Cloudflare reports a 600% surge in AI-driven traffic, signaling a shift from traditional CDN caching to edge-native, latency-sensitive…
The briefing examines the challenges U.S. data centers face amid rising AI-driven power demands and an aging grid,…
Analysis of AI coding assistants reveals escalating GPU inference costs surpassing labor savings, introducing complex budgeting and governance…
The briefing analyzes Google’s AI market repositioning, emphasizing its vertically integrated infrastructure—fiber networks, hyperscale data centers, custom TPUs,…

The briefing analyzes Lake Tahoe’s power reallocation amid rapid AI data center growth, highlighting challenges in grid capacity,…
The Stratos Project in Utah proposes a 9 GW off-grid hyperscale data center relying on on-site gas generation,…