Latest posts
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AI Has a Siting Problem: Why Floating Data Centers Could Become Korea’s Next AI Infrastructure Opportunity
Floating data centers could ease siting constraints. The key tests for Korean shipbuilders are paying customers, viable economics and repeat orders.
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AI Has a Power Problem: Why Bloom Energy’s Success Could Re-Rate Doosan Fuel Cell
Why time-to-power matters for AI data centers. Explore Bloom Energy, Doosan Fuel Cell and the execution tests behind an onsite power thesis.