The Great AI Excavation

How frontier model companies are mining for non-human intelligence. The modern AI revolution represents a rare technological nexus where three critical streams — data abundance, computing power, and algorithmic innovation — have converged with extraordinary force. Like the California Gold Rush of 1849, this convergence has triggered a frantic scramble for advantage, with eye-watering sums […]
The Power Behind AI: America’s Trillion-Dollar Bet on HPC Data Centers

As artificial intelligence reshapes the global economy, a fierce competition for computational supremacy is unfolding across America. The nation’s electricity grid may prove the ultimate bottleneck. In the plains of Louisiana, a data center of unprecedented scale is taking shape. When complete in 2030, Meta’s newest facility will consume over 2 gigawatts of electricity—roughly equivalent […]
Wharton Tech Toks: IronArc Ventures Investing in the Future

In this episode of Wharton Tech Toks, host Tanika Mehra sits down with Ish Dugal, a seasoned venture capitalist, to explore the evolving landscape of AI, venture investing, and what it takes to back the next generation of groundbreaking startups.
Groq deal highlights quest for faster, more efficient chips

Part two of this five-part series looks at the challenges presented by the rapidly growing data center industry, which will require a host of new technologies – and substantial venture capital investment – to meet the demands of AI.