Category
Semiconductors, gigawatt data centers, cloud markets, venture capital, and regulation.
As Blackwell architectures enter data centers, computing clusters are scaling to unprecedented energy and cooling requirements.
To secure stable, carbon-free energy for training runs, technology giants are signing direct deals with nuclear power plants.
Inside the highly consolidated semiconductor supply chain, where a handful of global companies hold the keys to all advanced computing.
How strict local data laws are forcing global cloud giants to build distinct, isolated environments for national data residency.
VC funds are moving away from capital-intensive base model labs to invest in profitable infrastructure and middleware.
A look at the secondary markets for GPU compute, where developers buy, sell, and lease raw machine power on demand.
Why universal graphics cards are being replaced by highly specialized custom chips designed solely to run models fast.
Analyzing the exponential growth of training budgets, and the economic limits that might slow down the development of giant models.
As crawler bots scrape the web for training tokens, publishers are turning to legal action and technical blockades to defend their content.
Why high-power server chips are useless without advanced liquid cooling manifolds, and how hardware suppliers are struggling to keep up.