Behind every model launch is a gigawatt of power and a multi-billion-dollar silicon contract. We track hyperscaler chip deals (Meta-Broadcom, Google-Broadcom, Microsoft-AMD), Nvidia’s shifting moat, and the regulatory side nobody was watching — EIA disclosure rules, grid interconnects, and the political fight over where this compute gets built.
3 articles in this topic
Virginia voter support for new data centers crashed from 69% to 35% in three years. The Post/Schar School poll and the Digital Gateway cancellation show why it matters.
The EIA confirmed it will develop a mandatory energy disclosure survey for data centers, two years behind Europe. Here's what it covers and why it matters.
Meta and Broadcom expanded their partnership to co-develop four generations of MTIA chips on a 2nm process. Here's what the deal includes and why Nvidia should care.