News
IBM Targets Enterprise AI with "Operating Model" Push
6+ hour, 10+ min ago (828+ words) IBM is betting that the next phase of enterprise AI will be defined less by models and infrastructure and more by the software layer that connects them. At IBM Think 2026, IBM introduced what it calls an "AI operating model" built…...
Meta's Space Solar Bet Underscores AI Power Gap
2+ hour, 57+ min ago (572+ words) New energy partnerships highlight a widening gap between near-term data center demand and the pace of grid expansion. A week after Meta said it would pursue solar power beamed from space to run its data centers, the company's energy strategy…...
New Data Center Developments: May 2026
4+ hour, 6+ min ago (1563+ words) We look at some of the latest data center developments announced over the past month. The demand for new data centers isn't showing any sign of slowing. With new projects being announced each week, keeping track of the latest data…...
AI Demand Surges as Billions in Compute Remain Locked
4+ hour, 6+ min ago (959+ words) A Cast AI report finds low GPU, CPU, and memory utilization across enterprise Kubernetes clusters. Cloud providers are racing to build more AI capacity as demand soars. New data suggests that much of that compute remains lightly used. The push…...
Data Center Humidifiers: What They Do and How to Choose
19+ hour, 37+ min ago (712+ words) The choice of humidification system " whether isothermal, ultrasonic, high-pressure nozzle, or adiabatic " depends primarily on the facility's humidity gap and available power budget. If you live in a warm climate, you probably prefer lower humidity. High humidity makes hot days…...
North Carolina Targets Hyperscale Costs AI Infrastructure Bill
1+ day, 3+ hour ago (1085+ words) Proposed legislation shifts the burden of power, water, and grid expansion costs onto large data centers, challenging long-standing incentive models and reshaping site selection strategies. North Carolina lawmakers are moving to require large data centers to pay the full cost…...
AI Data Center Boom Rewires US Power Supply Chain
1+ day, 3+ min ago (937+ words) The AI buildout is hitting a different limit. Power delivery now sets the pace. A new Wood Mackenzie analysis projects that the US data center electrical equipment market will expand from roughly $20 billion today to $65 billion by 2030, driven by surging…...
Google-Anthropic Deal: AI Capacity Now Pre-Sold at Gigawatt Scale
4+ day, 8+ hour ago (598+ words) The reported Google-Anthropic deal pairs capital with a 5 GW compute commitment, shifting how AI infrastructure is financed and allocated. Google is understood to be in talks to invest up to $40 billion in Anthropic, pairing capital with reserved infrastructure at a…...
Hyperscaler Earnings Show AI Demand Outrunning Infrastructure
4+ day, 4+ hour ago (638+ words) Amazon, Google, and Meta join Microsoft in signaling a shift: growth is now tied to power, chips, build timelines " and unprecedented capital spending. Hyperscaler earnings this week tested three things: whether capital spending, cloud growth, and AI demand are holding....
AI Capacity Is Being Pre-Sold at Gigawatt Scale
4+ day, 4+ hour ago (575+ words) The reported Google-Anthropic deal pairs capital with a 5 GW compute commitment, shifting how AI infrastructure is financed and allocated. Google is reportedly in talks to invest up to $40 billion in Anthropic, pairing capital with reserved infrastructure at a massive scale....