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The Infrastructure Behind Intelligence: Why AI's Next Bottleneck Isn't Talent—It's Power
In the second quarter of 2025, the world’s leading AI companies poured over $100 billion into data centers, compute infrastructure, and...

Rich Washburn
Aug 22 min read


Florida’s Five-Year Data Center Review: The New Regulatory Reality
As Florida pivots from “permanent” tax incentives to a conditional, five-year compliance model, data-center operators face a turning...

Rich Washburn
Jul 12 min read


Sparks of Insight: Bridging Power and Compute with Jimmy Hayes
I always walk away from conversations with new perspectives, and this morning’s chat with Jimmy Hayes at Data Power Supply was no...

Rich Washburn
Jun 302 min read


Charging Forward: Senate Bill 6, Midwest Incentives, and the Private Equity Engine Behind AI’s Infrastructure
As data centers cement their place at the heart of the AI and cloud revolutions, Texas and the broader United States are navigating the...

Rich Washburn
Jun 304 min read


The AI-Compute Power Surge: How Chips, Data Centers & Power Grids Are Colliding
We’re entering a pivotal era where AI is not just transforming industries—it’s fueling an infrastructure revolution. At the heart of this...

Rich Washburn
Jun 283 min read


Vanishing Power: Seizing the Final Natural Gas Turbines for AI Infrastructure
A stealth scramble is underway in the global energy supply chain. For AI infrastructure builders, the window to secure high-capacity...

Rich Washburn
Jun 272 min read
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