As demand for high-performance compute explodes, a new class of infrastructure players is emerging to serve the AI frontier while reshaping cloud economics. These “neocloud” providers...
Alan Keizer and Keith Sullivan of AFL provide guidance on making practical, cost-effective and technically sound fiber optic selection for data center networks.
AI data centers are pushing spending to historic highs. This article tracks OpenAI, Apple, and the Stargate Project’s role in the ongoing digital infrastructure gold rush.
Examining the strategic partnership and technology/business symbiosis of NVIDIA and CoreWeave, and how CoreWeave’s public offering underscores NVIDIA’s pivotal role in burgeoning...
New analyst reports from CBRE, PwC, and Synergy Research paint a picture of an industry at an inflection point—balancing explosive expansion with evolving challenges in power ...
There has been much speculation about the impending burst of an "AI bubble," but we must study market principles rather than allow sentiment - whether optimistic or hesitant -...
Rounding up new and notable announcements by select hyperscale and colocation data center developers and operators as they expand across North America.