Opinions
For the past two years, every major conference in the AI infrastructure space has featured the same set of panels..
- Data Centers
- Akash
The global energy transition is entering a decisive
- Kiara Mandavia
The AI industry has spent the better part
- Akash
The End of Assumed Stability The Gulf energy
- Kiara Mandavia
Token costs have fallen by something close to
- Akash
- Power & Energy Grid
The strategic pivot toward manufacturing control ReNew Energy Global has sharpened its strategic posture
- Kiara Mandavia
- AI & Machine Learning
The GPU shortage supply chain problem runs deeper than the quarterly earnings narrative suggests.
- Akash
- AI & Machine Learning
The emergence of a new class of artificial intelligence infrastructure is reshaping the contours
- Kiara Mandavia
- Uncategoried
Chinese electrical equipment tariffs are now a direct constraint on the pace of AI
- Akash
- Data Centers
Germany is not simply building more data centers. It is redrawing the boundaries of
- Kiara Mandavia
- Data Centers
The New Bottleneck Isn’t Power, It’s Permission Across Europe’s countryside, a quiet standoff is
- Kiara Mandavia
- Power & Energy Grid
Twenty-seven states are currently considering legislation that would require large data center operators to
- Akash
- Data Centers
The AI infrastructure buildout has operated for years on an implicit assumption: that the
- Akash
- Data Centers
The Myth of a Single Power Center The global semiconductor foundry industry, now valued
- Kiara Mandavia
- Data Centers
Gauteng, the economic center of South Africa, is seeing sustained growth in data center
- Kiara Mandavia
- Power & Energy Grid
A Model Under Pressure, Not Collapse Egypt’s energy narrative is undergoing a quiet but
- Kiara Mandavia