Infrastructure intelligence
The hardware story behind frontier AI
Compute clusters, data centers, GPU supply, power deals, and capex — the physical layer that decides which labs can train tomorrow's frontier and at what unit cost. Editorial briefs synthesize the data; signals below are the atomic facts they're built on.
Editorial briefs
2 publishedBrief · May 20, 2026
The CoWoS bottleneck: why GPU supply still gates 2026 model roadmaps
Every Blackwell, Ironwood, and Trainium2 chip flows through one TSMC packaging line. Capacity doubled in 2026 — and every frontier lab is still constrained.
Brief · May 15, 2026
Anthropic's two-cloud bet: why Trainium plus TPU changes the math
Custom silicon on two hyperscalers gives Anthropic the lowest unit cost in the frontier — and the biggest single-vendor risk.
Signals
1 event- Data centerverified
Meta Hyperion: 2GW Louisiana training campus, online phased 2026–2030
Meta's Richland Parish, LA campus — codenamed Hyperion — is the largest single AI training site under construction in North America. Targets 2GW IT load with eventual room to scale toward 5GW. Anchored by Entergy's new 1.5GW gas turbine build. Will train Llama 5+ models and host Meta's GenAI inference fleet. Total committed capex: ~$10B for the site.
- Power
- 2 GW
- Capex
- $10B
- Location
- Richland Parish, LA