Marvell Technology and Amazon are reshaping the AI semiconductor landscape through specialization in silicon photonics and custom hardware design, respectively. Their emergence diversifies supply chai...
Anthropic’s recent Claude Mythos breach reveals critical vulnerabilities in agentic AI systems, underscoring the urgent need for robust, tailored governance frameworks. This opinion piece argues that ...
This opinion piece argues that micro nuclear reactors offer a scalable, reliable, and low-emission energy solution tailored to the growing demands of AI data centers. It acknowledges safety and regula...
Edge AI hardware faces a critical tension between the rapid evolution of AI models and the slow, constrained silicon development cycles. This analysis explores why balancing adaptability and efficienc...
This analysis explores the critical role of nuclear and renewable energy in meeting the surging electricity demands of AI data centers. It highlights how corporate energy buyers are driving grid trans...
AI data centers face unprecedented energy demands that challenge traditional power infrastructures. This analysis explores how emerging technologies such as micro nuclear reactors, battery storage, DC...
Anthropic’s recent multi-gigawatt compute agreements with Amazon and Google highlight the escalating AI arms race, raising critical concerns about concentrated control, opaque governance, and security...
Early 2026 is bringing major shifts in AI infrastructure, from power management and agentic AI workloads to diverse silicon platforms. These trends are reshaping data centers, demanding smarter, more ...
Agentic AI is driving significant changes in network architecture and cloud GPU access, prompting a rethink of AI infrastructure to support autonomous workloads. This blog explores how network redesig...
AI workloads are driving unprecedented power demands and hardware diversity in data centers, forcing a comprehensive redesign of infrastructure. Integrating energy storage, firm generation, advanced c...