tag · Infrastructure
9 piecesthe last dinosaur
CoreWeave is the GPU miner that came through the Merge. It survived small. It isn't small now.
every data center gets a letter
Brussels will grade data centers like dishwashers — but the grid does not care about ratios.
one hundred twenty-three stations
The Boring Company just raised three billion dollars. The constraint it needs to solve is not the machine, and it was never the permit. On 10 …
office of strategic capital
The state has started underwriting compute — not by building it, but by lending against it.
remain an open platform
The Hugging Face deal is confirmed and Huang made the promise everyone wanted. The promise is sincere and it is not the mechanism that decides …
thirteen million developers
Nvidia is not buying two million models. It is buying the place everyone looks.
batch zero
Four hundred seventy-four gigawatts. That’s what ERCOT is holding in interconnection requests, according to Governor Abbott’s August 3 …
When the Building Is the Product
$100 billion. That’s the number being floated for Vantage Data Centers going public. Backed by Silver Lake and DigitalBridge. A partner on the …
The Gigawatt Problem
When the binding constraint moves from silicon to thermal physics, you are building a power plant that thinks.