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Editors Pick
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AMD Joins the Trillion-Dollar Club
Inside the AI Chip Rally Reshaping the Data Center Race For years, the story of the AI chip boom has had one main character: Nvidia. This week, that story got a second lead. On Monday, September 21, Advanced Micro Devices shares surged more than 9% to a record $613.31, pushing the company’s market capitalization above…
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GridLock: Why Hyperscalers Are Buying Their Own Substations
While tech giants pour billions into advanced AI chips, their multi-gigawatt growth roadmaps are stalling at the local power grid. To survive the infrastructure crunch, cloud operators are transforming into heavy industrial procurement giants buying up transformer supply lines and building their own utility-scale substations.
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The hidden cost of cooling AI
AI data centres are cutting water consumption with liquid and low-water cooling, but the savings come with trade-offs. As thermal loads rise, the cost of cooling is shifting into electricity, grid capacity, capital expenditure, resilience and environmental risk.