AI infrastructure
Infrastructure & Cloud
Virginia’s Data Center Power Tax: The First US Per-Kilowatt Levy on Cloud Compute
Virginia now taxes data centers $0.011 per kWh from July 2026 — the first US state levy on cloud compute power, projected to raise $600M yearly.
Startups
Baseten’s $1.5B Series F: Inside AI Inference’s Infrastructure Gold Rush
⚡ Key Takeaways Baseten raised $1.5 billion in a Series F round at a valuation of up to $13 billion,...
Infrastructure & Cloud
The Flexibility Bargain: How Data Centers Trade Curtailment for Faster Power
⚡ Key Takeaways FERC issued six show-cause orders on June 18, 2026, forcing CAISO, ISO-NE, MISO, NYISO, PJM, and SPP...
Infrastructure & Cloud
Liquid Cooling in AI Data Centers: Why Direct-to-Chip Is the New Default
⚡ Key Takeaways Average data center rack power density has doubled from 8 kW to 17 kW in two years...
Infrastructure & Cloud
Marvell Teralynx T100: The 102 Tbps Switch Rewiring AI Data Centers
⚡ Key Takeaways Marvell’s Teralynx T100 is the industry’s first 102.4 Tbps switch silicon, built on a 3nm process node...
Infrastructure & Cloud
The Data Center Power Bill: Who Pays as AI Drives a 76% Grid Price Surge
⚡ Key Takeaways PJM wholesale electricity prices surged nearly 76% year-over-year in Q1 2026, driven by AI data center demand,...
Infrastructure & Cloud
Akid Lotfi Supercomputing Centre: Oran’s GPU Hub Builds Algeria’s Sovereign AI Compute
⚡ Key Takeaways Algeria is building its first AI-dedicated supercomputing centre in Oran’s Akid Lotfi district, fitted with latest-generation GPUs...
AI & Automation
Agentic AI Goes Into Production: How Autonomous Agents Became Real Infrastructure in 2026
⚡ Key Takeaways Gartner forecasts agentic AI spending hit $201.9 billion in 2026 — a 141% surge — as Google,...
Infrastructure & Cloud
Two-Phase Direct-to-Chip Cooling: How Data Centers Tame 250kW AI Racks in 2026
⚡ Key Takeaways AI racks now routinely consume 85kW per cabinet and are projected to reach 200–250kW for next-generation workloads...
AI & Automation
Google Leases 110,000 GPUs From SpaceX: Inside the $920M/Month AI Compute Crunch
⚡ Key Takeaways Google has agreed to pay SpaceX $920 million per month — $30 billion over 32 months —...
Infrastructure & Cloud
Grid Transformer Shortage: The 5-Year Bottleneck Stalling AI Data Centers in 2026
Transformer lead times hit 160 weeks. 7GW of AI capacity stalls. What enterprise CIOs and cloud teams must do right now.
