AMD reported a doubling of its data center revenue to $6.7 billion in Q2 2026, driven by strong demand for AI GPUs and partnerships with companies including Anthropic, OpenAI, and Microsoft. The company’s growth in AI infrastructure contrasts with a 31% decline in gaming revenue, underscoring its st...
The surge in AI data center demand is driving extensive changes in U.S. energy infrastructure. Federal nuclear investments, utility capital expansions, and private sector innovations collectively reshape power generation and grid management to meet AI's continuous, high-capacity needs. This analysis...
The rapid growth of AI data centers in the U.S. is driving significant energy demands that local grids struggle to meet. Federal nuclear investments, modular data center innovations, and grid modernization including energy storage are converging to form an integrated energy strategy that balances re...
AI data centers in 2026 require unprecedented, continuous power, prompting innovations in nuclear lifecycle campuses, modular data center design, and utility grid modernization. These developments represent a strategic shift toward sustainable, reliable energy infrastructure essential for supporting...
The rapid growth of AI workloads is driving a transformation in data center infrastructure characterized by modular designs, nuclear energy integration, and full-stack efficiency improvements. These converging trends address scalability, energy reliability, and environmental concerns, signaling a st...
As AI data centers demand ever-increasing power, the U.S. DOE's $50 billion investment in nuclear innovation campuses and utilities like NextEra Energy's AI-driven grid management highlight nuclear energy's critical role in providing reliable, low-carbon power. This analysis explores how these devel...
The rise of agentic AI workloads is driving data centers to adopt diversified energy strategies that combine nuclear, natural gas, renewables, and battery storage. This multipronged approach addresses...
Agentic AI systems operate autonomously and interact deeply with critical workflows, making traditional security and governance approaches insufficient. This opinion piece argues for a holistic, proac...
Agentic AI infrastructure is undergoing significant transformation driven by lightweight model innovations, accelerated deployment frameworks, enhanced security protocols, and specialized hardware dev...
Agentic AI infrastructure is evolving rapidly, with key innovations from Anthropic, Red Hat, and Cisco focusing on safety, deployment, and security. The industry is shifting from experimental agents t...
The rapid growth of agentic AI demands specialized security frameworks tailored to autonomous systems' unique risks. This analysis examines emerging technical approaches from vendors like SailPoint an...
This opinion piece argues that nuclear power must become the primary energy source for AI data centers to meet their growing, 24/7 power demands sustainably. It acknowledges nuclear’s challenges but i...
As AI workloads rapidly expand, traditional energy infrastructures struggle to keep pace, prompting a shift toward nuclear power for data centers. Advanced nuclear technologies like SMRs and molten sa...
AI data centers are increasingly turning to advanced nuclear power and hybrid renewable systems to meet their massive energy needs. With innovations in small modular reactors and smart grid technology...
As AI workloads push data centers to their thermal and density limits, liquid cooling and advanced semiconductor packaging emerge as critical solutions. Innovations from Dow and Wooptix illustrate how...
The rampant grey market trading of AI API access through stolen credentials poses a severe security and privacy threat to the AI ecosystem. Without urgent industry action to tighten access controls an...