Opinions
Artificial intelligence has transformed data centers into strategic infrastructure. That shift has changed more than technology investment. It has also
- Sustainability
- Karan Shah
The artificial intelligence industry has become remarkably effective
- Kiara Mandavia
The AI infrastructure industry likes to measure progress
- Kiara Mandavia
AI’s Electricity Appetite Is Reshaping The Grid Artificial
- Karan Shah
The current debate around orbital infrastructure reflects a
- Kiara Mandavia
- Data Centers
A Filing That Should Make Everyone Nervous Oracle’s fiscal 2026 annual report, filed with
- Karan Shah
- Power & Energy Grid
Every new artificial intelligence campus begins with a familiar promise. Developers describe faster computing,
- Kiara Mandavia
- Power & Energy Grid
For three years, the AI industry treated chip allocation as the only scoreboard worth
- Karan Shah
- Sustainability
Many recent AI infrastructure announcements have emphasized similar themes.. The headlines celebrate larger GPU
- Kiara Mandavia
- Data Centers
The conversation surrounding AI infrastructure is increasingly expanding beyond technical performance and investment into
- Kiara Mandavia
- AI & Machine Learning
An Institution That Speaks Carefully, On Purpose The Bank for International Settlements does not
- Karan Shah
- Sustainability
The UN University Institute for Water, Environment and Health published a sweeping report projecting
- Karan Shah
- AI & Machine Learning
Inflation discussions usually begin with consumer demand, labor shortages, interest rates, or geopolitical disruption.
- Kiara Mandavia
- Data Centers
The Queue Broke the Model The artificial intelligence boom did something quietly radical. It
- Karan Shah
- AI & Machine Learning
As AI deployment expands, electricity availability has emerged as one of the most significant
- Kiara Mandavia
- Sustainability
Few debates expose the tensions inside modern sustainability investing as clearly as the controversy
- Kiara Mandavia