AI Infrastructure
Power, chips, data centers and the physical build-out behind AI compute
Power & Energy
Grid operators start treating AI campuses like industrial customers
A new tariff class is emerging for load that behaves nothing like a city or a factory
4 min read
Power & Energy
Data centers are now chasing the wires
By siting campuses next to high-voltage transmission and racing to claim scarce interconnection slots, AI builders have made grid access, not land, water or fiber, the thing that decides where the industry can physically go
7 min read
Inference
The real price of a token
By batching thousands of requests together and reusing the model's short-term memory across them, serving engineers have turned inference cost into an optimization problem in which the price of an answer depends less on the model than on how cleverly the traffic is packed
8 min read