OpenAI 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?
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Data Centers
Power, cooling, siting and regulation for the facilities that run AI and the internet, with the numbers behind every claim.
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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.
Data Center Memory Shortage 2026: Blame the NAND Fabs
The 2026 data center memory shortage isn't only a DRAM story. Memory makers are shifting fab capacity from NAND to DRAM and HBM, and…
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.
Wafer-Scale Inference Ends the GPU Cluster Era
Everyone's cheering GPT-5.6 Sol's 750 tokens per second. They're missing it: wafer-scale inference means OpenAI is quietly retiring the GPU cluster for its frontier…
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…
AI Data Center Water Didn’t Vanish, It Moved
Nvidia and Microsoft say they've crushed AI data center water use. They're right, inside the walls. But the water did not disappear; it evaporated…
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…
How Liquid Cooling Is Solving AI’s Heat Problem
AI racks now generate 100 kW of heat per cabinet. Liquid cooling has gone from a curiosity to a survival strategy — here's why…
Intelligence like Electricity and Data Center like Power Plants. The Future of an AI-Metered World
How AI is transforming intelligence into a commodity and data centers into power plants for an AI-Metered World.
How Data Centers Cut Their PUE: A History of Cooling and Power Efficiency
"This historical analysis explores how engineering innovations and strategic shifts have helped improve data center PUE globally."
High-Density Liquid Cooling: The $4.6 Billion Bet on Gigawatt-Scale AI Factories
"Vertiv’s massive capital injection signals the transition of high-density liquid cooling from niche capability to industrial necessity."
Urban Micro-Data Centers: Explore the Era of Neighborhood Cloud Infrastructure
On February 12, 2026, the City of St. Louis quietly released a document that may well become the blueprint for modern urban planning in…
How DeepSeek ‘Cheating’ Exposed the Shocking Fragility of Silicon Valley’s Moats
"OpenAI’s explosive memo accusing rival DeepSeek of AI distillation reveals a crucial turning point for global technology dominance."
Gigawatts and Guilt: 5 Crucial Data Center Trends Redefining the AI Boom
"As Anthropic pledges to subsidize the grid and DeepSeek rewrites efficiency rules, new data center trends emerge from the chaos."