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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…
57 mins ago
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Jiri "Skzites" Fiala
1
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…
May 24
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Jiri "Skzites" Fiala
20
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…
May 22
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Jiri "Skzites" Fiala
and
Renzo Alvau
17
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.
May 21
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Jiri "Skzites" Fiala
and
Renzo Alvau
16
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…
May 20
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Jiri "Skzites" Fiala
and
Renzo Alvau
17
2
2
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…
May 19
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Renzo Alvau
and
Jiri "Skzites" Fiala
15
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…
May 18
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Jiri "Skzites" Fiala
and
Renzo Alvau
19
Microsoft's 2 GW Wake-Up Call
When the most sophisticated capital allocator in technology history cancels 2 gigawatts of planned data center capacity in a single year, it is not a…
May 17
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Jiri "Skzites" Fiala
17
The Cathedral Problem: Why Hyperscale Is Architecturally Obsolete
The bigs are spending hundreds of billions building hyperscale data centers. Most of that investment will be structurally misaligned with the AI…
May 16
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Jiri "Skzites" Fiala
20
1
The Grid That Cannot Keep Up
For the first two years of the AI infrastructure buildout, the binding constraint was GPU availability. That constraint eased as Nvidia ramped…
May 15
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Jiri "Skzites" Fiala
15
1
AI Compute Is the New Electricity
AKA the people who build the infrastructure, not the applications, will capture the structural value.
May 14
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Jiri "Skzites" Fiala
23
2
2
The Robotic DC City: DCXPS and the Vision for Distributed AI Compute in 2030
The final article in this series is about what we at DCXPS call the Distributed Compute Exchange and Power System, or DDCU vision. Here is what it looks…
May 13
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Jiri "Skzites" Fiala
11
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