AI Infrastructure

Data centres, compute, chips, cloud architecture and the hardware powering the AI revolution.

Power supply becomes the binding constraint on AI compute AI Infrastructure

Power supply becomes the binding constraint on AI compute

The defining theme across today's announcements is that securing electricity, rather than securing chips or capital, is now the decisive limit on artificial intelligence expansion. Federal regulators moved to force the question into the open on the same day that developers raced to bring new generat

Dan Ilett · 3 min read
Nuclear & Fusion News Round-Up - February 2025

Nuclear & Fusion News Round-Up - February 2025

The nuclear sector is charging forward, with small modular reactors (SMRs) securing major deals, fusion energy breaking records and the UK government doubling down on nuclear expansion. Here’s a look at the biggest nuclear stories shaping the future of energy this month:

Dan Ilett · 2 min read