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The month a $35 billion platform started financing AI chips like real estate
The month in one glance
Jul 23 • Big Tech Big Power
What a Data Center Actually Is
AI didn't just make computers hungrier. It made heat the architect — first of the rack, then of the building, then of the map. “AI needs more compute…
Jul 15 • Big Tech Big Power
WHY AI NEEDS SO MUCH ELECTRICITY
AI's power appetite starts at the chip and multiplies upward: hotter processors, denser racks, running nonstop. It's physics, not inefficiency.
Jul 9 • Big Tech Big Power
AI IS MORE THAN SOFTWARE
The constraint on AI's pace and geography may be migrating from software and chips toward electricity, grid capacity, and build-time.
Jul 7 • Big Tech Big Power
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