Insights on GPU infrastructure, AI, and data centers.
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%
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
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 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 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
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
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 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 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.
SpaceX filed FCC application for 1 million satellite data centers in orbit. Analysis of technical specs, timeline, competitors, and infrastructure implications.
GPT-5.2 achieves 100% AIME, 400K context. Gemini 3 Pro offers 1M context with Deep Think. Full benchmark comparison for enterprise AI infrastructure decisions.
BIS shifts H200 and MI325X export policy to case-by-case review for China. Congress invokes statutory powers demanding answers. Analysis of policy, controversy, and AI chip implications.
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