Why AI data centers are heading underwater—and what it signals
What Changed and Why It Matters AI models are getting bigger, hotter, and hungrier for power. Cooling is now a first-order constraint, not an afterthought. The industry is testing a…
Inside South Korea’s $381M sovereign AI bet: 5 consortia, 2 left
What Changed and Why It Matters South Korea is turning sovereign AI into a competitive national program. Multiple sources describe a state-backed contest: five AI consortia receive a combined $381M,…
Agent Security Becomes a Category: Inside Palo Alto’s Portkey Bet
What Changed and Why It Matters Palo Alto Networks is acquiring Portkey, an AI gateway startup. The goal: secure the rise of AI agents with a centralized control plane. “Portkey…