Former Intel chief executive Pat Gelsinger tells a16z that energy bottlenecks and manufacturing delays will cause data center defaults, piercing Silicon Valley's capital expenditure illusions.
By Klaus Berger ·
As Google infrastructure chief Amin Vahdat reveals the constant failures of giant AI clusters on Sequoia Capital, we must audit this capex boom against local payrolls.
By Ray Dombrowski ·
As Nvidia and venture capitalists fight over software moats and board seats, the real cost of the AI boom is being offloaded onto the power grid and the consumer.
By Imani Sutton ·
Podcast
By Imani Sutton ·
As tech giants push municipal energy systems to the brink, governments must force AI developers to pay for their power infrastructure instead of burdening working taxpayers.
By Maya Ellison ·
As John Coogan explains Meta's strategy to run free AI agents on TBPN, consumers must confront how ad-supported cloud computing shifts infrastructure costs onto local power bills.
By Imani Sutton ·
The AI boom's true economic impact lies in physical infrastructure and capital expenditure cycles, not just software novelty.
By Klaus Berger ·
The race for advanced AI has shifted from algorithmic breakthroughs to solving massive physical resource constraints, demanding a complete overhaul of global infrastructure.
By Bram de Vries ·
Donald Trump’s insistence that communities rejecting data centers are "making a mistake" reads less like economic advice and more like the rhetoric of an industrial boomtown foreman.
By Dana Whitfield ·
The modern narrative—the seamless march toward technological utopia powered by artificial intelligence—is, upon closer inspection, a story of profound dispossession.
By Emilio Quesada ·
The spectacle is always the same: the billionaire, armed with an AI manifesto, assures us that the future belongs to everyone.
By Emilio Quesada ·
The story of data centers isn't about bandwidth; it’s about land use, water rights, and who gets to decide what happens on prime farmland.
By Ray Dombrowski ·
BlackRock analysis suggests AI is driving a massive, physical revaluation of capital into foundational compute and hardware infrastructure.
By Ray Dombrowski ·
The American left has always been defined by its internal fights—a messy, necessary reckoning that determines whether the party will serve the working person or the donor class.
By Maya Ellison ·