Microsoft’s Fairwater Datacenters: From Power to Tokens
Microsoft’s next wave of AI datacenters is not about who has the most GPUs. It is about who can energize 300 megawatts on time, keep […]
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OpenAI’s $38B AWS Deal Is About GPU Leverage, Not Discounts
OpenAI just signed a seven year, $38 billion capacity deal with AWS. Ignore the cheerleading. This is not about a better price on instances. It […]
OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardware
OpenAI has asked the US government to widen a key Chips Act style tax credit so it does not just apply to semiconductor plants, but […]
Trump’s AI team rules out OpenAI bailout – what that really means for the industry
US policy around artificial intelligence has moved fast in 2025, but the latest signal from Washington is unusually blunt: the Trump administration’s AI team is […]
Microsoft outlines a post OpenAI AI strategy, but the partnership still matters
The Wall Street Journal reports that Microsoft has started to spell out a long term AI strategy that does not depend on OpenAI at the […]
OpenAI CFO Sarah Friar rejects government backstop as AI capex expectations explode
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 […]
AI’s “bragawatts” era: can power grids keep up with hyperscale data centres?
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 […]
NVIDIA Says $100B OpenAI Tie-Up Won’t Starve GPU Supply
NVIDIA and OpenAI’s letter of intent pairs up to $100B of NVIDIA investment with a plan to deploy at least 10 gigawatts of NVIDIA systems […]
OpenAI plans age checks and a teen-safe ChatGPT — here’s what will actually change
OpenAI says it will begin estimating users’ ages and verifying IDs in some cases to route under-18s to a teen-safe version of ChatGPT. The company […]