Data centers, cloud computing, and AI infrastructure
Jensen Huang just pulled off one of the most expensive non-acquisitions in tech history. On Christmas Eve, while most of America was wrapping presents, Nvidia quietly announced it would pay $20 billion for Groq’s inference technology, hire most of its leadership team, and take essentially […]
Forget the chatbots. Forget the AI startups burning through $100 million in cloud credits chasing the next viral demo. The real wealth being created by artificial intelligence isn’t flowing to the companies building models. It’s flowing to the people building the physical infrastructure those models
Global data center M&A surged past $61 billion in 2025 while debt financing nearly doubled to $182 billion. The AI infrastructure buildout is reaching levels that look either visionary or dangerously speculative.
What is AI infrastructure? The question matters more now than at any point in computing history. Every time you ask ChatGPT a question, stream a recommendation on Netflix, or watch your phone autocorrect a text message, you are tapping into a vast, invisible architecture of