Tariffs Hit the Data Center: How Hardware Procurement Changed in 2026
New data: 54% of organizations shifted toward domestic suppliers and 40% delayed or scaled back hardware purchases because of tariffs. What the trade environment means for buy-vs-rent math and refresh timing.
Nuclear-Powered AI: Why 98% of Infrastructure Leaders Are Betting on Reactors
98% of surveyed leaders view nuclear as a viable AI power source within five to ten years. Inside the nuclear turn: SMR deals, plant restarts, and why the grid decided where your compute will live.
The AI ROI Reset: Why One-Year Payback Expectations Collapsed From 51% to 36%
New survey data shows leaders expecting measurable AI returns within one year dropped from 51% to 36%. Not a bubble popping, a timeline resetting. What separates the teams seeing returns from the rest.
The Great Divergence: GPUs Are Moving Into the Cloud While Data Moves Out
Flexential’s new survey reveals a paradox: GPU compute is consolidating in public cloud while enterprise data migrates out to hybrid and colocation. Why both moves make sense alone, and the expensive gap between them.
The State of GPU Cloud: September 2026 Report
Our monthly GPU cloud report: September price moves from our 30-provider daily tracking, the inference flip’s first effects, Vera Rubin’s approach, and what Q4 holds for GPU buyers.
How Challenger Clouds Price So Low: The Economics Behind $5 Per Terabyte Storage
Challenger clouds sell object storage for a fraction of hyperscaler rates and still make money. Inside the economics: hardware, egress philosophy, and focus, drawn from our conversations with the operators themselves.
Colocation’s Comeback: The Quiet Winner of the AI Infrastructure Boom
Written off as legacy, colocation is having its best years in a decade: repatriated workloads, private GPU clusters, and power-hungry AI are filling facilities. When colo beats both cloud and owning.
The State of GPU Cloud: August 2026 Report
Our flagship monthly report: every force moving the GPU cloud market in one place. AWS price hikes, the H100-Blackwell split, Meta Compute fallout, power constraints, and the Q4 outlook, built on our own daily pricing data.
Vera Rubin Is Coming: Should You Buy Blackwell Now or Wait?
Vera Rubin production ramps late 2026 with claims of dramatically lower token costs. Blackwell is available now at premium prices. The decision framework for capacity planning into 2027.
Sovereign AI: Why Nations Are Building Their Own Compute, and What It Means for the Market
Governments have become gigawatt-scale GPU buyers: Saudi Arabia’s Humain, EU sovereignty mandates, national AI factories. How sovereign AI reshapes the compute market everyone else buys from.
