CoWoS and Advanced Packaging: How Chip Architecture Shapes Data Center Design
Advanced packaging has evolved from semiconductor manufacturing concern to primary driver of data center design.
Blog
Insights on GPU infrastructure, AI, and data centers.
Secondary GPU Markets: Buying and Selling Used AI Hardware
CoreWeave's H100 GPUs from 2022 contract expirations immediately rebooked at 95% of original pricing.¹ The data point reveals something counterintuitive: AI accelerators retain substantial value even
OpenAI and NVIDIA forge $100 billion infrastructure alliance to build AI's computational future
The handshake between Jensen Huang and Sam Altman represents more than corporate diplomacy. Their companies announced a letter of intent to build **10 gigawatts** of AI infrastructure—enough
Virginia's $1.6B Data Center Tax Battle Reshapes Data Center Alley
Virginia's Senate moves to kill $1.6B data center tax exemption by Jan 2027 while the House fights to keep it. The outcome reshapes Data Center Alley.
US Data Center Construction Drops for First Time Since 2020
US data center capacity under construction fell to 5.99 GW from 6.35 GW. Power, moratoriums, and labor shortages shifted the bottleneck to execution.
Meta's $100B AMD Deal Shatters NVIDIA's GPU Monopoly
Meta's $100B AMD deal deploys 6GW of custom MI450 GPUs, breaking NVIDIA's hyperscaler exclusivity and reshaping the AI chip market permanently.
Trump's Ratepayer Pledge: Big Tech Must Build Own Power
Seven hyperscalers sign Trump's Ratepayer Protection Pledge March 4, committing to build, bring, or buy power for AI data centers across 56 GW.
PJM's $100 Billion Rate Shock: How Data Centers Are Rewriting America's Electricity Bills
PJM capacity prices surged 10x to $329/MW-day, adding an estimated $100B+ in costs for 67M ratepayers. States respond with rate reforms and tax repeal.
Reinforcement Learning Infrastructure: GPU Clusters for RLHF and Robotics
RLHF training spends 80% of compute time on sample generation, making throughput optimization the critical infrastructure challenge for organizations aligning large language models with human
Testing AI Infrastructure: Validation Frameworks for GPU Clusters Before Production
Facebook's production AI cluster catastrophically failed 72 hours after deployment when synchronized training jobs triggered thermal runaway across 2,000 H100 GPUs, causing $28 million in hardware
The Germanium Chokepoint: How China Controls the Fiber Feeding AI's $690 Billion Buildout
China controls 60% of germanium production, a critical fiber optic dopant. With AI racks demanding 36x more fiber and prices up 200%, the $690B buildout faces a mineral chokepoint.
Gaming's infrastructure revolution: from cloud streaming to AI content creation
The gaming industry operates infrastructure at a scale that rivals enterprise computing. With over $200 billion in annual revenue and hundreds of millions of concurrent players globally, modern games