The problem with the term ‘AI’

Ian Bitterlin argues that separating AI training from inference is key to understanding where the real opportunities lie.

Where is the AI data surge? AMS-IX traffic raises questions over demand

Analysis of 25 years of AMS-IX traffic finds a clear Covid-era jump but no comparable increase since the AI infrastructure boom began.

Anthropic reportedly behind Nscale’s $45bn AI compute contract

The reported 460MW commitment gives Nscale a major customer for its West Virginia AI campus ahead of a possible US IPO.

Nebius upsizes debt raise to $5bn as its AI infrastructure spending accelerates

Nebius could spend up to $25bn this year as it scales data centres, GPUs and power capacity to meet more than $40bn of customer commitments.

Nebius and Vantage announce first South Wales AI Growth Zone deployment

Nebius has agreed to deploy high-density AI infrastructure at Vantage Data Centers’ Newport campus.

Could the future of the data centre be in space?

Could orbital compute ease the infrastructure bottlenecks slowing AI? Arthur D. Little’s Sean P. McDevitt assesses the opportunity and challenges.

Is infrastructure now the biggest barrier to AI at scale?

Scalable enterprise AI will depend on resilient data centre infrastructure, argues Dell Technologies’ Arash Ghazanfari.

Has energy become the hidden cost of AI?

Greg Holmes of Apptio, an IBM Company, explains why AI’s energy costs need boardroom visibility as compute economics shift.

Why AI efficiency needs a smarter benchmark

Jean-Marc Denis, CPO at Submer, explains why AI efficiency needs smarter benchmarks focused on useful intelligence per watt.

AI-ready infrastructure is no longer a single blueprint

Shahar Belkin of ZutaCore explains why AI workloads are forcing data centres to rethink power, cooling and location strategies.

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