Chips, cloud, data centers, energy and the inference economics behind the AI buildout.
As of May 2026, every major AI hyperscaler has signed at least one nuclear power deal. Thirteen announced projects now commit more than 9.8 gigawatts of...
AWS operates the world’s largest AI compute cluster not built on Nvidia chips. Project Rainier, activated in October 2025 across a 1,200-acre facility in Indiana, connects...
Data centers consumed roughly 415 terawatt-hours of electricity in 2024, about 1.5% of the world’s total, and the International Energy Agency projects that figure will more...
A quantum computer capable of breaking RSA-2048 encryption is theoretically possible. Most estimates put it 10 to 15 years away. Microsoft just moved its own timeline...
The wrong cloud platform for AI costs 40 to 60% more per token and adds three to six months of integration overhead. AWS holds 30% of...
Global data centre electricity consumption is projected to rise from about 485 terawatt-hours in 2025 to roughly 950 TWh by 2030, according to the International Energy...
Nvidia’s valuation has moved far beyond the $4 trillion milestone cited when this article was first published. As of July 15, 2026, the company is worth...
