US Data Center Capacity — June 2026 Update

Artificial intelligence is often discussed as if it lives in the cloud — weightless, invisible, and infinitely scalable. In reality, AI is becoming one of the most physical industries in the world. Behind every chatbot, coding assistant, image generator, enterprise agent, and recommendation engine sits a massive stack of hardware: CPUs, GPUs, memory chips, networking equipment, cooling systems, data centers, substations, transformers, and power plants. The next phase of AI co

When Mark Zuckerberg announced his company’s renewed focus on artificial intelligence, many looked back at his ambitious (and costly) pivot to the Metaverse and wondered: is this just another splash? Or is it something far more serious? From Fizzled Metaverse to Focused AI The grand Metaverse vision — immersive worlds, avatars, AR/VR headsets — captured imaginations but has so far failed to deliver mainstream user adoption or clear business returns. In effect, Zuckerberg and

While global geopolitical events may dominate today’s headlines, we’d like to shift your attention to a remarkable achievement from our...