Semiconductors
Data Center Memory Shortage 2026: Why SSDs Pay for HBM
Enterprise SSD revenue doubled in 2Q26 as memory makers moved fab lines from NAND to DRAM and HBM. Why storage, not GPUs, takes the hit into…
Software & AI
What it takes to run AI at scale: the price of a token, the power a training run pulls from the grid, and the chips, memory and cooling that set the limits. Every piece is sourced, and the tools below let you check the numbers.
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Topics in this section
Flagship analysis
The interest rate of intelligence: what sets the price of an AI token
Cheap tokens may do for AI what cheap credit did for start-ups. Taken apart, a token's cost depends heavily on how long a chip lasts and how busy it is.
Read the analysis: The interest rate of intelligence: what sets the price of an AI tokenMore flagship analysis
Carbon-aware computing in Europe: what shifting load savesShifting flexible compute to cleaner hours cuts reported emissions, but the saving depends on country, window and signal.… · 13 min read
Cosmic Rays and Silent Data Corruption in Data CentresCosmic-ray neutrons are real, but field studies point to hardware defects behind most DRAM faults and the silent… · 16 min read
AI Energy Per Query: Same Prompt, Two Different NumbersAI energy per query differs 2.4x for the same median prompt depending on method, and the popular figure… · 7 min read
Check the numbers.
Free tools built on the same data as the analysis, updated as the sources change.
- 15live grids per jobAI workload energy and carbonDescribe a GPU training or inference job and see its electricity, emissions and wholesale power cost in every market, now and at the cleanest start.Open tool
- 15data rowsAI accelerator power datasetBoard power of current AI accelerators and the rated power of the servers and racks built on them, in one reference table.Open dataset
Questions we answer.
Every analysis here starts from one question. Open it for the short answer, then read the full piece.
800V DC Power for 1 MW Server Racks: Copper, Safety, EU Rules
At 1 MW a 54 V rack draws 18,519 A and an 800 V DC rack 1,250 A. Worked copper figures, EU rules, DC protection and hardware dates.
Read: 800V DC Power for 1 MW Server Racks: Copper, Safety, EU RulesWhat actually causes AI model collapse?
AI model collapse comes from uncurated synthetic data, and the text shortage only pushes labs toward it.
Read: AI Model Collapse Is a Curation FailureData Center Opposition Is Now America’s Real AI Bottleneck
Local opposition blocked or delayed $130 billion of US data-center projects in Q1 2026.
Read: Data Center Opposition Is Now America’s Real AI BottleneckPhantom Data Center Power Demand Is Raising Your Bill
Phantom data center power demand is padding PJM's capacity auction, and ordinary households are paying for gigawatts that will never get built.
Read: Phantom Data Center Power Demand Is Raising Your BillSamsung’s Floating Data Center: 50 MW, Permits Unsettled
Samsung and Mousterian have a 50 MW floating data centre engineering deal.
Read: Samsung’s Floating Data Center: 50 MW, Permits UnsettledTexas Data Center Audit Freezes the AI Boom’s Friendliest State
Texas data center audit freezes AI project approvals, the friendliest state to hyperscalers just turned the brake on its own boom.
Read: Texas Data Center Audit Freezes the AI Boom’s Friendliest StateOpenAI Nvidia Ohio Data Center Deal: Real Demand?
The OpenAI Nvidia Ohio data center deal has Nvidia funding its own customer's $500B lease, demand, or a hall of mirrors?
Read: OpenAI Nvidia Ohio Data Center Deal: Real Demand?Data Center Financial Assurance Requirements Split States
Data center financial assurance requirements just turned AI buildouts into a credit-risk problem, and states are picking very different sides.
Read: Data Center Financial Assurance Requirements Split StatesEvery analysis.
More on AI infrastructure, newest first.
Grid Interconnection
AI Data Center Power Bottleneck: Grid Beats GPUs
The AI data center power bottleneck, not chips, is 2026's real ceiling: grid queues, 150 kW racks, and water now decide who wins.
Co-Packaged Optics
Co-Packaged Optics Is Killing the Pluggable Transceiver
Everyone is cheering co-packaged optics for saving power. They are missing the real story: the pluggable transceiver, the most-swapped part in any AI data center, is…
Power Grid
The $1 Trillion Data Center Boom Is Breaking the Grid
The AI data center boom has officially gone parabolic: global spending is crossing the $1 trillion mark in 2026, power demand is set to double, and…
One clear read a week.
Power, cooling, compute and the software that runs on them. One sourced brief a week.