Compute & Infrastructure

Compute & Infrastructure examines the foundational hardware and physical resources required to train and deploy advanced artificial intelligence. This category covers the semiconductor industry, focusing on the GPUs, custom ASICs, and high-bandwidth memory architectures that dictate the pace of AI scaling. We track the development of hyperscale data centres, exploring the networking topologies and interconnects necessary to coordinate massive compute clusters. Crucially, this section also addresses the physical constraints of the AI boom, including power generation, grid capacity, and advanced cooling technologies required to sustain these facilities. From the silicon wafer fabrication process to the deployment of edge sensors and the energy infrastructure powering the cloud, we document the critical physical backbone that makes modern software and automation possible.