Insights on GPU infrastructure, AI, and data centers.
Ethernet now leads AI back-end network deployments. Dell'Oro Group reports that compelling cost advantages, multi-vendor ecosystems, and operational familiarity drive adoption over InfiniBand in
Amazon Web Services increases H200 GPU instance prices by 15% in January 2026, breaking a two-decade trend of declining cloud compute costs. The move signals persistent AI infrastructure supply constr...
Alphabet acquires Intersect Power for $4.75 billion, gaining multiple gigawatts of energy and data center projects. The deal marks the clearest example of hyperscalers moving from power procurement to...
Governments worldwide ban DeepSeek from official devices citing hidden code linking to China Mobile, data storage in China, and national security risks. U.S. Congress advances bipartisan legislation.
DeepSeek's V4 model arrives mid-February 2026 with Engram memory architecture, targeting Claude and GPT supremacy in code generation.
Microsoft's $10B Brookfield agreement delivers 10.5 GW renewable capacity through 2030, 8x larger than any previous corporate PPA.
The Department of Defense requests proposals to develop AI data centers on underused military base land at Fort Hood, Fort Bragg, Fort Bliss, and Dugway Proving Ground. The move signals government ent...
President Trump signed four executive orders to quadruple U.S. nuclear capacity from 100 GW to 400 GW by 2050, with pilot reactors targeting July 4, 2026 criticality and NRC regulatory overhaul.
China's Linglong One (ACP100) enters final testing for H1 2026 commercial operation—the world's first land-based commercial SMR, years ahead of Western competitors.
Microsoft unveils pledges to pay full power costs, reject tax breaks, and replenish water as 142 activist groups across 24 states organize against AI data center expansion. The announcement follows Tr...
DOJ shuts down $160M NVIDIA chip smuggling network to China. First AI diversion conviction. H100/H200 GPUs relabeled as 'SANDKYAN.' Operation Gatekeeper ongoing.
Elon Musk's xAI announced a $20 billion data center in Southaven, Mississippi—the largest private investment in state history. The 2 GW facility expands the Memphis-area Colossus cluster to create wha...
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