Let’s be honest — the 10kW rack era isn’t just over. It’s ancient history.And it’s not coming back. What’s happening right now is something entirely different: an all-out power and cooling arms race inside every data center — built or unbuilt. The demand curve isn’t plateauing. It’s accelerating, steeply. And for the foreseeable future, that’s not going to change. People keep saying, “Well, quantum will change everything.” Not for this. Quantum is incredible, but it’s not bui

The internet has a new toy. OpenAI’s latest video model, Sora 2 , is barely out in the wild, and already meme-lords are doing what they...

Doug Clinton from Deepwater Asset Management posits that we are only in the third or fourth inning of the AI bull market, suggesting...

On November 30, 2022, the world witnessed the release of ChatGPT, an AI language model that would soon become a household name. On the...