From interconnection backlogs to billion-dollar land races, this month traced how power, capital, and policy are reshaping where and how global AI infrastructure gets built.
Couldn't agree more. This piece perfectly articulates how the AI race has moved beyond algorithms to the very physical foundations, with power and land being the tru bottlenecks. It really builds on your earlier insights about site selection, making the whole picture so much clearer.
The interconnection queue analysis really nails what's happening. It's wild how we went from debating model architectures to basically playing real estate and power games. That Virginia blackout moment was like a wake-up call that nobody wanted but everyone needed.
Couldn't agree more. This piece perfectly articulates how the AI race has moved beyond algorithms to the very physical foundations, with power and land being the tru bottlenecks. It really builds on your earlier insights about site selection, making the whole picture so much clearer.
Yes, Emerging markets are where we are going to see the most progress.
The current cities and locations are saturated.
Amazing article. So much gold here.
Thanks @Dennis Berry for this.
Bypass transmission. It’s not needed with 800VDC onsite power generation.
The interconnection queue analysis really nails what's happening. It's wild how we went from debating model architectures to basically playing real estate and power games. That Virginia blackout moment was like a wake-up call that nobody wanted but everyone needed.