Insights on GPU infrastructure, AI, and data centers.
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...
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.
Mass General Brigham deployed ambient documentation agents across 800 physicians, autonomously drafting clinical notes from patient conversations.¹ JPMorgan Chase's EVEE system handles customer
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.
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
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
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