Insights on GPU infrastructure, AI, and data centers.
Trump's December 11 executive order directs DOJ to challenge state AI laws, threatening 38 states' legislation just as California's landmark transparency requirements take effect.
Saudi Arabia's Global AI Hub Law creates three-tier data embassy system. First G20 nation to enable foreign data centers operating under home-country law.
President Trump's December 11 executive order creates AI Litigation Task Force to challenge state laws and threatens BEAD funding. 23 state AGs push back.
BloombergNEF's December 2025 forecast projects U.S. data centers will draw 106 GW by 2035—a 36% jump from just 7 months ago. What changed.
Google's Gemini 3 Flash delivers 90.4% GPQA Diamond and 78% SWE-bench at $0.50/M tokens. What the fastest frontier model means for AI infrastructure.
Federal regulators clear the way for AI facilities to bypass the grid and connect straight to nuclear and gas plants. Here's what changes.
Global data center M&A reached $61 billion in 2025 while debt issuance doubled to $182 billion. Here's what the financing frenzy means—and the bubble concerns.
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.
The performance gap between open and closed AI models has collapsed to 0.3%. Here's what that means for enterprise AI infrastructure.
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.
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.
Disney invests $1B in OpenAI, licenses 200+ characters to Sora. First major content licensing for AI video. WGA criticizes. Early 2026 launch.
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