The idea of data centers in space has officially escaped the realm of speculation. At the World Economic Forum in Davos, global leaders framed orbital computing not as science fiction, but as a structural response to the most pressing constraint facing artificial intelligence today: Earth itself. Power shortages, cooling limits, land scarcity, permitting delays, and carbon pressure are colliding just as AI demand is accelerating beyond anything existing infrastructure was des

South Florida’s emergence as a serious data center market is no longer theoretical. It is operational, powered, and ready. The Freedom Center  stands as a clear signal that the region has entered a new phase—one defined by execution rather than ambition, and by infrastructure that meets the real demands of AI-driven workloads. Over the last two days, Rich Washburn , Managing Partner & Chief AI Officer of Eliakim Capital , spent extensive time onsite at the Freedom Center. The

Artificial intelligence is often described as a software revolution, but at scale it becomes an infrastructure problem. Every serious AI system eventually resolves into racks, chips, cooling, steel, and electricity. As AI and high-performance computing infrastructure expands, the industry is discovering a hard truth: intelligence scales physically. Compute is not virtual — it is industrial. From Algorithms to Infrastructure AI / HPC infrastructure has moved beyond experimenta

When markets talk about “$3 trillion flowing into AI,” the assumption is usually software, models, and abstract innovation. In reality, the bulk of the capital is being deployed into physical systems: data centers, high-density compute, networking, cooling, and the power infrastructure required to run them continuously. This is not a digital spending cycle—it is an industrial one. What’s unfolding is closer to the buildout of railroads, telecom, or electrification than a typi

After nearly two decades of relatively flat electricity consumption, the United States is entering a new era of power demand growth. This shift is not being driven by population growth, household consumption, or traditional heavy industry. Instead, it is being propelled by data centers—specifically those supporting cloud computing, artificial intelligence, and high-performance workloads. Federal energy forecasts now show that U.S. electricity usage is set to rise more over th

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

Executive Summary POWER’s inaugural Data Center POWER eXchange (DPX)  Summit convened utilities, hyperscalers, regulators, financiers, and developers to address the accelerating collision between data center demand growth and grid capacity. AI-driven load expansion is materially outpacing grid planning, permitting, and build-out timelines—raising reliability, cost, and political risks. Former federal energy regulators and utility CEOs highlighted a dual challenge: maintaining

When a power system fails during a natural disaster, there is no luxury of long planning cycles, regulatory indecision, or theoretical optimization. Hospitals need electricity. Communications must come back online. Water systems, logistics hubs, and emergency command centers cannot wait for utility upgrades or multiyear grid studies. In those moments, power is deployed the only way that matters: fast, reliable, and sufficient to meet real demand. What is becoming increasingly

For the better part of the last decade, the story of artificial intelligence infrastructure has been a story about silicon. Who could secure the most advanced GPUs. Who had priority access to next-generation accelerators. Who could outspend competitors on hardware, packaging, and interconnects. That narrative is no longer sufficient. Today, the defining constraint on AI scale is not compute—it is power. Reliable, dispatchable, near-term power. And increasingly, the market is

There is a habit, common in fast-moving industries, of mistaking the most visible problem for the most important one. In artificial intelligence, that habit has taken the form of an obsession with chips. We speak of shortages, races, allocations, and breakthroughs, as if the future of AI were decided solely by silicon. It is not. Artificial intelligence does not ultimately run on chips. It runs on power, land, and permission. And those are in far shorter supply. A recent anal

Executive Summary AI compute demand is growing faster than the U.S. grid can supply; traditional renewables alone cannot meet 24/7 load requirements. Nuclear—large-scale fleets, SMRs, and long-duration baseload PPAs—is re-emerging as a critical enabler of hyperscale data-center reliability. The overlooked story: nuclear is not just a clean-energy asset; it is a long-duration capital instrument , allowing operators to lock in stable, predictable economics for decades. Transmis

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