Topic

Datacenters

Data center infrastructure powers cloud platforms and distributed systems engineers build on. Learn architecture, redundancy, and how interviewing spans on-premise versus cloud deployment tradeoffs.

A nighttime exterior of a power substation feeding a data center campus, photographed with… Ai 10 min read
Ai

The Microsoft AI Investment Strategy Everyone Repeats — and Where the Data Center Trade Actually Lives

Microsoft told the market it planned to spend something north of $80 billion on data center infrastructure in a single fiscal year, and the stock barely moved.

T Thomas Whitfield
A wide-angle photorealistic interior shot of a modern, high-security data center corridor, rows of… Investing 6 min read
Investing

Lesson Six: Reading the Defense Data Centers Boom Without Getting Played by It

I spent a week chasing one number. It showed up in a press release about defense data centers, got repeated in three analyst notes, and ended up in a pitch deck a junior PM forwarded me with the…

S Sophie Langford