Tag

Energy

3 takes tagged with this topic.

May 20, 2026 at 11:08am ET

A Memory Breakthrough Worth Tracking, Probably Not Soon.

One of AI infrastructure's biggest bottlenecks is now power and cooling, not just raw compute. A new memory result is worth paying attention to, with the usual caveats.

Source: Tom's Hardware / University of Tokyo

AI Infrastructure Hardware Energy

Three Samsung DDR5 memory modules arranged on a black background, used as the hero image in the Tom's Hardware article covering the University of Tokyo spintronic memory result.

March 26, 2026 at 7:10pm ET

Data center capacity will nearly triple by 2030. The grid won't keep up.

McKinsey projects global data center capacity will nearly triple by 2030. AI workloads alone grow 3.

Source: McKinsey & Company / Gartner / IDC / Nvidia

AI Infrastructure Data Centers Energy

Data center capacity will nearly triple by 2030. The grid won't keep up.

March 26, 2026 at 7:25am ET

US data center buildout halved last quarter. The bottleneck is the grid.

Whatever happened to under-promise and over-deliver? 241 gigawatts of data center capacity announced.

Source: Paul Kedrosky / Wood Mackenzie

AI Infrastructure Data Centers Energy

US data center buildout halved last quarter. The bottleneck is the grid.