- Essays··7 min read
Nvidia's Water Solution Ends at the Property Line
Nvidia's warm-water cooling eliminates water use inside the data centre — and nothing beyond it. The bulk of AI's water footprint, roughly 54 per cent by the IEA's accounting, sits behind the meter in fossil fuel plants supplying the grid when renewables fall short. Until disclosure extends to end-to-end water intensity per compute-hour inclusive of generation fuel source, the industry is optimising for a boundary it drew itself.
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Short of Space or Power
Microsoft is sitting on roughly $80 billion of Azure orders it cannot fill — not for lack of demand, and not for lack of chips, but for lack of power. The binding constraint on AI has quietly moved from the fab to the substation, and the hyperscalers' answer — become your own utility — is rational for them and corrosive for everyone else standing in the same interconnection queue.
ai-infrastructuredata-centresenergyhyperscalersRead - Essays··1 min read
The Comprehension Gap
A scroll-driven feature in four movements: how system complexity outran human comprehension by four orders of magnitude — and why you close the gap by reshaping the substrate, not enlarging the engineer.
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