Posts about ai-infrastructure
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AI's G7 Seat Turns Labs Into Sovereigns
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How the Iran war became an AI infrastructure tax
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Cisco's AI orders surge, then it cuts 4,000 jobs
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Nvidia's $40B AI equity bet: chipmaker as banker
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Anthropic rents Musk's Colossus, then aims for orbit
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Europe Stopped Asking Permission. It Raised $5 Billion.
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Nvidia skips a GeForce year to feed AI's memory hunger
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AI Needs More Power Than Japan. Your Bill Proves It.
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$200 Billion and Negative Cash Flow. Jassy Says Trust Me.
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$35 Billion for GPUs. CoreWeave Bet the House.