Insights on GPU infrastructure, AI, and data centers.
Senator Bernie Sanders became the first federal legislator to call for a national moratorium on AI data center construction. His unlikely alignment with Governor Ron DeSantis reflects deepening politi...
Lisa Su unveiled AMD's Helios system at CES 2026—a direct competitor to NVIDIA's NVL72 featuring 72 MI455X accelerators. With claims of 1000x performance improvement in the upcoming MI500 series, AMD ...
OpenAI's Stargate Norway will deploy 100,000 GPUs powered entirely by renewable hydroelectricity.¹ The project confirms what infrastructure strategists have known for years: the Nordics offer AI
Senator Sanders' proposed moratorium on AI data center construction would surrender American technological leadership, kill the largest driver of renewable energy investment, and accomplish nothing ex...
Big Five hyperscaler capex surges to $602B in 2026 (+36% YoY). 75% tied to AI. $108B debt raised in 2025; $1.5T projected over next few years.
China activated the world's largest distributed AI computing network spanning 40 cities. FNTF achieves 98% single-datacenter efficiency. The DeepSeek effect reshapes infrastructure strategy as $70B in...
Load balancing determines whether AI inference systems achieve 95% GPU utilization or waste 40% of compute capacity through inefficient request distribution. When OpenAI serves 100 million ChatGPT
Google DeepMind's autonomous cooling AI reduced data center cooling energy consumption by 40%, translating to a 15% decrease in overall Power Usage Effectiveness (PUE). Every five minutes, the
OpenAI partners with NEXTDC for $7B+ AUD Sydney AI campus. Sovereign compute for government, defense, finance. Groq and Google also expanding.
AWS, Microsoft, and Oracle committed $26 billion to Japan. Power connections in Tokyo take 5-10 years. Demand will triple to 66 TWh by 2034. Hyperscalers deploy triple-region strategies to work around...
AWS, Microsoft, Oracle pour $28B into Japan. Power connections take 5-10 years in Tokyo. Hyperscalers deploy triple-region strategies as demand triples.
Korean memory giants commit to 900K DRAM wafers/month for OpenAI's Stargate. HBM4 launches February 2026. Server DRAM prices surge 60-70%.
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