Opinions
The AI Infrastructure Race Is Running Into Physics Air conditioning has quietly become one of the most strategic technologies in.
- AI & Machine Learning
- Kiara Mandavia
The data center industry has operated for a
- Akash Sharma
Michigan Is Quietly Repositioning Itself Inside America’s AI
- Kiara Mandavia
The colocation industry has had a good run.
- Akash Sharma
The AI Market Is Splitting Into Two Economies
- Kiara Mandavia
- AI & Machine Learning
The AI infrastructure investment analysis has a GPU problem. Not the shortage itself, but
- Akash Sharma
- AI & Machine Learning
AI’s Infrastructure Crisis Is No Longer Staying on Earth The idea once belonged to
- Kiara Mandavia
- AI & Machine Learning
The AI infrastructure conversation has a hardware bias. GPUs, custom silicon, transformers, and power
- Akash Sharma
- Neo Clouds
Europe Is No Longer Treating Cloud Infrastructure As Neutral Technology Europe did not suddenly
- Kiara Mandavia
- AI & Machine Learning
When Anthropic quietly released the Model Context Protocol in November 2024 as an open
- Akash Sharma
- Neo Clouds
For decades, Oracle operated with the predictability of a mature enterprise software giant. Its
- Kiara Mandavia
- Neo Clouds
Every time AMD posts a strong quarter, the same narrative emerges. Nvidia is under
- Akash Sharma
- AI & Machine Learning
Texas Wanted The AI Boom. It May Not Like The Bill Texas spent years
- Kiara Mandavia
- Sustainability
Silicon Valley Wants Infinite AI. The Grid Does Not. The artificial intelligence race has
- Kiara Mandavia
- AI & Machine Learning
AI Infrastructure Has Entered Its Physical Limits India’s AI ambitions are increasingly colliding with
- Kiara Mandavia
- Data Centers
Goldman Sachs published a report this week projecting $7.6 trillion in cumulative AI infrastructure
- Akash Sharma