- Essays··13 min read
Sunday Essay — The Substrate Bill Comes Due
For a decade the AI conversation was about the model; the substrate was a logistics problem handed to the cloud team. The last six weeks changed that — a rack that draws a quarter-megawatt, memory sold out before the GPU ships, grid connections you cannot procure inside an investment horizon, and an interconnect that quietly became a vendor product again. The bill has come due.
ai-infrastructuredata-centersnvidiapower-and-coolingRead - Essays··7 min read
Sixty days to rewrite the grid
FERC gave the grid operators sixty days to defend the rules built for a 1998 steel mill against the reality of a one-gigawatt AI campus. The contract is the model; the software is only the implementation.
energy-aigrid-interconnectionfercdata-centersRead