Writer · 10 lessons

Grace Ellerton

Photorealistic wide-angle photograph of a cavernous semiconductor foundry cleanroom, rows of towering lithography machines… Ai 5 min read
Ai

Lesson Six: The AI Infrastructure Investment Everyone Names Is the One Doing the Least Work

A few months ago I counted. Across the AI coverage that landed in my feed over one week — newsletters, broker notes, two podcasts, a magazine cover — a single chip-design company was named ninety-one…

G Grace Ellerton