Inference Unit Economics: The True Cost Per Million Tokens
The LLM inference market defies conventional technology economics. Prices declined faster than PC compute during the microprocessor revolution or bandwidth during the dotcom boom—equivalent
Blog
Insights on GPU infrastructure, AI, and data centers.
Bandwidth Optimization for Distributed Training: Managing 400Gbps+ Network Traffic
GPT-4 training generates 400TB/hour of network traffic. Meta sustains 1.6Tb/s gradient exchange. Bandwidth optimization reduces training time 3x, saving $50M.
China's Linglong One: The World's First Commercial Land-Based SMR Enters Service in 2026
China's ACP100 reactor completes testing and prepares for H1 2026 commercial operation—a milestone that positions CNNC for global SMR exports while the United States has yet to break ground on its fir...
What $500 billion in AI infrastructure actually looks like: inside OpenAI's Stargate
President Donald Trump called it "the largest AI infrastructure project in history" when he stood alongside OpenAI CEO Sam Altman, SoftBank CEO Masayoshi Son, and Oracle Chairman Larry Ellison on
Partner Channel Strategy: Building an AI Infrastructure Ecosystem
NVIDIA's Partner Network generating $30 billion in indirect revenue, Microsoft's AI Cloud Partner Program onboarding 100,000 partners globally, and AWS Partner Network's AI/ML competency driving 60%
Galaxy's Helios Campus Hits 1.6GW: Inside Texas's Largest Single-Site Data Center Power Approval
Galaxy Digital's ERCOT approval for 830MW of additional power doubles Helios campus capacity to 1.6GW, with CoreWeave committed to the full allocation for AI training infrastructure delivering $1B+ an...
BIS Export Policy Shift: H200 and MI325X Move to Case-by-Case Review for China
BIS shifts H200 and MI325X exports from presumption of denial to case-by-case review with 25% tariff and 50% volume cap. Samsung and SK hynix receive annual licenses replacing expired VEU status.
Amazon Trainium and Inferentia: The AWS Silicon Ecosystem Guide
Amazon Web Services operates the world's largest AI training cluster built on custom silicon. Project Rainier, activated in October 2025, deploys nearly 500,000 Trainium2 chips across a 1,200-acre
AI Infrastructure Financing: CapEx, OpEx, and GPU Investment Strategies
OpenAI plans to lease NVIDIA GPUs under five-year arrangements rather than purchasing them outright, potentially cutting hardware costs by 10-15%.¹ CoreWeave raised $2.3 billion by pledging H100 GPUs
Trump's Nuclear Executive Orders Target 400GW by 2050: Inside the Regulatory Revolution
Four executive orders aim to quadruple U.S. nuclear capacity through NRC reform, DOE pilot programs, and an aggressive July 4, 2026 criticality deadline—but industry experts question whether safety ca...
PJM's 6GW Capacity Shortfall: The Grid Crisis That Could Reshape AI Infrastructure
PJM's 2027 capacity auction reveals a 6GW shortfall - the first failure to meet reliability targets in the grid operator's history. Data centers account for 94% of projected load growth as capacity pr...
PJM Grid Crisis: 6GW Shortfall Threatens 40% of AI Data Centers by 2027
PJM Interconnection falls 6.6GW short of reliability targets. Gartner predicts 40% of AI data centers face power constraints by 2027. Analysis of grid crisis and solutions.