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Analysis, reporting, and commentary on the global AI race.
PowerUS Data Centers' Electricity Demand Expected to Double by 2030
US data centers drew 4% of national electricity in 2024. By 2030 that share is projected to more than double — and AI workloads are the fastest-growing slice. Here's what the grid actually has to absorb.
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CompaniesMusk Wants to Move AI Data Centers to Space. Here's What's Actually True.
Elon Musk says the future of AI compute is in orbit, powered by sunlight. Here's what he's actually proposed, what xAI and SpaceX have built, and where independent experts say the plan still breaks down.
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WaterThe UN Just Put Real Numbers on AI's Environmental Cost. Here's What They Actually Mean.
The UN just published the most complete accounting yet of what powering AI takes from the planet — electricity, water, minerals, emissions. The numbers are big. The context matters more.
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