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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...
REITs often report FFO and AFFO alongside net income. Here is what these measures add back, why they exist and how data center REITs use them.
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,...
Mid-October typically kicks off reporting for the July through September quarter. Here is how earnings season works and how to follow infrastructure themes through it.
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...
Every AI request runs on a physical chain that ends at a grid connection. Electricity is turning into one of the hardest limits on how fast...
Direct-to-chip cooling is the nearer-term retrofit path for many AI halls, while immersion can handle high density with deeper changes to hardware, operations and service procedures.
Co-packaged optics shortens the electrical path between a switch ASIC and optical engines, but it also makes packaging, testing and field service part of the networking...
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Capital & Backlog · Oct 31Twenty Minutes, $6.36 Billion: Inside the Binance Heist and What It Means for Everyone Who Holds Assets on an Exchange
Networking · Oct 30InfiniBand vs. Ethernet for AI Clusters
IPO Preparedness Data · Oct 29The BOSSTOX App: Markets and the AI Build-Out on iPhone, iPad and Apple Watch
Capacity & Sites · Oct 28AI Server Rack Power Density, 2024-2027Capacity & Sites · Oct 27The Life Cycle of a Data Center: Buildings Last Decades, Servers Do Not
Compute & Silicon · Oct 26Custom AI ASICs vs. GPUs