Flex Ltd announced it will spin off its Power & Cloud division into an independent company focused on AI infrastructure. The new entity aims to accelerate innovation and better serve the growing AI compute and cloud market, with plans to operate independently by the end of 2026, according to a compa...
In 2026, AI infrastructure faces critical energy challenges requiring innovative solutions. This analysis explores the transition to DC power, large-scale renewable energy agreements, and AI-driven nuclear energy development, highlighting their strategic importance for sustainable and scalable AI gr...
Rising AI workload demands are prompting data centers to shift from traditional AC to DC power architectures. This transition reduces energy losses, supports higher power densities, and aligns with sustainability goals. While upfront costs and legacy infrastructure challenges remain, DC power delive...
The integration of multi-silicon inference clouds and disaggregated LLM deployments is reshaping AI infrastructure by addressing inference bottlenecks with heterogeneous hardware and cloud-native orchestration. This analysis explores recent investments and technological advances, highlighting their ...
The inference lattice is reshaping AI compute by distributing inference workloads across specialized, geographically dispersed nodes rather than relying on centralized mega-clusters. This shift addresses physical and social constraints of hyperscale data centers, improves latency and resilience, and...
Tesla and SpaceX’s announcement of Terafab, a $25 billion semiconductor fab targeting 1 terawatt of AI compute annually, signals a potential paradigm shift in AI chip manufacturing. While the scale promises to alleviate supply constraints and accelerate innovation, significant technological and oper...
Spanish renewables firm FRV is investing €2.8 billion to build an AI-focused data center in Mérida powered by over 80% self-generated renewable energy. The initiative supports Europe's goals to decarb...
OpenAI has closed the largest private funding round in history, securing $110 billion at a $730 billion pre-money valuation, the company announced on February 27, 2026. The financing, led by Amazon wi...
IBM and the Spanish Supervisory Authority simultaneously released detailed technical and regulatory frameworks for agentic AI platforms in March 2026. IBM’s explainer outlines the autonomous AI archit...
Domino has launched a new platform to accelerate and secure the deployment of autonomous AI agents in enterprises. The platform offers rapid scaling, safety features, and integration tools to address ...
On March 4, 2026, seven leading AI and hyperscale cloud companies signed a White House-brokered agreement to fund new power generation and grid upgrades needed for their expanding data center electric...
On March 4, 2026, seven major AI and hyperscale cloud providers signed a White House-brokered agreement to fund new clean power generation and electrical grid upgrades supporting their data centers. T...
Nano Labs has launched the iPollo ClawPC A1 Mini, a compact computing device designed to support the OpenClaw AI agent ecosystem. The device aims to provide specialized hardware optimized for scalable...
OpenAI and Oracle's Project Stargate is pioneering AI data centers with power demands reaching 4.5 gigawatts, equivalent to four nuclear reactors. This scale challenges existing energy grids and infra...
US data centers' electricity demand, driven by rapid AI infrastructure growth, is nearing levels comparable to several major cities combined, posing significant challenges for grid stability. This ana...
Bloom Energy's 2026 Power Report reveals that by 2030, one-third of data centers will operate fully off-grid, driven by rising AI workloads and energy demands. The report highlights a shift toward on-...