2027's AI Winners Are Building Modular Now. Here's Why.

The AI Infrastructure Cliff: Why Centralized Training Can't Scale to AGI

I’ve seen this movie before.

In the early 2000s, the conventional wisdom said you needed massive mainframes to run enterprise applications. Then commodity servers networked together destroyed that assumption. In the 2010s, everyone knew you needed co-located infrastructure to achieve sub-millisecond latency.

Then CDNs and edge computing rewrote those rul…