Hyperscaler Strategy
Articles (6)
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.
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.
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.
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.