Power gets the headlines. Water is the quieter constraint starting to generate something power scarcity hasn’t produced yet at scale: organized local opposition. AI data centers, especially liquid-cooled high-density facilities, …
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AI Data Center
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AIAI Data CenterAI FactoryAI Infrastructure
The Memory Wall: Why HBM, Bandwidth, and the Memory Crisis Will Define the Next AI Chip Generation
Every discussion of AI chip performance focuses on TFLOPS — the raw compute throughput number that vendors put on their datasheets. It is the wrong metric for most AI workloads …
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AIAI Data CenterAI FactoryAI Infrastructure
Meta’s AI Spending Paradox: When $135 Billion Actually Makes Business Sense
In my recent trilogy analyzing AI market concentration—”Is There An AI Concentration Crisis: When 42 Stocks Become the Entire Market,” “Why Enterprise AI Strategy Must Diverge From Hyperscaler Playbooks,” and …