This is the angle most AI strategy conversations miss entirely. The buildout depends on physical supply chains — energy, cooling, chip fabrication, and now geopolitical chokepoints. You can’t abstract away the physical layer when trillions of dollars of infrastructure sit downstream of it. Worth reading for anyone planning cloud architecture right now.
This is the angle most AI strategy conversations miss entirely. The buildout depends on physical supply chains — energy, cooling, chip fabrication, and now geopolitical chokepoints. You can’t abstract away the physical layer when trillions of dollars of infrastructure sit downstream of it. Worth reading for anyone planning cloud architecture right now.
Thank you, Darin.