AI infrastructure
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.
Infrastructure & Cloud
Behind-the-Meter Gas Turbines: How Hyperscalers Are Solving AI’s Power Bottleneck
46 hyperscaler projects totaling 56 GW are bypassing the grid with on-site gas turbines. Here's what the behind-the-meter shift means for infrastructure teams.
Startups
Modal Labs: $355M Series C and Why Serverless GPUs Are the New Cloud Default
⚡ Key Takeaways Modal Labs raised $355 million at a $4.65 billion valuation in May 2026 after growing annualized revenue...
Infrastructure & Cloud
Modular Data Centers: The 6-Month Build Strategy Disrupting AI Infrastructure
⚡ Key Takeaways Modular prefab data centers cut build times 40% and costs by up to 43%, but only 5...
Infrastructure & Cloud
Intel and Google’s IPU Bet: Why Offloading Networking From the CPU Is the Infrastructure Story of 2026
⚡ Key Takeaways On April 9, 2026, Intel and Google announced a multiyear deal deploying Intel Xeon 6 and custom...
