AI Infrastructure
GPUs, silicon, data centres and the data platforms underneath.
When Communities Say No: The $130 Billion Data Center Backlash That's Reshaping AI Infrastructure
Analysis of growing community resistance to AI data center expansion, with $130B in projects blocked by local opposition citing environmental concerns, water usage, and infrastructure strain.
AI's Billions Couldn't Shield Nvidia and Broadcom from This Week's Selloff
An analysis of the market pullback for hardware leaders Nvidia and Broadcom despite robust demand, exploring profit-taking, valuation premiums, supply limits, and the impact of 11-figure private funding rounds.
Apple Waives AI Infrastructure Costs for Indie Developers at WWDC 2026
At WWDC 2026, Apple announced free access to its Foundation Models in Private Cloud Compute for developers with fewer than 2 million first-time App Store downloads, targeting indie creators and small teams.
The Memory Chip Squeeze: AI's Hidden Inflation Problem
The data center buildout fueled by AI workloads is creating a third wave of inflation, with memory chip prices rising sharply as demand for HBM and DRAM outstrips supply capacity.
Oracle Trims Workforce by 21,000 Roles Amid AI Pivot and Data Center Expansion
Oracle eliminated approximately 21,000 positions last year as the company redirected resources toward artificial intelligence development and heavy data center investments, reflecting a broader tech industry trend of workforce restructuring to fund emerging technologies.
SpaceX’s Real Product Isn’t Rockets—It’s Orbit as a Data Center
With shareholders demanding returns, SpaceX is betting its trillion-dollar valuation on AI compute from space—not lunar landers or Starlink. Here’s what that means for NASA, investors, and the future of Earth’s digital infrastructure.
Attribution in the Aisle: The Infrastructure Scaling Physical Retail Media
An in-depth look at how retail media networks are expanding off-site and in-store. We explore the role of first-party customer data, clean rooms, digital screen formats, and advanced telemetry like foot-traffic path tracking and geo-matched incrementality testing to justify physical ad spend.
The Interconnected Web of AI: How Hybrid Environments Reshape Human Agency and Society
Exploring how AI-mediated environments create cascading effects across cognition, relationships, climate, and equity—and why proactive engagement through hybrid intelligence frameworks is essential for preserving human agency.
The Hidden Liquid Cooling Tax on AI Compute Power
AI’s demand for high-density GPU computing has hit a cooling barrier. From bacterial outbreaks to clogging, fluid management in data centers is becoming an expensive, labor-intensive hurdle. Omen AI’s new approach seeks to shift infrastructure maintenance from reactive, sample-based testing to real-time, sensor-driven diagnostics.
Reflection AI’s $150M Bet: The Open-Source AI Lifeline Nobody Saw Coming
Open-source AI lab Reflection AI pays $150 million monthly for immediate access to Nvidia's latest GB300 chips at SpaceX's Colossus 2 data center, in a deal worth up to $6.3 billion through 2029 — the largest announced open AI infrastructure commitment to date.
Google and Blackstone Forge a $5 Billion AI Compute Empire — And It Changes Everything for AI Startups
Google and Blackstone are launching a $5 billion joint venture to build TPU-powered cloud infrastructure, creating a new path for startups and enterprises to access AI compute without direct hyperscaler contracts.
The Eight-Year Grind That Got Netris a16z Backing for AI Infrastructure
Netris spent eight years building switch-level networking automation before the AI boom made it relevant. Now a $15M Series A from a16z funds the next phase of helping neocloud operators ship faster.