The AI industry’s capital spending is set to more than double in 2026, signaling a new infrastructure supercycle. This surge reflects deep changes in hardware, networking, and power systems to meet AI...
The Mesh argues that Broadcom is poised to challenge NVIDIA’s AI dominance, a development vital for fostering innovation and architectural diversity in AI infrastructure. Broadcom’s integrated approac...
The surge in AI data center electricity consumption is prompting hyperscale cloud providers to directly invest in new power generation and grid infrastructure, transforming the U.S. energy landscape. ...
AMD has joined Meta and six other major AI companies in a White House-facilitated agreement to invest in new power generation and electrical grid upgrades. The pact addresses rising electricity demand...
Modernizing the U.S. Power Grid: An Urgent Imperative to Sustain AI Leadership and Economic Vitality
The expansion of AI data centers is stressing the aging U.S. power grid, threatening AI innovation and grid reliability. This editorial calls for urgent modernization through virtual power plants, reg...
NVIDIA’s NVFP4 low-precision format is driving significant efficiency gains in AI training and inference. From speeding up long-context training in JAX/XLA to boosting sovereign AI inference and cutti...
The Mesh argues that floating wind energy is essential for powering AI data centers sustainably amid rising electricity demands and climate concerns. Despite challenges like intermittency and upfront ...
NVIDIA's NVFP4 low-precision floating-point format, combined with the CUDA Tile IR backend for OpenAI Triton, delivers a transformative increase in AI training and inference throughput without accurac...
Otovo has raised $16.6 million through a private placement to fund its acquisition of EnergyAid, aiming to expand its AI-driven energy services for residential and commercial markets. The deal will en...
The rapid expansion of AI places unprecedented stress on the U.S. power grid, risking both innovation and environmental goals. The Mesh calls for coordinated action among AI companies, utilities, and ...