Beyond Compute: Why Data Became AI’s Ultimate Constraint
A fundamental constraint is emerging in AI today. While companies race to build larger models and buy more GPUs, the real bottleneck has become something far more mundane: quality training data. Three critical takeaways reshape how investors must evaluate AI companies: Mathematical constraints create an inevitable data ceiling. The 20-to-1 rule reveals that optimal AI […]
The Great AI Excavation
How frontier model companies are mining for non-human intelligence. The modern AI revolution represents a rare technological nexus where three critical streams — data abundance, computing power, and algorithmic innovation — have converged with extraordinary force. Like the California Gold Rush of 1849, this convergence has triggered a frantic scramble for advantage, with eye-watering sums […]
The Power Behind AI: America’s Trillion-Dollar Bet on HPC Data Centers
As artificial intelligence reshapes the global economy, a fierce competition for computational supremacy is unfolding across America. The nation’s electricity grid may prove the ultimate bottleneck. In the plains of Louisiana, a data center of unprecedented scale is taking shape. When complete in 2030, Meta’s newest facility will consume over 2 gigawatts of electricity—roughly equivalent […]
