Building an AI Factory demands a fortress-like structure designed for continuous operation and heavy loads. This comprehensive guide walks through the complex, multi-phase construction journey, from site acquisition and early procurement of long-lead items, to the final commissioning of shell, core, power, and cooling systems.
The 1,100W AI chip has sparked a heat crisis. As traditional air cooling fails, the 200 MW AI Factory shifts to Direct Liquid Cooling (DLC), sophisticated plumbing with CDUs, and new immersion technologies to manage unprecedented thermal loads.
The AI Factory’s colossal power demand is straining the U.S. grid. We detail how 200 MW data centers secure power, from evaluating new sources like SMRs to navigating the multi-year procurement bottlenecks of electrical infrastructure.
AI factories are emerging as the industrial backbone of the AI era. Demand for high density GPU clusters is surging, but power, cooling, and multi-year equipment lead times have become the real constraints shaping the future of large scale compute.
The AI infrastructure market is fracturing under recession pressures, runaway memory shortages, and a surge of new competitors. Our Q4 2025 snapshot breaks down the chaos, highlights major shifts, and tracks how the industry is reshaping itself in real time.
CoreWeave has rapidly become the leader in GPU-as-a-Service and AI factory infrastructure. But as it moves into software and developer tools through acquisitions like Weights & Biases and OpenPipe, the real test will be sustaining innovation beyond compute.
Building GPU cloud infrastructure is capital-intensive. Hyperscalers and AI cloud providers invest billions in NVIDIA GPUs, often using debt or equity. How they account for hardware’s useful life directly impacts margins, cash flow, and investor perception.
Genesis Cloud, a Munich-based pure-play GPU-as-a-Service (GPUaaS) provider, is reportedly in liquidation. As of now, public information is limited to a Reddit post and a mention on the company’s homepage, where it is listed as Genesis Cloud GmbH i.L. (“i.L.”
Talk of an AI bubble is intensifying, fueled by recent high-profile agreements among Oracle, OpenAI, Nvidia, and CoreWeave. These unconventional deals recall the complex IRU swap structures once executed by Qwest and Global Crossing two decades ago.
The launch of ChatGPT in late 2022 marked a turning point for the compute industry. Within months, AI vaulted to the top of the technology landscape, pulling entire markets along with it—applications, large language models, copilots, and more. Among the
Oracle stunned Wall Street on Tuesday when it announced that OCI (cloud) revenue will jump from $20 billion to $144 billion in four years. That’s only the tip of the iceberg. Public AI infrastructure companies such as CoreWeave, Nebius, and
In a recent podcast, Microsoft CEO Satya Nadella made a bold prediction: “SaaS applications or biz apps, the notion that business applications exist, that will probably collapse in the agent era.” This provocative statement has sparked widespread debate across the
Is the CDN industry experiencing a shakeout? Let’s take a deeper look, starting with the macroeconomic overview and then the micro. Global Overview There are several economies in the world that are struggling. China, once the largest US trading partner and
It’s been two months since our last industry snapshot. Recently, there have been no industry-impacting events. But, in the sign of the times, Netlify has laid off 16% of its staff and Edgio 10%. We understand Edgio’s decision since the merger
We’re publishing our first industry report after a three-year hiatus. The report explores three industry-impacting trends of the last decade, two of which are still in play. The fate of the CDN industry and AWS are intertwined, the yin and
