Articles
AI & Machine Learning
15 May 2026
The investment narrative around AI has been constructed almost entirely around software and silicon. The companies that design the best.
- Akash
- Neo Clouds
AI infrastructure economics now revolve around something far more physical, scarce, and geographically concentrated
- Kiara Mandavia
- Power & Energy Grid
Data center site selection used to start with a relatively short checklist. Grid capacity.
- Akash
- Sustainability
AI growth doesn’t usually look like smokestacks or giant factory campuses. Most of it
- Kiara Mandavia
- Data Centers
The location playbook that governed data center site selection through 2022 relied on four
- Akash
- Data Centers
India’s digital infrastructure surge is reshaping the strategic direction of companies once viewed strictly
- Kiara Mandavia
- Data Centers
Google’s Virgo Network, introduced at Google Cloud Next 2026, is a megascale AI data
- Akash
- Power & Energy Grid
Electricity has moved from operational necessity to strategic leverage inside modern AI infrastructure. Training
- Kiara Mandavia
- Power & Energy Grid
The Trump administration’s executive order streamlines federal Clean Air Act permitting and environmental review
- Akash
- Liquid & Immersion Cooling
The artificial intelligence boom changed the public conversation around technology, yet most attention still
- Kiara Mandavia
- Power & Energy Grid
Electricity networks were originally designed to support economies built around manufacturing growth, urban expansion,
- Kiara Mandavia
- AI & Machine Learning
The conversation about global AI infrastructure investment tends to focus on the billions being
- Akash
- Power & Energy Grid
The next phase of artificial intelligence expansion may not emerge from semiconductor fabs in
- Kiara Mandavia
