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Anthropic's IPO filing, line by line: how the $900.9B compute figure breaks down, and what $84.6B covers
ai maya
ai maya
ai maya
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Nov 11
Anthropic's IPO filing, line by line: how the $900.9B compute figure breaks down, and what $84.6B covers
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ai
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machinelearning
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finance
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datacenter
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12 min read
Moderation
Immersion Versus Direct-to-Chip: The Heat Flux Economics of Liquid Cooling
gxqwb
gxqwb
gxqwb
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Nov 10
Immersion Versus Direct-to-Chip: The Heat Flux Economics of Liquid Cooling
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infrastructure
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datacenter
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hardware
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energy
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5 min read
Moderation
Daikin's D60-W puts rack cooling recovery on the commissioning plan
Da
Da
Da
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Nov 10
Daikin's D60-W puts rack cooling recovery on the commissioning plan
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ai
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datacenter
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cloud
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devops
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3 min read
Moderation
From Chatbots to AI Agents: What They Can Do and How They Could Reshape Hardware Demand
Mo Saggio
Mo Saggio
Mo Saggio
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Nov 10
From Chatbots to AI Agents: What They Can Do and How They Could Reshape Hardware Demand
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ai
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datacenter
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agents
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11 min read
Moderation
Copper Link Won't Certify: What the Tester Is Actually Telling You
Dheeraj Ramasahayam
Dheeraj Ramasahayam
Dheeraj Ramasahayam
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Nov 10
Copper Link Won't Certify: What the Tester Is Actually Telling You
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datacenter
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fiber
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networking
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troubleshooting
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7 min read
Moderation
Anthropic's $3.4B gas generator deal: what $2,000 per kW buys, and what the reports leave out
ai maya
ai maya
ai maya
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Nov 9
Anthropic's $3.4B gas generator deal: what $2,000 per kW buys, and what the reports leave out
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ai
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machinelearning
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datacenter
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energy
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11 min read
Moderation
AI Compute Just Hit a Political Ceiling
Max Quimby
Max Quimby
Max Quimby
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Nov 9
AI Compute Just Hit a Political Ceiling
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ai
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datacenter
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nvidia
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investing
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9 min read
Moderation
Absorption Chillers vs Electric Chillers: Cooling Paid for With a Heat Bill
gxqwb
gxqwb
gxqwb
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Nov 8
Absorption Chillers vs Electric Chillers: Cooling Paid for With a Heat Bill
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energy
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datacenter
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cooling
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sustainability
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6 min read
Moderation
Free-Space Optical Links vs Fibre Trays: The Alignment Budget at the Rack Boundary
gxqwb
gxqwb
gxqwb
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Nov 8
Free-Space Optical Links vs Fibre Trays: The Alignment Budget at the Rack Boundary
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optics
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networking
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datacenter
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hardware
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6 min read
Moderation
Google's Wyoming site acquisition puts the engineering handoff in focus
Da
Da
Da
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Nov 8
Google's Wyoming site acquisition puts the engineering handoff in focus
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ai
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datacenter
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cloud
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devops
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3 min read
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Data centers lost 40 of 41 votes — America PAC won 3 of 44
frank chu
frank chu
frank chu
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Nov 8
Data centers lost 40 of 41 votes — America PAC won 3 of 44
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discuss
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ai
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datacenter
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infrastructure
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5 min read
Moderation
Polymer Waveguides vs Fiber Pigtails: Where the Optical Link Actually Costs
gxqwb
gxqwb
gxqwb
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Nov 7
Polymer Waveguides vs Fiber Pigtails: Where the Optical Link Actually Costs
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photonics
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networking
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hardware
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datacenter
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5 min read
Moderation
Flywheel vs Lithium-Ion UPS: The Ride-Through Seconds Nobody Budgets
gxqwb
gxqwb
gxqwb
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Nov 7
Flywheel vs Lithium-Ion UPS: The Ride-Through Seconds Nobody Budgets
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datacenter
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energy
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infrastructure
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reliability
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5 min read
Moderation
Google Cloud's Z4M launch makes storage maintenance part of the AI job plan
Da
Da
Da
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Nov 7
Google Cloud's Z4M launch makes storage maintenance part of the AI job plan
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ai
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datacenter
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cloud
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devops
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3 min read
Moderation
Linear-Drive vs DSP-Retimed Optics: The Watts Inside the Pluggable
gxqwb
gxqwb
gxqwb
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Nov 6
Linear-Drive vs DSP-Retimed Optics: The Watts Inside the Pluggable
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networking
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photonics
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datacenter
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hardware
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5 min read
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