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# July 2026: the month the grid became the ceiling: What Changed Issue 01
- URL: https://adikumar.co/what-changed-july-2026/
- Published: 2026-08-20T07:53:40.000Z
- Updated: 2026-09-18T10:19:06.000Z
- Description: What Changed Issue 01. A one-page monthly recap on AI infrastructure power. What NVIDIA, OCP, hyperscalers, and power equipment vendors did in July 2026, what the market is getting wrong, and what to watch over the next six months.
- Author: Adi Kumar
- Tags: what-changed, AI infrastructure, monthly recap

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