H200 vs H100 GPU Upgrade Path: When to Switch and How to Deploy
H200's 141GB memory costs 33% more than H100's 80GB. Only workloads over 70B parameters justify upgrading. Get the data-driven decision framework.
Blog
Insights on GPU infrastructure, AI, and data centers.
LG-Microsoft Multi-Billion $ Cooling Deal: Liquid Cooling Goes Mainstream
LG signs multi-billion $ annual agreement to supply cooling for Microsoft's global AI data centers. Cold plates, CDUs, chillers—liquid cooling becomes default.
Embodied AI Infrastructure: GPU Requirements for Robotics and Physical AI
Building infrastructure for AI that understands and interacts with the physical world.
Incident Response for GPU Clusters: Playbooks for Common Failure Scenarios
When 500 H100 GPUs suddenly drop offline during a critical training run, every second costs $1,200 in lost compute time. When liquid cooling fails in a 2MW GPU cluster, temperatures rise 1°C every 30
Deep Atomic's MK60: First Nuclear-Powered AI Data Center at INL
Deep Atomic proposes first integrated nuclear AI data center at Idaho National Lab. MK60 SMR delivers 60MW power + 60MW cooling—purpose-built for compute.
The Data Center Moratorium Is Self-Defeating Policy: A Rebuttal
Senator Sanders' proposed moratorium on AI data center construction would surrender American technological leadership, kill the largest driver of renewable energy investment, and accomplish nothing ex...
AMD Helios Challenges NVIDIA: The MI455X and the Battle for AI Infrastructure Supremacy
Lisa Su unveiled AMD's Helios system at CES 2026—a direct competitor to NVIDIA's NVL72 featuring 72 MI455X accelerators. With claims of 1000x performance improvement in the upcoming MI500 series, AMD ...
NVIDIA Rubin Enters Full Production: The 336 Billion Transistor GPU Reshaping AI Infrastructure
Jensen Huang stunned CES 2026 with news that NVIDIA's next-generation Rubin platform has already entered full production—months ahead of expectations. The six-chip architecture promises 10x inference ...
The Data Center Moratorium Movement: How Bernie Sanders and Ron DeSantis Found Common Ground
Senator Bernie Sanders became the first federal legislator to call for a national moratorium on AI data center construction. His unlikely alignment with Governor Ron DeSantis reflects deepening politi...
Nuclear power for AI: inside the data center energy deals
Big tech companies signed contracts for more than 10 gigawatts of possible new nuclear capacity in the United States over the last year.¹ Microsoft committed to a 20-year, 835-megawatt power purchase
Nordic AI Data Centers: The Renewable Power Advantage
OpenAI's Stargate Norway will deploy 100,000 GPUs powered entirely by renewable hydroelectricity.¹ The project confirms what infrastructure strategists have known for years: the Nordics offer AI
Hyperscaler CapEx Hits $600B in 2026: The AI Infrastructure Debt Wave
Big Five hyperscaler capex surges to $602B in 2026 (+36% YoY). 75% tied to AI. $108B debt raised in 2025; $1.5T projected over next few years.