Data Center Infrastructure
Articles (18)
The Electrician Bottleneck: Skilled Trades Increasingly Gate the AI Supercomputer Buildout
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.
Kajaani: a sovereign-plus-EuroHPC supercomputing campus comes into focus
Finland's new 33.9 PF Roihu supercomputer triples national capacity and shares its hydroelectric Kajaani site with EuroHPC's LUMI - a two-tier sovereign-plus-EuroHPC campus under one operator.
The 800V DC Rack Transition: How Rubin Ultra Is Rewiring the Supercomputing Industry's Last 50 Feet
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.
AI Training Power Demand Is Outrunning Grid Build Times. xAI Bet It Could Outrun Regulators Too.
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 $50 Billion Sells Out. Public Science Gets None of It.
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.
Apple's Mac Shortage Signals Memory Supply Chain Has Reorganized Around Data Center AI
Apple cut Mac memory ceilings and delayed M5 Ultra by four months as HBM production for data center AI consumes edge LPDDR5X allocation.
Orbital Compute in 2026: What Has Flown, What Is Slideware, and What the Physics Allows
Hardware has reached orbit and SpaceX has filed for a million-satellite constellation. Thermal physics, launch cadence, and bandwidth still push gigawatt orbital AI to post-2030, at best.
When the Grid Says No: Denmark and the New Shape of the Power Question
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.
Vera Rubin's Memory Stack Is Korean. How Three Vendors Got There Tells You Why It Will Stay That Way.
Samsung, SK hynix, and Micron converged on SOCAMM2 mass production within six weeks for NVIDIA's Vera Rubin. Korean suppliers now control both memory tiers.
Slingshot Held Performance Under AI Traffic Patterns That Collapsed InfiniBand by 5x on Production Exascale
ISC 2026 research on LUMI, Leonardo, CRESCO8: Slingshot held performance; InfiniBand collapsed 5x under Incast, the AI gradient-sync traffic pattern.
HBM Allocation, Not HBM Supply, Is the 2026 AI Infrastructure Story
HBM scarcity has moved beyond semiconductor supply into system planning. Accelerator availability, server bill-of-materials, cluster economics, and 2026 data center buildouts are all being rewritten around memory - not compute.
Anthropic Locks 3.5 GW of Google TPU Capacity as Commercial AI Pre-Purchases Infrastructure Scientific Computing Will Need
Broadcom will supply Anthropic with 3.5 GW of Google TPU capacity through 2031; ~23-35x the power of DOE's largest planned science supercomputer.
Nvidia's $1 Trillion Backlog Hits the Grid Capacity Wall
Nvidia projects $1T in Blackwell orders through 2027, but 72% of operators cite grid capacity as the primary constraint. Power now limits AI.
A Missile Can Take Down an Availability Zone. That's Enough.
Iranian drone strikes took down AWS availability zones in Dubai and Bahrain, forcing a global reassessment of data center siting.
100 Gigawatts: The Data Center Supercycle That's Rewriting Energy Policy
Power has replaced transistor density as the binding constraint on computing growth. The consequences are reshaping everything from real estate markets to geopolitics.
ORNL's Next-Generation Data Center Institute: National Lab Expertise Meets the AI Buildout
The people who built Frontier - the world's first exascale supercomputer - are now designing the next generation of AI data centers. The hyperscalers should be paying attention.
Agentic AI in 2026: The Infrastructure Isn't Ready for What's Coming
Chatbot inference is stateless and cheap. Agentic AI is persistent, multi-step, and compute-hungry. The data center architectures built for one don't work for the other.
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.