The Texas AI Factory Race: Why Hyperscalers Are Betting Tens of Billions on One State
Drive west out of Abilene and the scrubland gives way to something that did not exist three years ago: a...
AI Energy & Power Systems
Microsoft Fairwater and the Rise of the Distributed AI Superfactory
For most of the cloud era, the data center was the unit that mattered. You built a building, filled it...
Can Nuclear Power AI in Time? SMRs, Large Reactors, and the 2030 Gap
Hyperscale AI campuses are being planned in months. Large nuclear plants are built over decades. Between those two clocks sits...
Power, Water, and Local Pushback: The Hidden Constraints on AI Campuses
Chip supply, model rankings, and capital expenditure dominate AI headlines. On the ground, a quieter set of constraints is deciding...
Orbital Data Centers for AI: Promise, Physics, and the Cost Reality Check
Terrestrial AI infrastructure is running into hard limits that money alone cannot erase overnight: grid interconnection queues, land and water...
