Posts tagged #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.

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.

Google's Gemini Embedding 2 is being covered as a RAG upgrade. The more important change is who can now build surveillance infrastructure.

The defining strategic move in AI right now isn't building better models — it's escaping your own supply chain before your supplier becomes your competitor.

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.