Insights on GPU infrastructure, AI, and data centers.
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
340,000 data center positions remain unfilled and only 15% of applicants qualify. Explore the workforce crisis stalling the AI infrastructure buildout.
Netflix's infrastructure documentation enabling 2,500 engineers to manage 100,000 servers autonomously, GitLab's public handbook with 3,000 pages driving $500 million revenue, and Google's internal
AMD's server CPU market share reached 27.8% in Q3 2025, projected to exceed 40% by year-end and potentially reach 50% in 2026.¹ Intel's share fell to 72.2%—the lowest server CPU share the company has
Community opposition blocked $18B and delayed $46B in data center projects. Track the moratorium wave, electoral fallout, and financial risk.
GPU clusters fail differently than traditional compute infrastructure. A single degraded GPU in a 512-node training cluster can reduce overall throughput by 40%. Memory errors that would be tolerable
IBM just made its largest acquisition in years, and the target reveals where enterprise AI actually struggles. The company will pay $11 billion for Confluent, the data streaming platform built on
Fuel cells captured $7.65B in data center deals in 90 days. Solid oxide technology solves power bottlenecks with faster deployment and lower emissions.
ByteDance's recommendation engine spans 100,000 GPUs across 12 data centers, yet achieves 94% storage utilization through NVMe over Fabric technology that pools 85 petabytes of flash storage into a
A single NVIDIA L4 GPU processes approximately 2,000 text tokens per second through a 7-billion parameter embedding model. At that rate, generating embeddings for a billion-item collection requires
Google TPU v7, Microsoft Maia 200, Amazon Trainium 3, and Meta MTIA represent a $604B market shift. Custom ASICs grow at 44.6% CAGR while NVIDIA defends with Vera Rubin.
OpenAI orchestrates 25,000 GPUs on Kubernetes with 97% utilization. Master GPU scheduling, topology awareness, and scaling beyond 5,000 nodes.
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