AI infrastructure
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
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.
AI & Automation
Mistral Buys Koyeb: European AI Labs Go Full-Stack
Mistral AI acquired Paris-based Koyeb to accelerate Mistral Compute. How vertical integration is reshaping the European AI infrastructure race.
AI & Automation
OpenAI’s $110 Billion Mega-Round: When AI Funding Becomes Sovereign-Scale Infrastructure
OpenAI closed the largest private funding round ever at $110B, valued at $730B. What the Amazon, Nvidia, SoftBank mega-round means for AI competition.
Infrastructure & Cloud
The Web Is Forking: How AI Agents Are Creating a Parallel Internet
Introduction For thirty years, the web has been built for human eyes. HTML pages with visual layouts, CSS styling, JavaScript interactivity — all designed for people sitting in front of screens, clicking links, scrolling pages, and processing visual information.
Infrastructure & Cloud
Google’s Intelligence Infrastructure Play: Why They Don’t Need to Win the Model Race
Google just shipped the smartest AI model on the planet. It leads on 13 of 16 benchmarks.
Infrastructure & Cloud
The Great Cloud Repatriation: Why Some Companies Are Bringing Workloads Back On-Premise
The Cloud-First Era Meets Its Counterargument For the better part of a decade, the technology industry operated under a simple orthodoxy: move everything to the cloud. In 2019, Gartner predicted that 80% of enterprises would shut down their traditional data centers by 2025.
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
Infrastructure & Cloud
Database Wars 2026: Postgres, MongoDB, and the Rise of Vector Databases
The Database Landscape Has Never Been More Complex The database market in 2026 looks nothing like it did five years ago. What was once a straightforward choice between relational (MySQL, PostgreSQL, Oracle) and NoSQL (MongoDB, Cassandra, DynamoDB) has fragmented into a dizzying
