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11/09/2025 What I Read Last Week
#DigitalInfrastructure news: Google TPUs for inference and space, Microsoft signs deal with Iren, VAST Data signs deal with CoreWeave, quantum…
Nov 10
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John Rath
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11/02/2025 What I Read Last Week
#DigitalInfrastructure news: Iowa, nuclear, Crusoe, QTS, Stargate Michigan, NVIDIA, integrating QPUs and GPUs, DOE Supercomputers
Nov 3
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John Rath
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October 2025
10/26/2025 What I Read Last Week
#DigitalInfrastructure news: Google's verifiable quantum advantage, Armada/OpenAI, data centers in space, Applied Digital, Google Cloud
Oct 27
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John Rath
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10/20/2025 What I Read Last Week
#DigitalInfrastructure news: OpenCompute Summit, Aligned acquired for $40B, Meta and Blue Owl Capital, InferenceMAX
Oct 21
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John Rath
10/12/2025 What I Read Last Week
#DigitalInfrastructure news: Google adding another Cedar Rapids site, AMD and OpenAI partner, xAI raises $20B, Utilities set to spend $1.1 trillion
Oct 13
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John Rath
10/05/2025 What I Read Last Week
#Digital Infrastructure news: Iowa data centers, CoreWeave, Aligned data centers, OpenAI, Groq, Google, Meta, and more
Oct 6
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John Rath
September 2025
09/30/2025 What I Read Last Week - Energy Links
#DigitalInfrastructure news: Oklo & Blykalla partner, TotalEngergies and Cognite partner for industrial AI, SMRs for replacing coal
Sep 30
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John Rath
09/28/2025 What I Read Last Week
#DigitalInfrastructure news: Gigawatt-scale, Open AI Stargate, CoreWeave, TeraWulf, microfluidics cooling system, and Quantum Computing
Sep 29
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John Rath
09/21/2025 What I Read Last Week
#DigitalInfrastructure news: U.S. Tech invests in UK, Oracle/Meta $20B deal, Vantage launches in Spain, optically-interconnected orbital datacenter…
Sep 22
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John Rath
09/14/2025 What I Read Last Week - Part 2
#DigitalInfrastructure news: Fermi plans for 4 Westinghouse AP1000 reactors, Commonwealth Fusion Systems raises $863M, Hitachi Energy invests $1B
Sep 16
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John Rath
09/14/2025 What I Read Last Week
#DigitalInfrastructure news: Tract lands in Iowa, Hyperscale Surge, OpenAI builds its own data centers, quantum computing
Sep 15
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John Rath
09/07/2025 What I Read Last Week
#DigitalInfrastructure news: Honeywell invests in Quantinuum, Amazon in New Zealand and OpenAI in India, US utilities set to add 116 gigawatts of large…
Sep 8
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John Rath
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