AI News
Cisco's AI Orders Surge Shows the Bottleneck Is Moving Into the Network
Cisco's raised AI order forecast shows hyperscaler demand is turning networking fabric into a central AI infrastructure constraint.
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Data Centers
15 articles
AI News
The QTS Water Fight Shows AI Data Centers Need Public Infrastructure Accounting
A Georgia data-center water dispute shows why AI infrastructure must make local utility impacts visible before trust collapses.
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AI News
Colorado's Data Center Fight Shows AI Infrastructure Has Outrun Local Policy
Colorado lawmakers killed a data-center regulation push, leaving the AI power boom to collide with local energy and water concerns.
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AI News
IREN's Pullback Exposes the Financing Gap Under the AI Cloud Boom
IREN's AI infrastructure volatility shows that GPU demand is real, but financing, power, and execution risk still decide winners.
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AI News
AWS Titus Shows the AI Data Center Race Has Become an Engineering Sprint
Amazon's reported Titus data-center effort highlights how power, cooling, and rack design now shape AI competition.
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AI Infrastructure
Data Centers in Nepal: A Big Opportunity for Corporations, a Small Deal for Ordinary Nepalis
Data centers may bring investment and digital ambition to Nepal, but without strong public safeguards the biggest gains will flow to corporations while ordinary Nepalis carry the pressure on land, power, water, and policy.
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AI News
NVIDIA and Corning Turn Optical Fiber Into the Next AI Infrastructure Bottleneck
NVIDIA and Corning announced a long-term optical connectivity partnership, making fiber capacity part of the AI factory race.
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AI News
Panthalassa's Ocean AI Data Center Bet Turns Power Into the New Frontier
Panthalassa raised $140 million to build wave-powered AI inference nodes at sea, a sign of how far the compute bottleneck is pushing infrastructure.
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AI News
The AI Memory Boom Is Turning RAM Into the New Data Center Gatekeeper
Micron and Samsung rallies show how AI memory demand is reshaping data centers, consumer devices, and semiconductor economics.
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AI News
Meta Raises the AI Spending Bar and Makes Infrastructure the Real Product
Meta’s Q1 2026 results raised capex guidance to $125B-$145B as AI infrastructure becomes the company’s main strategic bet.
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AI Hardware
NVIDIA Vera: The First CPU Designed for a World Where AI Agents Outnumber Humans
NVIDIA unveils the Vera CPU with 88 custom Olympus cores and 1.2 TB/s memory bandwidth, purpose-built for agentic AI workloads. Why the future of AI infrastructure depends on CPUs, not just GPUs.
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AI News
Stargate Goes Dark: What OpenAI's UK Data Center Pause Reveals About Britain's AI Future
OpenAI has paused the Stargate UK data center project, citing energy costs and regulatory headwinds. The decision exposes critical fault lines in Britain's AI infrastructure strategy.
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The $2.15 Billion AI Power Play: Applied Digital and Polaris Forge
Applied Digital and Polaris Forge have finalized a $2.15 billion high-yield bond to fuel the expansion of massive HPC data centers in North Dakota, securing the energy-compute future.
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Going Dark for Intelligence: The Rise of Off-Grid AI Data Center Campuses
Faced with a 78GW demand in Texas and a crumbling national grid, AI giants are bypassing the utility companies entirely to build self-powered off-grid campuses.
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Atomic Intelligence: Why the Next Era of AI Clusters Will Be Powered by Nuclear Fusion
As energy scarcity threatens AI scaling, tech giants and energy firms are converging on a radical solution: integrated small modular reactors and fusion clusters.
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