AI Compute

Chips, data centers, and the trillion-dollar buildout

Compute, not capital, has become the binding constraint of the AI industry. Hyperscalers have announced over $660B in data center capex, frontier labs sign multi-year GPU leases worth tens of billions, and a single training cluster can consume the power of a small city. This hub tracks the silicon roadmaps, data center buildouts, supply chain moves, and compute economics that decide which AI companies can actually scale.