data-center
5 articles tagged with this topic
Nvidia's Moat Is Spilling from GPUs to the Networking Layer
August 2026: Nvidia's AI advantage spills from GPU compute into data-center traffic scheduling. The networking layer is becoming the new moat source.
AI Compute Chases Cheap Electricity: China's Inner Mongolia Secret
AI's energy geography: Inner Mongolia is China's AI data center hub. When compute's core input is energy, industry migrates to cheapest power.
Computing-Power Coordination Standard: AI's Real Bottleneck Isn't in Chips
China leads the first global IEC standard for data center computing-power coordination. Surface-level soft power masks a deeper battle over who define
Intel's $15B Stock Offering: AI Infrastructure Arms Race and Silicon Supply Chain Power Shift
Intel raises $15B in common stock amid AI data center boom, fueling CEO Lip-Bu Tan's bet on silicon reshoring and AI manufacturing. Beyond financing,
Amazon's 7.65GW Self-Built Gas Turbines: The Power Reality Behind AI Compute
Amazon is building a 7.65GW gas turbine plant in Pecos County, Texas, dedicated to a new data center and operating off-grid from ERCOT. This signals A