Here’s the thing about watching this industry for years: you learn to spot the real shifts. Not the press releases. Not the hype cycles. The quiet moves that actually change the game. This week, three of them happened. The OpenAI Chip That Changes the Economics of AI Let me start with the one that made me actually sit up straighter.… Read more →
Let me start with a number that made me stop and think: $7 billion. That’s what Microsoft is spending on a natural gas plant in West Texas. Not a data center. A power plant. I’ve been watching the AI space long enough to know that the real bottleneck was never chips. It was always power. Utility interconnect queues now stretch three… Read more →