AI infrastructure
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Piketon: From Enriched Uranium to AI Compute — Why the Weapons Complex Is Where the Data Centers Are Landing
A Cold War uranium enrichment site in southern Ohio is becoming a 10-gigawatt AI campus with 9.2 gigawatts of its own gas generation… Continue reading
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The Wire Bottleneck: Why the AI Buildout Runs on Electricians the U.S. Has Not Trained
The AI economy has the capital to expand and the compute to grow. It does not have the wires. Continue reading
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SpaceX Closes the Largest IPO in History: An Economic Look at What the Company Does, How It Got Here, and Whether USD 1.77 Trillion Is Justified
SpaceX raised USD 75 billion at a USD 1.77 trillion valuation in the largest IPO ever recorded. Continue reading
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Are Data Centers Raising Your Electric Bill? Two New Reports Say Different Things
Two new reports released within 24 hours of each other reach opposite conclusions on whether the AI data center boom is raising household electric bills. Continue reading