Trump Lets Nvidia Sell H200 Chips to China for 25% Revenue Cut
The Trump administration reversed export controls on Nvidia's H200 chips to China, demanding 25% of revenue. Here's what the policy shift means for AI infrastructure.
Blog
Insights on GPU infrastructure, AI, and data centers.
BloombergNEF Raises Data Center Power Forecast 36% to 106 GW
BloombergNEF's December 2025 forecast projects U.S. data centers will draw 106 GW by 2035—a 36% jump from just 7 months ago. What changed.
FERC Lets Data Centers Plug Directly Into Power Plants
Federal regulators clear the way for AI facilities to bypass the grid and connect straight to nuclear and gas plants. Here's what changes.
Gemini 3 Flash: Google's Speed Champion Matches GPT-5.2 at 6x Lower Cost
Google's Gemini 3 Flash delivers 90.4% GPQA Diamond and 78% SWE-bench at $0.50/M tokens. What the fastest frontier model means for AI infrastructure.
Data Center Deals Hit Record $61B as Debt Doubles to $182B
Global data center M&A reached $61 billion in 2025 while debt issuance doubled to $182 billion. Here's what the financing frenzy means—and the bubble concerns.
Open Source AI Models Close the Gap: DeepSeek, Qwen3, and Llama 4 Now Match GPT-5
The performance gap between open and closed AI models has collapsed to 0.3%. Here's what that means for enterprise AI infrastructure.
Utah's Nuclear Data Center Play: 10 GW Gigasite Meets Operation Gigawatt
Utah positions as nuclear-powered AI hub: Creekstone's 20M sq ft Delta Gigasite plans 2 GW nuclear; Governor Cox's Operation Gigawatt adds SMRs in Brigham City.
Texas Data Center Bubble: 220 GW in Queue, 7.5 GW Connected
ERCOT large load queue hit 230 GW in 2025—4x 2024 levels. Only 7.5 GW connected. Experts warn of bubble as 70% are data centers.
NextEra-Exxon 1.2GW Gas+CCS Data Center: First of Its Kind
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.
Disney's $1B OpenAI Bet: First IP License for AI Video
Disney invests $1B in OpenAI, licenses 200+ characters to Sora. First major content licensing for AI video. WGA criticizes. Early 2026 launch.
CXL 4.0 and the Interconnect Wars: How AI Memory Is Reshaping Data Center Architecture
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 $60B Neocloud Bet: Buying Time in the AI Capacity Crisis
Microsoft commits $60B+ to neocloud providers including $23B to Nscale for 200K GB300 GPUs. Azure capacity crunch extends into 2026. Neoclouds reshape AI infrastructure.