-density, AI infrastructure is only the beginning. The digital infrastructure we produce has to run flawlessly, day after day and year after year. These environments demand ongoing maintenance, supportive services, technical expertise and architectural foresight.
Our customers deserve complete confidence that their systems are designed correctly, executed properly, serviced consistently, and supported by deep technical expertise. Trust is earned through reliability, performance and partnership, and that is the standard we will continue to raise.
2. Inventing the future
We must invent the future—not just respond to it.
The GPU landscape is evolving rapidly. Architectures are changing. Density is increasing. Power and cooling requirements are scaling in ways that would have seemed unrealistic only a few years ago. At the same time, AI must become more efficient and accessible across society. That requires breakthrough thinking.
To ensure that this potential of AI reaches every part of our society, we collectively have to innovate and build more cost-efficient architectures as we lead from the very edge of what’s possible.
We need step changes in cost per token per watt, in design efficiency, in thermal performance, and in operational intelligence. That means challenging historical assumptions about how AI Factories are designed and operated so that infrastructure evolves seamlessly alongside compute and investing in innovation.
To shape the AI era, we must lead it, and luckily, it’s exactly what our decades of innovation and learning has prepared us for.
3. Enabling our people to do the extraordinary
None of this happens without our most valuable asset: our people.
To serve our customers and invent what comes next, we must equip our teams with the skills, tools and autonomy to lead. In practice, this means supporting our teams in developing expertise in new technologies, fostering collaboration across disciplines, and empowering individuals to make decisions that best serve our customers and partners.
When our people are enabled, innovation accelerates, and when innovation accelerates, our customers win. This is how we all move forward together, united with a single purpose: to lead in AI.
Looking ahead
I truly believe we are at the starting point of a long journey. AI infrastructure today will look very different from AI infrastructure five years from now. Our responsibility is to make sure we are shaping that evolution.
This is a business shaped by strong leadership, a high-performance culture, and a deep commitment to customers. I want to sincerely thank Pankaj Sharma for his leadership, partnership and the foundation he has built. The strength of this business—its results, its culture, and its talent—is a direct reflection of that legacy, and one I am committed to carrying forward with pride.
I’m looking forward to working with our teams, our customers, and our partners across the Secure Power and Data Center division to move fast, deliver confidence, and invent what’s ahead.
The future isn’t waiting.
And neither are we.
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