Inside C2i’s plan to raise AI data center power efficiency 10%
What Changed and Why It Matters AI’s next constraint isn’t silicon. It’s electricity—and how efficiently we move it from the grid to the GPU. The most valuable marginal watt is…
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…
AI’s funding flood is warping term sheets and strategy
What Changed and Why It Matters AI infrastructure spend hit escape velocity. Hyperscalers are tapping corporate debt to finance data centers, chips, and power—at historic scale. Bond markets feel the…