TGI Fridays' operating company is being liquidated while its brand and 69 franchised U.S. units carry on. What the securitization saga teaches investors.
The chip index lost 6.7% in a day, Meta lifted its 2026 capex floor to $135 billion and 10-year yields sat near 5%. The week in...
FERC told all six grid operators it regulates to justify or rewrite their rules for connecting data centers and other large loads. After extensions, the answers...
Liquid cooling can unlock dense AI racks, but reliability depends less on the promise of water near electronics than on disciplined detection, isolation, testing, and maintenance.
AP reports that NVIDIA is urging Europe to accelerate AI infrastructure. BOSSTOX examines what modular AI factories could change—and what constraints remain.
A rear-door heat exchanger is a practical middle step between all-air cooling and liquid-cooled servers, taking heat out at the rack without replacing every server in...
Batteries cannot power a large AI campus for days, but they can make a constrained grid connection more useful, protect critical loads, and turn a rigid...
Small modular reactors may become important power sources for AI campuses, but the headline date for a design is not the same thing as a licensed,...
On-site gas turbines can bridge a data center's grid-connection gap, but the real investment case depends on fuel certainty, emissions controls, maintenance, and how much power...
Contracted megawatts show a commercial commitment, while energized megawatts show power that has actually reached a usable site or load.
A data-center project can have land, a tenant and a utility agreement while still waiting years for the transformers that make the electricity usable.
High-bandwidth memory limits AI accelerator shipments through several linked manufacturing steps, so a strong DRAM market alone does not guarantee enough HBM for the next GPU...
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