Insights on GPU infrastructure, AI, and data centers.
Generative AI data centers require ten times more fiber than conventional setups to support GPU clusters and low-latency interconnects.¹ The cable infrastructure connecting 800G switches to thousands
Groq's LPU inference engine delivers Llama 2 70B at 300 tokens per second—ten times faster than NVIDIA H100 clusters running the same model.¹ The speed differential transformed expectations for what
Virginia and New Jersey elections swung on data center electricity costs. PJM capacity prices up 500%. Dominion projects $255/month residential increases by 2035.
Data center electricity demand projects to 106 GW by 2035, up from 40 GW today. Analysis of grid implications, energy sources, and investment opportunities.
Transform expensive GPU resources into flexible pools serving multiple workloads with up to 90% cost savings.
Amazon announced AU$20 billion in Australian data center investment from 2025 to 2029, the largest global technology investment announcement in Australia's history.¹ OpenAI partnered with NextDC to
NVIDIA releases Alpamayo-R1, a 10B-parameter reasoning model for autonomous driving with 99ms latency and 1,727-hour dataset spanning 25 countries.
CXL 4.0 specification released Nov 18 with PCIe 7.0, 128 GT/s, bundled ports. Panmnesia ships first CXL 3.2 fabric switch. UALink, Ultra Ethernet, Huawei UB-Mesh compete.
Microsoft's Azure data center in Virginia experienced a catastrophic 14-hour outage affecting 37% of East Coast services when a technician accidentally severed a trunk cable bundle containing 864
Netflix's AI platform handling 100 billion requests daily through Istio service mesh, Uber's 4,000 microservices coordinated by custom mesh infrastructure, and LinkedIn's Linkerd deployment reducing
NextEra and Exxon partner on 1.2GW gas plant with 90% carbon capture for data centers. 2,500 acres secured. Marketing to hyperscalers Q1 2026.
The performance gap between open and closed AI models has collapsed to 0.3%. Here's what that means for enterprise AI infrastructure.
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