Industry Analysis
Safeguard articles tagged "Industry Analysis" — guides, analysis, and best practices for software supply chain and application security.
100 articles
Data center climate siting: why location changes cooling and water
Why the same AI data center uses different amounts of energy and water in Finland, Virginia or Phoenix, and why climate is only one factor in siting.
Air vs liquid cooling for AI servers: direct-to-chip and immersion
How air cooling, direct-to-chip liquid cooling and immersion differ, why dense AI racks push operators to liquid, and what each does to energy and water.
Gas turbine order books in 2026: GE Vernova, Siemens Energy, Mitsubishi
How full are the big gas turbine makers in 2026, what a slot reservation is, and how fast are they adding capacity? Company figures with dates and caveats.
Fuel cells, batteries, engines and solar for data centers: what each does
Turbines are not the only on-site power for AI data centers. What fuel cells, gas engines, batteries and solar do, with 2026 company and tracker figures.
Data center on-site gas power: emissions, permits and the debate
What is the argument over gas turbines at AI data centers? Permits, pollution, grid reliability and rules, with sourced 2026 facts and open questions.
India's big AI investment pledges decoded: what each one actually covers
Microsoft 17.5 billion, Amazon 35 billion, Google 15 billion, Reliance and Adani pledges for India: what each covers, over what years, and what is built.
India's AI data centre map: Mumbai, Chennai, Hyderabad and the new hubs
Mumbai holds about half of India's data centre capacity, but Hyderabad's pipeline is nearly five times its base. A city by city read of the 2026 numbers.
Indonesia's AI data centres: Batam, West Java, power and permits
Indonesia is courting AI data centres in Batam and West Java, but power pricing, fragmented permits and a September 2026 construction halt show the limits.
South Korea's nuclear fleet and grid: can they power AI?
How South Korea's nuclear fleet, stalled reactor reviews, small reactors and a crowded grid shape its 18.4 GW AI data centre plan, with sourced figures.
Korea's sovereign AI stack: who gets the GPUs, models and chips
Korea's sovereign AI effort in plain terms: the Nvidia GPU split, the national model contest down to three teams, local NPUs and the AI Basic Act.
Korea's memory makers and the AI boom: HBM, shares, risks
What HBM is, why Samsung and SK hynix matter to AI chips, how their share shifted in 2026, and the risks that emerged in October. Sourced and dated.
Rapidus explained: Japan's state backed 2nm chip project and its money
What Rapidus is building in Hokkaido, how much public and private money is reported, what has been announced since 2025, and what is still unproven.
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