AI Meets Data Centers: the $2.5B push to own the full stack
What Changed and Why It Matters AI infrastructure is going vertical. Compute, energy, cooling, data, and services are merging. In the past week of reports and commentary, one pattern stood…
Inside Dell’s Dataloop talks—and the race to own AI ground truth
What Changed and Why It Matters Dell Technologies is in talks to acquire Dataloop AI, an Israeli startup that builds AI data infrastructure for labeling and managing training data. The…
AI training goes orbital: why space is the next edge for compute
What Changed and Why It Matters Space is becoming a real compute tier. Hyperscalers and space startups are moving AI workloads into orbit. The goal is simple: put compute where…