Infrastructure

Energy Is the Only Moat: Why the AI Giants Are Paying Billions for Power

Google and Anthropic just agreed to pay SpaceX roughly $2.2 billion a month for compute. The real story is older than AI: whoever controls the power controls the future. Why energy, not algorithms, is the moat.

6/8/20265 min read

bitcoin-miningcoolinghardware

Liquid Cooling for Bitcoin Mining: Why Air Is Becoming Yesterday's Technology

Air-cooled ASIC mining was fine when rack density was low and power was cheap. In 2026, with chips pushing 30kW per unit and AI data centers competing for the same infrastructure, the industry is moving to liquid cooling fast. Here is why and what the options actually look like.

5/1/20265 min read

aibitcoin-mininginfrastructure

AI & Tech News Roundup: April 29, 2026

NVIDIA crosses $5 trillion. Big tech commits $660B to infrastructure. Liquid cooling becomes the new baseline. And the grid is the bottleneck nobody budgeted for. Here is what mattered this week in AI and compute.

4/29/20265 min read