Trump Lets Nvidia Sell H200 Chips to China for 25% Revenue Cut
The Trump administration reversed export controls on Nvidia's H200 chips to China, demanding 25% of revenue. Here's what the policy shift means for AI infrastructure.
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Insights on GPU infrastructure, AI, and data centers.
Open Source AI Models Close the Gap: DeepSeek, Qwen3, and Llama 4 Now Match GPT-5
The performance gap between open and closed AI models has collapsed to 0.3%. Here's what that means for enterprise AI infrastructure.
Utah's Nuclear Data Center Play: 10 GW Gigasite Meets Operation Gigawatt
Utah positions as nuclear-powered AI hub: Creekstone's 20M sq ft Delta Gigasite plans 2 GW nuclear; Governor Cox's Operation Gigawatt adds SMRs in Brigham City.
Texas Data Center Bubble: 220 GW in Queue, 7.5 GW Connected
ERCOT large load queue hit 230 GW in 2025—4x 2024 levels. Only 7.5 GW connected. Experts warn of bubble as 70% are data centers.
NVIDIA Physical AI at NeurIPS: Alpamayo-R1 and the Cosmos Ecosystem
NVIDIA releases Alpamayo-R1, first open reasoning VLA for autonomous driving. Cosmos platform expands with LidarGen, ProtoMotions3. Figure AI, 1X adopting.
Data Center Backlash: $255/Month Bills Swing Elections
Virginia and New Jersey elections swung on data center electricity costs. PJM capacity prices up 500%. Dominion projects $255/month residential increases by 2035.
NextEra-Exxon 1.2GW Gas+CCS Data Center: First of Its Kind
NextEra and Exxon partner on 1.2GW gas plant with 90% carbon capture for data centers. 2,500 acres secured. Marketing to hyperscalers Q1 2026.
Disney's $1B OpenAI Bet: First IP License for AI Video
Disney invests $1B in OpenAI, licenses 200+ characters to Sora. First major content licensing for AI video. WGA criticizes. Early 2026 launch.
CXL 4.0 and the Interconnect Wars: How AI Memory Is Reshaping Data Center Architecture
CXL 4.0 specification released Nov 18 with PCIe 7.0, 128 GT/s, bundled ports. Panmnesia ships first CXL 3.2 fabric switch. UALink, Ultra Ethernet, Huawei UB-Mesh compete.
Inference-Time Scaling: The New Training Frontier for AI Reasoning
Test-time compute emerges as the next AI scaling frontier. ThreadWeaver achieves 1.5x speedup. P1 wins physics olympiad gold. DeepSeek-R1 matches o1 at 70% lower cost. Infrastructure implications.
Microsoft's $60B Neocloud Bet: Buying Time in the AI Capacity Crisis
Microsoft commits $60B+ to neocloud providers including $23B to Nscale for 200K GB300 GPUs. Azure capacity crunch extends into 2026. Neoclouds reshape AI infrastructure.
Anthropic's $50B Infrastructure Pivot: Building Independent Data Centers
Anthropic commits $50B to Fluidstack partnership for custom AI data centers in Texas and New York. Complements $11B AWS Project Rainier. 3,200 jobs created.