- 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··8 min read
field notes: the data centre learns to flinch
The demos are real and the peer review is real. What's unproven is whether a utility planner will write a 500 MW flexible load into a resource-adequacy filing and sleep at night. Watch the tariffs, not the GPUs.
energy-aidata-centresgrid-flexibilitydemand-responseRead