Insights on GPU infrastructure, AI, and data centers.
A 15-year-old data center designed for 5kW racks now faces demands for 40kW GPU clusters, creating an infrastructure crisis that forces organizations to choose between $50 million new facility
Uber's Michelangelo feature store processing 10 trillion feature computations daily, Airbnb's Zipline serving features with sub-10ms latency to millions of models, and DoorDash's Fabricator reducing
DeepSeek V3.2-Speciale achieves 96% on AIME, gold at IMO, and top-10 at IOI—matching U.S. frontier models despite export restrictions.
FERC's December 2025 order lets data centers connect directly to power plants in PJM. Technical breakdown of new rules, deals, and deployment implications.
A $450M model theft exploited traditional perimeter security. Implement zero-trust for GPU clusters with microsegmentation, encryption, and continuous verification.
Intel launches its first 18A chip at CES 2026 while NVIDIA faces a 40% production cut from memory shortages. AMD counters with Ryzen AI 400 processors. Three keynotes on January 5 will reshape the com...
Musk's xAI purchases third Memphis building for 2 GW total capacity. 555,000 NVIDIA GPUs at $18B makes Colossus the world's largest AI training facility.
Bernie Sanders demands a national moratorium on data center construction while DeSantis proposes an AI Bill of Rights protecting communities from hyperscale facilities. The bipartisan alignment signal...
Wrong colocation choice led to $8M in stranded GPUs. Only 47 facilities globally meet NVIDIA DGX-Ready standards for 120kW racks. Selection guide.
JPMorgan Chase's $2 billion AI infrastructure serving 5,000 data scientists, Uber's centralized GPU platform reducing costs 60%, and Netflix's sophisticated chargeback system demonstrate the critical
Yann LeCun raises €500M for AMI Labs while DeepMind's Genie 3 simulates real-time 3D worlds. The 2026 race to build AI that understands physics may eclipse LLMs.
The AI memory supercycle has arrived. With HBM sold out through 2026, a $100 billion TAM by 2028, and gaming GPUs caught in the crossfire, memory has become AI's most critical infrastructure constrain...
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