AI & Machine Learning
News
Nokia has launched a new AI Networking Innovation Lab in Sunnyvale, California, aiming to position itself deeper inside the rapidly
- Kiara Mandavia
- AI & Machine Learning
Nvidia reports its fiscal first quarter 2027 results tonight after the US
- Akash Sharma
- AI & Machine Learning
DayOne is preparing for what could become one of Asia’s largest AI
- Kiara Mandavia
Articles
- AI & Machine Learning
Sterling’s AI Infrastructure Push Is Expanding Faster Than Expected The artificial intelligence
- Kiara Mandavia
- AI & Machine Learning
The conversation about AI infrastructure bottlenecks has evolved considerably over the past
- Akash Sharma
- AI & Machine Learning
The financial architecture of AI infrastructure is changing faster than the analytical
- Akash Sharma
- AI & Machine Learning
AI demand miscalculation is becoming a growing concern as artificial intelligence infrastructure
- Kiara Mandavia
- AI & Machine Learning
The investment narrative around AI has been constructed almost entirely around software
- Akash Sharma
- AI & Machine Learning
The conversation about global AI infrastructure investment tends to focus on the
- Akash Sharma
- AI & Machine Learning
Meta Platforms reported first quarter 2026 results on April 29, posting revenue
- Akash Sharma
- AI & Machine Learning
The Google Pentagon discussions over classified AI compute infrastructure have moved into
- Akash Sharma
- AI & Machine Learning
The AI infrastructure investment cycle of 2023 and 2024 was built around
- Akash Sharma
Opinions
- AI & Machine Learning
The market still treats artificial intelligence like a software spectacle. Investors chase
- Kiara Mandavia
- AI & Machine Learning
Every few months, the AI infrastructure market produces a new announcement that
- Akash Sharma
- AI & Machine Learning
The AI Infrastructure Race Is Running Into Physics Air conditioning has quietly
- Kiara Mandavia
- AI & Machine Learning
Michigan Is Quietly Repositioning Itself Inside America’s AI Economy The language surrounding
- Kiara Mandavia
- AI & Machine Learning
The AI Market Is Splitting Into Two Economies The artificial intelligence industry
- Kiara Mandavia
- AI & Machine Learning
The AI infrastructure investment analysis has a GPU problem. Not the shortage
- Akash Sharma
- AI & Machine Learning
AI’s Infrastructure Crisis Is No Longer Staying on Earth The idea once
- Kiara Mandavia
- AI & Machine Learning
The AI infrastructure conversation has a hardware bias. GPUs, custom silicon, transformers,
- Akash Sharma
- AI & Machine Learning
When Anthropic quietly released the Model Context Protocol in November 2024 as
- Akash Sharma
Long Reads
- AI & Machine Learning
A pattern has started appearing inside modern AI datacenters long before hardware
- Kiara Mandavia
- AI & Machine Learning
Nvidia reports its fiscal Q1 2027 results tonight after the US market
- Akash Sharma
- AI & Machine Learning
Artificial intelligence infrastructure no longer expands according to the same geographic logic
- Kiara Mandavia
Blogs
- AI & Machine Learning
In March 2026, Intuit CEO Sasan Goodarzi stated directly that large language models are commodities. He was not
- Akash Sharma
- AI & Machine Learning
The numbers that dominate the AI infrastructure conversation are the big ones. Amazon’s $200 billion annual capex plan.
- Akash Sharma
- AI & Machine Learning
A freight train no longer announces industrial expansion before sunrise. Residents now notice windowless AI campuses through silent
- Kiara Mandavia
- AI & Machine Learning
There is a pattern in how the AI boom is being financed that Bloomberg documented in a detailed
- Akash Sharma
- AI & Machine Learning
On April 20, Amazon announced an additional $5 billion investment in Anthropic alongside a commitment to invest up
- Akash Sharma
- AI & Machine Learning
The AI economy didn’t kick off on factory floors, inside turbine rooms, or at mechanical control panels. It
- Kiara Mandavia