Insights
Notes from the intersection of compute and energy.
Summaries, commentary, and data on AI infrastructure, neoclouds, power, and the capital that connects them.
The Next AI Bottleneck Is Geography
Utilities plan in years, AI builders in weeks. We walk through Valley Recap's essay on why location is now the binding constraint, the IEA, DOE, and Deloitte numbers behind it, and why power, compute, and connectivity have to be planned together.
Read the post →The Neocloud Reckoning: The AI Boom Has Found Its Cost of Capital
The neocloud selloff has become a credit question. We walk through Stephen Innes's essay, the Gartner and Goldman numbers behind it, and why power is now the variable that sets the cost of capital.
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