Power can account for 40% of the operating expenses (OpEx) to run an AI factory. Each watt can be spent on overhead, data ingestion, training, or generating...

Power can account for 40% of the operating expenses (OpEx) to run an AI factory. Each watt can be spent on overhead, data ingestion, training, or generating tokens for customers. And most sites are capped at a fixed power level provided by a regional provider. Under these conditions, performance per watt becomes a key efficiency metric that directly translates to token costs.

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AI factories are changing what data-center infrastructure must do. Unlike traditional data centers, AI factories are built to manufacture intelligence at scale....

AI factories are changing what data-center infrastructure must do. Unlike traditional data centers, AI factories are built to manufacture intelligence at scale. They run power-dense training and inference workloads, increasingly support agentic and reasoning models, and must deliver predictable performance even as compute demand shifts rapidly. In this environment…

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The AI era is driving a new class of infrastructure: AI factories that transform data into intelligence for autonomous AI agents operating at unprecedented...

The AI era is driving a new class of infrastructure: AI factories that transform data into intelligence for autonomous AI agents operating at unprecedented scale. Powered by accelerated computing, AI factories enable enterprises to train, fine-tune, and deploy AI with greater speed and efficiency. This new class of infrastructure also introduces a fundamentally new attack surface spanning…

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Each wave of AI has created a new scaling law. Pretraining scaled intelligence through larger datasets, more parameters, and massively parallel GPU systems....

Each wave of AI has created a new scaling law. Pretraining scaled intelligence through larger datasets, more parameters, and massively parallel GPU systems. Post-training scaled usefulness through instruction tuning, and re-balancing GPUs for generative inference. Test-time scaling improved reasoning by giving models more generated tokens for thinking. Now, agentic AI and reinforcement…

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