For most of the software era, money could buy engineers, distribution and time. It could not instantly erase a two-year technical lead. AI infrastructure is beginning to change that equation. More compute, memory, networking and electricity can translate directly into more capability, which means physical capacity is becoming part of the competitive advantage again. Andreessen […]
What if electricity did not always have to travel as electricity? Voya Energy is building around that question. Its system stores energy inside aluminum, moves that aluminum through conventional freight networks, and converts it into electricity where power is needed. A 10-foot fuel container is designed to hold roughly 100 MWh of stored energy, turning […]
HexSeed Technology is attacking AI infrastructure from an unusually physical angle: the heat trapped inside the electronics moving power around a data centre. The Scottish startup is developing diamond coatings for gallium nitride, or GaN, power devices, using one of nature’s best thermal conductors to pull heat away from chip hotspots before it limits performance, […]

AI companies are no longer competing only on models. They are also competing for the land, power, cooling systems and financing required to run them. Meta and BlackRock have formed a strategic venture to develop and own a major data center campus in El Paso, Texas. The facility is already under construction and is expected […]