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data centers

Data centers are becoming the physical layer of AI infrastructure, from hyperscale cloud sites to distributed inference nodes and on-site power systems. This topic covers electricity, cooling, chip supply, deployment speed, and the economics behind scaling AI.

19 articles

Jensen Huang’s bet on trades is paying off
Industry News/Jun 21

Jensen Huang’s bet on trades is paying off

4 signs Jensen Huang’s trade-school bet fits the data-center buildout, from six-figure pay to a $100 billion OpenAI push.

DOE should turn its land into AI infrastructure fast
Industry News/Jun 16

DOE should turn its land into AI infrastructure fast

DOE should open its land to AI data centers and power buildout without delay.

IREN’s Microsoft AI deal now has debt to match
Industry News/Jun 9

IREN’s Microsoft AI deal now has debt to match

1 financing package shows how IREN is funding Microsoft AI capacity with investment-grade GPU-backed debt.

Why Data Center Narratives Are Now a Public Policy Fight
Industry News/Jun 3

Why Data Center Narratives Are Now a Public Policy Fight

Data center expansion is no longer a private infrastructure story; it is now a public policy fight over power, water, land, and labor.

The AI Resist List maps global pushback
Industry News/Jun 2

The AI Resist List maps global pushback

A new AI Resist List documents legal fights, labor action, and community campaigns pushing back on AI deployment worldwide.

Omdia’s AI factory model turns capex into output
Industry News/May 31

Omdia’s AI factory model turns capex into output

Omdia’s 2026 AI factory playbook reframes infrastructure around token output, sovereignty, and the last mile of AI delivery.

5 Anthropic stories shaping AI right now
Industry News/May 27

5 Anthropic stories shaping AI right now

5 WIRED Anthropic stories show how AI agents, data centers, security, and regulation are colliding now.

Data Center World 2026: AI Pushes Infra Limits
Industry News/May 20

Data Center World 2026: AI Pushes Infra Limits

At Data Center World 2026, OCI, Nvidia, and Google said AI is forcing data centers to redesign power, cooling, and networks.

Chris Wright's AI energy loop, decoded
Industry News/May 19

Chris Wright's AI energy loop, decoded

I break down NVIDIA’s AI-energy pitch into a practical template for building compute, power, and infrastructure together.

ERock Files for NYSE IPO on Power Demand
Industry News/May 18

ERock Files for NYSE IPO on Power Demand

ERock filed for a NYSE IPO after building a 1,000 MW distributed power fleet and $1.28 billion backlog.

IREN signs Nvidia AI infrastructure pact
Industry News/May 16

IREN signs Nvidia AI infrastructure pact

IREN will deploy up to 5 gigawatts of Nvidia designs, while Nvidia can invest up to $2.1 billion in the company.

Data centers are pushing homeowners to solar
Industry News/May 15

Data centers are pushing homeowners to solar

Data center demand is raising power costs and pushing homeowners toward solar-plus-storage as a basic backup plan.

Why Jensen Huang is right to tell grads to run toward AI
Industry News/May 14

Why Jensen Huang is right to tell grads to run toward AI

Jensen Huang is right: AI infrastructure is the best near-term bet for ambitious graduates and for America’s industrial base.

Why Microsoft's $80 Billion AI Capital Expenditure Plan Is the Most I…
Industry News/May 9

Why Microsoft's $80 Billion AI Capital Expenditure Plan Is the Most I…

Microsoft's $80 billion AI buildout is the decade's defining corporate finance bet.

OpenAI maps out compute buildout beyond 10GW
Industry News/May 5

OpenAI maps out compute buildout beyond 10GW

OpenAI says it is planning beyond 10GW of compute and reviewing U.S. data center sites with partners.

Span, Nvidia, Pulte: Mini AI Data Centers in Homes
Industry News/Apr 16

Span, Nvidia, Pulte: Mini AI Data Centers in Homes

Span is testing home-based AI inference nodes with 1.25 MW across 100 homes, cutting build time from years to months.

OpenAI’s $122B push for AI infrastructure
Industry News/Apr 3

OpenAI’s $122B push for AI infrastructure

OpenAI says its AI stack now spans cloud, silicon, and data centers, with partners from Microsoft to Broadcom and SoftBank.

OpenAI’s Compute Bet Is Reshaping AI Economics
Industry News/Mar 27

OpenAI’s Compute Bet Is Reshaping AI Economics

OpenAI’s spending on chips, power, and data centers is exposing a hard truth: AI demand is real, but the business math is still shaky.

Trump's AI Legislative Framework: What's Inside?
Industry News/Mar 26

Trump's AI Legislative Framework: What's Inside?

Trump's AI framework aims to secure national AI dominance, protect intellectual property, and enhance grid reliability via on-site power.