Analysis of New York’s $77 million subsidy for JPMorgan Chase’s Orangeburg data center highlights the tension between capital-intensive,…
The briefing analyzes Kubernetes-based GPU fleet underutilization, revealing enterprises provision ~20× more GPU capacity than used (~5% utilization).…
Analysis of Festus, Missouri’s $6 billion data center project reveals critical tensions in hyperscale infrastructure development, highlighting challenges…
Analysis of the U.S. hyperscale data center expansion highlights escalating local opposition driven by grid strain, water consumption,…

The Stratos Project in Utah proposes a 9 GW off-grid hyperscale data center relying on on-site gas generation,…
Cloudflare reports a 600% surge in AI-driven traffic, signaling a shift from traditional CDN caching to edge-native, latency-sensitive…