Tag
AI Infrastructure
The long-term structure of compute, energy, networks and public access.
07essays
01Who Will Pay for the Global GPU and Data-Centre Buildout?A platform may finance an AI data centre without bearing its entire eventual cost. Follow cash spending, leases, depreciation, cloud contracts and electricity tariffs to see where the risk lands.Oct 6, 202612 min read02Why Robotics Is Hard: The Real World Has No API ContractRobotics is difficult not simply because models need to improve, but because perception errors, contact physics, latency, mechanical wear and human behaviour accumulate into uncertainty that the system must manage safely.Sep 6, 202612 min read03When Token Costs Approach Zero, What Remains Expensive?Falling model prices do not make the full cost of AI disappear. The scarce and expensive parts are moving into energy, usable data, integration, verification, trust and organizational change.Sep 4, 202612 min read04When Devices Become AI-Powered, Product Management Becomes Lifecycle ManagementAI-powered devices force product teams to manage hardware and model dependencies, capability limits, power budgets, OTA failure paths, data flows, cybersecurity and end-of-life support.Sep 3, 202614 min read05AI Cameras Need to Understand Events, Not Just Detect ObjectsThe next AI camera advantage is not simply detecting more objects. It is turning continuous video into a small number of trustworthy events through tracking, rules, edge filtering, VLM review and interoperable metadata.Aug 28, 202614 min read06Why Edge AI Matters Again: The Real Shift Is Where Inference RunsEdge AI is not replacing cloud AI. As AI moves into devices, cameras, robots and long-running agents, latency, connectivity, privacy, power and cost turn inference placement into a product architecture decision.Aug 22, 202613 min read07Will AI Become Public Infrastructure Like Electricity and the Internet?As AI becomes a capability every sector depends on, the important questions shift from model performance to access, rules, cost and responsibility. Electricity, the internet and public compute point to three plausible futures.Aug 3, 202611 min read
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