#AI Infrastructure

At Milken 2026, five AI insiders—from the CEO of ASML to a quantum physicist challenging LLMs—laid out the physical, energy, and geopolitical limits the AI boom is running into.

Palantir co-founder Peter Thiel and other Silicon Valley investors have poured $140 million into Panthalassa, a startup building wave-powered floating AI data centers in the open ocean. Here's what that actually means.

Five Big Tech giants reported Q1 earnings after committing a combined $700B+ to AI data centers. The results reveal a clear divide between smart spenders and expensive mistakes.

40,000 Samsung union workers rallied at its Pyeongtaek chip plant, threatening an 18-day strike over wages. With AI-driven RAM shortages already lifting consumer prices, the timing couldn't be worse.

Iran's drone strikes on AWS data centers and its naming of 18 tech firms as military targets expose a structural flaw in AI infrastructure: civilian and military data sit on the same physical servers.

Intel repurchases its 49% stake in Ireland's Fab 34 for $14.2B — $3B more than it sold for in 2024. The CPU renaissance driving AI agentic workloads is the real story behind the deal.

Bitcoin's hashrate dropped 4% in Q1 2026 — the first first-quarter decline in six years. As mining margins go negative, major U.S. miners are pivoting to AI infrastructure, reshaping who secures the Bitcoin network.

AI's power hunger is forcing a reckoning. Natural gas, SMRs, fusion, and batteries are all racing to power the grid — but only one can win on cost. Here's where the race stands.

With mining costs hitting $80K per coin and bitcoin trading at $70K, public miners are signing $70B in AI contracts and liquidating BTC treasuries to fund the pivot.

Meta has increased its El Paso AI data center investment more than sixfold, from $1.5B to $10B, targeting 1GW capacity by 2028. What this means for investors, competitors, and the AI infrastructure race.

Gimlet Labs just raised $80M to build software that splits AI workloads across every chip type simultaneously. The pitch: 10x efficiency without buying new hardware.

OpenAI is quietly stepping back from its most ambitious infrastructure plans. With an IPO on the horizon and a $730B valuation to defend, Sam Altman is trading moonshots for fiscal discipline. Here's what that means for investors.