insights
PJM Data‑Center Strategy: Grid Expansion vs. AI Load Surge
How PJM balances new generation, interconnection reforms and curtailment rules to accommodate AI data‑center growth.
All articles
Every article we've published — newest first.
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insightsCerebras Overclocks WSE‑3 – Compute Power Density vs NVIDIA GB300
A data‑center‑focused look at Cerebras’s WSE‑3 Turbo over‑clock, its PFLOPS output, power delivery and how it changes rack architecture compared with NVIDIA’s GB300 NVL72.
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insightsMicron $10B AI Memory Research Hub in Idaho Boosts Compute Power Density
Micron unveils a $10 billion AI memory research campus in Boise, Idaho, and what it means for AI compute power density.
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insightsPJM’s $555/MW‑Day Backstop Auction and DOE’s Eddystone Extension: Inside the AI Power Crunch
PJM caps its Sept-Oct backstop auction at $555/MW-day to close a 6.8 GW gap, and DOE keeps Eddystone online through Nov - both driven by AI data-center demand.
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insightsAI Infrastructure Capex Outlook: $3 Trillion by 2030 and the Drivers Behind It
We break down the $3‑4 trillion AI capex forecast, the $500B financing coalition, power demand spikes and revenue gaps shaping the AI build‑out.
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guidesChip-to-Chiller Cooling: 142kW Racks, 51V Busbars
GB300-class racks hit 142kW and outrun a standard 60-80kW CDU. The 51V DC busbar, 33kW power shelves and CDU sizing direct-to-chip cooling needs.
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insightsEdgeAI Foundations: Manchester Edge Data Center, Home‑Based GPU Networks, and EdgeCore Power Models
We break down the Manchester edge data‑center proposal, home‑based GPU networks, and EdgeCore's power and networking strategies for AI workloads.
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insightsTerranova’s 300MW AI Campus in São Paulo: Power, Scale, and Latin American Impact
We break down Terranova’s 300MW Campus Campinas – power specs, investment, cooling tech and what it means for Brazil’s AI infrastructure.
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insightsNvidia $500B AI Infrastructure Bet and DSX‑Powered Land: Cloverleaf and Beyond
Nvidia’s $500B AI-infrastructure pledge and DSX-driven Cloverleaf stake reshape U.S. data-center site and power planning.
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insightsZayo Secures 15,000‑Mile Fiber Capacity for AI Networks with Corning and Nvidia
Zayo expands its Corning fiber deal to fuel a 15,000-mile AI network buildout through 2030, adding over 8,000 miles of long-haul fiber with Nvidia.
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insightsData Center Power Cost Models: Edgecore, TVA Rate Shift, and PJM Price Surge
Break down Edgecore's own‑power stance, TVA's new data‑center rate and capacity charge, and PJM's 50% wholesale price jump with specific numbers and dates.
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insightsAI Data‑Center Cooling: Trane/Eaton Power‑Thermal Reference Design & Castrol PG25 Fluids
Trane and Eaton's integrated power-cooling reference design and Castrol's NVIDIA-validated PG25 fluids target efficiency and cooling for AI data centers.