The Announcement Is the Infrastructure
241 gigawatts of US data center capacity has been announced. About 5 gigawatts is under construction. The gap isn't a planning failure — it's how substrate capture works.
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241 gigawatts of US data center capacity has been announced. About 5 gigawatts is under construction. The gap isn't a planning failure — it's how substrate capture works.
Local-first AI tools are multiplying fast. But every tool that 'frees you from cloud dependency' still requires something with a GPU in the room.
Compute is centralizing again. The smartphone revolution democratized intelligence in the device. The AI era is pulling it back to the data center — and the escape hatch costs $2,000.