Deep dives
Reported analysis for the people building AI infrastructure and setting corporate AI strategy.
The firm power gap: how AI data centers are actually getting electricity
Chips and capital are no longer the binding constraint on the AI buildout. Firm power is. Here is how developers are closing the gap between now and 2032, and what each option costs in carbon.
What “carbon neutral” should mean for a data center in 2026
Every hyperscaler matches 100% of its electricity with renewables, and every one of them reported higher emissions this year. The rules behind that paradox are being rewritten. Here is the standard we think the industry should hold itself to.
Your AI strategy has a carbon footprint. Here's how to measure and cut it.
The energy per AI query has fallen more than 30-fold in a year, and total AI emissions are still climbing. For CIOs and chief AI officers, the levers that matter most are model choice, workload design, and procurement.