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,…
Allbirds’ divestiture of footwear IP to become NewBird AI, a GPU-as-a-Service provider, tests market appetite for AI narratives…

Amazon’s AI mini-podcasts use Bedrock-powered generative AI to convert product metadata into scripted audio promotions, aiming to integrate…
Twilio’s briefing details its transition from a programmable communications API provider to an AI-native engagement platform, emphasizing profitable…