Tracking the infrastructure behind foundation models, inference, and agents.
Britain is funding homegrown silicon for machines that, for now, run on an American vendor's chips. Whether that buys sovereignty or quietly rebrands dependence is the question the spending leaves open.
The GPU supply chain has the industry's attention. But the constraint that increasingly decides when an AI factory energizes is no longer the chip. It is power delivery, and the licensed electricians who commission it.
Meta's first end-to-end account of running a 150 MW, 83,000-GB200 cluster - when power is the ceiling, the cluster, not the chip, is what you optimize.
NVIDIA is bringing receipts to ICRA 2026 - eight accepted papers it says show the sim-to-real gap closing on real hardware. More and more, a robot policy is the output of large-scale GPU simulation, with the heavy compute done long before a gripper touches an object.
Multi-year mandatory funding for a mix of government-owned, contractor-operated, and commercial-surge compute... reversing the July 2025 White House AI Action Plan that told DoW to lean on hyperscalers.
NVIDIA has published the architecture. OCP and the supplier alliance have published the spec and the timeline. The colocation operators have published, so far, very little.
xAI operates 46 unpermitted gas turbines at its Southaven power plant. A federal court ruling will determine if the turbine-first playbook is viable.
Nebius's $50B backlog: 94% to Meta and Microsoft, zero to NAIRR, CloudBank, or DOE Genesis. The largest neocloud sells out before science can access it.
The 50-author MRC paper gives Ethernet its first multi-vendor, open-spec, production-trace answer to the one argument InfiniBand had left at frontier-training scale.
Apple cut Mac memory ceilings and delayed M5 Ultra by four months as HBM production for data center AI consumes edge LPDDR5X allocation.
Energinet didn't pause grid connections in a contested metro or a zoning fight - it paused them because 60 GW of queued demand met a 7 GW national peak, and the math stopped working.
