Volts to Intelligence
Volts to Intelligence - Meta to Build First Data Center in Canada, Expanding Global Fleet
Meta Platforms Inc. will invest around $10 billion to build its first data center in Canada as the company expands its infrastructure to support its artificial intelligence ambitions.
Volts to Intelligence - The Compute Gold Rush: What Meta's Bet Reveals About the Future of AI Compute Demand
Reading the trajectory of AI infrastructure demand through the industry's purest and riskiest case study - forming consensus of your own.
Volts to Intelligence - Meta’s AI Cloud Pivot: Monetization Strategy or Overbuild Signal?
Bloomberg (July 1) - Meta is reportedly developing a cloud infrastructure business that would sell access to AI computing power and models to outside customers. The plan could put Meta into a new competitive lane against cloud leaders such as Amazon Web Services, Microsoft Azure, and Google Cloud. The business would
Volts to Intelligence - Next AI Energy Trade: More Power VS More Value per Watt
Brief summary of "Why the world's biggest battery maker isn't worried about AI's energy demand" and extended analysis
Volts to Intelligence - Data centre electricity use surged in 2025, even with tightening bottlenecks driving a scramble for solutions
Summary: A report from IEA shows that data center electricity use surged in 2025, turning power access into one of the most important constraints on the AI boom. The AI trade has usually been framed around chips, models and capital. But the International Energy Agency’s latest report points to
