AI Infrastructure & Emerging Technology

Immersion cooling 2026: the tank-based server-cooling method - the definition, the two system designs, the dielectric-fluid science and the honest scorecar

AI money circle mechanics signed and dated: Broadcom's $63B SPV lease for Anthropic, the Wall Street stack, and the risks inside the circle.

AI chips from Google are coming to OpenAI under the reported plan: the rivalry reversal, the Oracle TPU deal, and what it means for Nvidia.

AI capex explained: what the billion-dollar buildouts actually buy - the three asset classes, the financing shift and how to read the guidance - checked.

Edge AI: the on-device intelligence wave - the NPU hardware, the small-model software, the deployment map and what still belongs in the cloud - checked.

Neocloud: the AI-first cloud class defined - the 2026 rate card vs hyperscalers, the four business models and the debt-era risk column The checkable read.

Test-time compute explained: the reasoning knob, the four techniques, the second scaling law and the cost dial - how AI trades thinking time for accuracy.

Space data centers explained: the orbital compute thesis checked - the launch-cost math, Starcloud and Suncatcher, and whether orbit beats the grid.

Safe Superintelligence: what the straight-shot SSI lab does, who founded it, how the $8bn was raised and why silence priced the bet. The checkable read.

What can superintelligence do: research at machine rates, superhuman persuasion, cyber leverage - the capabilities, the dangers and the strategies graded.