Recent capex guidance from hyperscalers has once again been impressive, underscoring the sustained momentum in AI data center buildouts. However, the next phase of this investment cycle will hinge increasingly on monetization — turning AI capabilities into scalable, revenue-generating products. In the past few days, both OpenAI and Microsoft have taken significant steps in that…
Amazon is racing toward a future shaped by automation, but it has not forgotten the humans still on its payroll. Its latest experiment, a pair of smart glasses for delivery drivers, shows how the company aims to boost efficiency without replacing every worker with a machine. The glasses automatically scan packages and provide turn by…
Just months after President Donald Trump signed a series of executive orders aimed at reigniting the U.S. nuclear energy sector and initiating the construction of 10 new reactors by 2030, U.S. companies are already moving rapidly on this front. Two major announcements in the last couple of days underscore that momentum: Clean energy developer Brookfield…
According to Bloomberg, U.S. Energy Secretary Chris Wright is urging the Federal Energy Regulatory Commission (FERC) to grant expedited reviews for data-center grid connections. Under the draft rule, reviews would be capped at 60 days, compared with the years such approvals currently take. If adopted, the measure would mark another step in the Trump administration’s…
Data centers are evolving at breakneck speed. Artificial intelligence (AI) and high-performance computing (HPC) are pushing power demands to new heights, with next generation AI clusters requiring nearly a megawatt per rack. Traditional alternating current (AC) distribution systems, built for lower loads, are buckling under these demands. Multiple power conversions, bulky cabling, and energy losses…
Even though building new nuclear or gas-fired plants and expanding solar and wind capacity will be essential to address the long-term power challenge posed by data centers, these initiatives won’t come online fast enough to meet short-term electricity demand. In the meantime, transitory power solutions are needed — and fuel cells are increasingly emerging as…
Not so long ago, making a satellite phone call from a remote corner of the planet was an ordeal. You had to lug around a brick-sized device, angle it precisely toward the sky, and pray for a faint signal. Even then, the connection was often scratchy, and the bills were exorbitant, turning a simple conversation…
According to the Wall Street Journal, Electronic Arts is close to a $50 billion take-private deal led by a consortium including notably Silver Lake and Saudi Arabia’s Public Investment Fund (PIF). If confirmed, this would mark another milestone in the ongoing consolidation of the gaming industry, following Microsoft’s $69 billion acquisition of Activision and Take-Two’s…
Microsoft announced yesterday that it has been testing a new chip cooling technology based on microfluidics, which it says removes heat up to three times more effectively than today’s data center liquid cooling standard, cold plates that are placed on top of chips. The approach channels liquid coolant directly into the processor through microscopic, vein-like…
Yesterday, Nvidia announced a $5 billion investment in Intel, alongside a joint development agreement that will allow both companies to break into markets they previously couldn’t reach. In the PC segment, Nvidia dominates discrete GPUs for workstations and gaming, but laptops have always been out of reach. With roughly 150 million units sold annually, this…