Insights on GPU infrastructure, AI, and data centers.
The question answers itself wrong. When Ray Dalio calls AI investment "very similar" to the dot-com bubble, when the IMF warns of an impending bust, when Apollo's chief economist notes that today's
LG signs multi-billion $ annual agreement to supply cooling for Microsoft's global AI data centers. Cold plates, CDUs, chillers—liquid cooling becomes default.
When 500 H100 GPUs suddenly drop offline during a critical training run, every second costs $1,200 in lost compute time. When liquid cooling fails in a 2MW GPU cluster, temperatures rise 1°C every 30
Building infrastructure for AI that understands and interacts with the physical world.
Deep Atomic proposes first integrated nuclear AI data center at Idaho National Lab. MK60 SMR delivers 60MW power + 60MW cooling—purpose-built for compute.
Jensen Huang stunned CES 2026 with news that NVIDIA's next-generation Rubin platform has already entered full production—months ahead of expectations. The six-chip architecture promises 10x inference ...
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...
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 ...
Big tech companies signed contracts for more than 10 gigawatts of possible new nuclear capacity in the United States over the last year.¹ Microsoft committed to a 20-year, 835-megawatt power purchase
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...
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
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.
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