Insights on GPU infrastructure, AI, and data centers.
Elon Musk's xAI announced a $20 billion data center in Southaven, Mississippi—the largest private investment in state history. The 2 GW facility expands the Memphis-area Colossus cluster to create wha...
Meta has signed agreements with Oklo, TerraPower, and Vistra for up to 6.6 GW of nuclear power by 2035—enough to power 5 million homes. The deals validate SMR commercialization and reshape AI infrastr...
Training infrastructure consumes millions of dollars over months to create a model, while inference infrastructure serves that model billions of times at microsecond latencies. A single GPT-4
President Trump's December 2025 executive order establishes DOJ task force to challenge state AI laws, conditions $42B in broadband funding on regulatory compliance, and sets up a federal-state confro...
H100 rental prices drop from $8/hr to $2.85/hr as 300+ providers enter market. Strategic implications for GPU procurement and ownership decisions.
Spotify's vector database stores 420 billion embedding vectors from 500 million songs and podcasts, enabling real-time recommendation queries that search across this massive space in under 50
AI storage market grows from $36B to $322B by 2035. DDN delivers 4TB/s to NVIDIA Eos. GPUDirect, NVMe-oF, and parallel file systems feed hungry GPU clusters.
Trump announces executive order preempting state AI regulations. Analysis of infrastructure deployment and compliance implications.
Major retailers deployed edge AI servers with NVIDIA T4 GPUs directly in stores, cutting inference latency from hundreds of milliseconds to under 15 milliseconds while eliminating cloud bandwidth
The race to deploy AI infrastructure collides with traditional data center construction timelines that stretch 24 to 36 months. Organizations need GPU capacity now, not three years from now. Modular
DeepSeek V3.2-Speciale scored 35/42 on IMO 2025 benchmarks, matching Gemini 3 Pro reasoning at 70% lower inference cost. Analysis of China's efficiency-first AI approach.
The question answers itself wrong. When Ray Dalio calls AI investment "very similar" to the dot-com bubble, when the IMF warns of an impending bust, when Apollo's chief economist notes that today's
Tell us about your project and we'll respond within 72 hours.
Thank you for your inquiry. Our team will review your request and respond within 72 hours.