Introduction The dominant narrative surrounding AI infrastructure assumes that semiconductor manufacturing capacity is the primary bottleneck. However, by 2025, multiple EPC contractors reported that electrical equipment availability increasingly determines data center construction sequencing. AI deployment is no longer constrained only by silicon fabrication, but by the physical and temporal limitations of electrical infrastructure. Grid interconnection…
Introduction The data center industry has spent three decades optimizing airflow. The engineering community was resourceful at improving efficiency from a fundamentally limited thermodynamic medium: Air. Those days are over. NVIDIA announced in 2025 the GB200 NVL72, a 72-GPU rack system that dissipates 120โ132 kW of heat in the footprint of a rack. Additionally, According to…
It looks that the race among hyperscalers to replace NVIDIA GPUโs is accelerating whyle simultanusly theyโre securing purchase agreements with NVIDIA and AMD . Faced with this apparent contradiction, Iโll try to find some answers. What is an ASIC? An ASIC (Application-Specific Integrated Circuit) is an integrated circuit designed to optimally execute a limited set of computational…