Tag
data-centers
TechAI data centres and the power grid: what the IEA numbers actually say
Data centres used about 485 TWh in 2025 and could hit 950 TWh by 2030, says the IEA. Here's what that means, what's driving it and where the grid pinches.
FinanceWho's paying for the $10 trillion AI build-out? A Columbia paper explains the plumbing
A Columbia paper for Brookings estimates $10.3T of AI infrastructure spending from 2025 to 2032. Here's how it's being financed, and why risk is harder to see.
TechNVIDIA DSX POD explained: AI factories in a container, from six months to 14 days
NVIDIA's DSX POD ships Vera Rubin AI factories as factory-built containers. Here's what it is, the 14-day claim, who builds it and what it doesn't fix.
FinanceNVIDIA Q3 FY2027 earnings preview: what $108 billion of guidance has to prove
NVIDIA guided to $108B for its October quarter, with no China data-center compute assumed. What to watch when it reports in mid-November, from its own filings.