AI Data Center Financing 2026: Inside the $700B Buildout
How AI infrastructure gets financed in 2026: Helix (KKR/Nvidia), Apollo/Blackstone (Anthropic), Stargate (OpenAI), and what this means for model pricing.
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Compute infrastructure
Behind every model is a physical and financial stack measured in gigawatts, GPUs and debt.
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What Does CoreWeave Do? AI Cloud Business Explained
What does CoreWeave do? See how its GPU cloud works, who uses it, how it makes money, its NVIDIA relationship, and the risks behind its rapid growth.
Who Is Matei Zaharia? Spark, Databricks and AI
Who is Matei Zaharia? The Apache Spark creator and Databricks co-founder also helped build MLflow. Here is how his work shaped modern data and AI systems.
DBOS Explained: Durable Execution for Agent Harnesses
DBOS is an open-source durable execution library that keeps AI agent harnesses running through crashes, restarts, and deploys. What it is and when to use it.
AI Training Costs 2026: GPT-5.6, Claude Fable 5, Gemini
Training a frontier model costs $1B+. Breakdown of compute, energy, data, and R&D costs across the three leading labs, and what they mean for API prices.
GPT-5.6 Sol on Cerebras: 750 Tokens per Second
GPT-5.6 Sol goes live on Cerebras at up to 750 tokens per second in July. Here is what that speed actually means, and why it is a chip story.
China's AI Chip Companies in 2026: Replacing NVIDIA
Seven Chinese firms now ship AI accelerators, the best near NVIDIA H100 class. A fact-checked 2026 map of who makes China's GPUs and what is real.
Decentralized GPU vs Cloud: Real Cost Per Hour (2026)
Is decentralized GPU compute (Akash, io.net, Render) cheaper than AWS? A grounded 2026 cost-per-hour comparison, plus the caveats the hype skips.
Local LLM Tokenomics: Self-Hosted Cost Per Token (2026)
What a self-hosted LLM token really costs in 2026: cost per token across owned hardware, why memory bandwidth sets speed, and where buying beats the API.
World Models: Why AI's Biggest Names Bet Billions in 2026
Lin Junyang, Fei-Fei Li, and Yann LeCun are raising billions for world models in 2026. What a world model is, who is funding it, and why the money is moving.