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Anthropic's IPO filing, line by line: how the $900.9B compute figure breaks down, and what $84.6B covers

Anthropic's IPO filing, line by line: how the $900.9B compute figure breaks down, and what $84.6B covers

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12 min read
Immersion Versus Direct-to-Chip: The Heat Flux Economics of Liquid Cooling

Immersion Versus Direct-to-Chip: The Heat Flux Economics of Liquid Cooling

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5 min read
Daikin's D60-W puts rack cooling recovery on the commissioning plan

Daikin's D60-W puts rack cooling recovery on the commissioning plan

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3 min read
From Chatbots to AI Agents: What They Can Do and How They Could Reshape Hardware Demand

From Chatbots to AI Agents: What They Can Do and How They Could Reshape Hardware Demand

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11 min read
Copper Link Won't Certify: What the Tester Is Actually Telling You

Copper Link Won't Certify: What the Tester Is Actually Telling You

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7 min read
Anthropic's $3.4B gas generator deal: what $2,000 per kW buys, and what the reports leave out

Anthropic's $3.4B gas generator deal: what $2,000 per kW buys, and what the reports leave out

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11 min read
AI Compute Just Hit a Political Ceiling

AI Compute Just Hit a Political Ceiling

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9 min read
Absorption Chillers vs Electric Chillers: Cooling Paid for With a Heat Bill

Absorption Chillers vs Electric Chillers: Cooling Paid for With a Heat Bill

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6 min read
Free-Space Optical Links vs Fibre Trays: The Alignment Budget at the Rack Boundary

Free-Space Optical Links vs Fibre Trays: The Alignment Budget at the Rack Boundary

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6 min read
Google's Wyoming site acquisition puts the engineering handoff in focus

Google's Wyoming site acquisition puts the engineering handoff in focus

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3 min read
Data centers lost 40 of 41 votes — America PAC won 3 of 44

Data centers lost 40 of 41 votes — America PAC won 3 of 44

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5 min read
Polymer Waveguides vs Fiber Pigtails: Where the Optical Link Actually Costs

Polymer Waveguides vs Fiber Pigtails: Where the Optical Link Actually Costs

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5 min read
Flywheel vs Lithium-Ion UPS: The Ride-Through Seconds Nobody Budgets

Flywheel vs Lithium-Ion UPS: The Ride-Through Seconds Nobody Budgets

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5 min read
Google Cloud's Z4M launch makes storage maintenance part of the AI job plan

Google Cloud's Z4M launch makes storage maintenance part of the AI job plan

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3 min read
Linear-Drive vs DSP-Retimed Optics: The Watts Inside the Pluggable

Linear-Drive vs DSP-Retimed Optics: The Watts Inside the Pluggable

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5 min read
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