Texas is becoming a proving ground for the most fundamental AI infrastructure questions. Soon to overtake Virginia as the data center capital of the world, Texas has approximately 474 GWs …

Anthropic has for the first time surpassed OpenAI in quarterly revenue, bringing in $11.6 billion in Q2 2026 compared to OpenAI’s $6.7 billion. The company is on track to generate …

Today, I’m visiting the southeast shore of Lake Ontario to see New York’s Oswego nuclear facility. Here, Constellation Energy wants to add a newer small modular reactor in the same …

With average deployed rack density now hitting 27kW, and AI clusters as dense as 100 kW, advanced fiber optics and passive optical connectivity are enabling facility designers and engineers to …

Record-high copper prices of $6.60 per pound (as of publishing) will further accelerate the architectural transition from copper to fiber, as well as higher-voltage power delivery. Increasingly, data center architects …

Nvidia has signed MoUs for $500 billion of private credit and private equity from six major Wall Street firms: Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR.

Quantinuum and Oracle today announced they will partner to physically place a high-fidelity quantum computer directly inside Oracle’s AI data center (as opposed to routing workloads through external network brokerage).

Opposition to data centers is now a major constraint for developers, with $130 billion to $170 billion in data center projects paused or stopped by community backlash.

If Reuters reporting last week is correct, the Trump administration and FCC are considering a ban on Chinese-manufactured fiber-optic cables used in U.S. data centers. If that happens, what would …

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, …