The AI infrastructure market is entering its most revealing phase. Demand is real, but delivery is being separated from promotion at an accelerating pace. In the last 18 months, “AI data center” has become a label applied to everything from entitled land to partially designed shells—often with bold megawatt claims and thin execution behind them. That’s the backdrop for what Groq CEO Jonathan Ross has called “fake data centers”: projects that look investable in a deck, but c

The global race to build AI infrastructure has triggered what looks, on the surface, like a data-center supercycle. New projects are announced weekly. Capacity targets grow larger by the month. Megawatts are promised freely and confidently. Yet beneath the headlines, a more uncomfortable reality is emerging: many of these facilities are not real data centers at all. As Jonathan Ross, CEO of Groq, who was recently acquired by NVIDA for $20BIL, bluntly put it in a recent inter

Why Microreactors Are Back — and Why NANO Nuclear Is First in Focus Artificial intelligence is no longer constrained by algorithms or silicon alone. It is increasingly constrained by power—and more specifically, by the kind of power that can operate continuously, predictably, and at scale. As AI systems grow in complexity and ambition, they are placing unprecedented demands on physical infrastructure. Training and operating frontier models requires electricity that behaves le