Ai Infrastructure
4 min read
Building AI Infrastructure That Keeps Up: What I Learned When Our Racks Melted Our Assumptions
The first time I watched an AI cluster throttle itself into uselessness, it was a Tuesday, and the rack in question was pulling 42 kilowatts.
Ai Infrastructure
10 min read
Why Does Your AI Infrastructure Keep Falling Behind the Model Team? A Field Answer
You approved the GPU order in a forty-minute meeting. The cluster arrived on a loading dock eleven weeks later.
Ai Infrastructure
6 min read
Lesson Six: How to Read an OpenAI Datacentre Announcement Before You Believe It
I spent a week last spring trying to find a datacentre that was supposed to represent one of the largest technology commitments ever announced for a British region.
Ai Infrastructure
10 min read
Orbital Data Centers vs. Physics vs. Your Skepticism: What the Pitch Deck Leaves Out
The render that got me was the blue one. A gleaming data center hanging over a curved blue Earth, solar wings spread like a dragonfly, server racks glowing through a transparent hull.
Investing
10 min read
Sovereign Wealth Funds Are Reading the AI Map in Two Languages at Once
The funds that will dominate the next decade of capital deployment are not the ones with the deepest pockets.
Investing
5 min read
The Sixth Lesson on Sovereign Wealth Funds: They Stopped Managing Money and Started Building the AI Stack
There's a ratio I keep coming back to. When MGX, the Abu Dhabi-backed AI investment vehicle, anchored a partnership aimed at mobilizing tens of billions of dollars toward data centers and the power to…