Insights on GPU infrastructure, AI, and data centers.
Microsoft's upcoming data centers will use closed-loop, zero-water evaporation cooling that eliminates the need for evaporative water entirely.¹ Once filled at construction, the system recirculates
Stripe cut inference costs 73% with vLLM. PagedAttention delivers 2-24x throughput gains. Complete production deployment architecture guide inside.
Northern Virginia hosts more data center capacity than any market on Earth. Companies spent decades building there because fiber density, customer proximity, and regulatory familiarity made it the
SK Hynix leads the HBM market with 62% share in Q2 2025, followed by Micron at 21% and Samsung at 17%.¹ The global HBM market will grow from $38 billion in 2025 to $58 billion in 2026.² JEDEC
Benchmark tests reveal that advanced GPU setups achieve inference latency under one millisecond for complex Long Short-Term Memory (LSTM) networks, an essential capability for real-time trading
AI-powered recommendations will contribute up to 35% of total e-commerce revenue in 2025.¹ AI will impact 80% of retail customer interactions.² Nine out of ten retailers now deploy AI to optimize
Illinois's AI Video Interview Act now requires employers to notify candidates when AI analyzes their video interviews. First major state AI employment law sets precedent for 2026.
GPT-4 training generates 400TB/hour of network traffic. Meta sustains 1.6Tb/s gradient exchange. Bandwidth optimization reduces training time 3x, saving $50M.
The LLM inference market defies conventional technology economics. Prices declined faster than PC compute during the microprocessor revolution or bandwidth during the dotcom boom—equivalent
China's ACP100 reactor completes testing and prepares for H1 2026 commercial operation—a milestone that positions CNNC for global SMR exports while the United States has yet to break ground on its fir...
NVIDIA's Partner Network generating $30 billion in indirect revenue, Microsoft's AI Cloud Partner Program onboarding 100,000 partners globally, and AWS Partner Network's AI/ML competency driving 60%
President Donald Trump called it "the largest AI infrastructure project in history" when he stood alongside OpenAI CEO Sam Altman, SoftBank CEO Masayoshi Son, and Oracle Chairman Larry Ellison on
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