This opinion piece argues that nuclear power, particularly modern small modular reactors, is essential for meeting the explosive energy demands of AI infrastructure sustainably. It critiques reliance ...
The AI industry’s reliance on GPUs for data center infrastructure is a strategic risk amid supply chain fragility and power demands. Silicon diversification—embracing AI accelerators, ASICs, and speci...
Advances in indium phosphide, silicon photonics, co-packaged optics, and optical circuit switches are driving a rapid shift from electrical to fully optical interconnects in AI data centers within fiv...
Agentic AI is rapidly evolving from a niche concept into a central force shaping AI infrastructure, cloud platforms, and enterprise workflows. Key players like NVIDIA, Microsoft, and Salesforce are dr...
Agentic AI systems require infrastructure innovations that integrate power efficiency, cooling, semiconductor design, and network architecture. Advances such as precision liquid cooling, compute-in-me...
April 2026 marks a pivotal moment for agentic AI as massive compute deals, collaborative chip supply chains, and innovative networking models reshape the AI infrastructure landscape. Key players like ...
Power infrastructure is emerging as a critical bottleneck in scaling AI data centers. Beyond GPUs and cooling, challenges around energy delivery, storage, and innovative cooling methods are reshaping ...
Agentic AI, characterized by autonomous decision-making and complex task execution, is driving a fundamental shift in AI infrastructure. This analysis explores how the demands of agentic AI are prompt...
In 2026, AI infrastructure is being reshaped by the rapid expansion of agentic AI, constrained semiconductor foundry capacity, and innovative energy solutions such as advanced liquid cooling and nucle...
Anthropic’s Mythos AI model, reportedly deployed by the NSA despite Pentagon restrictions, highlights the urgent tension between AI capability and security risk. This opinion piece argues that without...