Data Centers
Campuses, construction, colocation, and the buildout map.
Data CentersCapitalFrontier
Renting From the Enemy
Google and Anthropic are now paying xAI a combined ~$2.2 billion a month to rent Colossus GPUs — turning Elon Musk's AI lab into the landlord of its own competitors.
The Compute Desk · Jul 19, 2026 · 3 min
CoolingData Centers
Cooling Is Eating the Rack
At 130 kW per rack, air is over. Liquid cooling is now a first-order design constraint — and a supply chain of its own.
Aaron · Jun 24, 2026 · 2 min
Data CentersPower
The Data Center Wants Its Own Power Plant
Behind-the-meter generation, restarted reactors, and gas turbines in the parking lot: the campus is becoming a utility.
Aaron · Jun 24, 2026 · 2 min
PowerData Centers
Gigawatts Are the New Benchmark
MLPerf told you whose chips were fastest. The interconnection queue tells you who ships.
Aaron · Jun 10, 2026 · 2 min