FY25 capex projections show Amazon at ~$105B, Meta at ~$63B, Alphabet at ~$75B, and MSFT at ~$85B—all funneling massive investments into AI data centers that reinforce the US compute cluster moat.

Decentralized compute enable users to pool resources and contribute computing power, reducing the need for expensive power, networking, housing, AC, and developers. This approach eliminates many of ...

We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and artificial intelligence-infused apps that begin to represent the real world, in ...

Driven by an increasingly pressing demand for profound, value-driven insights extracted from complex data, the supercloud concept is surging ahead, capturing the pulse of the business intelligence ...

Artificial intelligence has an energy problem, and one startup is betting the solution lies hundreds of kilometers above our ...

Today’s apps are operating at a much larger scale and there’s no off button: Data never stops coming in, nor do questions about that. Because of this, enterprises are burning through compute and ...

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Air-assisted liquid cooling is shaping up to be the star of the data center industry in 2024, and colocation data center provider Aligned is betting on its cooling technology to provide a more ...

Despite massive investments in compute resources, advanced optimization techniques, and experimental architectures, all ...