AI OF THE COAST

AI OF THE COAST

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NERC's Level 3 Is Not a Warning. It's a Structural Indictment of How We Build.
The North American Electric Reliability Corporation — the entity whose job is to prevent half a continent's lights going out — just issued its highest…
 • Jiri "Skzites" Fiala
The Safety Company Just Rented the Cowboy's GPU Empire. Welcome to Compute Feudalism.
Anthropic + SpaceX/xAI. Memphis. 220,000 GPUs. 300 megawatts. The ideological enemies become infrastructure landlord and tenant because the alternative…
 • Jiri "Skzites" Fiala
Who Actually Wins: The Utility Layer vs. the Application Layer
Every technology transition produces two investment narratives: the application layer story and the infrastructure layer story. . The infrastructure…
 • Jiri "Skzites" Fiala and Renzo Alvau
Warning: The Cooling Threshold Your Deal Team Is Not Checking — And Why It Determines Whether the Asset Runs Frontier AI or Legacy Cloud
The transition from air cooling to liquid cooling is a physical prerequisite for running the hardware that will define the next decade of AI compute.
 • Jiri "Skzites" Fiala and Renzo Alvau
The Agent Adoption Gap: Sub-1% Reality vs. Trillion-Dollar Narratives
The AI agent revolution is real. The adoption numbers are not. Less than 1% of enterprises have meaningfully integrated AI agents into their core…
 • Jiri "Skzites" Fiala and Renzo Alvau
Go Where the Power Is: The Energy-First Deployment Strategy
The conventional data center site selection model — find cheap land near a fiber hub near population centers — is being replaced by a fundamentally…
 • Renzo Alvau and Jiri "Skzites" Fiala
The Density Cliff: From 8 kW to 200 kW and Why Nothing Built In Between Survives
The most underappreciated structural shift in AI infrastructure is not the scale of investment — it's the power density. Average rack densities are…
 • Jiri "Skzites" Fiala and Renzo Alvau
AI OF THE COAST
AI OF THE COAST
AI of the Coast is the only newsletter that covers AI through the lens of the one constraint nobody's talking about: where the power actually comes from.
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