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Join us next week: Inside the data center wars with OpenAI, SemiAnalysis, and AMP PBC

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The Information

Inside the AI Infrastructure Boom


The race to build AI has created an unprecedented demand for computing power. Data centers are delayed. GPUs are hoarded. Startups desperate for capacity are cutting deals with the companies that have it, like Cursor's partnership with xAI.

Join us for a conversation with three people navigating different sides of this challenge: Sachin Katti, who oversees compute strategy at OpenAI and managed the Stargate buildout; Anjney Midha, an early Anthropic investor who founded Amp to give smaller companies access to compute; and Jeremie Eliahou Ontiveros, a data center analyst at SemiAnalysis tracking delays and capacity across the industry.

This is a subscriber-only live conversation. Subscribe today for $299 and save 25% on the first year to join the discussion.

Wednesday, May 20th, 2026
11:00 am PT / 2:00 pm ET

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We'll explore what the compute crunch actually looks like on the ground, whether data center delays are as bad as rumored, how hardware diversity is reshaping the market beyond NVIDIA and what startups can build to solve the infrastructure problems AI companies face today.

Featured Speakers

Sachin Katti

Head of Industrial Compute, OpenAI

Anjney Midha

Founder, AMP PBC

Jeremie Eliahou Ontiveros

Head of Datacenter & Energy Infrastructure Research, SemiAnalysis

Anissa Gardizy

Cloud Reporter, The Information

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🚙 Axios PM: Robot tire changes

🍺 Plus: Later last call | Friday, May 15, 2026
 
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Axios PM
By Mike Allen · May 15, 2026

🥳 Happy Friday! Today's newsletter, edited by Alex Fitzpatrick, is 422 words, a 1½-min. read. Thanks to Sheryl Miller for copy editing.

 
 
1 big thing: Meet your new robot mechanic
 
Automated Tire's SmartBay. Photo: ATI

AI is coming for one of America's dirtiest jobs: tire changes, Axios' Joann Muller reports.

  • Demand for tire service is accelerating, in part because EVs need more frequent replacements.
  • Meanwhile, tire shops are struggling to hire technicians.

🛞 Andy Chalofsky, a serial tire entrepreneur, says automation is the answer.

  • His latest company, Automated Tire Inc., has developed SmartBay, a robotic system that can inspect vehicles, swap tires and balance wheels with minimal human help.

👩‍🔧 The AI-powered system lets a single technician manage up to three service bays simultaneously.

  • Chalofsky says that robots can do a tire service in 30 minutes. That's more than twice as fast as human workers.

💵 ATI leases the system to dealerships and tire shops for just under $5,000 per month — less than what it costs to hire an experienced technician.

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2. ☀️ Solar boom state
 
A line chart that shows ERCOT annual power generation by source from 2019 to 2027, in billions of kilowatt-hours. Gas remains highest, ranging from 164.11 billion in 2021 to 252.28 billion in 2027. Wind rises from 74.19 billion to 125.51 billion, while solar jumps from 4.33 billion to 99.03 billion.
Data: U.S. Energy Information Administration; Chart: Ben Geman/Axios

Utility-scale solar power generation is expected to soar past coal-fired power in Texas this year, Ben Geman reports from new Energy Information Administration data.

  • The heart of the nation's oil-and-gas industry is also renewables country, thanks to abundant resources, developer-friendly rules, rising demand and more.

🔌 The chart above shows the trend in areas covered by ERCOT, which operates most of Texas' power grid.

  • Texas will be home to 40% of all new U.S. solar capacity this year, per the EIA's projections.

See the data.

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3. ⚡️ Catch me up
 
President Trump boards Air Force One before leaving Beijing today. Photo: Brendan Smialowski/AFP via Getty Images
  1. 🇹🇼 President Trump said today that he hasn't decided whether to move forward with a major arms package for Taiwan, after hearing concerns from Chinese President Xi Jinping. Go deeper.
  2. 🚉 The Long Island Rail Road — by far the country's busiest commuter rail system — is facing a shutdown as workers threaten to strike over raises. Go deeper.
  3. ⚽️ Lowe's is selling a 10-foot-tall Lionel Messi inflatable to mark the 2026 World Cup. Sales for the $99 limited-edition decor start next week. Go deeper.
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4. 🍻 1 for the road: Extra time for last call
 
Illustration: Sarah Grillo/Axios

Some Kansas City bars and restaurants will be allowed to stay open until 5 a.m. during the World Cup if they submit a safety plan, Axios' Travis Meier reports.

  • Because some games start late, watch parties will likely go into the wee hours.

⚽️ Kansas City one of several U.S. host cities — is joining other towns that are extending their usual last calls during the hotly anticipated soccer showdown.

  • Philly bars could keep the taps flowing till 4 a.m. New York is eyeing a similar measure.

Cheers!

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