Insights on GPU infrastructure, AI, and data centers.
Walmart processes 2.3 billion surveillance camera frames daily across 4,700 stores using edge AI servers with T4 GPUs deployed directly in each location, reducing cloud bandwidth costs from $18
Alphabet acquires clean energy developer Intersect Power for $4.75B, signaling shift from PPAs to vertical integration.
Axiom Space launches first orbital data center nodes to LEO on Jan 11, 2026. Space-based computing infrastructure enters operational phase.
GitHub Copilot's infrastructure-as-code suggestions improving developer productivity 55%, Google's Duet AI automating cloud deployments, and Amazon's CodeWhisperer generating CloudFormation templates
NVIDIA's CEO Jensen Huang met with President Trump in early December 2025 to discuss export controls that have whipsawed the AI chip market for three years.¹ The regulations determine which countries
A single 100kW rack consumes power like 80 homes and generates heat from 30 furnaces. Engineering specifications for extreme density GPU infrastructure.
NVIDIA releases Alpamayo-R1, first open reasoning VLA for autonomous driving. Cosmos platform expands with LidarGen, ProtoMotions3. Figure AI, 1X adopting.
Federal regulators clear the way for AI facilities to bypass the grid and connect straight to nuclear and gas plants. Here's what changes.
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
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
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.
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