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- Powerreported
Google Stone Mountain GA campus expanding to 2GW with on-site solar+gas hybrid
Google's Stone Mountain, Georgia data center cluster — built around Gemini training — disclosed a 2GW expansion plan in early 2026 backed by a 1.6GW solar+gas hybrid generation deal with Southern Company. Site will host the second-largest TPU v7 deployment after Council Bluffs, IA.
- Power
- 2 GW
- Location
- Stone Mountain, GA