Insights on GPU infrastructure, AI, and data centers.
The AI memory supercycle has arrived. With HBM sold out through 2026, a $100 billion TAM by 2028, and gaming GPUs caught in the crossfire, memory has become AI's most critical infrastructure constrain...
OpenAI's GPT-5.2 achieves 93.2% GPQA Diamond, 100% AIME, 70.9% GDPval. 400K context window drives new inference infrastructure requirements.
Trump's December 11 executive order directs DOJ to challenge 38 states' AI laws in federal court. With California's landmark transparency requirements taking effect January 1 and a DOJ task force laun...
Meta's data center technicians spent 73 days untangling a "cable spaghetti nightmare" affecting 5,000 GPUs after rapid deployment without proper cable management, resulting in $8.4 million in lost
Transform GPU resource allocation from guesswork into engineering discipline with right-sizing frameworks.
Trump's December 11 executive order directs DOJ to challenge state AI laws, threatening 38 states' legislation just as California's landmark transparency requirements take effect.
President Trump's December 11 executive order creates AI Litigation Task Force to challenge state laws and threatens BEAD funding. 23 state AGs push back.
Saudi Arabia's Global AI Hub Law creates three-tier data embassy system. First G20 nation to enable foreign data centers operating under home-country law.
Federal regulators clear the way for AI facilities to bypass the grid and connect straight to nuclear and gas plants. Here's what changes.
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.
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.
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.
Tell us about your project and we'll respond within 72 hours.
Thank you for your inquiry. Our team will review your request and respond within 72 hours.