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.
Deep dives, practical guides, and incident analyses from engineers who build Safeguard. No fluff, no vendor FUD — just what you need to ship secure software.
How xAI, Anthropic, OpenAI and two Chinese labs split money between training, inference and everything else, from filings, leaks and Epoch AI data.
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.
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.
How Virginia, Texas and Georgia are handling AI data centre demand in 2026: contracted gigawatts, queues, new cost rules and which numbers to trust.
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.
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.
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.
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.
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.
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