AI hunts the grid: how data centers are reshaping U.S. power
What Changed and Why It Matters AI demand is no longer gated by GPUs alone. It’s constrained by electricity. Across the U.S., AI data centers are scaling from megawatts to…
AI That Finds Power for AI: The Next Infrastructure Advantage
What Changed and Why It Matters The AI boom hit a physical limit: electricity. GPUs aren’t the only constraint. Power is. The signal is loud. Training and inference loads…
Inside AI’s Bet on Programmable Proteins: Models, Money, Moats
What Changed and Why It Matters The story isn’t AlphaFold anymore. It’s what comes after. Capital, compute, and wet labs are converging to make proteins programmable. Profluent raised…