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AI Infrastructure

By The Information Staff

Stay ahead of the AI infrastructure wars. Anissa Gardizy and Ann Davis Vaughan cover how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.

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Recent Editions

The Oracle data center for OpenAI in Abilene, Texas. Photo via Getty
AI Infrastructure

The Data Center Boom Enters a Speculative Era

By Anissa Gardizy · Oct 20, 2025 10:19am PDT
The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across the data center, cloud and finance world converged at an event to trade notes on how quickly the industry has changed. A year ago, most conversations at Infra/Structure, hosted by Structure Research, focused on how hard it was to find land and... The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across...
Art via Getty; Mike Sullivan
AI Infrastructure

Sam Altman Wants 250 Gigawatts of Power. Is That Possible?

By Anissa Gardizy and Amir Efrati · Sep 29, 2025 8:00am PDT · 3 comments
Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming months, we’ll cover the data centers, chips, networking and energy that power AI.Artificial intelligence is hungry for power at a scale that defies belief.Last week, OpenAI and Nvidia said they would work together to develop 10 gigawatts of data... Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming...