Issue archive

Nvidia's $14.8B Networking Investment Signals AI Shifts

May 26, 2026

OpenAI Compute Deals & GPU Density Retrofits

May 22, 2026

Nvidia Revenue Soars; Alibaba, Cerebras Launch AI Chips

May 21, 2026

Blackstone, Argentum AI Invest Billions in AI Cloud

May 20, 2026

NextEra-Dominion Merger: AI Power Play

May 19, 2026

Blackstone IPO, Nuclear Power Fuel Data Centers

May 18, 2026

Hyperscalers Near $1T Capex; Blackstone REIT Hits Target

May 15, 2026

Amazon, Meta's $335B Q1 Capex Pivot & Fervo IPO

May 14, 2026

Apple, Amazon Secure Green Power for DCs

May 13, 2026

NVIDIA's $2.1B Warrant & AI's Infrastructure Future

May 12, 2026

Nvidia Chips, Supercomputers, & Data Center Deals

May 11, 2026

AI Capex Surge: MSFT, GOOG Plan $375B Buildout

May 8, 2026

AI Cooling Race: Liquid vs. Solid-State

May 7, 2026

AI Factories, Google Accelerators & Legacy DC Woes

May 6, 2026

AI Powers US Grid Strain & NC Policy Shift

May 5, 2026

Google, Microsoft Plan AI Growth; OpenAI Faces Spend Woe…

May 4, 2026

AI Drives $129B Cloud Spend & Capacity Gap

May 1, 2026

AI Power Demands Strain Cooling & Drive Big Investments

April 30, 2026

AI Power Limits: Grid, Clean Energy Scarcity Bite

April 29, 2026

AI Spending Soars: $100B Anthropic AWS Deal

April 28, 2026

Google, Pace: $40B AI Bet, 100MW Texas DC

April 27, 2026

US Mandates Energy Reporting; AI Drives Infra Growth

April 24, 2026

AI Chips: Anthropic, Meta Explore Custom Design

April 23, 2026

Oracle, Bloom Powering Data Centers with Fuel Cells

April 22, 2026

Volt's 800MW AI Gigafactory, Alphabet's Indiana Deal

April 21, 2026