AI Data Centers Look Inevitable. The Stranded-Asset Risk Is Real.
Deep dive
AI Data Centers Look Inevitable. The Stranded-Asset Risk Is Real.
The AI infrastructure boom is usually discussed as a race for compute. But for builders, operator...
Data centers
AI's $2 Trillion Problem Just Hit Your Electric Bill
AI's $2 Trillion Problem Just Hit Your Electric Bill
The hidden cost of your AI queries.
Julia McCoy
The Case for Data Centers in Space
The Case for Data Centers in Space
Space-based AI compute is arriving.
Y Combinator
Apple Just Admitted the AI Bubble Is Real
Apple Just Admitted the AI Bubble Is Real
The AI bubble math explained.
Julia McCoy
Mark Cuban: “A lot of data centers will be turned into pickleball courts.”
Mark Cuban: “A lot of data centers will be turned into pickleball courts.”
AI buildouts face an obsolescence trap
All-In Podcast
America Just Pulled the Plug on AI
America Just Pulled the Plug on AI
AI infrastructure hits a hard wall.
Julia McCoy
Compute at Sea
Compute at Sea
Building data centers on the ocean.
Y Combinator
David Sacks: Kathy Hochul is LYING about Datacenters!
David Sacks: Kathy Hochul is LYING about Datacenters!
Data center bans are a bad idea.
All-In Podcast
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Stripe, PayPal, and the AI War
All-In Podcast
Orbital Compute vs. Terrestrial AI Infrastructure: A Reality Check
Comparison
Orbital Compute vs. Terrestrial AI Infrastructure: A Reality Check
The case for space-based data centers is not that orbit is easy. It is that Earth is getting hard...
Can we meet AI energy demands?
Can we meet AI energy demands?
The AI boom is now a power crisis.
Brookings Institution
China is AI-pilled, but not AGI-pilled
China is AI-pilled, but not AGI-pilled
The trillion dollar AI race explained
Brookings Institution
DeepSeek Just Solved AI's Billion Dollar Problem
DeepSeek Just Solved AI's Billion Dollar Problem
Double your AI server efficiency.
Two Minute Papers
We Tracked the Growing Pushback Against Data Centers
We Tracked the Growing Pushback Against Data Centers
Data center builds hit local wall.
The Wall Street Journal
Kevin O'Leary on #AI, #China, and why America needs more compute power. #artificialintelligence
Kevin O'Leary on #AI, #China, and why America needs more compute power. #artificialintelligence
The hidden race for AI dominance.
Business Insider
How one resident hopes to profit from the #datacenter invasion in his neighborhood. #AIboom
How one resident hopes to profit from the #datacenter invasion in his neighborhood. #AIboom
Neighborhood for sale: $500M payout?
Business Insider
The race to build #datacenters is transforming the American landscape. #AIinfrastructure #techboom
The race to build #datacenters is transforming the American landscape. #AIinfrastructure #techboom
The hidden energy tax of AI.
Business Insider
Quantum Just Killed AI Data Centers
Quantum Just Killed AI Data Centers
Quantum tech beats brute force.
Julia McCoy
New Tool Tracks Data Centers In Your Neighborhood
New Tool Tracks Data Centers In Your Neighborhood
Are data centers appearing near you?
Matt Wolfe
The Rule for Picking AI Winners | The a16z Show
The Rule for Picking AI Winners | The a16z Show
AI is supply-bound, not in a bubble.
a16z
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