Research category
Compute, power, networks and the physical stack behind AI expansion.
Showing 25–36 of 41 current publications
AI-Driven Load Growth and Demand Forecast Revisions Signal Structural Shift in Green Energy Utilities Over the past 72 hours, U.S. power utilities and regional grid operators have revised demand forecasts upward, primarily driven by AI and data center load expansion, indicating a…
Power Utility Load Growth Driven by AI Data Center Demand and Energy Infrastructure Expansion Over the past 72 hours, significant updates in power load forecasts highlight the influence of AI-driven data center expansion on energy infrastructure and utility capacity planning. These developments…
AI Infrastructure and Hyperscaler Strategies Signal Increased Investment in Cloud AI Capabilities Over the past 72 hours, hyperscalers such as Microsoft, Google, Meta, and Anthropic have announced significant updates to their AI infrastructure and model deployment strategies, indicating ongoing capital allocation and…
AI Infrastructure CapEx Surge Indicates Accelerated Data Center and Networking Build-Out Over the past 72 hours, significant increases in CapEx by major hyperscalers and telecom firms highlight ongoing AI infrastructure expansion, including data centers, chips, and networking equipment. This reflects heightened investment…
Nvidia Earnings and Guidance Signal Strong Growth in AI Infrastructure and Data Center Markets Recent OSINT indicates Nvidia’s Q4 FY2026 earnings release and positive guidance have driven increased search activity around AI, Nvidia stock, and data center infrastructure, highlighting a focus on…
Meta AI Infrastructure Expansion and Capital Flows Driven by Executive Appointment and Sovereign Fund Partnerships Over the past 72 hours, the appointment of Dina Powell McCormick as President and Vice Chair of Meta has coincided with increased focus on Meta’s AI infrastructure…
Meta's Appointment of Dina Powell McCormick as President and Vice Chairman Signals Focus on AI Infrastructure and Sovereign Partnerships Recent OSINT indicates that Meta's strategic focus on AI infrastructure and government collaborations has intensified following the appointment of Dina Powell McCormick as…
Market Consolidation and Enterprise Adoption Signals in Vector Databases and RAG Infrastructure in Early 2026 Recent OSINT indicates no new vector database announcements within the last 72 hours, with market activity primarily focused on GPU supply chain dynamics and AI infrastructure CapEx.…
CES 2026 Nvidia Vera Rubin Architecture and AI Infrastructure CapEx Outlook Over the past 48 hours, CES 2026 coverage has highlighted Nvidia's Vera Rubin chip architecture and its implications for AI infrastructure CapEx, signaling increased institutional interest and supply chain activity in…
GPU Price Hike Rumors and US Export Controls Impacting AI Infrastructure and Data Center Supply Chains Over the past 48 hours, rumors of 10-20% GPU price increases for 2026 have emerged amid US export control pressures on Nvidia and AMD, affecting supply…
AI Infrastructure and Chip Supply Chain Dynamics Driven by Nvidia H200 and GB300 Ramp-Up Over the past 72 hours, Nvidia received US export approval for the H200 chip to China, with initial shipments scheduled for early February 2026, indicating ongoing efforts to…
AI Infrastructure Trends: Growing On-Prem and Hybrid Architectures in Enterprise AI Deployment Recent OSINT signals indicate a significant shift towards on-premises and hybrid AI infrastructure, driven by enterprise needs for data residency, latency, and security. The focus on on-prem GPU clusters, air-gapped…
