Financial analyst consensus for 2026 Capex across Amazon, Microsoft, Alphabet, and Meta comes in at around $750 billion – $890 billion. Consequently, the AI infrastructure bottlenecks go far beyond GPUs, …

Equinix is a global leader in digital infrastructure, colocation data services, interconnection solutions, and multi-tenant data centers. In addition to building and managing massive physical facilities, the company has 500,000 …

Equinix has long been recognized in the AI industry as a critical foundational infrastructure and interconnection provider, praised for its commitment to its business and enterprise customers, its vendor-neutral ecosystem, …

The Trump administration is walking a tightrope between promoting U.S. AI leadership while at the same time ensuring cybersecurity protections against growing risks.

Today, President Trump meets with Meta, Anthropic, OpenAI and Google to discuss “voluntary government safety testing” of AI labs’ advanced models for cybersecurity and hacking capability assessments. Embedded in those …

Earlier today, I read with interest TechInsights “The Great Chinese AI Decoupling: The AI Tigers,” which talks of emerging hardware-pipeline archetypes forming under the weight of U.S. export controls and …

Like transformers and switchgear, prefabricated busway systems (and their tap-off units) are in high demand. They represent yet another part of essential electrical infrastructure that cannot be built fast enough …

Today’s top story discusses some of the challenges top-tier operators encounter when managing frontier AI models and large-scale cloud services, in which faults are guaranteed and idle time can be …

In a 1,000 GPU cluster, it’s typical to have 2-4 disruptive events on a daily basis, which can cost a data center operator millions-of-dollars in losses. AMD- and Broadcom-backed Clockwork …

In large-scale AI training, computing clusters often reach only 30–50% of their theoretical performance because GPUs sit idle while waiting to communicate with one another.