AI Hype Ignores Physical Limits: Compute Power Meets Grid Reality
While frontier builders focus on exponential intelligence, material constraints like energy infrastructure pose a greater drag than pure software optimism suggests.
By Klaus Berger ·
compute power — Lorien Times
Cheap AI is Coming—But Who Owns the Compute Stack?
While intelligence may become a utility, the true value lies in owning the persistent infrastructure that runs it.
By Maya Ellison ·
AI Value Shifts From Models to Undervalued Raw Compute Infrastructure
Open source adoption proves that accelerating compute demand is driving value into the foundational hardware layer.
By Nikhil Raghavan ·
The Compute Arms Race: Why $10 Billion Deals Are Now the New Geopolitical Indicator
Advanced artificial intelligence development no longer depends solely on algorithmic breakthroughs; it hinges instead on access to specialized hardware and computational power.
By Imani Sutton ·