AI compute
Infrastructure & Cloud
Hyperscaler 6x Capacity Surge: What the AI Infrastructure Sprint Means for Enterprise Cloud Strategy
⚡ Key Takeaways Active hyperscaler IT load will jump from 24GW today to 147GW by 2035 — a 6x AI-driven...
Infrastructure & Cloud
Power Before Chips: The $80B Azure Backlog That Reveals Hyperscalers’ Real Constraint
⚡ Key Takeaways Microsoft has $80B in unfulfilled Azure orders blocked by electricity shortages, not GPU scarcity. Combined 2026 hyperscaler...
Infrastructure & Cloud
Anthropic’s $1.8B Akamai Deal: The Edge Inference Era Has Officially Begun
⚡ Key Takeaways Anthropic signed a 7-year, $1.8B compute contract with Akamai — the CDN giant’s largest-ever deal — for...
AI & Automation
AI Infrastructure: The Physical Foundation of Artificial Intelligence
Explore the physical foundation of AI: chips, GPUs, data centers, cloud platforms, and the geopolitics of computing power.
AI & Automation
AI Compute Scaling: Why Training AI Costs Billions
Training frontier AI models now costs over $100 million. Here's why compute scaling drives exponential costs and who can still afford the race.
AI & Automation
The AI Infrastructure War: GPUs, Data Centers, and the Compute Race
The global AI infrastructure race: GPU economics, data center buildout, compute scaling laws, energy challenges, and what it all means for the future of AI.
Infrastructure & Cloud
GPU Cloud Wars: CoreWeave, Lambda, and the Challengers to AWS AI Infrastructure
The Scarcest Resource in Technology In 2024, the most valuable commodity in the technology industry was not software, data, or talent. It was GPUs — specifically, NVIDIA's H100 and H200 accelerators — the specialized chips that train and run the large AI models powering the
