Anthropic Compute Deals Hit $517B: The Breakdown
Anthropic compute deals total $517B, including a $11.6B Akamai CPU contract. Who gets the money, why CPUs, and whether t…
AI Data Center Power Crunch: The 2026 Bottleneck
AI data center power is now the binding constraint: 485 TWh demand, 9.3 GW shortfall, transformers sold out to 2028. Wha…
Chinese AI Chips Power Z.AI's 1GW Data Center
Z.AI finished a 1-gigawatt data center running only Chinese AI chips. What it means for Nvidia, Huawei Ascend, and the m…