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Industry Analysis

How AI labs split spending: training, inference and products, sourced

How xAI, Anthropic, OpenAI and two Chinese labs split money between training, inference and everything else, from filings, leaks and Epoch AI data.

Oct 19, 202616 min read
Industry Analysis

How Chinese AI labs pay for it: Alibaba capex, DeepSeek and Kimi prices

Alibaba spent RMB 67.7 billion on capex in one quarter, while DeepSeek and Kimi publish very different prices. A sourced look at funding and pricing.

Oct 19, 202614 min read
Industry Analysis

Chinese AI labs in 2026: DeepSeek, Qwen and Kimi releases and direction

What DeepSeek, Alibaba's Qwen and Moonshot's Kimi state on their own pages in 2026: model sizes, licenses, context lengths and direction, with dates.

Oct 19, 202615 min read
Industry Analysis

US AI data centre hubs 2026: Virginia, Texas, Georgia and grid limits

How Virginia, Texas and Georgia are handling AI data centre demand in 2026: contracted gigawatts, queues, new cost rules and which numbers to trust.

Oct 19, 202613 min read
Industry Analysis

Texas SB 6 and ERCOT Batch Zero: how Texas connects data centers

How Texas handles giant power requests: SB 6's 75 MW threshold, study fees, curtailment duties, and ERCOT's Batch Zero study for a 474 GW queue.

Oct 19, 202616 min read
Industry Analysis

Scale up vs scale out: NVLink, UALink, Ethernet and InfiniBand

AI clusters use two networks: scale up inside a rack, scale out between racks. How NVLink, UALink, Ethernet and InfiniBand fit, and who supplies each.

Oct 19, 202614 min read
Industry Analysis

HBM supply explained: who makes AI memory and why it is tight

High bandwidth memory (HBM) is built by three companies and sits beside every AI accelerator. How it works, what the 2026 numbers say, and what to watch.

Oct 19, 202614 min read
Industry Analysis

Co-packaged optics explained: who supplies the light in AI networks

Co-packaged optics puts the laser link beside the switch chip to cut power in AI clusters. What it is, who supplies parts, and the 2026 timelines.

Oct 19, 202615 min read
Industry Analysis

Data center water use explained: direct, indirect, WUE and reuse

How much water US data centers use, how on-site and power plant water differ, what WUE means, and how closed loops and reuse change the picture.

Oct 19, 202616 min read

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