Data Center Infrastructure

Articles (4)

The data center supercycle that's rewriting energy policy
HPCnews

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.

Data Center InfrastructurePower & Energy
SCN Staff·
ORNL's Next-Generation Data Center Institute
HPCanalysis

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.

National Labs & GovernmentExascale Computing
SCN Staff·
$5 Trillion AI Capex: Infrastructure Outpacing Revenue
AInews

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.

Data Center InfrastructureAgentic AI
SCN Staff·
Vera Rubin
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·