Topic

AI infrastructure

Every article about "AI infrastructure".

September 8, 20266 min read

Investors Just Asked Anthropic a Question Usually Reserved for Power Plants

On September 4, 2026, prospective investors in what could be the largest IPO ever asked Anthropic to disclose its 'revenue per gigawatt.' That is a utility metric, not a software one, and it changes how you should buy AI.

news AI infrastructure AI costs Anthropic

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An Tran Solutions

July 14, 20265 min read

Google Is Rationing Gemini, TSMC Posts a Record: The AI Race Has Shifted from Models to Compute

Everyone asks which model is best. That question is out of date. The real bottleneck for AI in 2026 isn't intelligence. It's compute, and underneath that, electricity.

news AI infrastructure Google AI

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