Six Months Later: The AI Industry Is Acting Like One Big Startup
The layers still exist. What changed is how quickly Nvidia, Anthropic, OpenAI and the hyperscalers are willing to change the plan while executing it.
Infrastructure notes
DC Decoded
Clear-eyed observations on the systems, constraints and commercial choices behind digital infrastructure.
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$3 Trillion in Data Centers by 2030
A plain-language guide to why data centres are measured in power, what a gigawatt means and where the enormous investment requirement comes from.
Why Power, Not Space, Is the Only Thing That Matters
The old real-estate mental model for data centres is breaking down as rack density and reliable power become the defining constraints.
Helium: The Invisible Chokepoint Behind AI
A closed strait, a disrupted helium supply and the hidden dependency connecting geopolitics, semiconductors and AI infrastructure.
One Race, Four Winners
The AI infrastructure buildout is not a single market. It is a chain of value pools, and different companies win at different stages.
Training vs. Inference: The Compute Shift That Matters
Why the centre of gravity in AI infrastructure may move from building models to running them at scale.
Why the Grid Can’t Keep Up
The energy may exist, but delivering it reliably is a different challenge—especially as data-centre demand accelerates.
From Location-First to Power-First
What changes when data-centre developers stop bringing power to computing and begin bringing computing to stranded energy.
Follow the Cash
A lesson from evaluating real businesses: revenue tells a story, but free cash flow reveals whether the business is truly healthy.
Why Oil Profits When Everything Else Gets Nervous
When conflict escalates, most industries turn cautious. Oil prices do the opposite, because production costs barely move even as fear pushes prices up.
The AI Conversation We Are Missing
Every AI conversation is about jobs. The bigger question: did the last wave of tech gains that made companies more productive ever reach everyone else?
The Energy I Didn't Know I Was Spending
AI's energy footprint isn't just data centres and water. It's also how verbosely AI responds, and whether three simple prompt changes can cut energy use.
One Small Default Changed the Outcome, 65% Shorter Answers
Early results from a study testing whether a single instruction can make AI get to the point faster, without switching models or learning prompt engineering.