# data centers insights

Rangoon Insights reporting and guides tagged data centers.

Canonical: https://rangoon.ai/insights/tags/data-centers/

## Topics
- [Agent systems](https://rangoon.ai/insights/topics/agents/): Agent runtimes, handoffs, tools, and the boundaries that make them reviewable.
- [Governance](https://rangoon.ai/insights/topics/governance/): Policy, identity, authorization, approvals, and evidence for consequential work.
- [Infrastructure](https://rangoon.ai/insights/topics/infrastructure/): Model serving, sandboxes, tool services, and deployment boundaries.
- [Models](https://rangoon.ai/insights/topics/models/): Inference choices, local serving, compatibility, and operational tradeoffs.

## Stories
- [Marvell’s Celestial AI agreement put optical scale-up on a later-closing timeline](https://rangoon.ai/insights/archive-marvell-celestial-ai-agreement-december-2025/)
  Marvell announced a definitive agreement to acquire Celestial AI on December 2, 2025, separating an optical-interconnect strategy from the transaction’s February 2026 completion.
- [AMD showed Helios as an Open Rack Wide reference platform, keeping its 2026 volume expectation separate](https://rangoon.ai/insights/archive-amd-helios-open-rack-reference-platform-october-2025/)
  AMD showed Helios on October 14, 2025, a rack-scale Open Rack Wide reference platform with volume deployment expected in 2026.
- [Oracle’s Stargate partnership tied a 4.5GW plan to named buildout milestones](https://rangoon.ai/insights/archive-openai-oracle-stargate-four-point-five-gigawatt-2025/)
  OpenAI announced a 4.5-gigawatt Stargate partnership with Oracle on July 22, 2025, describing planned US data-center capacity rather than completed delivery.


## More information

- [Documentation index](https://rangoon.ai/llms.txt)
- [AI access and policies](https://rangoon.ai/ai/)
- [Source repository](https://github.com/hypler-dev/rangoon)