AI’s 10‑GW bet: why power—not parameters—is the new moat in AI
What Changed and Why It Matters The AI race is shifting from parameters to power. Reports across industry, legal, and investor notes point to a new bottleneck: electricity and the…
Pure Light vs Copper: How AI Data Centers Are Being Rewired Fast
What Changed and Why It Matters AI training clusters jumped an order of magnitude in size. Racks now move terabits per second across longer distances with tighter power budgets. Copper…