Last week, crews reached a milestone in deactivating legacy laboratory facilities at the site of what is projected to be a 10 GW “AI Data Center,” a unique “blueprint” in that it is 100% funded by private investment on federal land.

Shortages of transformers, switchgear, and batteries are holding up nearly half the planned data center builds in the U.S., and yet we hear more about GPUs and HBM than these “minor” components. Though they tend to get less attention, the physical infrastructure that powers and cools chips is becoming the …

Yesterday’s Meta – Broadcom announcement about a multi-year, multi-GW collaboration highlights a shift toward custom-built AI accelerators (MTIA chips) that reduce reliance on general-purpose GPUs.