The Generator Problem: Who Actually Powers the AI Buildout With Nuclear
Microsoft is reviving the Three Mile Island reactor under a $16 billion deal, while various tech giants are pursuing nuclear power to meet energy…
Microsoft is reviving the Three Mile Island reactor under a $16 billion deal, while various tech giants are pursuing nuclear power to meet energy…
The European Union is investing ten billion euros in seven AI Gigafactories, aiming to enhance its AI computing capabilities amid competition from the US…
Hut 8 has secured a 15-year, $9.8 billion lease for 704 megawatts of data center capacity from an anonymous "high-investment-grade" tenant at its Beacon…
AMD Helios, unveiled at the Advancing AI 2026 event, is entering production, shipping with major clients like Microsoft. Corporate VP Andrew Dieckman downplayed CUDA's…
NVIDIA's data center revenue surpassed $100 billion in fiscal 2026, bolstered by innovations like the Blackwell B200, which significantly enhances performance. The acquisition of…
NVIDIA's B300 yields are stabilizing. That is not the story. The story is CoWoS: TSMC's packaging bottleneck that sits between Nvidia and the demand…
Nvidia's data center revenue surged to $115.2 billion in FY2025, reflecting a 142% year-over-year increase. The company is now financing data center projects, enhancing…
Nvidia and AMD regained export licenses for China, reviving significant revenue potential after prior restrictions. Concurrently, a Senate vote ended a federal AI moratorium,…
Apple M4 hits 38 TOPS. Google ships Gemini 1.5 Pro for the cloud. Intel's Xeon 6 tries to serve both. The AI stack is…
China Mobile's research institute wants to empty every cell tower, pull the baseband back into one central pool, and turn the radio network into…
Cablevision aims to offer a cloud-based DVR service that records shows in its data center, arguing it functions like traditional home recording. However, content…
Major virtualization vendors have developed proprietary disk formats, leading to difficulties in cross-platform migration. While a standardized format is needed, vendor lock-in remains a…
AMD's Barcelona quad-core chip has launched, but disappointing clock speeds around two gigahertz fall short of expectations and Intel's offerings. While its architecture promises…
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