insights
Google, NVIDIA and Emerald AI Launch Flexible-Data-Center Alliance
Google, NVIDIA and Emerald AI launched AEMA to promote flexible AI data centers; its 100 GW figure is modeled potential, not installed capacity.
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Every article we've published — newest first.
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insightsOracle and RWE Sign 433 MW West Texas Wind VPPA
Oracle’s 433 MW RWE wind VPPA covers three West Texas projects and supports its 2035 carbon-free AI data-center electricity goal.
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insightsNVIDIA Vera Rubin NVL72 vs GB300 NVL72: MLPerf v6.1 Results
Vera Rubin's MLPerf preview shows up to 3.7× Qwen3-VL throughput over GB300, while four GB300 racks reached 99% scaling efficiency.
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insightsAWS–Vistra 1.2 GW Comanche Peak PPA: 2027 Start, 2032 Ramp
Vistra’s SEC filing confirms a 20-year AWS nuclear PPA starting in Q4 2027 and reaching 1,200 MW by 2032—but not a dedicated data-center link.
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newsERCOT Data Center RFI: Oct. 12 Deadline and Water Questions
ERCOT's data-center impact RFI covers projects from 25 MW, asks about water use and requires responses by 5 p.m. CPT on Oct. 12, 2026.
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insightsNVIDIA Dynamo Disaggregated Inference: Prefill, Decode and KV Routing
How NVIDIA Dynamo splits prefill and decode, moves KV cache with NIXL, and why one AKS test cut average TTFT 20.4× without proving universal gains.
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insightsNVIDIA BESS Qualification: 12 Tests, 10 Core Requirements
What NVIDIA's BESS framework tests at the AC terminals—and why AI data-center developers still need site-specific electrical and fire-safety work.
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insightsAlphabet Q2 2026 Capex: $44.9B Spent, $122.8B Not Yet in Service
Alphabet spent $44.9B on Q2 capex, held $122.8B of assets not yet in service and disclosed $85.2B in future uncommenced leases.
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insightsMicrosoft AI Data Centre Capex: Cash vs Lease, FY2027 Accounting Shift
Microsoft’s $190B capex plan, the shift to $175B after lease reclassification, and what Q3/Q4 spending reveals about AI infrastructure.
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insightsNVIDIA GB300 NVL72 vs HGX B300: GPU Memory and System Architecture Explained
A source-backed comparison of NVIDIA HGX B300 and GB300 NVL72: GPU count, HBM3e, memory bandwidth, NVLink scale, CPUs and rack power.
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insightsNVIDIA GB300 NVL72 Networking Explained: NVLink, ConnectX‑8 and BlueField‑3
How GB300 NVL72 separates rack-scale NVLink, Spectrum-X GPU traffic, BlueField-3 CPU and storage traffic, and physical OOB management.
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insightsGalaxy's 4.2 GW Texas Data Centers Get Conditional ERCOT Classifications
ERCOT conditionally classified five Galaxy data-center projects totaling about 4.2 GW. Here's what Base Load, Studied Load and verification mean.