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energy grid

Illustration showing a grid of servers with the text No government backstop. AI capex stays private on the left, and a simplified government building icon on the right, separated by a faint boundary.

OpenAI CFO Sarah Friar rejects government backstop as AI capex expectations explode

November 6, 2025 Gavin Bonshor 0

OpenAI’s chief financial officer Sarah Friar has tried to shut down one of the most politically sensitive ideas around frontier AI – that the company […]

Rows of server racks connected by blue cables sit in the foreground of a lush green landscape, hinting at hyperscale data centres powering AI power grids, with power lines and towers stretching into the distance under a bright blue sky.

AI’s “bragawatts” era: can power grids keep up with hyperscale data centres?

November 5, 2025 Gavin Bonshor 0

AI infrastructure has entered what KKR’s digital infrastructure team recently called the “bragawatts” phase: hyperscalers and AI labs are no longer showing off model sizes […]

OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareOpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareNovember 7, 2025Gavin Bonshor
Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishIntel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishNovember 12, 2025Gavin Bonshor
AI PC Reality Check: NPU, CPU, GPUAI PC Reality Check: NPU, CPU, GPUNovember 12, 2025Gavin Bonshor
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