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A collection of 2 posts

Microsoft’s 2GW Pecos Datacenter Is the AI Capacity Story Builders Cannot Ignore

Microsoft’s 2GW Pecos Datacenter Is the AI Capacity Story Builders Cannot Ignore

Microsoft’s newest Azure AI announcement is not a model, a benchmark, or another Copilot button in a product that already had three. It is a 2-gigawatt datacenter campus in Pecos, Texas — and that makes it one of the more honest AI stories of the month. The AI stack has

Coherent’s Texas Expansion Is the Unsexy Part of AI Scaling That Actually Decides the Rack

Coherent’s Texas Expansion Is the Unsexy Part of AI Scaling That Actually Decides the Rack

AI infrastructure usually gets sold as a GPU story because GPUs are the expensive thing everyone can point at. Coherent’s Sherman, Texas expansion is a useful correction: at rack scale, the expensive thing is increasingly the stuff that lets the GPUs behave like one machine instead of thousands of