AI Infrastructure Spending Moves Into a New Phase
Capital that once chased model training is shifting toward inference, power, and the unglamorous plumbing that keeps deployed systems running.
6 HOURS AGO
TopicData Centers
States Are Right to Compete for the Data Center Boom
Compute is the industrial base of the next economy, and the states winning it are doing what smart industrial policy has always done.
10 HOURS AGO
Stop Writing Blank Checks to the Richest Companies on Earth
Data center incentives hand public money and public water to trillion-dollar firms while ratepayers cover the grid bill. Communities deserve a better deal.
10 HOURS AGO
Liquid Cooling Stops Being Optional in AI Data Centers
Rack densities have pushed past what air can carry away, and the retrofit market is scrambling to catch up with the physics.
AUGUST 6, 2026
The Data Center Boom Collides With Local Economics
Communities courting computing infrastructure are weighing tax revenue against power, water, and the political limits of industrial land use.
AUGUST 4, 2026
Permitting Becomes the New Industrial Policy for Compute
Governments competing for AI infrastructure are discovering that approval speed outbids subsidy size.
AUGUST 2, 2026
Semiconductor Supply Chains Adjust to New Data Center Demand
Packaging capacity, memory, and power components are the constraints that now shape delivery schedules more than leading-edge logic.
AUGUST 2, 2026
Power Availability Becomes the Master Constraint on Computing
Grid interconnection queues, not chip supply, now set the timeline for new capacity, and the industry is reorganizing around electrons.
JULY 27, 2026