Format: News
Infrastructure & Cloud
The Great VMware Exodus: Broadcom’s Licensing Shock Reshapes Enterprise Virtualization
Broadcom's VMware licensing overhaul triggered mass migration. 86% of customers reducing footprints as Nutanix, Proxmox, and cloud alternatives surge in 2026.
Infrastructure & Cloud
Texas vs. Virginia: The Data Center Capital of the World Is Shifting
Texas is set to overtake Northern Virginia as the world's largest data center market by 2030, with 6.5 GW under construction driven by AI demand.
Infrastructure & Cloud
Silicon Valley’s Shadow Power Grid: Big Tech Builds Its Own Off-Grid Energy Empire
At least 46 behind-the-meter data centers totaling 56 GW bypass public grids. Natural gas dominates as hyperscalers race to power AI.
Infrastructure & Cloud
Liquid Cooling Goes Mainstream: The Race to Cool AI’s Insatiable Heat
AI GPUs now draw 1,000-1,400W each. Air cooling cannot cope. The liquid cooling market is projected to exceed $29B by 2033, led by immersion systems.
Infrastructure & Cloud
Google’s 100-Hour Battery: Iron-Air Storage Rewrites Data Center Energy Rules
Google and Xcel Energy will deploy 300 MW of Form Energy iron-air storage in Minnesota. 100-hour discharge at 1/10th lithium-ion cost for data centers.
Infrastructure & Cloud
Data Centers Are Draining Aquifers: The Water War Big Tech Doesn’t Want You to See
Data centers consumed 49 billion gallons of water in Texas alone in 2025, projected to reach 399 billion by 2030. Most states lack water reporting.
Infrastructure & Cloud
Confidential Computing: Closing the Last Encryption Gap
Over 70% of enterprise AI workloads involve sensitive data. AMD SEV-SNP, Intel TDX, and NVIDIA GPU TEEs now encrypt data during processing.
Infrastructure & Cloud
Cloud Regions Race Into Emerging Markets: Middle East and Southeast Asia Surge
Hyperscalers pour billions into UAE, Saudi Arabia, Malaysia, and Indonesia as AI capex nears $700B. A two-speed global cloud map is forming fast.
Infrastructure & Cloud
GPU-Free Inference: ASIC Startups Challenge Nvidia’s Data Center Dominance
Taalas HC1, SambaNova SN50, and hyperscaler custom silicon target Nvidia inference monopoly. ASIC shipments growing 44.6% vs 16.1% for GPUs.
Infrastructure & Cloud
Agentic AI for Cloud Ops: When AI Agents Run Your Infrastructure
Azure Copilot, AWS DevOps Agent, and Dynatrace are racing to deploy agentic AI for cloud ops. 72% use it in ITOps, but half of projects remain stuck in pilots.
Policy & Regulation
OpenAI, Anthropic, and the Pentagon: AI Ethics Meets National Security
In early 2026, tensions escalated between AI company Anthropic and the U.S. Department of Defense over usage restrictions embedded in Anthropic's Claude models.
