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 AI industry's surging energy demands are driving a shift toward advanced nuclear technologies, such as small modular reactors, to power data centers sustainably and reliably. Recent partnerships a...
Terrestrial Energy and Riot Platforms have teamed up to develop nuclear-powered data centers tailored for AI workloads. This partnership could signal a shift toward more sustainable, reliable compute ...
As AI workloads surge, the energy demands of data centers are intensifying. Partnerships between Terrestrial Energy, Riot Platforms, and Supermicro to develop nuclear-powered data centers highlight nu...
The rapid deployment of agentic AI is outpacing the development of essential safety and governance frameworks, creating significant risks. Without urgent, proactive measures to embed security and over...
Broadcom and OpenAI's discussions for an $18 billion financing deal to develop custom AI chips illustrate a pivotal shift in AI infrastructure investment, reflecting intensified supply chain pressures...
In 2026, NVIDIA’s dominance in AI hardware is facing increasing competition from AMD, Intel, and Micron. This shift reflects broader trends in AI workloads and data center strategies, pointing to a mo...
The rapid growth of AI workloads is straining data center energy infrastructure, exposing limitations in relying solely on renewable power. This analysis argues that combining renewable energy with ad...
The AI industry is facing a severe GPU underutilization crisis, with average usage rates around 5%, leading to inflated costs and environmental harm. This opinion piece argues for urgent, radical chan...
Agentic AI systems introduce fundamentally new demands on cloud-native data center architectures due to their persistent, stateful, and autonomous workloads. This analysis examines how these systems c...
Nvidia’s $2.1 billion partnership with Italian renewable energy firm IREN aims to build multi-gigawatt AI data centers powered by green energy. This move highlights the growing importance of sustainab...