The Cheapest New AI Capacity Is the Hardware Already Paid For
Compute utilization across Kubernetes fleets sits near 5 percent. A new grid says 750 megawatts of that idle hardware is already in sight.
AI Campuses Are Buying Dead Factories to Skip the Power Queue
AI data center power is the bottleneck. Builders are buying dead factories for their grid connections, and Sesterce bet 10 billion euros on a paper mill.
Broadcom Is Becoming the Bank for the Chips It Sells
AI chip financing now runs through the seller. Broadcom, Oracle and SpaceX are borrowing billions to buy accelerators, and the vendor backstops the debt.
CoreWeave Took 240 Megawatts in India Without Pouring Any Concrete
CoreWeave India arrives as a 240 MW lease at AdaniConneX's Taloja campus, with Nvidia Vera Rubin racks due in 2028 and room to double the capacity.
Arista Put Open Ethernet Inside the Rack, Where Nvidia’s Lock-In Lives
Arista's Etherlink SU-144 puts open scale-up Ethernet inside the AI rack, the layer Nvidia's NVLink owned. Up to 144 accelerators in one hop.
Japan’s AI Buildout Is a Campus Story, and Hybrid Cooling Is the Tell
Digital Realty began a 24 MW AI data center in Osaka. Japan's AI data center capacity is arriving campus by campus, not region by region.
Nvidia and Broadcom Can Dodge the 32 GW Power Gap. Their Suppliers Cannot.
Morgan Stanley puts the US AI data center power shortage at 32 GW by 2028. Nvidia and Broadcom are shielded. Memory and optics are not.
The cgroup v2 Cutover Is Quiet Until a Limit Reads Wrong
In cgroup v2 in Kubernetes the limit still applies, but Java, Node and monitoring agents may read the host total instead of the pod.
Lambda’s $4 Billion Round Rests on One Customer’s Balance Sheet
The Lambda pre-IPO round lifts $4 billion on a $50 billion backlog, and one Anthropic contract carries most of the growth.
Ninety Percent of VMware Users Are Shopping. Complexity Is What Stops the Exit.
A new survey finds 90 percent of VMware users exploring a VMware exit on cost, but operational complexity, not the bill, is what stalls it.