UALink and CXL 4.0: The Open Standards Reshaping GPU Cluster Architecture
UALink 1.0 challenges NVLink with 1,024-GPU scaling. CXL 4.0 doubles bandwidth to 128 GT/s. Technical guide to open interconnect standards for AI infrastructure.
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Insights on GPU infrastructure, AI, and data centers.
DeepSeek V4's 1-Trillion Parameter Architecture Targets Western AI Coding Dominance
DeepSeek V4 launches mid-February 2026 with 1 trillion parameters, 1M token context, and three architectural innovations targeting 80%+ SWE-bench scores at 10-40x lower cost than Western competitors.
Deploying AI guardrails at production scale
Eighty-seven percent of enterprises lack comprehensive AI security frameworks, according to Gartner research.¹ Almost every AI-related breach in 2025 (97%) occurred in environments without access
Liquid cooling for AI: from edge case to essential infrastructure
The global liquid cooling market will surge from $2.8 billion in 2025 to over $21 billion by 2032, with compound annual growth exceeding 30%.¹ At the halfway mark of 2025, the shift from air to
Meta's 6.6GW Nuclear Power Deal: The Largest Corporate Nuclear Agreement in History
Meta secures up to 6.6GW of nuclear power through 20-year agreements with Vistra, TerraPower, and Oklo, positioning the company as one of the largest corporate nuclear purchasers in American history w...
Google's $4.75B Intersect Power Acquisition: From PPA Buyer to Energy Infrastructure Owner
Google's $4.75 billion acquisition of Intersect Power marks the first major tech company purchase of a renewable energy developer, signaling a strategic shift from power purchase agreements to direct ...
NVLink and scale-up networking: when 800G Ethernet isn't enough
A single NVIDIA Blackwell GPU supports up to 18 NVLink connections at 100 gigabytes per second each, delivering 1.8 terabytes per second of total bandwidth—14 times the bandwidth of PCIe Gen5.¹ The
Green Hydrogen for AI Data Centers: The Next Frontier in Clean Power
Microsoft and Caterpillar demonstrated a 3-megawatt hydrogen fuel cell system providing over 48 hours of continuous backup power to a data center in Cheyenne, Wyoming. The demonstration
DATA Act 2026: Off-Grid Power for AI Data Centers
Senator Cotton's DATA Act exempts off-grid data centers from FERC. Analysis of regulatory bypass, interconnection queue avoidance, and infrastructure implications.
SpaceX Files for Million-Satellite Orbital Data Center
SpaceX filed FCC plans for 1M orbital data center satellites projecting 100GW AI compute. Analysis of technical specs, regulatory challenges, and market implications.
GPT-5.2 Crosses 90% ARC-AGI: Infrastructure Implications
GPT-5.2 achieves 90% ARC-AGI-1 and perfect AIME 2025. Analysis of benchmark results and data center infrastructure requirements for inference.
NVIDIA NIM and Inference Microservices: Deploying AI at Enterprise Scale
Deploying a large language model used to require weeks of infrastructure work, custom optimization scripts, and a team of ML engineers who understood the dark arts of inference tuning. NVIDIA changed