AI Infrastructure Economics
Articles (2)
HPCnews
The shadow TOP500: private AI superclusters are redefining supercomputing
xAI's Cortex 2, Meta's mega-clusters, and the $100B NVIDIA-OpenAI deal represent computing installations that dwarf anything on the official rankings. The supercomputing world hasn't reckoned with what that means.
Exascale ComputingHyperscaler Strategy
SCN Staff·
AIanalysis
NVIDIA's Vera Rubin Is a Capex Grenade - and Every Hyperscaler's 2027 Budget Knows It
The Blackwell-to-Rubin transition is a forcing function for the entire data center industry.
NVIDIAAI Infrastructure Economics
SCN Staff·