The physical layer
AI infrastructure
AI infrastructure comprises chips, cloud, data centers, energy and manufacturing: the physical layer constraining cost, scale and sovereignty.
Central question
Which physical resources constrain AI expansion?
Current answer
Models depend on a scarce and concentrated chain: accelerators, cloud capacity, power grids, cooling, land and advanced manufacturing.
What we track
- chips and accelerators
- cloud and data centers
- energy and manufacturing
Second-order signals
- cooling and power grids
- custom hardware
- supply dependencies
Semantic relationship
AI infrastructure determines the cost, scale and sovereignty of models.
Dossiers building this analysis6 dossiers
30,000 merges a day: code is no longer the bottleneckSVC-048
AI accelerates infrastructure, not applicationsSVC-021
The Week Microsoft Reminded Us the Cloud Isn't MagicSVC-013
OpenAI + Foxconn: The $1.4 Trillion Play to Control AI HardwareSVC-009
Oklo Inc: The Revenue-Less Nuclear Emperor Worth $20 BillionSVC-007
Is Energy the New Gold of AI?