Insights on GPU infrastructure, AI, and data centers.
DeepSeek V4 launches mid-February 2026 with 1 trillion parameters, 1M token context, and three architectural innovations targeting 80%+ SWE-bench scores at 10-40x lower cost than Western competitors.
The global liquid cooling market will surge from $2.8 billion in 2025 to over $21 billion by 2032, with compound annual growth exceeding 30%.¹ At the halfway mark of 2025, the shift from air to
Eighty-seven percent of enterprises lack comprehensive AI security frameworks, according to Gartner research.¹ Almost every AI-related breach in 2025 (97%) occurred in environments without access
Meta secures up to 6.6GW of nuclear power through 20-year agreements with Vistra, TerraPower, and Oklo, positioning the company as one of the largest corporate nuclear purchasers in American history w...
Google's $4.75 billion acquisition of Intersect Power marks the first major tech company purchase of a renewable energy developer, signaling a strategic shift from power purchase agreements to direct ...
Microsoft and Caterpillar demonstrated a 3-megawatt hydrogen fuel cell system providing over 48 hours of continuous backup power to a data center in Cheyenne, Wyoming. The demonstration
A single NVIDIA Blackwell GPU supports up to 18 NVLink connections at 100 gigabytes per second each, delivering 1.8 terabytes per second of total bandwidth—14 times the bandwidth of PCIe Gen5.¹ The
Senator Cotton's DATA Act exempts off-grid data centers from FERC. Analysis of regulatory bypass, interconnection queue avoidance, and infrastructure implications.
SpaceX filed FCC plans for 1M orbital data center satellites projecting 100GW AI compute. Analysis of technical specs, regulatory challenges, and market implications.
GPT-5.2 achieves 90% ARC-AGI-1 and perfect AIME 2025. Analysis of benchmark results and data center infrastructure requirements for inference.
Deploying a large language model used to require weeks of infrastructure work, custom optimization scripts, and a team of ML engineers who understood the dark arts of inference tuning. NVIDIA changed
APAC faces 165% power demand increase by 2030. Singapore restricts data centers, Malaysia faces blackouts. Solutions from microgrids to SMRs for AI infrastructure.
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