Articles about Technology Leadership
Nvidia is reportedly backstopping $600 billion to help OpenAI build the world's largest AI campus — and financing its own chip sales. Here's what that circular arrangement means for real infrastructure.
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Five hyperscalers carry $1.65T in off-balance-sheet AI debt — 122% of their visible obligations. Here's what that means for infrastructure teams who build on their clouds.
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TSMC's 77% profit surge and $265B US fab commitment signal that AI chip demand is real and sustained — and that the supply chain underneath your infrastructure stack is being permanently reorganized.
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95% of enterprise AI pilots deliver zero P&L impact. Microsoft's new $2.5B Frontier Company bets that fixing AI deployment requires embedding engineers inside your org—not just selling software.
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When the grid interconnect queue stretches years, the only move is to build your own plant. That's Project Kilby — and it's reshaping how AI campuses get power.
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For 19 days, Fable 5 went dark — not from a bug or outage, but a government order. If you're running AI in production, this adds a risk class your SREs haven't planned for yet.
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Rocket Lab bought Iridium for $8B yesterday. The space press will focus on the SpaceX rivalry. Infrastructure teams should be watching the L-band spectrum.
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Noam Shazeer co-invented the transformer in 2017. Google spent $2.7B to rehire him in 2024. Now he’s joining OpenAI. Here’s what the move signals for anyone building AI systems.
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SpaceX's IPO finally makes Starlink's unit economics public. For infrastructure teams who've been watching from the sidelines, the audited numbers deserve a serious look.
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