Opinions
- Power & Energy Grid
The data center industry has operated for a decade on a financial
- Akash Sharma
- AI & Machine Learning
Michigan Is Quietly Repositioning Itself Inside America’s AI Economy The language surrounding
- Kiara Mandavia
- Data Centers
The colocation industry has had a good run. For two decades, it
- Akash Sharma
- 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
- Neo Clouds
Europe Is No Longer Treating Cloud Infrastructure As Neutral Technology Europe did
- Kiara Mandavia
- AI & Machine Learning
When Anthropic quietly released the Model Context Protocol in November 2024 as
- Akash Sharma
- Neo Clouds
For decades, Oracle operated with the predictability of a mature enterprise software
- Kiara Mandavia
- Neo Clouds
Every time AMD posts a strong quarter, the same narrative emerges. Nvidia
- Akash Sharma
- AI & Machine Learning
Texas Wanted The AI Boom. It May Not Like The Bill Texas
- Kiara Mandavia
- Sustainability
Silicon Valley Wants Infinite AI. The Grid Does Not. The artificial intelligence
- Kiara Mandavia
- AI & Machine Learning
AI Infrastructure Has Entered Its Physical Limits India’s AI ambitions are increasingly
- Kiara Mandavia
- Data Centers
Goldman Sachs published a report this week projecting $7.6 trillion in cumulative
- Akash Sharma
- Neo Clouds
The Google-Anthropic deal that landed last week has been covered primarily as
- Akash Sharma
- AI & Machine Learning
The rise of “borrowed credibility” in AI infrastructure The expansion of artificial
- Kiara Mandavia
- Neo Clouds
The Q1 2026 hyperscaler earnings cycle produced two very different market reactions
- Akash Sharma
- AI & Machine Learning
Quantum computing has entered an unusual phase of its lifecycle, one where
- Kiara Mandavia
- Data Centers
The wrong question is dominating the conversation about Big Tech’s 2026 AI
- Akash Sharma
- AI & Machine Learning
The Efficiency Breakthrough That Reframes the Industry’s Limits The next phase of
- Kiara Mandavia
- Data Centers
Analysts at Bloomberg and Sightline Climate published findings in April 2026 that
- Akash Sharma
- Power & Energy Grid
India’s renewable energy story often gets framed as a success of scale,
- Kiara Mandavia
- Neo Clouds
The neocloud sector has enjoyed an extraordinary two years. GPU scarcity created
- Akash Sharma
- AI & Machine Learning
Europe’s artificial intelligence ambitions are being framed as a story of sovereignty,
- Kiara Mandavia
- Data Centers
There is a version of the AI infrastructure story that the industry
- Akash Sharma
- Data Centers
Reframing Infrastructure: From Burden to Strategic Asset Public discourse around data centers
- Kiara Mandavia
- Data Centers
Maine’s governor faces a deadline this week on the nation’s first statewide
- Akash Sharma
- AI & Machine Learning
The Quiet Rewiring of an Industrial Power South Korea’s industrial transformation is
- Kiara Mandavia
- Data Centers
For the past two years, every major conference in the AI infrastructure
- Akash Sharma
- Power & Energy Grid
The global energy transition is entering a decisive phase, where ambition is
- Kiara Mandavia
- Data Centers
The AI industry has spent the better part of a decade convincing
- Akash Sharma
- Power & Energy Grid
The End of Assumed Stability The Gulf energy crisis is not an
- Kiara Mandavia
- AI & Machine Learning
Token costs have fallen by something close to 280-fold over the past
- Akash Sharma
- Power & Energy Grid
The strategic pivot toward manufacturing control ReNew Energy Global has sharpened its
- Kiara Mandavia
- AI & Machine Learning
The GPU shortage supply chain problem runs deeper than the quarterly earnings
- Akash Sharma
- AI & Machine Learning
The emergence of a new class of artificial intelligence infrastructure is reshaping
- Kiara Mandavia
- Uncategoried
Chinese electrical equipment tariffs are now a direct constraint on the pace
- Akash Sharma
- Data Centers
Germany is not simply building more data centers. It is redrawing the
- Kiara Mandavia
- Data Centers
The New Bottleneck Isn’t Power, It’s Permission Across Europe’s countryside, a quiet
- Kiara Mandavia
- Power & Energy Grid
Twenty-seven states are currently considering legislation that would require large data center
- Akash Sharma
- Data Centers
The AI infrastructure buildout has operated for years on an implicit assumption:
- Akash Sharma
- Data Centers
The Myth of a Single Power Center The global semiconductor foundry industry,
- Kiara Mandavia
- Data Centers
Gauteng, the economic center of South Africa, is seeing sustained growth in
- Kiara Mandavia
- Power & Energy Grid
A Model Under Pressure, Not Collapse Egypt’s energy narrative is undergoing a
- Kiara Mandavia
- Neo Clouds
The neocloud infrastructure commoditisation debate has moved from theoretical to operational. GPU-as-a-service
- Akash Sharma
- Uncategoried
For the past two years, the story of artificial intelligence in the
- Kiara Mandavia
- Data Centers
Community opposition to AI infrastructure is not new. Residents near proposed data
- Akash Sharma
- Sustainability
A Digital Surge Meets a Finite Resource Indonesia’s rise as a digital
- Kiara Mandavia
- Power & Energy Grid
The data center industry has a story it tells about itself. It
- Akash Sharma
- AI & Machine Learning
The announcements come in waves now. Another hyperscaler commits tens of billions
- Akash Sharma
- AI & Machine Learning
The global artificial intelligence race has moved beyond algorithms and model benchmarks.
- Kiara Mandavia
- Power & Energy Grid
The data center industry has responded to growing scrutiny over its grid
- Akash Sharma
- AI & Machine Learning
Artificial intelligence infrastructure has become a focal point of global policy debate,
- Kiara Mandavia
- Power & Energy Grid
The Contradiction at the Heart of the AI Race The United States
- Akash Sharma
- AI & Machine Learning
A Market Reshaped by Policy, Not Just Performance China’s AI chip market
- Kiara Mandavia
- Power & Energy Grid
When JPMorgan Chase brought a $3.8 billion junk bond offering to market
- Akash Sharma
- Data Centers
The illusion of endless power for AI The narrative surrounding artificial intelligence
- Kiara Mandavia
- AI & Machine Learning
The Quiet Pivot: Why Infrastructure Is Becoming Europe’s AI Battleground There is
- Kiara Mandavia
- Data Centers
India’s artificial intelligence ambitions are bold, visible, and increasingly urgent. From government-led
- Kiara Mandavia
- AI & Machine Learning
For much of the past few years, China’s artificial intelligence ecosystem has
- Kiara Mandavia
- Sustainability
Malaysia is entering a defining phase in Southeast Asia’s digital infrastructure race.
- Kiara Mandavia
- AI & Machine Learning
Australia is not putting brakes on artificial intelligence. It is doing something
- Kiara Mandavia
- Sustainability
Climate conversations continue to revolve around emissions targets, net-zero timelines, and carbon
- Kiara Mandavia
- Power & Energy Grid
The Illusion of Infinite Compute the technology industry expanded on the back
- Kiara Mandavia
- AI & Machine Learning
The ambition driving today’s artificial intelligence industry is no longer subtle. It
- Kiara Mandavia
- Data Centers
Europe’s digital infrastructure is entering a decisive phase, one where the urgency
- Kiara Mandavia
- AI & Machine Learning
Artificial intelligence is no longer just software. It is infrastructure. And at
- Kiara Mandavia
- AI & Machine Learning
The Comforting Narrative of Human Control Military officials and policymakers often repeat
- Kiara Mandavia
- Neo Clouds
Google’s completion of its acquisition of Wiz marks more than a routine
- Kiara Mandavia
- Power & Energy Grid
Artificial intelligence has become one of the defining infrastructure races of the
- Kiara Mandavia
- Data Centers
In the global technology industry, companies often announce breakthroughs in chips, devices,
- Kiara Mandavia
- Data Centers
India’s digital economy is entering an infrastructure phase that few anticipated a
- Kiara Mandavia
- Power & Energy Grid
Artificial intelligence has become the defining infrastructure race of the decade, but
- Kiara Mandavia
- AI & Machine Learning
Artificial intelligence now drives the next phase of digital infrastructure expansion. Yet
- Kiara Mandavia
- AI & Machine Learning
Artificial intelligence no longer hinges on who writes the smartest code. It
- Kiara Mandavia
- Power & Energy Grid
Electric grids were not designed for customers that vanish. For decades, reliability
- Kiara Mandavia
- Data Centers
Brazil’s legislative approval of Redata- the Regime Especial de Tributação para Serviços
- Sanjana Mandavia
- Sustainability
When multinational corporations speak about sustainability, the language often floats above the
- Kiara Mandavia
- AI & Machine Learning
Europe’s push into artificial intelligence infrastructure faces realities that differ sharply from
- Sanjana Mandavia
- AI & Machine Learning
When Jensen Huang speaks about accelerated computing, he frames it as a
- Kiara Mandavia
- AI & Machine Learning
The recent expansion of the Agentic AI Foundation under the umbrella of
- Sanjana Mandavia
- Data Centers
For decades, Northern Virginia stood at the center of the global data
- Sanjana Mandavia
- Data Centers
Virginia’s debate over the data center tax exemption no longer centers on
- Kiara Mandavia
- Power & Energy Grid
Utah’s power grid stands at a pivotal moment as artificial intelligence accelerates
- Kiara Mandavia
- Power & Energy Grid
When a commercial facility begins to operate like a miniature utility, it
- Sanjana Mandavia
- AI & Machine Learning
There are moments in technology when capital stops following innovation and begins
- Kiara Mandavia
- Sustainability
The Burgeoning Carbon Cost of Everyday AI Artificial intelligence is no longer
- Sanjana Mandavia
- Power & Energy Grid
America’s solar boom is no longer constrained by panels alone. The deeper
- Kiara Mandavia
- AI & Machine Learning
The AI market has entered its first serious test of discipline. Capital
- Kiara Mandavia
- AI & Machine Learning
Global markets have spent the past few years captivated by the powerful
- Sanjana Mandavia
- Sustainability
At MIT, PhD student Miranda Schwacke is exploring a provocative idea: what
- Sanjana Mandavia
- Liquid & Immersion Cooling
China AI Liquid Cooling Push Signals Infrastructure Reset China’s artificial intelligence expansion
- Kiara Mandavia
- AI & Machine Learning
The robotics conversation has shifted. Headlines exalt humanoid prototypes and generative models
- Kiara Mandavia
- Neo Clouds
The era when central processing units stood at the unquestioned center of
- Sanjana Mandavia
- Data Centers
Artificial intelligence has become shorthand for the future of productivity, automation and
- Kiara Mandavia
- Neo Clouds
Oxide Computer’s recent announcement of a $200 million Series C funding round
- Sanjana Mandavia
- Power & Energy Grid
Australia renewable energy price impact is becoming increasingly visible as the country’s
- Kiara Mandavia
- Data Centers
On paper, 2025 should have been a breakout year for data center
- Sanjana Mandavia