Insights on GPU infrastructure, AI, and data centers.
RLHF training spends 80% of compute time on sample generation, making throughput optimization the critical infrastructure challenge for organizations aligning large language models with human
Facebook's production AI cluster catastrophically failed 72 hours after deployment when synchronized training jobs triggered thermal runaway across 2,000 H100 GPUs, causing $28 million in hardware
China controls 60% of germanium production, a critical fiber optic dopant. With AI racks demanding 36x more fiber and prices up 200%, the $690B buildout faces a mineral chokepoint.
The gaming industry operates infrastructure at a scale that rivals enterprise computing. With over $200 billion in annual revenue and hundreds of millions of concurrent players globally, modern games
Mistral AI launched directly into Anthropic's territory today. The French AI company released Devstral 2, a 123-billion parameter coding model, alongside Vibe CLI, an open-source command-line coding
340,000 data center positions remain unfilled and only 15% of applicants qualify. Explore the workforce crisis stalling the AI infrastructure buildout.
AMD's server CPU market share reached 27.8% in Q3 2025, projected to exceed 40% by year-end and potentially reach 50% in 2026.¹ Intel's share fell to 72.2%—the lowest server CPU share the company has
Netflix's infrastructure documentation enabling 2,500 engineers to manage 100,000 servers autonomously, GitLab's public handbook with 3,000 pages driving $500 million revenue, and Google's internal
Community opposition blocked $18B and delayed $46B in data center projects. Track the moratorium wave, electoral fallout, and financial risk.
IBM just made its largest acquisition in years, and the target reveals where enterprise AI actually struggles. The company will pay $11 billion for Confluent, the data streaming platform built on
GPU clusters fail differently than traditional compute infrastructure. A single degraded GPU in a 512-node training cluster can reduce overall throughput by 40%. Memory errors that would be tolerable
Fuel cells captured $7.65B in data center deals in 90 days. Solid oxide technology solves power bottlenecks with faster deployment and lower emissions.
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