AI data center clusters use many times more fiber than conventional data centers, and the strain is reshaping internal fiber architecture and interface rates. In response, hyperscalers are seeking out …
AI Infrastructure
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AI InfrastructureAI Infrastructure News
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AI Infrastructure NewsAI Infrastructure
Milliseconds matter: BESS, intelligent orchestration tame volatile power demands
Controlling sudden power spikes and transient load swings in volatile GPU workloads Greenflash, an H.I.G. Capital-backed energy platform, recently closed hybrid tax capital and debt financing for Project Soho – …
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AI InfrastructureAI Infrastructure News
AI’s trillion-dollar infrastructure bet: Lessons from fiber, towers and cloud
Artificial intelligence is driving one of the largest infrastructure investment booms in technology history. Enthusiasm is centered on demand: more users, more agents, more tokens, more GPUs, more data centers …
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AI InfrastructureAI Infrastructure News
AI Infrastructure ROI: Why Time to Revenue Is Reshaping Data Center Investment
byJeff Mucci
byJeff Mucci
Three key takeaways AI Infrastructure ROI Starts With Power, Permitting and Capital Commitments AI infrastructure developers have plenty of prospective customers. The harder question is how much capital they must …
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AI InfrastructureAI Infrastructure News
AI Infrastructure Bubble or Compute Shortage? Why GPU Economics and Inference Demand Matter
byJeff Mucci
byJeff Mucci
Three key takeaways Is AI infrastructure repeating the telecom bubble? The AI infrastructure financing cycle has an uncomfortable resemblance to the telecom investment boom of the late 1990s. Chip suppliers …
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AI InfrastructureAI Infrastructure News
AI Data Center Capacity Could Approach 100 GW in the U.S. by 2031 — but Power Is Deciding What Gets Built
byJeff Mucci
byJeff Mucci
Three key takeaways U.S. data center capacity is moving from megawatts to gigawatts The scale of the U.S. data center pipeline is getting difficult to comprehend. During the Americas market …
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AI InfrastructureAI Infrastructure News
AI Infrastructure Economics: Neoclouds Race to Cut Time to Token
byJeff Mucci
byJeff Mucci
Three key takeaways AI infrastructure demand is running into a deployment constraint The AI infrastructure race is no longer only about getting GPUs. Structure Research CTO and Head of Research …
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AI InfrastructureAI Infrastructure News
Data centers need proactive, intentional community engagement
Fight data center misinformation and achieve 8:1 margins in education versus value protection Community pushback has become one of the most disruptive operational and legal bottlenecks for data center delivery, …
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Physical data center space, high-density industrial zoning, immediate MW capacity, and fiber connectivity are just some of what’s being discussed at Yotta Many of the conversations at Yotta 2026 in …
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AI Infrastructure NewsAI Infrastructure
The growing legislative battle over energy costs and electricity bills
The Ratepayer Protection Act, GRID Savings Act, and state-by-state patchwork of laws reveals pre-election urgency in balancing AI development with grid capacity and cost In sum, what to know: With …